Eagle Capital Management Holdings in 1st Quarter: 13F Alert

The following is an analysis of Eagle Capital Management LLC as of March 31, according to a filing with the U.S. Securities and Exchange Commission on 05/16/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Comcast Corp-Special Cl A    CMCSK US     486,053,881   20,932,553    1,028,532
Aon Corp                     AON US       472,387,047    8,919,695      340,563
Liberty Global Inc-Series C  LBTYK US     444,839,482   11,123,768      624,104
Coca-Cola Co/The             KO US        427,563,954    6,445,040      429,312
Microsoft Corp               MSFT US      426,949,658   16,815,662    4,930,319
Praxair Inc                  PX US        399,679,770    3,933,856      277,013
Wal-Mart Stores Inc          WMT US       391,001,838    7,512,043    1,190,069
Newfield Exploration Co      NFX US       345,118,844    4,540,440      298,770
Altera Corp                  ALTR US      342,755,391    7,786,356      394,665
Ecolab Inc                   ECL US       324,567,710    6,361,578      531,241
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
QR National Ltd              QRN AU           283,354       81,652       81,652
Total SA-Spon ADR            TOT US           241,441        3,960        3,960
Meiko Network Japan Co Ltd   4668 JP          184,329       22,000       22,000
Sherritt International Corp  S CN             133,788       16,300       16,300 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Liberty Media Corp-Inter A   LINTA US     -19,784,001            0   -1,254,534
Verisk Analytics Inc-Class A VRSK US       -1,693,640            0      -49,696
iShares Russell 1000 Value   IWD US        -1,485,523            0      -22,900 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
PepsiCo Inc                  PEP US       298,038,523    4,634,532    4,627,312
Microsoft Corp               MSFT US       95,229,735   16,815,662    4,930,319
Liberty Global Inc-Series C  LBTYK US      89,005,869   11,123,768      624,104
WR Berkley Corp              WRB US        80,707,466    8,882,438    1,380,763
Altera Corp                  ALTR US       79,759,025    7,786,356      394,665
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
L-3 Communications Holdings  LLL US       -87,172,020        4,300   -1,237,135
Apache Corp                  APA US       -53,770,343      926,302     -541,800
Education Management Corp    EDMC US      -13,305,601      294,781     -781,369
Discovery Communications-C   DISCK US      -4,244,727    2,624,120       -9,840
Discovery Communications-A   DISCA US        -420,092       92,531       -6,080
 
 
SOURCE: SEC 13F-HR 
FILER: Eagle Capital Management LLC 
QUARTER ENDED: 03/31/2011 
SEC RECEIVED: 05/16/2011 

To contact the reporter on this story: Chris Cappucci in Princeton at ccappucci1@bloomberg.net.

To contact the editor responsible for this story: Rodney Yap at ryap@bloomberg.net.

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