John Armitage
Egerton Capital
John Armitage Embraer S.A stake
total: 222
Egerton Capital EMBJ trades
- Total transactions:
- 7
- New positions:
- 2
- Sold out:
- 1
- Added:
- 2
- Reduced:
- 2
- Held since:
- 2025 Q3
- Held for:
- 4 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, John Armitage holds 3,384,349 Embraer S.A (EMBJ) shares with a market value of roughly $215.92M accounting for 2.09% of the overall portfolio. To date, the estimated cost basis is nearly $62.06 for "buy" trades and estimated average "sell" price is $59.34. Egerton Capital first purchased EMBJ in 2024 Q3, initially acquiring about 3.71M shares. John Armitage later completely sold out the position and invested in Embraer S.A again in 2025 Q3. Since the initial investment in Embraer S.A (EMBJ), Egerton Capital has made 6 more transactions.
When did John Armitage buy Embraer S.A (EMBJ)?
John Armitage first invested in Embraer S.A (EMBJ) in 2024 Q3 at the reported quarter-end price of $35.37 per share.
What's the cost basis of Egerton Capital's EMBJ stake?
The estimated cost basis for Embraer S.A (EMBJ) stake is around $62.06 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $62.06
- Weighted AVG sell price:
- $59.34
John Armitage's historical trades in Embraer S.A
7 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
2.09%
|
3,384,349
|
$63.80
|
$215,921,466
|
+13.75% (+409,118)
|
+0.25%
|
|
2026 Q1
|
1.96%
|
2,975,231
|
$59.34
|
$176,550,208
|
-9.24% (-302,909)
|
-0.2%
|
|
2025 Q4
|
2.29%
|
3,278,140
|
$64.37
|
$211,013,872
|
+54.85% (+1,161,128)
|
+0.81%
|
|
2025 Q3
|
1.35%
|
2,117,012
|
$60.45
|
$127,973,375
|
new
|
+1.35%
|
|
2025 Q1
|
0.00%
|
0
|
$36.68
|
|
-100% (-3,634,426)
|
-1.54%
|
|
2024 Q4
|
1.54%
|
3,634,426
|
$36.68
|
$133,310,746
|
-1.97% (-73,098)
|
-0.03%
|
|
2024 Q3
|
1.32%
|
3,707,524
|
$35.37
|
$131,135,124
|
new
|
+1.32%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.