Eagle Capital Management
Our archive holds 4 letters from Eagle Capital Management, behind 21 investment theses and positions in 11 companies. Every quote below is copied verbatim from the letter it came from.
Eagle Capital Management’s own letters pageCompanies held · 11
Every company Eagle Capital Management has disclosed a position in across our archive, with the letter that last mentioned it.
- DanaherMar 2026
- EQTMar 2026
- HumanaMar 2026
- IntuitMar 2026
- London Stock Exchange GroupMar 2026
- Mercado LibreMar 2026
- S&P GlobalMar 2026
- SAPMar 2026
- UnitedHealth GroupMar 2026
- Woodward, Inc.Jun 2026
- WorkdayMar 2026
Theses · 21
- March 2026
SAP is a highly entrenched ERP software company with a defensible core and cloud migration-driven growth.
Read the full thesis - March 2026
Workday is a leading ERP and human capital management platform with margin upside and a potential product revival.
Read the full thesis - March 2026
Danaher is a leading life sciences company with high share, strong management, and improving growth prospects.
Read the full thesis - March 2026
UnitedHealth Group is a leading managed care provider with scale advantages and improving margins and earnings growth.
Read the full thesis - March 2026
Intuit is a highly entrenched software company with QuickBooks as a functional monopoly and AI-enabled growth potential.
Read the full thesis - March 2026
Mercado Libre is a dominant Latin American e-commerce and fintech platform with a long growth runway and strong management.
Read the full thesis - March 2026
S&P Global is a critical financial infrastructure company with dominant franchises, high margins, and AI-driven upside.
Read the full thesis - March 2026
EQT is a low-cost U.S. natural gas producer with long-lived assets, strong management, and margin upside.
Read the full thesis - March 2026
London Stock Exchange Group is a critical market infrastructure business with dominant positions, high margins, and AI-related upside.
Read the full thesis - March 2026
Humana is a leading managed care provider with scale advantages and a potential multi-year margin recovery.
Read the full thesis - March 2026
SAP has a highly durable ERP core and should benefit from cloud migration despite AI-related disruption in software.
Read the full thesis - March 2026
Workday is a uniquely successful de novo ERP business with a strong HCM position and potential product reacceleration under its founder CEO.
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- IntuitMar 2026
- Mercado LibreMar 2026
- London Stock Exchange GroupMar 2026
- S&P GlobalMar 2026
- DanaherMar 2026
- EQTMar 2026
- UnitedHealth GroupMar 2026
- HumanaMar 2026
- London Stock Exchange GroupSep 2025
Letter archive · 4
Funds · 2
- Eagle Capital Management2
- Eagle Equity Strategy2
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