Egerton Capital (UK) LLP Buys Twenty-First Century Fox Inc, CSX Corp, Booking Holdings Inc, Sells Charter Communications Inc, Southwest Airlines Co, Applied Materials Inc

• New Purchases: CSX, BKNG, TS, LH, NTR,
• Added Positions: FOXA, EA, BABA, UNH, ATVI, FB, CP, MSFT, STZ, MA,
• Reduced Positions: AMAT, ADBE, WP, WYNN, CRM, TRU, GDDY, GOOG, CTAS, BAC,
• Sold Out: CHTR, LUV, HDB, ALK, HON,

For the details of Egerton Capital (UK) LLP's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Egerton+Capital+%28UK%29+LLP

1. Twenty-First Century Fox Inc (FOXA) - 26,833,499 shares, 10.2% of the total portfolio. Shares added by 93.38%
2. Microsoft Corp (MSFT) - 7,444,214 shares, 5.61% of the total portfolio. Shares added by 5.16%
3. Praxair Inc (PX) - 4,277,482 shares, 5.17% of the total portfolio. Shares reduced by 0.49%
4. UnitedHealth Group Inc (UNH) - 2,749,772 shares, 5.16% of the total portfolio. Shares added by 26.96%
5. S&P Global Inc (SPGI) - 3,279,421 shares, 5.11% of the total portfolio. Shares added by 0.20%

Egerton Capital (UK) LLP initiated holding in CSX Corp. The purchase prices were between $54.35 and $67.28, with an estimated average price of $61.73. The stock is now traded at around $72.66. The impact to a portfolio due to this purchase was 3.37%. The holding were 6,909,844 shares as of 2018-06-30.

Egerton Capital (UK) LLP initiated holding in Booking Holdings Inc. The purchase prices were between $2001.5 and $2194.96, with an estimated average price of $2106. The stock is now traded at around $2094.56. The impact to a portfolio due to this purchase was 2.56%. The holding were 165,438 shares as of 2018-06-30.

Egerton Capital (UK) LLP initiated holding in Tenaris SA. The purchase prices were between $34.16 and $40.35, with an estimated average price of $37.05. The stock is now traded at around $35.17. The impact to a portfolio due to this purchase was 1.9%. The holding were 6,810,741 shares as of 2018-06-30.

Egerton Capital (UK) LLP initiated holding in Laboratory Corp of America Holdings. The purchase prices were between $160.33 and $189.41, with an estimated average price of $175.63. The stock is now traded at around $181.50. The impact to a portfolio due to this purchase was 1.15%. The holding were 841,025 shares as of 2018-06-30.

Egerton Capital (UK) LLP initiated holding in Nutrien Ltd. The purchase prices were between $44.95 and $54.61, with an estimated average price of $49.59. The stock is now traded at around $57.21. The impact to a portfolio due to this purchase was 1.11%. The holding were 2,660,527 shares as of 2018-06-30.

Egerton Capital (UK) LLP added to a holding in Twenty-First Century Fox Inc by 93.38%. The purchase prices were between $35.69 and $49.79, with an estimated average price of $39.52. The stock is now traded at around $45.77. The impact to a portfolio due to this purchase was 4.93%. The holding were 26,833,499 shares as of 2018-06-30.

Egerton Capital (UK) LLP added to a holding in Electronic Arts Inc by 79.82%. The purchase prices were between $116.68 and $146.65, with an estimated average price of $129.85. The stock is now traded at around $128.31. The impact to a portfolio due to this purchase was 1.94%. The holding were 4,041,717 shares as of 2018-06-30.

Egerton Capital (UK) LLP added to a holding in Alibaba Group Holding Ltd by 44.43%. The purchase prices were between $167.52 and $210.86, with an estimated average price of $190.49. The stock is now traded at around $182.25. The impact to a portfolio due to this purchase was 1.53%. The holding were 3,506,268 shares as of 2018-06-30.

Egerton Capital (UK) LLP added to a holding in UnitedHealth Group Inc by 26.96%. The purchase prices were between $217.2 and $255.98, with an estimated average price of $240.1. The stock is now traded at around $258.07. The impact to a portfolio due to this purchase was 1.1%. The holding were 2,749,772 shares as of 2018-06-30.

Egerton Capital (UK) LLP added to a holding in Activision Blizzard Inc by 29.10%. The purchase prices were between $64.56 and $77.87, with an estimated average price of $70.78. The stock is now traded at around $70.70. The impact to a portfolio due to this purchase was 0.96%. The holding were 7,286,230 shares as of 2018-06-30.

Egerton Capital (UK) LLP added to a holding in Facebook Inc by 35.69%. The purchase prices were between $155.1 and $202, with an estimated average price of $180.53. The stock is now traded at around $185.10. The impact to a portfolio due to this purchase was 0.88%. The holding were 2,254,063 shares as of 2018-06-30.

Egerton Capital (UK) LLP sold out a holding in Charter Communications Inc. The sale prices were between $261.87 and $317.46, with an estimated average price of $287.77.

Egerton Capital (UK) LLP sold out a holding in Southwest Airlines Co. The sale prices were between $50.32 and $56.86, with an estimated average price of $52.68.

Egerton Capital (UK) LLP sold out a holding in HDFC Bank Ltd. The sale prices were between $94.03 and $106.78, with an estimated average price of $99.79.

Egerton Capital (UK) LLP sold out a holding in Alaska Air Group Inc. The sale prices were between $57.75 and $69.11, with an estimated average price of $61.94.

Egerton Capital (UK) LLP sold out a holding in Honeywell International Inc. The sale prices were between $142.43 and $152.26, with an estimated average price of $147.26.

Egerton Capital (UK) LLP reduced to a holding in Applied Materials Inc by 78.53%. The sale prices were between $45.25 and $57.86, with an estimated average price of $51.56. The stock is now traded at around $49.27. The impact to a portfolio due to this sale was -3.98%. Egerton Capital (UK) LLP still held 2,373,671 shares as of 2018-06-30.

Egerton Capital (UK) LLP reduced to a holding in Adobe Systems Inc by 27.53%. The sale prices were between $212.28 and $258.1, with an estimated average price of $236.35. The stock is now traded at around $253.55. The impact to a portfolio due to this sale was -1.62%. Egerton Capital (UK) LLP still held 2,395,418 shares as of 2018-06-30.

Egerton Capital (UK) LLP reduced to a holding in Worldpay Inc by 35.76%. The sale prices were between $77.85 and $85.4, with an estimated average price of $81.77. The stock is now traded at around $83.54. The impact to a portfolio due to this sale was -0.78%. Egerton Capital (UK) LLP still held 2,076,163 shares as of 2018-06-30.

Egerton Capital (UK) LLP reduced to a holding in Salesforce.com Inc by 27.87%. The sale prices were between $115.3 and $139.8, with an estimated average price of $127.55. The stock is now traded at around $144.07. The impact to a portfolio due to this sale was -0.75%. Egerton Capital (UK) LLP still held 2,027,107 shares as of 2018-06-30.

Egerton Capital (UK) LLP reduced to a holding in TransUnion by 34.73%. The sale prices were between $55.65 and $72.88, with an estimated average price of $66.63. The stock is now traded at around $73.74. The impact to a portfolio due to this sale was -0.61%. Egerton Capital (UK) LLP still held 2,440,560 shares as of 2018-06-30.

Egerton Capital (UK) LLP reduced to a holding in GoDaddy Inc by 25.3%. The sale prices were between $59.12 and $74.74, with an estimated average price of $67.96. The stock is now traded at around $76.87. The impact to a portfolio due to this sale was -0.55%. Egerton Capital (UK) LLP still held 3,228,049 shares as of 2018-06-30.