John Armitage's ARMK Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 3.2M shares of Aramark (ARMK) worth $123.04 M, representing 1.30% of the portfolio. First purchased in 2019-Q3, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, John Armitage has maintained a strategic position in ARMK, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 916.1K shares. Largest reduction occurred in Q4 2024, reducing 23.1K shares.
Analysis based on 13F filings available since 2013 Q2
John Armitage's Aramark (ARMK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Aramark (ARMK) Trades by John Armitage
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2019 | +879,555 | New Buy | 879,555 | $31.47 |
| Q4 2019 | -879,555 | Sold Out | 879,555 | $0.00 |
| Q3 2024 | +1.18 M | New Buy | 1.18 M | $38.73 |
| Q4 2024 | -23,070 | Reduce 1.95% | 1.16 M | $37.31 |
| Q1 2025 | +916,054 | Add 79.03% | 2.08 M | $34.52 |
| Q2 2025 | +754,419 | Add 36.36% | 2.83 M | $41.87 |
| Q3 2025 | +374,656 | Add 13.24% | 3.2 M | $38.40 |
John Armitage's Aramark Investment FAQs
John Armitage first purchased Aramark (ARMK) in Q3 2019, acquiring 879,555 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage has held Aramark (ARMK) for 25 quarters since Q3 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage's largest addition to Aramark (ARMK) was in Q3 2024, adding 1,182,142 shares worth $45.78 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, John Armitage's firm, Egerton Capital (Uk) Llp, owns 3,204,201 shares of Aramark (ARMK), valued at approximately $123.04 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Aramark (ARMK) represents approximately 1.30% of John Armitage's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage's peak holding in Aramark (ARMK) was 3,204,201 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.