Egerton Capital·CIK 1581811
26
Positions
$14.8B
Portfolio Value
26
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2022
Portfolio Value Over Time
| ▼ -2% |
| 3 | CHTR | 3.52% | $668,368,000 | SOLD |
| 4 | CSX | 4.37% | $646,879,000 | ▼ -1.6% |
| 5 | BBWI | 1.36% | $201,206,000 | ▼ -2.1% |
| 6 | LINXXXX | 2.48% | $366,706,000 | ▼ -1.6% |
| 7 | LOW | 2.89% | $428,700,000 | ▼ -1% |
| 8 | V | 5.53% | $818,872,000 | ▼ -0.2% |
| 9 | SNAP | 1.26% | $239,698,000 | SOLD |
| 10 | AA | 1.11% | $165,026,000 | ▼ -0.6% |
| 11 | PVH | 0.73% | $138,613,000 | SOLD |
| 12 | VMC | 0.22% | $41,077,000 | SOLD |
| 13 | TSCO | 0.11% | $20,581,000 | SOLD |