Latticework

Glenn Greenberg vs John Armitage

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Glenn Greenberg discloses $4.04B across 36 positions as of 2026Q1; John Armitage (Egerton Capital) discloses $10.35B across 23 as of 2026Q2. They overlap on 5 holdings.

Same shortlist, opposite conviction — they own more names in common than most pairs, and size them more differently than any other pair in the cohort.

MetricBuffettJohn Armitage
Disclosed portfolio$4.04B$10.35B
Positions3623
Top-5 concentration47%49%
Latest filing2026Q1 · May 15, 20262026Q2 · Jul 21, 2026
Cloning this 13F returned12.8%/yr over 12.2 yrs13.5%/yr over 12.2 yrs
S&P 500, same window13.8%/yr13.7%/yr

Clone returns replicate each manager's 13F at reported weights with the real disclosure lag; the S&P 500 figure beneath is measured over that manager's identical window (SPY total return). Because each manager has a different amount of 13F history, the two columns cover different spans — compare each manager against their own benchmark row, not across columns. Methodology.

Buffett's top 10

  1. SNX12.8%
  2. OMF10.2%
  3. ICLR8.2%
  4. ELV8.1%
  5. AN7.5%
  6. SLM7.2%
  7. MRP5.9%
  8. PRI5.5%
  9. LEN5.2%
  10. BLDR4.8%

John Armitage's top 10

  1. V14.1%
  2. GOOG11.2%
  3. APH8.3%
  4. AMZN8.2%
  5. MCO7.5%
  6. NVDA6.6%
  7. MDLN6.3%
  8. VMC5.6%
  9. CRH4.5%
  10. AMAT3.6%

Where they agree

Shared holdingBuffett wt.John Armitage wt.
GOOG0.0%11.2%
AMZN0.0%8.2%
MCO0.0%7.5%
AMAT0.0%3.6%
MA0.0%1.8%

Where they diverge

Buffett's largest holding that John Armitagedoesn't own: SNX at 12.8% of the book. John Armitage's largest holding Buffett doesn't own: V at 14.1%.

From SEC EDGAR Form 13F-HR filings (2026Q1 / 2026Q2). Long US-listed equities only — cash, shorts, bonds, and non-US positions are not disclosed, and both managers' real books extend beyond what a 13F shows. Not investment advice.