Egerton Capital as of March 31, 2025
Portfolio Holdings for Egerton Capital
Egerton Capital holds 27 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 9.3 | $803M | 4.2M | 190.26 | |
| Progressive Corporation (PGR) | 9.1 | $786M | 2.8M | 283.01 | |
| Fiserv (FI) | 6.1 | $526M | 2.4M | 220.83 | |
| Microsoft Corporation (MSFT) | 5.8 | $499M | 1.3M | 375.39 | |
| Flutter Entmt SHS (FLUT) | 5.6 | $486M | 2.2M | 221.55 | |
| Cme (CME) | 5.3 | $459M | 1.7M | 265.29 | |
| Meta Platforms Cl A (META) | 4.9 | $428M | 743k | 576.36 | |
| Arch Cap Group Ord (ACGL) | 4.8 | $416M | 4.3M | 96.18 | |
| Eli Lilly & Co. (LLY) | 4.7 | $407M | 493k | 825.91 | |
| CRH Ord (CRH) | 4.3 | $372M | 4.2M | 87.97 | |
| Visa Com Cl A (V) | 3.9 | $336M | 959k | 350.46 | |
| Carpenter Technology Corporation (CRS) | 3.8 | $330M | 1.8M | 181.18 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 3.5 | $304M | 1.8M | 165.59 | |
| Ge Aerospace Com New (GE) | 3.5 | $300M | 1.5M | 200.15 | |
| Canadian Pacific Kansas City (CP) | 3.4 | $293M | 4.2M | 70.21 | |
| Lpl Financial Holdings (LPLA) | 3.3 | $285M | 871k | 327.14 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.0 | $260M | 1.7M | 156.23 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 2.7 | $231M | 125k | 1854.12 | |
| Mastercard Incorporated Cl A (MA) | 2.4 | $208M | 380k | 548.12 | |
| Intercontinental Exchange (ICE) | 2.2 | $190M | 1.1M | 172.50 | |
| Capital One Financial (COF) | 1.8 | $160M | 892k | 179.30 | |
| Icici Bank Adr (IBN) | 1.8 | $159M | 5.0M | 31.52 | |
| Amphenol Corp Cl A (APH) | 1.3 | $116M | 1.8M | 65.59 | |
| Howard Hughes Holdings (HHH) | 1.0 | $89M | 1.2M | 74.08 | |
| Martin Marietta Materials (MLM) | 0.9 | $79M | 165k | 478.13 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.9 | $74M | 1.1M | 66.44 | |
| Aramark Hldgs (ARMK) | 0.8 | $72M | 2.1M | 34.52 |
