Egerton Capital

Egerton Capital as of Dec. 31, 2012

Portfolio Holdings for Egerton Capital

Egerton Capital holds 18 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
News Corporation 16.7 $448M 18M 25.51
Visa (V) 10.6 $283M 1.9M 151.58
Walt Disney Company (DIS) 10.3 $277M 5.6M 49.79
American Express Company (AXP) 8.6 $229M 4.0M 57.48
MasterCard Incorporated (MA) 8.2 $219M 446k 491.28
Bank of America Corporation (BAC) 5.5 $148M 12M 12.00
Comcast Corporation (CMCSA) 5.5 $148M 4.0M 37.36
Monsanto Company 5.2 $139M 1.5M 94.65
Williams-Sonoma (WSM) 5.1 $137M 3.1M 43.77
Fiserv (FI) 5.0 $135M 1.7M 79.03
Signet Jewelers (SIG) 5.0 $133M 2.5M 53.40
Cognizant Technology Solutions (CTSH) 4.4 $117M 1.6M 73.88
Virgin Media 2.8 $74M 2.0M 36.75
Apple (AAPL) 2.6 $69M 129k 532.17
Yandex Nv-a (YNDX) 1.7 $45M 2.1M 21.54
Six Flags Entertainment (SIX) 1.2 $33M 540k 61.20
United Rentals (URI) 1.1 $29M 639k 45.52
Nike (NKE) 0.5 $14M 266k 51.60