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EGERTON CAPITAL (UK) LLP

AUM: $16.05 B

13-F Portfolio Value: $9.48 B

Last 13-F Filed: Q3 2025

Concentration in top 10: 65.81%

Stock	Company	Change in Shares	% Change	Source
GOOG	ALPHABET INC	-965,393	Exited	13F
BLDR	BUILDERS FIRSTSOURCE INC	-262,628	Exited	13F
GE	GE AEROSPACE	-1,261,839	Exited	13F
LPLA	LPL FINL HLDGS INC	-832,516	Exited	13F