Eagle Capital Management
Our archive holds 5 letters from Eagle Capital Management, behind 12 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
- MercadoLibreSep 2026
- S&P GlobalMar 2026
- SAPMar 2026
- UnitedHealth GroupMar 2026
- Woodward, Inc.Jun 2026
- WorkdayMar 2026
Theses · 12
- September 2026
MercadoLibre operates the leading Latin American ecommerce and fintech platform, and Eagle argues that its logistics, payments, credit and ecosystem investments can create durable customer habits, scale advantages and strong long-term earnings growth.
Read the full thesis - 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
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 - September 2025
LSEG is well-positioned for growth and margin expansion, with a resilient business model and strong management, despite recent market concerns over AI, leading to an expected ~20% multi-year IRR.
Read the full thesis
Letter archive · 5
2026
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