John Armitage's STX Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 1.59 M shares of Seagate Technology Holdings plc (STX) worth $376.04 M, representing 3.97% of the portfolio. First purchased in 2025-Q2, this recently established position has been held for 2 quarters.
Based on recent 13F filings, John Armitage has initiated a new position in STX, representing a fresh investment thesis on this company. Largest reduction occurred in Q3 2025, reducing 458,451 shares.
Analysis based on 13F filings available since 2013 Q2
John Armitage's Seagate Technology Holdings plc (STX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Seagate Technology Holdings plc (STX) Trades by John Armitage
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2025 | +2.05 M | New Buy | 2.05 M | $144.33 |
| Q3 2025 | -458,451 | Reduce 22.35% | 1.59 M | $236.06 |
John Armitage's Seagate Technology Holdings plc Investment FAQs
John Armitage first purchased Seagate Technology Holdings plc (STX) in Q2 2025, acquiring 2,051,434 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 Seagate Technology Holdings plc (STX) for 2 quarters since Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage's largest addition to Seagate Technology Holdings plc (STX) was in Q2 2025, adding 2,051,434 shares worth $296.08 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 1,592,983 shares of Seagate Technology Holdings plc (STX), valued at approximately $376.04 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Seagate Technology Holdings plc (STX) represents approximately 3.97% 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 Seagate Technology Holdings plc (STX) was 2,051,434 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.