Egerton Capital

Egerton Capital as of March 31, 2013

Portfolio Holdings for Egerton Capital

Egerton Capital holds 22 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
News Corporation 15.2 $616M 20M 30.51
American Express Company (AXP) 14.6 $590M 8.7M 67.46
Walt Disney Company (DIS) 10.3 $416M 7.3M 56.80
Visa (V) 8.1 $327M 1.9M 169.84
Comcast Corporation (CMCSA) 6.7 $270M 6.4M 41.98
MasterCard Incorporated (MA) 6.2 $252M 465k 541.13
Bank of America Corporation (BAC) 5.7 $230M 19M 12.18
Signet Jewelers (SIG) 4.2 $169M 2.5M 67.00
Google 3.4 $137M 172k 794.19
Norfolk Southern (NSC) 3.0 $122M 1.6M 77.08
Nike (NKE) 2.9 $119M 2.0M 59.01
Fiserv (FI) 2.9 $116M 1.3M 87.86
Williams-Sonoma (WSM) 2.9 $116M 2.2M 51.52
Mondelez Int (MDLZ) 2.8 $113M 3.7M 30.62
AutoNation (AN) 2.1 $85M 1.9M 43.75
Yandex Nv-a (YNDX) 2.1 $84M 3.6M 23.14
WESCO International (WCC) 1.5 $62M 859k 72.61
Delta Air Lines (DAL) 1.5 $60M 3.6M 16.51
United Rentals (URI) 1.4 $55M 1.0M 54.97
First Republic Bank/san F (FRCB) 1.1 $43M 1.1M 38.62
Charter Communications 0.8 $34M 329k 104.18
Six Flags Entertainment (SIX) 0.6 $25M 344k 72.48