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ECU

Egerton Capital (UK) Portfolio holdings

AUM $10.4B
1-Year Est. Return 25.66%
This Fund
S&P 500
This Quarter Est. Return
+4.55%
1 Year Est. Return
+25.66%
3 Year Est. Return
+136.83%
5 Year Est. Return
+178.53%
10 Year Est. Return
+1,291.99%
AUM
$9.2B
AUM Growth
-$281M
Cap. Flow
-$589M
Cap. Flow %
-6.4%
Top 10 Hldgs %
71.06%
Holding
32
New
8
Increased
6
Reduced
9
Closed
9

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$421M
2
MCO icon
Moody's
MCO
+$377M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$309M
4
V icon
Visa
V
+$302M
5
VMC icon
Vulcan Materials
VMC
+$282M

Top Sells

Rank Stock Value
1
PGR icon
Progressive
PGR
+$639M
2
META icon
Meta Platforms (Facebook)
META
+$397M
3
FERG icon
Ferguson
FERG
+$380M
4
FLUT icon
Flutter Entertainment
FLUT
+$359M
5
ACGL icon
Arch Capital
ACGL
+$318M

Sector Composition

Rank Sector Weight
1 Financials 35.9%
2 Technology 19.2%
3 Consumer Discretionary 17.49%
4 Industrials 10.05%
5 Materials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CP icon
26
Canadian Pacific Kansas City
CP
$78.1B
– –
-2,026,311
Closed -$151M
FCNCA icon
27
First Citizens BancShares
FCNCA
$24.9B
– –
-47,384
Closed -$84.8M
ICE icon
28
Intercontinental Exchange
ICE
$85.6B
– –
-1,036,199
Closed -$175M
META icon
29
Meta Platforms (Facebook)
META
$1.42T
– –
-541,167
Closed -$397M
PGR icon
30
Progressive
PGR
$123B
– –
-2,588,638
Closed -$639M
TRU icon
31
TransUnion
TRU
$15.1B
– –
-1,465,050
Closed -$123M
FLUT icon
32
Flutter Entertainment
FLUT
$18.1B
– –
-1,412,018
Closed -$359M
1
2

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Egerton Capital (UK)'s Q4 2025 Portfolio in Review

As of Q4 2025, Egerton Capital (UK) held 32 positions worth $9.2B, down 3% from $9.48B the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Egerton Capital (UK) withdrew a net $589M in Q4 2025, closing 9 positions and reducing 9 holdings. Its most notable exit was Progressive, an estimated $639M position sold in full.

By sector, the portfolio is most concentrated in Financials at 36% of assets, down from 38% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Egerton Capital (UK) opened a new position in Moody's worth $395M.

  • Egerton Capital (UK)'s largest Q4 2025 buy was Moody's: 773,409 shares worth $395M.
  • Egerton Capital (UK) added most to Amazon in Q4 2025, an estimated $421M increase.
  • Egerton Capital (UK)'s biggest Q4 2025 reduction was Ferguson, cutting an estimated $380M.
  • Egerton Capital (UK) fully exited Progressive in Q4 2025, selling an estimated $639M.
  • Egerton Capital (UK)'s ten largest holdings make up 71% of its $9.2B portfolio in Q4 2025.
  • Egerton Capital (UK) opened 8 new positions and closed 9 in Q4 2025.
  • Egerton Capital (UK)'s portfolio value fell 3% quarter-over-quarter to $9.2B.

Based on Egerton Capital (UK)'s 13F filing for Q4 2025, filed 11 Feb 2026.