Our public market portfolio — 14 holdings, ranked by position size.
EE Holdings maintains a focused portfolio of public market investments, complementing our private operating companies. We invest in businesses with durable competitive advantages, strong fundamentals, and long-term growth potential.
Our public market investments are selected using the same disciplined criteria we apply to our private operating companies:
Durable Competitive Advantages: Businesses with lasting moats, strong brands, and defensible market positions.
Strong Fundamentals: Companies with solid financials, sustainable cash flow, and prudent capital allocation.
Long-Term Growth Potential: Businesses positioned to compound value over decades, not quarters.
Alignment with Our Values: Companies that operate with integrity and focus on long-term value creation.