Egerton Capital·CIK 1581811
25
Positions
$9.3B
Portfolio Value
26
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2023
Portfolio Value Over Time
| ▼ -4.4% |
| 3 | GOOG | 3.25% | $300,776,320 | ▼ -3.1% |
| 4 | MA | 3.92% | $363,112,367 | ▼ -2.1% |
| 5 | CNI | 11.09% | $1,027,522,239 | ▼ -0.1% |
| 6 | BKNG | 2.08% | $192,413,779 | ▼ -1.7% |
| 7 | CSX | 2.02% | $234,655,810 | SOLD |
| 8 | LOW | 2.42% | $223,881,613 | ▼ -1.5% |
| 9 | MSFT | 4.13% | $382,711,907 | ▼ -0.9% |
| 10 | CVE | 4.74% | $438,846,973 | ▼ -0.1% |
| 11 | LPLA | 2.23% | $206,392,745 | ▼ -0% |
| 12 | IBN | 1.78% | $164,976,359 | ▼ -0.1% |