Featured 13F manager
Cantillon Capital Management LLC William Von Mueffling
New York, NY 23 processed 13Fs on this site · 2021 Q3–2026 Q2
- $665M
- 27 Positions
- 2026 Q2
- −95.6% QoQ
- Top 5 40.2%
Portfolio
top 5 40.2% · top 10 61.8%
- AVGO - Broadcom 10.6%
- GOOGL - Alphabet · CL A 9.2%
- TSM - Taiwan Semiconductor 8.2%
- IBKR - Interactive Brokers · CL A 6.8%
- AMAT - Applied Matls 5.4%
- ADI - Analog Devices 5.3%
- SPGI - S&P Global 4.4%
- V - VISA · CL A 4.3%
- MSFT - Microsoft 3.9%
- CBRE - CBRE Group · CL A 3.7%
- LYV - Live Nation 3.1%
- BLK - Blackrock 3.0%
- Other 32.1%
AUM over time
Book
| SPGI - S&P Global | 6.50% | Reduce −10.4% | 2,084,527 | $471.93 | $984M | −242,899 | −$5M |
| GOOGL - Alphabet · CL A | 5.56% | Reduce −6.9% | 290,373 | $2,897 | $841M | −21,616 | +$7M |
| AVGO - Broadcom | 4.42% | Reduce −7.1% | 1,006,000 | $665.41 | $669M | −76,706 | +$144M |
| EFX - Equifax | 3.83% | Reduce −7.1% | 1,980,280 | $292.79 | $580M | −150,481 | +$40M |
| TMO - Thermo Fisher Scientific | 3.69% | Reduce −7.0% | 838,290 | $667.24 | $559M | −62,921 | +$44M |
| ADI - Analog Devices | 3.68% | Reduce −6.8% | 3,170,886 | $175.77 | $557M | −232,593 | −$13M |
| A - Agilent Technologies | 3.56% | Reduce −7.0% | 3,376,215 | $159.65 | $539M | −252,507 | −$33M |
| AMAT - Applied Matls | 3.55% | Reduce −6.9% | 3,416,194 | $157.36 | $538M | −252,732 | +$65M |
| ICE - Intercontinental Exchange | 3.48% | Reduce −6.9% | 3,850,096 | $136.77 | $527M | −284,605 | +$52M |
| AMT - American Tower | 3.48% | Reduce −7.0% | 1,799,761 | $292.50 | $526M | −134,825 | +$13M |
| V - VISA · CL A | 3.22% | Reduce −6.9% | 2,246,953 | $216.71 | $487M | −166,419 | −$51M |
| CBRE - CBRE Group · CL A | 3.07% | Reduce −6.8% | 4,283,446 | $108.51 | $465M | −313,215 | +$17M |
| FIS - Fidelity Natl Info | 2.98% | Add +9.2% | 4,134,390 | $109.15 | $451M | +347,045 | −$10M |
| ZTS - Zoetis · CL A | 2.94% | Reduce −17.2% | 1,826,045 | $244.03 | $446M | −380,519 | +$17M |
| WTW - Willis Towers Watson | 2.84% | Add +8.3% | 1,807,400 | $237.49 | $429M | +138,692 | +$41M |
| VRSN - Verisign | 2.74% | Reduce −7.0% | 1,636,612 | $253.82 | $415M | −123,410 | +$55M |
| ECL - Ecolab | 2.71% | Reduce −7.0% | 1,749,897 | $234.59 | $411M | −132,459 | +$18M |
| TSM - Taiwan Semiconductor Mfg | 2.60% | Reduce −7.0% | 3,269,297 | $120.31 | $393M | −247,599 | +$668K |
| BC - Brunswick | 2.54% | Reduce −7.0% | 3,812,919 | $100.73 | $384M | −285,460 | −$6M |
| META - Meta Platforms · CL A | 2.48% | Reduce −7.0% | 1,114,649 | $336.35 | $375M | −84,138 | −$32M |
| CME - CME Group | 2.40% | Reduce −7.0% | 1,591,456 | $228.46 | $364M | −119,147 | +$33M |
| AON - AON PLC · CL A | 2.39% | Reduce −6.9% | 1,204,090 | $300.56 | $362M | −89,052 | −$8M |
| IQV - IQVIA | 2.31% | Add +9.9% | 1,239,587 | $282.14 | $350M | +111,374 | +$79M |
| GOOG - Alphabet · CL C | 2.26% | Reduce −12.0% | 118,309 | $2,894 | $342M | −16,116 | −$16M |
| FAST - Fastenal | 2.26% | Reduce −6.9% | 5,333,285 | $64.06 | $342M | −394,360 | +$46M |
| Trinet Group | 2.20% | Reduce −7.1% | 3,494,896 | $95.26 | $333M | −265,315 | −$23M |
| ADSK - Autodesk | 2.07% | Reduce −6.8% | 1,116,267 | $281.19 | $314M | −81,855 | −$28M |
| MSFT - Microsoft | 2.05% | Reduce −6.8% | 921,442 | $336.32 | $310M | −66,975 | +$31M |
| SSNC - SS&C Technologies | 1.94% | Reduce −6.8% | 3,580,872 | $81.98 | $294M | −260,968 | +$27M |
| ENTG - Entegris | 1.86% | Reduce −7.0% | 2,029,260 | $138.58 | $281M | −152,313 | +$7M |
| BDX - Becton Dickinson & | 1.73% | Reduce −6.8% | 1,042,502 | $251.48 | $262M | −75,840 | −$13M |
| MCO - Moodys | 1.33% | Reduce −7.0% | 514,015 | $390.58 | $201M | −38,488 | +$5M |
| CACC - Credit Accep Mich | 1.13% | Reduce −7.1% | 249,861 | $687.68 | $172M | −19,013 | +$14M |
| IBKR - Interactive Brokers · CL A | 1.13% | Reduce −7.0% | 2,162,492 | $79.42 | $172M | −163,326 | +$27M |
| AWI — | 0.93% | Add +2.7% | 1,210,207 | $116.12 | $141M | +31,466 | +$28M |
| Endeavor Group · CL A | 0.79% | New | 3,425,337 | $34.89 | $120M | +3,425,337 | +$120M |
| PRI - Primerica | 0.74% | Reduce −25.4% | 727,292 | $153.27 | $111M | −248,028 | −$38M |
| BLK - Blackrock | 0.62% | New | 102,295 | $915.56 | $94M | +102,295 | +$94M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Citrix Sys | 1.89% | Exit | 0 | $107.37 | $277M | −2,583,172 | −$277M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 27 | $665M | −95.6% | 13F-HR | 7/29/2026 | 000127993626000005 |
| 2026 Q1 | 38 | $15.1B | −18.6% | 13F-HR | 5/7/2026 | 000127993626000004 |
| 2025 Q4 | 37 | $18.5B | +1.8% | 13F-HR | 2/11/2026 | 000127993626000001 |
| 2025 Q3 | 76 | $18.2B | — | RESTATEMENT | 2/17/2026 | 000089914026000221 |
| 2025 Q3 | 38 | $18.2B | +5.0% | 13F-HR | 10/30/2025 | 000127993625000002 |
| 2025 Q2 | 75 | $17.3B | — | RESTATEMENT | 2/17/2026 | 000089914026000220 |
| 2025 Q2 | 38 | $17.3B | +12.0% | 13F-HR | 7/30/2025 | 000108514625004326 |
| 2025 Q1 | 74 | $15.4B | — | RESTATEMENT | 2/17/2026 | 000089914026000219 |
| 2025 Q1 | 37 | $15.4B | −6.7% | 13F-HR | 5/9/2025 | 000108514625002887 |
| 2024 Q4 | 36 | $16.5B | +1.2% | 13F-HR | 2/5/2025 | 000108514625000819 |
| 2024 Q3 | 38 | $16.4B | +9.3% | 13F-HR | 11/7/2024 | 000108514624005445 |
| 2024 Q2 | 39 | $15B | −5.9% | 13F-HR | 8/5/2024 | 000108514624003487 |
| 2024 Q1 | 37 | $15.9B | +6.2% | 13F-HR | 5/8/2024 | 000108514624002327 |
| 2023 Q4 | 37 | $15B | +11.0% | 13F-HR | 2/7/2024 | 000108514624000806 |
| 2023 Q3 | 39 | $13.5B | −5.8% | 13F-HR | 11/6/2023 | 000108514623004105 |
| 2023 Q2 | 38 | $14.3B | +16.5% | 13F-HR | 8/9/2023 | 000108514623003182 |
| 2023 Q1 | 37 | $12.3B | +4.0% | 13F-HR | 5/4/2023 | 000108514623002054 |
| 2022 Q4 | 39 | $11.8B | +6.9% | 13F-HR | 2/6/2023 | 000108514623000646 |
| 2022 Q3 | 39 | $11B | −7.8% | 13F-HR | 11/3/2022 | 000108514622003752 |
| 2022 Q2 | 39 | $12B | −14.5% | 13F-HR | 8/3/2022 | 000108514622002745 |
| 2022 Q1 | 37 | $14B | −7.5% | 13F-HR | 5/3/2022 | 000108514622001676 |
| 2021 Q4 | 38 | $15.1B | +3.2% | 13F-HR | 1/27/2022 | 000108514622000359 |
| 2021 Q3 | 37 | $14.7B | — | 13F-HR | 10/26/2021 | 000108514621002904 |
About
CANTILLON CAPITAL MANAGEMENT LLC
23 processed 13Fs on this site · 2021 Q3–2026 Q2