Egerton Capital

Latest statistics and disclosures from Egerton Capital's latest quarterly 13F-HR filing:

Companies in the Egerton Capital portfolio as of June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Charter Communications Inc New Cl A cl a 8.36 2.89M 395.18
Union Pacific Corporation (UNP) 7.44 6.01M -22% 169.11
American Express Company (AXP) 7.28 8.06M -13% 123.44
Canadian Pacific Railway Ltd 6.67 3.88M +14% 235.24
Microsoft Corporation (MSFT) 6.21 6.33M -35% 133.96
Alibaba Group Holding Ltd Spon 6.00 4.83M +79% 169.45
S&p Global 5.39 3.23M -3% 227.79
Adobe Systems Incorporated (ADBE) 4.49 2.08M -21% 294.65
Vulcan Materials Company (VMC) 4.07 4.05M -4% 137.31
CSX Corporation (CSX) 3.76 6.64M -45% 77.37
Martin Marietta Materials (MLM) 3.61 2.15M -2% 230.11
Tiffany & Co. (TIF) 3.26 4.75M +53% 93.64
Autodesk (ADSK) 3.23 2.71M +21% 162.90
Wynn Resorts (WYNN) 3.17 3.49M +51% 123.99
MasterCard Incorporated (MA) 3.05 1.58M -35% 264.53
D.R. Horton (DHI) 2.84 8.98M NEW 43.13
Tenaris S.A. (TS) 2.74 14.21M +10% 26.31
Fiserv (FISV) 2.65 3.97M -38% 91.16
Facebook Inc cl a 2.44 1.72M NEW 193.00
Alphabet Inc Class C cs 1.96 247172 -61% 1080.91
Iqvia Holdings Inc 1.64 1.39M NEW 160.90
Kkr & Co Lp 1.63 8.80M -2% 25.27
Fox Corp 1.52 5.67M -59% 36.64
TransDigm Group Incorporated (TDG) 1.41 398563 NEW 483.80
Godaddy Inc cl a 1.15 2.24M -2% 70.15
Synopsys (SNPS) 0.91 965031 -56% 128.69
Equifax (EFX) 0.76 764524 NEW 135.24
Thermo Fisher Scientific (TMO) 0.73 339993 NEW 293.68
Altice Usa Inc cl a 0.70 3.92M NEW 24.35
Avantor Inc 0.61 4.39M NEW 19.09
UnitedHealth (UNH) 0.35 194003 -68% 244.01

Past 13F-HR SEC Filings by Egerton Capital

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