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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	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
ERJ	EMBRAER S.A.	1.35%	2,117,012	$127,973,375	2,117,012	New	$60.45	13F
TRU	TRANSUNION	1.29%	1,465,050	$122,741,889	1,465,050	New	$83.78	13F
LAMR	LAMAR ADVERTISING CO NEW	0.93%	723,857	$88,614,574	723,857	New	$122.42	13F