EdgeMarket › What Egerton Capital (Uk) Llp reported owning
What Egerton Capital (Uk) Llp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
9.0BPositions
24Quarter
2026-03-31Shown below
24largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| V VISA INC. | 1.2B | 13.8% | 4.1M | 371.04 | +7.9% |
| GOOG Alphabet Inc. | 992.4M | 11.0% | 3.5M | 341.75 | +70.7% |
| MCO MOODYS CORP /DE/ | 674.3M | 7.5% | 1.5M | 503.32 | -2.3% |
| LIN LINDE PLC | 529.7M | 5.9% | 1.1M | 487.57 | +1.1% |
| CRS CARPENTER TECHNOLOGY CORP | 524.6M | 5.8% | 1.3M | 492.38 | +105.1% |
| AMZN AMAZON COM INC | 492.2M | 5.5% | 2.4M | 258.63 | +15.6% |
| VMC Vulcan Materials CO | 481.8M | 5.3% | 1.8M | 276.04 | -3.6% |
| NVDA NVIDIA CORP | 466.5M | 5.2% | 2.7M | 214.72 | +22.4% |
| IBKR Interactive Brokers Group, Inc. | 420.9M | 4.7% | 6.3M | 93.87 | +50.3% |
| APH AMPHENOL CORP /DE/ | 362.8M | 4.0% | 2.9M | 157.01 | +44.5% |
| CME CME GROUP INC. | 349.4M | 3.9% | 1.2M | 274.98 | +0.1% |
| UBER Uber Technologies, Inc | 334.6M | 3.7% | 4.7M | 78.80 | -15.9% |
| DVN DEVON ENERGY CORP/DE | 328.3M | 3.6% | 6.5M | 49.10 | +45.4% |
| CRH CRH PUBLIC LTD CO | 290.1M | 3.2% | 2.8M | 95.07 | -14.2% |
| CNQ CANADIAN NATURAL RESOURCES Ltd | 277.1M | 3.1% | 5.7M | 51.40 | +73.5% |
| MA Mastercard Inc | 229.7M | 2.5% | 459.7K | 580.63 | -2.0% |
| MDLN Medline Inc. | 194.3M | 2.2% | 4.4M | 34.26 | — |
| EMBJ EMBRAER S.A. | 176.6M | 2.0% | 3.0M | 75.95 | +36.5% |
| FERG Ferguson Enterprises Inc. /DE/ | 147.9M | 1.6% | 634.3K | 242.24 | +5.1% |
| LAMR LAMAR ADVERTISING CO/NEW | 137.9M | 1.5% | 1.1M | 150.77 | +23.0% |
| ACGL ARCH CAPITAL GROUP LTD. | 107.2M | 1.2% | 1.1M | 99.39 | +7.1% |
| RNR RENAISSANCERE HOLDINGS LTD | 94.3M | 1.0% | 317.3K | 323.45 | +30.4% |
| NYT NEW YORK TIMES CO | 81.4M | 0.9% | 971.9K | 65.69 | +9.6% |
| AWI ARMSTRONG WORLD INDUSTRIES INC | 73.8M | 0.8% | 448.0K | 178.54 | -7.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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