Egerton Capital·CIK 1581811
25
Positions
$9.7B
Portfolio Value
26
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2025
Portfolio Value Over Time
| SOLD |
| 3 | IBN | 1.83% | $158,586,702 | SOLD |
| 4 | GOOG | 1.76% | $171,251,064 | ▼ -1.2% |
| 5 | HHH | 1.02% | $88,621,015 | SOLD |
| 6 | PGR | 7.22% | $703,966,272 | ▼ -1.9% |
| 7 | MLM | 0.91% | $79,053,058 | SOLD |
| 8 | HDB | 0.86% | $74,179,795 | SOLD |
| 9 | FLUT | 4.25% | $414,326,567 | ▼ -1.4% |
| 10 | AMZN | 7.51% | $732,188,895 | ▼ -1.8% |
| 11 | FCNCA | 1.79% | $174,145,395 | ▼ -0.9% |
| 12 | CME | 4.31% | $419,751,620 | ▼ -1% |
| 13 | ACGL | 3.96% | $386,139,954 | ▼ -0.8% |
| 14 | LPLA | 3.20% | $312,168,525 | ▼ -0.1% |
| 15 | GE | 3.33% | $324,784,740 | ▼ -0.1% |
| 16 | META | 4.17% | $406,905,327 | ▼ -0.8% |
| 17 | ICE | 2.03% | $198,131,271 | ▼ -0.2% |