Egerton Capital·CIK 1581811
22
Positions
$9.2B
Portfolio Value
26
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2023
Portfolio Value Over Time
| NEW |
| 3 | MSFT | 7.01% | $647,152,055 | ▲ +2.2% |
| 4 | CRH | 2.54% | $234,678,207 | NEW |
| 5 | V | 10.35% | $955,093,975 | ▲ +1.4% |
| 6 | HLT | 2.57% | $237,148,735 | ▲ +1.4% |
| 7 | GE | 5.95% | $549,188,061 | ▲ +1% |
| 8 | CNI | 7.22% | $666,877,709 | ▲ +0.7% |
| 9 | IBN | 3.18% | $293,713,806 | ▲ +0.9% |
| 10 | FISV | 4.96% | $458,069,914 | ▲ +0.3% |
| 11 | RNR | 3.49% | $321,741,840 | ▲ +0.3% |
| 12 | ACGL | 1.61% | $148,337,837 | ▲ +0.2% |
| 13 | HDB | 2.05% | $189,513,540 | ▲ +0.1% |
| 14 | SHEL | 0.84% | $77,200,508 | ▲ +0.1% |