John Armitage's ERJ Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 2.1M shares of Embraer S.A. (ERJ) worth $127.97 M, representing 1.35% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 5 quarters.
Based on 13F filings, John Armitage has maintained this position in ERJ for several quarters, showing initial confidence in the investment. Largest reduction occurred in Q3 2025, reducing 1.5M shares.
Analysis based on 13F filings available since 2013 Q2
John Armitage's Embraer (ERJ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Embraer (ERJ) Trades by John Armitage
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2024 | +3.71 M | New Buy | 3.71 M | $35.37 |
| Q4 2024 | -73,098 | Reduce 1.97% | 3.63 M | $36.68 |
| Q1 2025 | -3.63 M | Sold Out | 3.63 M | $0.00 |
| Q3 2025 | +2.12 M | New Buy | 2.12 M | $60.45 |
John Armitage's Embraer Investment FAQs
John Armitage first purchased Embraer S.A. (ERJ) in Q3 2024, acquiring 3,707,524 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 Embraer S.A. (ERJ) for 5 quarters since Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage's largest addition to Embraer S.A. (ERJ) was in Q3 2024, adding 3,707,524 shares worth $131.14 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 2,117,012 shares of Embraer S.A. (ERJ), valued at approximately $127.97 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Embraer S.A. (ERJ) represents approximately 1.35% 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 Embraer S.A. (ERJ) was 3,707,524 shares, as reported at the end of Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.