Egerton Capital·CIK 1581811
35
Positions
$16.2B
Portfolio Value
26
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2020
Portfolio Value Over Time
| ▲ +2.2% |
| 3 | V | 2.61% | $422,799,000 | NEW |
| 4 | MA | 3.29% | $532,292,000 | ▲ +2.1% |
| 5 | LB | 2.86% | $462,614,000 | ▲ +1.9% |
| 6 | VMC | 2.05% | $332,455,000 | NEW |
| 7 | CHTR | 8.97% | $1,451,197,000 | ▲ +0.6% |
| 8 | DHI | 4.88% | $789,680,000 | ▲ +1% |
| 9 | BKNG | 1.59% | $257,844,000 | NEW |
| 10 | META | 5.29% | $855,910,000 | ▲ +0.8% |
| 11 | MLM | 1.34% | $216,649,000 | NEW |
| 12 | CPXXXX | 5.95% | $963,389,000 | ▲ +0% |
| 13 | PGR | 1.50% | $242,767,000 | ▲ +0.9% |
| 14 | SAM | 0.67% | $108,176,000 | NEW |
| 15 | EBAY | 0.64% | $103,825,000 | NEW |
| 16 | MTCH | 2.32% | $375,449,000 | ▲ +0.3% |
| 17 | GPN | 3.23% | $522,554,000 | ▲ +0% |
| 18 | NVR | 0.49% | $79,404,000 | NEW |
| 19 | NBIS | 2.05% | $331,437,000 | ▲ +0% |
| 20 | TSM | 0.21% | $34,208,000 | NEW |