{
 "manager": "Egerton Capital",
 "page": "https://www.moatshark.com/m/egerton-capital",
 "form": "13F-HR",
 "period": "2026-09-30",
 "filed": "2026-10-20",
 "previous_period": "2026-06-30",
 "filing_url": "https://www.sec.gov/Archives/edgar/data/1581811/000158181126000009/0001581811-26-000009-index.htm",
 "total_value_usd": 9819775522,
 "note": "Source: SEC filings via moatshark. Values and changes are estimates; not investment advice.",
 "holdings": [
  {
   "company": "Visa",
   "ticker": "V",
   "moatshark_slug": "v",
   "sector": "Financials",
   "value_usd": 1465788279,
   "shares": 4079226,
   "portfolio_pct": 14.93,
   "previous_pct": 14.13,
   "change": "REDUCE",
   "share_change_pct": -4.3,
   "quarters_held": 25
  },
  {
   "company": "Amazon.com",
   "ticker": "AMZN",
   "moatshark_slug": "amzn",
   "sector": "Consumer discretionary",
   "value_usd": 1174524742,
   "shares": 4714127,
   "portfolio_pct": 11.96,
   "previous_pct": 8.23,
   "change": "ADD",
   "share_change_pct": 31.9,
   "quarters_held": 13
  },
  {
   "company": "Amphenol",
   "ticker": "APH",
   "moatshark_slug": "aph",
   "sector": "Technology",
   "value_usd": 902744506,
   "shares": 10708713,
   "portfolio_pct": 9.19,
   "previous_pct": 8.29,
   "change": "ADD",
   "share_change_pct": 120,
   "quarters_held": 7
  },
  {
   "company": "NVIDIA",
   "ticker": "NVDA",
   "moatshark_slug": "nvda",
   "sector": "Technology",
   "value_usd": 854591337,
   "shares": 3741971,
   "portfolio_pct": 8.7,
   "previous_pct": 6.61,
   "change": "ADD",
   "share_change_pct": 9.5,
   "quarters_held": 3
  },
  {
   "company": "Moody's",
   "ticker": "MCO",
   "moatshark_slug": "mco",
   "sector": "Financials",
   "value_usd": 743522526,
   "shares": 1637246,
   "portfolio_pct": 7.57,
   "previous_pct": 7.46,
   "change": "REDUCE",
   "share_change_pct": -3.9,
   "quarters_held": 4
  },
  {
   "company": "Alphabet",
   "ticker": "GOOG",
   "moatshark_slug": "goog",
   "sector": "Communication and media",
   "value_usd": 715261645,
   "shares": 2099142,
   "portfolio_pct": 7.28,
   "previous_pct": 11.24,
   "change": "REDUCE",
   "share_change_pct": -36.2,
   "quarters_held": 4
  },
  {
   "company": "Devon Energy",
   "ticker": "DVN",
   "moatshark_slug": "dvn",
   "sector": "Energy",
   "value_usd": 498585208,
   "shares": 10829392,
   "portfolio_pct": 5.08,
   "previous_pct": 3.02,
   "change": "ADD",
   "share_change_pct": 43.3,
   "quarters_held": 3
  },
  {
   "company": "Medline",
   "ticker": "MDLN",
   "moatshark_slug": "mdln",
   "sector": "Health care",
   "value_usd": 460920690,
   "shares": 13283017,
   "portfolio_pct": 4.69,
   "previous_pct": 6.28,
   "change": "REDUCE",
   "share_change_pct": -19.4,
   "quarters_held": 3
  },
  {
   "company": "S&P Global",
   "ticker": "SPGI",
   "moatshark_slug": "spgi",
   "sector": "Financials",
   "value_usd": 311774887,
   "shares": 790364,
   "portfolio_pct": 3.17,
   "previous_pct": 1.38,
   "change": "ADD",
   "share_change_pct": 124.6,
   "quarters_held": 2
  },
  {
   "company": "CRH Plc (Crh)",
   "ticker": "CRH",
   "moatshark_slug": "crh",
   "sector": "Other",
   "value_usd": 300666010,
   "shares": 3631232,
   "portfolio_pct": 3.06,
   "previous_pct": 4.53,
   "change": "REDUCE",
   "share_change_pct": -17.2,
   "quarters_held": 12
  },
  {
   "company": "Interactive Brokers Group",
   "ticker": "IBKR",
   "moatshark_slug": "ibkr",
   "sector": "Financials",
   "value_usd": 269987336,
   "shares": 3160704,
   "portfolio_pct": 2.75,
   "previous_pct": 3.47,
   "change": "REDUCE",
   "share_change_pct": -23.5,
   "quarters_held": 11
  },
  {
   "company": "Vulcan Materials",
   "ticker": "VMC",
   "moatshark_slug": "vmc",
   "sector": "Materials",
   "value_usd": 246565513,
   "shares": 1007912,
   "portfolio_pct": 2.51,
   "previous_pct": 5.62,
   "change": "REDUCE",
   "share_change_pct": -48.9,
   "quarters_held": 4
  },
  {
   "company": "Embraer",
   "ticker": "EMBJ",
   "moatshark_slug": "embj",
   "sector": "Industrials",
   "value_usd": 244197834,
   "shares": 3242138,
   "portfolio_pct": 2.49,
   "previous_pct": 2.09,
   "change": "REDUCE",
   "share_change_pct": -4.2,
   "quarters_held": 5
  },
  {
   "company": "Ferguson Enterprises",
   "ticker": "FERG",
   "moatshark_slug": "ferg",
   "sector": "Industrials",
   "value_usd": 236022392,
   "shares": 1060203,
   "portfolio_pct": 2.4,
   "previous_pct": 2.31,
   "change": "ADD",
   "share_change_pct": 5.4,
   "quarters_held": 6
  },
  {
   "company": "Intercontinental Exchange",
   "ticker": "ICE",
   "moatshark_slug": "ice",
   "sector": "Financials",
   "value_usd": 223100072,
   "shares": 1467474,
   "portfolio_pct": 2.27,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Mastercard",
   "ticker": "MA",
   "moatshark_slug": "ma",
   "sector": "Financials",
   "value_usd": 191741707,
   "shares": 347692,
   "portfolio_pct": 1.95,
   "previous_pct": 1.8,
   "change": "REDUCE",
   "share_change_pct": -4.3,
   "quarters_held": 50
  },
  {
   "company": "Linde",
   "ticker": "LIN",
   "moatshark_slug": "lin",
   "sector": "Materials",
   "value_usd": 190777024,
   "shares": 401932,
   "portfolio_pct": 1.94,
   "previous_pct": 1.51,
   "change": "ADD",
   "share_change_pct": 33.6,
   "quarters_held": 3
  },
  {
   "company": "Armstrong World Industries",
   "ticker": "AWI",
   "moatshark_slug": "awi",
   "sector": "Other",
   "value_usd": 160852194,
   "shares": 993344,
   "portfolio_pct": 1.64,
   "previous_pct": 1.43,
   "change": "ADD",
   "share_change_pct": 7.3,
   "quarters_held": 3
  },
  {
   "company": "Meta Platforms",
   "ticker": "META",
   "moatshark_slug": "meta",
   "sector": "Communication and media",
   "value_usd": 139858215,
   "shares": 192860,
   "portfolio_pct": 1.42,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Thermo Fisher Scientific",
   "ticker": "TMO",
   "moatshark_slug": "tmo",
   "sector": "Technology",
   "value_usd": 133813136,
   "shares": 198227,
   "portfolio_pct": 1.36,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Vistra",
   "ticker": "VST",
   "moatshark_slug": "vst",
   "sector": "Utilities",
   "value_usd": 131572372,
   "shares": 951011,
   "portfolio_pct": 1.34,
   "previous_pct": 0.74,
   "change": "ADD",
   "share_change_pct": 96,
   "quarters_held": 2
  },
  {
   "company": "Lamar Advertising",
   "ticker": "LAMR",
   "moatshark_slug": "lamr",
   "sector": "Financials",
   "value_usd": 125028539,
   "shares": 867591,
   "portfolio_pct": 1.27,
   "previous_pct": 1.64,
   "change": "REDUCE",
   "share_change_pct": -20.4,
   "quarters_held": 5
  },
  {
   "company": "Walt Disney",
   "ticker": "DIS",
   "moatshark_slug": "dis",
   "sector": "Consumer discretionary",
   "value_usd": 97879358,
   "shares": 933073,
   "portfolio_pct": 1,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Applied Materials",
   "ticker": "AMAT",
   "moatshark_slug": "amat",
   "sector": "Technology",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 3.64,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Equifax",
   "ticker": "EFX",
   "moatshark_slug": "efx",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 2.27,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Uber Technologies",
   "ticker": "UBER",
   "moatshark_slug": "uber",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 1.62,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 3
  },
  {
   "company": "Riot Platforms",
   "ticker": "RIOT",
   "moatshark_slug": "riot",
   "sector": "Financials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.7,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  }
 ]
}