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Gurus
Growth At A Reasonable Price
EAGLE CAPITAL MANAGEMENT LLC (Data extracted from 13F, 13D, 13G and Form 4)

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EAGLE CAPITAL MANAGEMENT LLC

AUM: $29.10 B

13-F Portfolio Value: $29.82 B

Last 13-F Filed: Q1 2026

Concentration in top 10: 54.09%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
SPGI	S&P GLOBAL INC	2.03%	1,425,311	$606,241,854	1,425,311	New	$425.34	13F
AJG	GALLAGHER ARTHUR J & CO	1.94%	2,665,572	$577,309,518	2,665,572	New	$216.58	13F
MA	MASTERCARD INCORPORATED	1.05%	624,540	$312,057,545	624,540	New	$499.66	13F
EQT	EQT CORP	0.78%	3,659,954	$232,919,473	3,659,954	New	$63.64	13F
LYB	LYONDELLBASELL INDUSTRIES NV	0.00119%	4,395	$354,061	4,395	New	$80.56	13F