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ECU

Egerton Capital (UK) Portfolio holdings

AUM $9.01B
1-Year Est. Return 30.26%
This Fund
S&P 500
This Quarter Est. Return
+4.55%
1 Year Est. Return
+30.26%
3 Year Est. Return
+123.41%
5 Year Est. Return
+167.33%
10 Year Est. Return
+1,140.74%
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

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

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

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
AMZN icon
1
Amazon
AMZN
$2.69T
$1.36B 14.78%
5,892,496
+1,839,247
+45% +$421M
V icon
2
Visa
V
$694B
$1.15B 12.47%
3,270,999
+887,626
+37% +$302M
MSFT icon
3
Microsoft
MSFT
$2.98T
$846M 9.19%
1,748,656
-62,132
-3% -$31.1M
BSX icon
4
Boston Scientific
BSX
$66.3B
$513M 5.58%
5,385,084
+72,580
+1% +$7.12M
COF icon
5
Capital One
COF
$131B
$501M 5.45%
2,069,130
-8,709
-0.4% -$1.94M
APH icon
6
Amphenol
APH
$188B
$501M 5.45%
3,707,911
-115,511
-3% -$15.5M
CRS icon
7
Carpenter Technology
CRS
$27.5B
$489M 5.31%
1,553,012
+178,679
+13% +$53.7M
IBKR icon
8
Interactive Brokers
IBKR
$41.1B
$446M 4.85%
6,939,581
+685,447
+11% +$45.9M
MCO icon
9
Moody's
MCO
$90.7B
$395M 4.29%
+773,409
New +$377M
GOOG icon
10
Alphabet (Google) Class C
GOOG
$4.32T
$339M 3.68%
+1,078,768
New +$309M
CME icon
11
CME Group
CME
$89B
$322M 3.5%
1,179,792
-4,996
-0.4% -$1.36M
CRH icon
12
CRH
CRH
$70.6B
$282M 3.07%
2,261,060
-1,999,786
-47% -$238M
VMC icon
13
Vulcan Materials
VMC
$38.1B
$274M 2.98%
+960,173
New +$282M
MA icon
14
Mastercard
MA
$487B
$262M 2.84%
458,342
-1,813
-0.4% -$1.01M
WYNN icon
15
Wynn Resorts
WYNN
$10.2B
$249M 2.71%
+2,069,751
New +$256M
FERG icon
16
Ferguson
FERG
$45.4B
$224M 2.44%
1,008,314
-1,591,910
-61% -$380M
UBER icon
17
Uber
UBER
$151B
$219M 2.38%
+2,681,172
New +$241M
EMBJ
18
Embraer S.A. ADS
EMBJ
$11.5B
$211M 2.29%
3,278,140
+1,161,128
+55% +$72.8M
STX icon
19
Seagate
STX
$169B
$201M 2.18%
729,325
-863,658
-54% -$224M
RNR icon
20
RenaissanceRe
RNR
$13.4B
$138M 1.5%
+490,626
New +$129M
NYT icon
21
New York Times
NYT
$12.4B
$97.9M 1.06%
+1,410,003
New +$87.4M
LAMR icon
22
Lamar Advertising Co
LAMR
$16.5B
$91.4M 0.99%
722,083
-1,774
-0.2% -$222K
LPLA icon
23
LPL Financial
LPLA
$26.5B
$91M 0.99%
+254,813
New +$90.1M
ACGL icon
24
Arch Capital
ACGL
$35B
– –
-3,507,882
Closed -$318M
ARMK icon
25
Aramark
ARMK
$15B
– –
-3,204,201
Closed -$123M
1
2

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AI
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GIA
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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.