John Armitage — Recent Sells
Egerton Capital · Sold and reduced positions in the Q2 '26 13F filing.
Filed July 21, 2026 · Last updated
John Armitage fully exited 6 positions and reduced 6 existing holdings in the Q2 '26 filing — a combined sell footprint of approximately $1.71B. Largest exit: CARPENTER TECHNOLOGY CORP (was $524.6M).
Fully exited (6)
| Ticker | Company | Prev Shares | Prev Value | Prev % Portfolio |
|---|---|---|---|---|
| CRS | CARPENTER TECHNOLOGY CORP | 1330920 | $524.6M | 5.82% |
| CME | CME GROUP INC | 1182907 | $349.4M | 3.88% |
| CNQ | CANADIAN NAT RES LTD MED TER | 5690211 | $277.1M | 3.07% |
| ACGLN | ARCH CAP GROUP LTD | 1116922 | $107.2M | 1.19% |
| RNR-PG | RENAISSANCERE HLDGS LTD | 317308 | $94.3M | 1.05% |
| NYT | NEW YORK TIMES CO MTN BE | 971884 | $81.4M | 0.90% |
Reduced positions (6)
| Ticker | Company | Shares Now | Value Now | % Portfolio | Change |
|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 3291594 | $1.16B | 11.24% | -4.9% |
| MDLN | MEDLINE INC | 16470884 | $649.6M | 6.28% | 277.3% |
| IBKR | INTERACTIVE BROKERS GROUP IN | 4129416 | $359.4M | 3.47% | -34.2% |
| FERG | FERGUSON ENTERPRISES INC | 1006024 | $238.8M | 2.31% | 58.6% |
| MA | MASTERCARD INCORPORATED | 363490 | $186.7M | 1.80% | -20.9% |
| UBER | UBER TECHNOLOGIES INC | 2319648 | $167.4M | 1.62% | -50.1% |