Egerton Capital·CIK 1581811
23
Positions
$12.9B
Portfolio Value
26
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2022
Portfolio Value Over Time
| ▲ +1.4% |
| 3 | CNI | 9.37% | $1,206,561,000 | ▲ +0.4% |
| 4 | CVE | 3.49% | $449,321,000 | ▲ +1.1% |
| 5 | FCNCA | 4.79% | $616,871,000 | ▲ +1.1% |
| 6 | LPLA | 2.06% | $265,349,000 | ▲ +0.7% |
| 7 | TECK | 2.83% | $364,407,000 | ▲ +0.7% |
| 8 | SCHW | 6.50% | $837,470,000 | ▲ +1.1% |
| 9 | AMAT | 3.73% | $480,389,000 | ▲ +0.7% |
| 10 | LOW | 3.36% | $432,939,000 | ▲ +0.5% |