Egerton Capital·CIK 1581811
23
Positions
$9.2B
Portfolio Value
26
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2025
Portfolio Value Over Time
| 3 | GOOG | 3.68% | $338,517,398 | NEW |
| 4 | V | 12.47% | $1,147,172,059 | ▲ +3.9% |
| 5 | VMC | 2.98% | $273,860,543 | NEW |
| 6 | WYNN | 2.71% | $249,053,138 | NEW |
| 7 | UBER | 2.38% | $219,078,564 | NEW |
| 8 | CRS | 5.31% | $488,950,298 | ▲ +1.7% |
| 9 | RNR | 1.50% | $137,944,406 | NEW |
| 10 | NYT | 1.06% | $97,882,408 | NEW |
| 11 | LPLA | 0.99% | $91,011,559 | NEW |
| 12 | EMBJ | 2.29% | $211,013,872 | ▲ +0.9% |
| 13 | COF | 5.45% | $501,474,347 | ▲ +0.8% |
| 14 | APH | 5.45% | $501,087,093 | ▲ +0.5% |
| 15 | IBKR | 4.85% | $446,284,454 | ▲ +0.3% |
| 16 | BSX | 5.58% | $513,467,759 | ▲ +0.1% |
| 17 | LAMR | 0.99% | $91,401,266 | ▲ +0.1% |
| 18 | CME | 3.50% | $322,177,599 | ▲ +0.1% |
| 19 | MA | 2.84% | $261,658,281 | ▲ +0.1% |