Egerton Capital (UK) LLP Q1 2022 Filing
Filed May 9, 2022
Portfolio Value
$19.0B
Holdings
29
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CP.TOCANADIAN PAC RY LTD | 26,847,568 | $2.2T | 11676.67% | |
| 2 | GOOGALPHABET INC | 729,822 | $2.0T | 10740.78% | |
| 3 | MSFTMICROSOFT CORP | 4,816,642 | $1.5T | 7824.95% | |
| 4 | CNRCANADIAN NATL RY CO | 9,388,387 | $1.3T | 6635.88% | |
| 5 | AMZNAMAZON COM INC | 369,920 | $1.2T | 6354.31% | |
| 6 | CSXCSX CORP | 30,308,196 | $1.1T | 5980.83% | |
| 7 | VVISA INC | 4,883,072 | $1.1T | 5706.18% | |
| 8 | SCHWSCHWAB CHARLES CORP | 11,865,031 | $1.0T | 5271.06% | |
| 9 | UNHUNITEDHEALTH GROUP INC | 1,635,327 | $834.0B | 4394.39% | |
| 10 | LINLINDE PLC | 2,443,717 | $780.6B | 4113.17% | |
| 11 | LOWLOWES COS INC | 3,610,961 | $730.1B | 3847.09% | |
| 12 | CHTRCHARTER COMMUNICATIONS INC N | 1,225,195 | $668.4B | 3521.80% | |
| 13 | BBWIBATH & BODY WORKS INC | 13,625,757 | $651.3B | 3431.93% | |
| 14 | ADIANALOG DEVICES INC | 3,728,676 | $615.9B | 3245.35% | |
| 15 | DHID R HORTON INC | 7,818,902 | $582.6B | 3069.80% | |
| 16 | FCNCAFIRST CTZNS BANCSHARES INC N | 837,088 | $557.2B | 2935.85% | |
| 17 | KKRKKR & CO INC | 6,510,892 | $380.7B | 2005.96% | |
| 18 | AAALCOA CORP | 3,530,533 | $317.9B | 1674.85% | |
| 19 | MAMASTERCARD INCORPORATED | 854,026 | $305.2B | 1608.24% | |
| 20 | AMATAPPLIED MATLS INC | 2,000,999 | $263.7B | 1389.67% | |
| 21 | SNAPSNAP INC | 6,660,121 | $239.7B | 1263.03% | |
| 22 | LPLALPL FINL HLDGS INC | 799,461 | $146.0B | 769.55% | |
| 23 | PVHPVH CORPORATION | 1,809,333 | $138.6B | 730.39% | |
| 24 | TECK/BTECK RESOURCES LTD | 2,752,408 | $111.2B | 585.78% | |
| 25 | BXMTBLACKSTONE MTG TR INC | 2,672,963 | $85.0B | 447.74% | |
| 26 | NVRNVR INC | 11,341 | $50.7B | 266.96% | |
| 27 | VMCVULCAN MATLS CO | 223,611 | $41.1B | 216.45% | |
| 28 | BXSLBLACKSTONE SECD LENDING FD | 1,244,940 | $34.7B | 182.89% | |
| 29 | TSCOTRACTOR SUPPLY CO | 88,190 | $20.6B | 108.45% |