Egerton Capital·CIK 1581811
23
Positions
$9.7B
Portfolio Value
26
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2023
Portfolio Value Over Time
| SOLD |
| 3 | LPLA | 2.23% | $206,392,745 | SOLD |
| 4 | CVE | 2.70% | $261,593,337 | ▼ -2% |
| 5 | FCNCA | 4.36% | $423,154,748 | ▼ -2% |
| 6 | KKR | 0.84% | $81,305,672 | ▼ -1.3% |
| 7 | ADI | 2.43% | $235,648,994 | ▼ -1.4% |
| 8 | V | 8.52% | $826,392,166 | ▼ -1.7% |
| 9 | CNI | 9.61% | $931,687,284 | ▼ -1.5% |
| 10 | SLB | 4.36% | $423,027,384 | ▼ -0.9% |
| 11 | TECK | 3.09% | $300,026,324 | ▼ -0.8% |
| 12 | EG | 1.02% | $99,126,409 | ▼ -0.6% |
| 13 | LIN | 0.46% | $42,387,997 | SOLD |
| 14 | UNH | 0.46% | $42,232,533 | SOLD |