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 | 5.85% | Reduce −0.9% | 2,116,093 | $305.35 | $646M | −18,778 | −$73M |
| GOOGL - Alphabet · CL A | 5.10% | Add +1880.9% | 5,889,126 | $95.65 | $563M | +5,591,826 | −$85M |
| AVGO - Broadcom | 4.11% | Reduce −0.9% | 1,021,489 | $444.01 | $454M | −9,583 | −$47M |
| ADI - Analog Devices | 4.06% | Reduce −0.9% | 3,215,910 | $139.34 | $448M | −27,784 | −$26M |
| TMO - Thermo Fisher Scientific | 3.91% | Reduce −0.8% | 851,439 | $507.19 | $432M | −6,767 | −$34M |
| A - Agilent Technologies | 3.77% | Reduce −0.9% | 3,427,840 | $121.55 | $417M | −30,916 | +$6M |
| V - VISA · CL A | 3.67% | Reduce −0.9% | 2,281,428 | $177.65 | $405M | −19,912 | −$48M |
| AMT - American Tower | 3.56% | Reduce −0.7% | 1,831,099 | $214.70 | $393M | −13,128 | −$78M |
| WTW - Willis Towers Watson | 3.34% | Reduce −0.7% | 1,836,160 | $200.94 | $369M | −13,163 | +$4M |
| ICE - Intercontinental Exchange | 3.20% | Reduce −0.9% | 3,907,633 | $90.35 | $353M | −33,548 | −$18M |
| EFX - Equifax | 3.13% | Reduce −0.8% | 2,015,876 | $171.43 | $346M | −15,483 | −$26M |
| AON - AON PLC · CL A | 2.96% | Reduce −0.9% | 1,221,914 | $267.87 | $327M | −11,477 | −$5M |
| FIS - Fidelity Natl Info | 2.87% | Reduce −0.9% | 4,196,301 | $75.57 | $317M | −36,777 | −$71M |
| VRSN - Verisign | 2.76% | Reduce −0.7% | 1,751,262 | $173.70 | $304M | −11,975 | +$9M |
| CBRE - CBRE Group · CL A | 2.75% | Reduce −0.9% | 4,505,213 | $67.51 | $304M | −39,820 | −$30M |
| CME - CME Group | 2.59% | Reduce −0.9% | 1,614,662 | $177.13 | $286M | −14,374 | −$47M |
| AMAT - Applied Matls | 2.58% | Reduce −0.9% | 3,470,583 | $81.93 | $284M | −31,175 | −$34M |
| IQV - IQVIA | 2.56% | Reduce −0.9% | 1,560,039 | $181.14 | $283M | −13,890 | −$59M |
| BC - Brunswick | 2.55% | Reduce −1.0% | 4,300,917 | $65.45 | $281M | −45,457 | −$3M |
| MSFT - Microsoft | 2.55% | Add +13.0% | 1,207,444 | $232.90 | $281M | +139,323 | +$7M |
| ZTS - Zoetis · CL A | 2.50% | Reduce −0.7% | 1,857,751 | $148.29 | $275M | −13,566 | −$46M |
| ECL - Ecolab | 2.33% | Reduce −0.8% | 1,782,160 | $144.42 | $257M | −15,001 | −$19M |
| Trinet Group | 2.29% | Reduce −0.7% | 3,549,515 | $71.22 | $253M | −25,627 | −$25M |
| FAST - Fastenal | 2.26% | Reduce −1.0% | 5,409,249 | $46.04 | $249M | −57,024 | −$24M |
| BDX - Becton Dickinson & | 2.19% | Reduce −1.1% | 1,085,256 | $222.83 | $242M | −12,198 | −$29M |
| BLK - Blackrock | 2.12% | Add +14.5% | 425,689 | $550.28 | $234M | +53,808 | +$8M |
| ADSK - Autodesk | 2.09% | Reduce −0.9% | 1,235,493 | $186.80 | $231M | −10,836 | +$16M |
| GOOG - Alphabet · CL C | 2.09% | Add +1881.6% | 2,396,018 | $96.15 | $230M | +2,275,107 | −$34M |
| TSM - Taiwan Semiconductor Mfg | 2.06% | Reduce −0.8% | 3,322,282 | $68.56 | $228M | −27,836 | −$46M |
| ENTG - Entegris | 1.92% | Add +22.7% | 2,556,644 | $83.02 | $212M | +472,922 | +$20M |
| SSNC - SS&C Technologies | 1.90% | Add +19.7% | 4,386,719 | $47.75 | $209M | +720,803 | −$3M |
| IBKR - Interactive Brokers · CL A | 1.43% | Reduce −0.9% | 2,470,872 | $63.91 | $158M | −22,039 | +$21M |
| META - Meta Platforms · CL A | 1.39% | Reduce −0.8% | 1,133,827 | $135.68 | $154M | −9,108 | −$30M |
| AWI — | 1.27% | Reduce −0.9% | 1,764,912 | $79.23 | $140M | −15,852 | +$6M |
| MCO - Moodys | 1.15% | Reduce −0.9% | 523,267 | $243.11 | $127M | −4,545 | −$16M |
| CACC - Credit Accep Mich | 1.00% | Reduce −1.2% | 252,544 | $438.00 | $111M | −2,954 | −$10M |
| ADBE - Adobe Systems | 0.95% | Reduce −0.8% | 382,590 | $275.20 | $105M | −2,972 | −$36M |
| Endeavor Group · CL A | 0.75% | Reduce −0.9% | 4,099,864 | $20.26 | $83M | −36,586 | −$2M |
| Hayward | 0.43% | Reduce −1.1% | 5,402,297 | $8.87 | $48M | −60,721 | −$31M |
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