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| Happy Holidays!! thanks for using AUM13F!! |
| Egerton Capital UK LLP
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| CRD # | 156384 |
| SEC # | 801-72167 |
| CIK # | 0001581811 |
| AUM | $16.5 B (2025-06-25) |
| Employees | 38 (21% Investors, 0% Brokers) |
| Phone | 4402074109090 |
| Address | Stratton House London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.9 | ||
| Amazon Com Inc | 0.7 | ||
| Progressive Corp/Oh/ | 0.7 | ||
| VISA Inc | 0.7 | ||
| Carpenter Technology Corp | 0.5 | ||
| Capital One Financial Corp | 0.5 | ||
| Ferguson Enterprises Inc /DE/ | 0.5 | ||
| Interactive Brokers Group Inc | 0.4 | ||
| CME Group Inc | 0.4 | ||
| CRH Public Ltd Co | 0.4 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Egerton Long-Short Master Fund Limited | 2013-05-29 | 2,420.0 | |
| Other | DFAS Egerton Sterling Investment Fund | 2012-03-30 | 640.3 | |
| HF | Egerton Capital Equity Fund | [2012-03-30] | 368.4 | 6,837.4 |
| HF | Egerton Capital Partners LP | [2012-03-30] | 1,691.9 | 375.0 |
| HF | Egerton ELS Master Fund Ltd | 2012-03-30 | 60.9 | |
| HF | Egerton Investment Partners LP | 2012-03-30 | 4,538.3 | |
| HF | Schroder Gaia Egerton Equity | 2012-03-30 | 710.3 | |
| HF | The Egerton European Dollar Fund Limited | 2012-03-30 | 1,342.6 | |
| HF | The Egerton European Equity Fund Limited | [2012-03-30] | 26.7 | 793.4 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 16.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 16.5 |
| By Discretionary | ||
| Discretionary | 5 | 16.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 16.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.9 | |
| United States Persons | 4.5 | |
| Total | 5 | 16.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Carl OSullivan | 32 | ||
| Ronan Walsh | 6 | ||
| Francois Simon | 9 | ||
| Frank Hohmann III | 7 | ||
| Curtis Solsvig III | 7 | ||
| Egerton Capital UK LLP | 7 | ||
| James Alexandre | 5 | ||
| William Bollinger | 5 | ||
| David Astor | 4 | ||
| Egerton Capital LDC | 3 | ||
| Ralph Kanza | 3 | ||
| Raphael Kanza | 3 | ||
| Konstantin Graf von Schweinitz | 3 | ||
| Marc Pereire | 2 | ||
| Egerton Capital GP Limited | 2 | ||
| Jeffrey Blumberg | 1 | ||
| Jean van Sinderenlaw | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001581811] | |
| SC 13G | [0001581811] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Egerton Capital UK LLP | First Citizens Bancshares Inc /DE/ | [2023-02-09] |
| Egerton Capital UK LLP | L Brands Inc | [2021-02-10] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Varde Management LP
✚
|
NY | 18.0 |
|
Appaloosa LP
✚
|
NJ | 17.7 |
|
Arini Capital Management Limited
✚
|
17.7 | |
|
Hildene Capital Management LLC
✚
|
CT | 17.3 |
|
Universa Investments LP
✚
|
FL | 17.2 |
|
Himalaya Capital Management LLC
✚
|
WA | 17.2 |
|
Quadrature US Inc
✚
|
NY | 16.7 |
|
Monarch Alternative Capital LP
✚
|
NY | 16.5 |
|
Voleon Capital Management LP
✚
|
CA | 16.4 |
|
Kirkoswald Asset Management LLC
✚
|
NY | 16.1 |