Egerton Capital·CIK 1581811
34
Positions
$17.7B
Portfolio Value
26
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2020
Portfolio Value Over Time
| SOLD |
| 3 | MA | 1.01% | $178,238,000 | ▼ -2.3% |
| 4 | CHTR | 6.48% | $1,144,317,000 | ▼ -2.5% |
| 5 | BKNG | 1.59% | $257,844,000 | SOLD |
| 6 | FISV | 1.39% | $225,753,000 | SOLD |
| 7 | UNH | 3.57% | $630,561,000 | ▼ -1.3% |
| 8 | META | 4.21% | $743,917,000 | ▼ -1.1% |
| 9 | MLM | 0.60% | $105,978,000 | ▼ -0.7% |
| 10 | SAM | 0.67% | $108,176,000 | SOLD |
| 11 | ATVI | 0.66% | $107,354,000 | SOLD |
| 12 | EBAY | 0.64% | $103,825,000 | SOLD |
| 13 | TSCO | 0.62% | $100,645,000 | SOLD |
| 14 | VMC | 1.42% | $250,145,000 | ▼ -0.6% |
| 15 | DHI | 4.12% | $727,961,000 | ▼ -0.8% |
| 16 | CMCSA | 3.15% | $556,383,000 | ▼ -0% |
| 17 | PYPL | 3.90% | $689,343,000 | ▼ -0.6% |
| 18 | TSM | 0.21% | $34,208,000 | SOLD |
| 19 | NBIS | 1.85% | $327,128,000 | ▼ -0.2% |