Eagle Capital Management
Our archive holds 4 letters from Eagle Capital Management, behind 13 investment theses and positions in 11 companies. Every quote below is copied verbatim from the letter it came from.
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Companies 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 · 13
- 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
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
Mercado Libre dominates Latin American e-commerce and fintech, with a long runway for growth and management focused on long-term value creation.
Read the full thesis - March 2026
London Stock Exchange Group operates critical market infrastructure with dominant positions, strong margins, and attractive AI-related upside asymmetry.
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- London Stock Exchange GroupSep 2025
Letter archive · 4
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