John Armitage's STX Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 729,325 shares of Seagate Technology Holdings plc (STX) worth $200.85 M, representing 2.18% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 3 quarters.
Based on 13F filings, John Armitage has maintained this position in STX for several quarters, showing initial confidence in the investment. Largest reduction occurred in Q4 2025, reducing 863,658 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -863,658 | Reduce 54.22% | 729,325 | $275.39 |
| Q3 2025 | -458,451 | Reduce 22.35% | 1.59 M | $236.06 |
| Q2 2025 | +2.05 M | New Buy | 2.05 M | $144.33 |
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 3 quarters since Q2 2025.
John Armitage's largest addition to Seagate Technology Holdings plc (STX) was in Q2 2025, adding 2,051,434 shares worth $296.08 M.
According to the latest 13F filing for Q4 2025, John Armitage's firm, Egerton Capital (Uk) Llp, owns 729,325 shares of Seagate Technology Holdings plc (STX), valued at approximately $200.85 M.
As of the Q4 2025 filing, Seagate Technology Holdings plc (STX) represents approximately 2.18% of John Armitage's publicly disclosed stock portfolio, making it one of their key holdings.
John Armitage's peak holding in Seagate Technology Holdings plc (STX) was 2,051,434 shares, as reported at the end of Q2 2025.