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 | 6.01% | Reduce −0.4% | 2,134,871 | $337.06 | $720M | −8,359 | −$160M |
| GOOGL - Alphabet · CL A | 5.41% | Reduce −0.4% | 297,300 | $2,179 | $648M | −1,311 | −$183M |
| AVGO - Broadcom | 4.18% | Reduce −0.4% | 1,031,072 | $485.81 | $501M | −4,660 | −$151M |
| ADI - Analog Devices | 3.96% | Reduce −0.5% | 3,243,694 | $146.09 | $474M | −16,973 | −$65M |
| AMT - American Tower | 3.93% | Reduce −0.4% | 1,844,227 | $255.59 | $471M | −8,318 | +$6M |
| TMO - Thermo Fisher Scientific | 3.89% | Reduce −0.5% | 858,206 | $543.28 | $466M | −4,695 | −$43M |
| V - VISA · CL A | 3.78% | Reduce −0.5% | 2,301,340 | $196.89 | $453M | −11,132 | −$60M |
| A - Agilent Technologies | 3.43% | Reduce −0.3% | 3,458,756 | $118.77 | $411M | −11,014 | −$48M |
| FIS - Fidelity Natl Info | 3.24% | Reduce −0.5% | 4,233,078 | $91.67 | $388M | −22,612 | −$39M |
| EFX - Equifax | 3.10% | Reduce −0.3% | 2,031,359 | $182.78 | $371M | −6,538 | −$112M |
| ICE - Intercontinental Exchange | 3.09% | Reduce −0.5% | 3,941,181 | $94.04 | $371M | −18,628 | −$153M |
| WTW - Willis Towers Watson | 3.05% | Reduce −0.5% | 1,849,323 | $197.39 | $365M | −9,864 | −$74M |
| IQV - IQVIA | 2.85% | Add +6.6% | 1,573,929 | $216.99 | $342M | +97,001 | +$47K |
| CBRE - CBRE Group · CL A | 2.79% | Add +3.2% | 4,545,033 | $73.61 | $335M | +143,044 | −$68M |
| CME - CME Group | 2.78% | Reduce −0.4% | 1,629,036 | $204.70 | $333M | −7,226 | −$56M |
| AON - AON PLC · CL A | 2.78% | Reduce −0.5% | 1,233,391 | $269.68 | $333M | −6,609 | −$71M |
| ZTS - Zoetis · CL A | 2.68% | Reduce −0.4% | 1,871,317 | $171.89 | $322M | −7,573 | −$33M |
| AMAT - Applied Matls | 2.66% | Reduce −0.3% | 3,501,758 | $90.98 | $319M | −10,066 | −$144M |
| VRSN - Verisign | 2.46% | Add +4.9% | 1,763,237 | $167.33 | $295M | +82,074 | −$79M |
| BC - Brunswick | 2.37% | Add +5.4% | 4,346,374 | $65.38 | $284M | +223,574 | −$49M |
| Trinet Group | 2.32% | Reduce −0.5% | 3,575,142 | $77.62 | $278M | −18,162 | −$76M |
| ECL - Ecolab | 2.31% | Reduce −0.3% | 1,797,161 | $153.76 | $276M | −5,487 | −$42M |
| MSFT - Microsoft | 2.29% | Add +12.7% | 1,068,121 | $256.83 | $274M | +120,166 | −$18M |
| TSM - Taiwan Semiconductor Mfg | 2.29% | Reduce −0.5% | 3,350,118 | $81.75 | $274M | −18,082 | −$77M |
| FAST - Fastenal | 2.28% | Reduce −0.2% | 5,466,273 | $49.92 | $273M | −13,293 | −$53M |
| BDX - Becton Dickinson & | 2.26% | Add +2.5% | 1,097,454 | $246.53 | $271M | +26,806 | −$14M |
| GOOG - Alphabet · CL C | 2.21% | Reduce −0.6% | 120,911 | $2,187 | $264M | −695 | −$75M |
| BLK - Blackrock | 1.89% | Add +62.2% | 371,881 | $609.04 | $226M | +142,602 | +$51M |
| ADSK - Autodesk | 1.79% | Add +8.8% | 1,246,329 | $171.96 | $214M | +101,299 | −$31M |
| SSNC - SS&C Technologies | 1.78% | Reduce −0.6% | 3,665,916 | $58.07 | $213M | −21,646 | −$64M |
| ENTG - Entegris | 1.60% | Reduce −0.1% | 2,083,722 | $92.13 | $192M | −1,929 | −$82M |
| META - Meta Platforms · CL A | 1.54% | Reduce −0.4% | 1,142,935 | $161.25 | $184M | −4,524 | −$71M |
| MCO - Moodys | 1.20% | Reduce −0.2% | 527,812 | $271.97 | $144M | −1,250 | −$35M |
| ADBE - Adobe Systems | 1.18% | New | 385,562 | $366.06 | $141M | +385,562 | +$141M |
| IBKR - Interactive Brokers · CL A | 1.14% | Add +12.1% | 2,492,911 | $55.01 | $137M | +268,408 | −$9M |
| AWI — | 1.11% | Reduce −0.3% | 1,780,764 | $74.96 | $133M | −5,158 | −$27M |
| CACC - Credit Accep Mich | 1.01% | Reduce −0.7% | 255,498 | $473.41 | $121M | −1,733 | −$21M |
| Endeavor Group · CL A | 0.71% | Add +17.1% | 4,136,450 | $20.56 | $85M | +603,646 | −$19M |
| Hayward | 0.66% | New | 5,463,018 | $14.39 | $79M | +5,463,018 | +$79M |
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