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 | 6.28% | Add +2.8% | 2,143,230 | $410.18 | $879M | +58,703 | −$105M |
| GOOGL - Alphabet · CL A | 5.93% | Add +2.8% | 298,611 | $2,781 | $831M | +8,238 | −$11M |
| AVGO - Broadcom | 4.66% | Add +3.0% | 1,035,732 | $629.68 | $652M | +29,732 | −$17M |
| ADI - Analog Devices | 3.85% | Add +2.8% | 3,260,667 | $165.18 | $539M | +89,781 | −$19M |
| ICE - Intercontinental Exchange | 3.74% | Add +2.8% | 3,959,809 | $132.12 | $523M | +109,713 | −$3M |
| V - VISA · CL A | 3.66% | Add +2.9% | 2,312,472 | $221.77 | $513M | +65,519 | +$26M |
| TMO - Thermo Fisher Scientific | 3.64% | Add +2.9% | 862,901 | $590.65 | $510M | +24,611 | −$50M |
| EFX - Equifax | 3.45% | Add +2.9% | 2,037,897 | $237.10 | $483M | +57,617 | −$97M |
| AMT - American Tower | 3.32% | Add +2.9% | 1,852,545 | $251.22 | $465M | +52,784 | −$61M |
| AMAT - Applied Matls | 3.30% | Add +2.8% | 3,511,824 | $131.80 | $463M | +95,630 | −$75M |
| A - Agilent Technologies | 3.28% | Add +2.8% | 3,469,770 | $132.33 | $459M | +93,555 | −$80M |
| WTW - Willis Towers Watson | 3.14% | Add +2.9% | 1,859,187 | $236.22 | $439M | +51,787 | +$10M |
| FIS - Fidelity Natl Info | 3.05% | Add +2.9% | 4,255,690 | $100.42 | $427M | +121,300 | −$24M |
| AON - AON PLC · CL A | 2.88% | Add +3.0% | 1,240,000 | $325.63 | $404M | +35,910 | +$42M |
| CBRE - CBRE Group · CL A | 2.88% | Add +2.8% | 4,401,989 | $91.52 | $403M | +118,543 | −$62M |
| CME - CME Group | 2.78% | Add +2.8% | 1,636,262 | $237.86 | $389M | +44,806 | +$26M |
| VRSN - Verisign | 2.67% | Add +2.7% | 1,681,163 | $222.46 | $374M | +44,551 | −$41M |
| ZTS - Zoetis · CL A | 2.53% | Add +2.9% | 1,878,890 | $188.59 | $354M | +52,845 | −$91M |
| Trinet Group | 2.52% | Add +2.8% | 3,593,304 | $98.36 | $353M | +98,408 | +$21M |
| TSM - Taiwan Semiconductor Mfg | 2.51% | Add +3.0% | 3,368,200 | $104.26 | $351M | +98,903 | −$42M |
| IQV - IQVIA | 2.44% | Add +19.1% | 1,476,928 | $231.21 | $341M | +237,341 | −$8M |
| GOOG - Alphabet · CL C | 2.43% | Add +2.8% | 121,606 | $2,793 | $340M | +3,297 | −$3M |
| BC - Brunswick | 2.38% | Add +8.1% | 4,122,800 | $80.89 | $333M | +309,881 | −$51M |
| FAST - Fastenal | 2.32% | Add +2.7% | 5,479,566 | $59.40 | $325M | +146,281 | −$16M |
| ECL - Ecolab | 2.27% | Add +3.0% | 1,802,648 | $176.56 | $318M | +52,751 | −$92M |
| MSFT - Microsoft | 2.09% | Add +2.9% | 947,955 | $308.31 | $292M | +26,513 | −$18M |
| BDX - Becton Dickinson & | 2.03% | Add +2.7% | 1,070,648 | $266.00 | $285M | +28,146 | +$23M |
| SSNC - SS&C Technologies | 1.98% | Add +3.0% | 3,687,562 | $75.02 | $277M | +106,690 | −$17M |
| ENTG - Entegris | 1.95% | Add +2.8% | 2,085,651 | $131.26 | $274M | +56,391 | −$7M |
| META - Meta Platforms · CL A | 1.82% | Add +2.9% | 1,147,459 | $222.36 | $255M | +32,810 | −$120M |
| ADSK - Autodesk | 1.75% | Add +2.6% | 1,145,030 | $214.35 | $245M | +28,763 | −$68M |
| MCO - Moodys | 1.27% | Add +2.9% | 529,062 | $337.41 | $179M | +15,047 | −$22M |
| BLK - Blackrock | 1.25% | Add +124.1% | 229,279 | $764.17 | $175M | +126,984 | +$82M |
| AWI — | 1.15% | Add +47.6% | 1,785,922 | $90.01 | $161M | +575,715 | +$20M |
| IBKR - Interactive Brokers · CL A | 1.05% | Add +2.9% | 2,224,503 | $65.91 | $147M | +62,011 | −$25M |
| CACC - Credit Accep Mich | 1.01% | Add +2.9% | 257,231 | $550.37 | $142M | +7,370 | −$30M |
| Endeavor Group · CL A | 0.74% | Add +3.1% | 3,532,804 | $29.52 | $104M | +107,467 | −$15M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| PRI - Primerica | 0.74% | Exit | 0 | $153.27 | $111M | −727,292 | −$111M |
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