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 (NBIS) | 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 |
