John Armitage's Egerton Capital returned to Meta Platforms Inc (META) in 2026 Q3, according to the 13F-HR filed with the SEC on October 20, 2026: 193K shares worth about $140M at September 30, 2026, 1.42% of the portfolio. The fund had sold out of the name in 2025 Q4. META enters the book as the 19th largest of 23 stock positions.
What did the 2026 Q3 filing report for META?
As of September 30, 2026, from the 13F-HR filed October 20, 2026.
| Value | |
|---|---|
| Shares | 193K |
| Reported value | $140M |
| Portfolio weight | 1.42% |
| Rank in portfolio | 19th of 23 |
| Sold out in | 2025 Q4 |
| Out for | 3 quarters |
How big is the returning META position?
John Armitage opened 4 stock positions in 2026 Q3; META is the 2nd largest of them by weight. An average stock position in the John Armitage portfolio is 4% of the reported value, so the new name starts below the fund's typical size.
Where does META sit in the John Armitage portfolio?
META ranks 19th of 23 stock positions in the John Armitage portfolio at 1.42%, below the fund's average stock position of 4%. The largest stock position is V at 14.93%. Next come AMZN at 11.96% and APH at 9.19%. The three largest stocks together are 36.08% of the book. The META purchase was the 10th largest of the quarter's 27 position changes by percent change to portfolio. Across the 2026 Q3 portfolio, John Armitage reported 23 stock positions, with 4 opened and 4 closed. The total portfolio value is about $9.82B, down 5% from the prior quarter.
When did John Armitage hold META before?
John Armitage held META before. The fund first reported the name in the quarter ended March 31, 2015, sold out 3 times, most recently in 2025 Q4, and is back after 3 quarters out. The weight peaked at 7.89% in 2023 Q3. Every reported trade is on the John Armitage META trade history page.
FAQ
How many META shares does John Armitage hold?
John Armitage holds 193K shares of META as of September 30, 2026, worth about $140M.
What is META's weight in the John Armitage portfolio?
META is 1.42% of the John Armitage portfolio and ranks 19th of 23 stocks by weight.
Has John Armitage owned META before?
Yes. John Armitage held META before. The fund first reported the name in the quarter ended March 31, 2015, sold out 3 times, most recently in 2025 Q4, and is back after 3 quarters out.