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 | 5.89% | Reduce −1.9% | 2,076,852 | $334.94 | $696M | −39,241 | +$49M |
| AVGO - Broadcom | 4.74% | Reduce −2.0% | 1,000,843 | $559.13 | $560M | −20,646 | +$106M |
| ADI - Analog Devices | 4.39% | Reduce −1.8% | 3,159,345 | $164.03 | $518M | −56,565 | +$70M |
| GOOGL - Alphabet · CL A | 4.32% | Reduce −1.9% | 5,775,976 | $88.23 | $510M | −113,150 | −$54M |
| A - Agilent Technologies | 4.26% | Reduce −1.9% | 3,362,101 | $149.65 | $503M | −65,739 | +$86M |
| V - VISA · CL A | 3.95% | Reduce −1.7% | 2,243,773 | $207.76 | $466M | −37,655 | +$61M |
| TMO - Thermo Fisher Scientific | 3.89% | Reduce −1.9% | 834,949 | $550.69 | $460M | −16,490 | +$28M |
| WTW - Willis Towers Watson | 3.73% | Reduce −2.0% | 1,799,917 | $244.58 | $440M | −36,243 | +$71M |
| ICE - Intercontinental Exchange | 3.33% | Reduce −1.9% | 3,831,834 | $102.59 | $393M | −75,799 | +$40M |
| EFX - Equifax | 3.26% | Reduce −1.8% | 1,980,018 | $194.36 | $385M | −35,858 | +$39M |
| AMT - American Tower | 3.22% | Reduce −2.1% | 1,792,593 | $211.86 | $380M | −38,506 | −$13M |
| AON - AON PLC · CL A | 3.05% | Reduce −1.7% | 1,200,586 | $300.14 | $360M | −21,328 | +$33M |
| VRSN - Verisign | 3.00% | Reduce −1.7% | 1,721,997 | $205.44 | $354M | −29,265 | +$50M |
| CBRE - CBRE Group · CL A | 2.89% | Reduce −1.7% | 4,427,111 | $76.96 | $341M | −78,102 | +$37M |
| AMAT - Applied Matls | 2.82% | Reduce −1.5% | 3,417,270 | $97.38 | $333M | −53,313 | +$48M |
| IQV - IQVIA | 2.65% | Reduce −2.0% | 1,528,343 | $204.89 | $313M | −31,696 | +$31M |
| BLK - Blackrock | 2.63% | Add +2.8% | 437,648 | $708.63 | $310M | +11,959 | +$76M |
| BC - Brunswick | 2.57% | Reduce −2.0% | 4,212,957 | $72.08 | $304M | −87,960 | +$22M |
| MSFT - Microsoft | 2.41% | Reduce −1.9% | 1,184,819 | $239.82 | $284M | −22,625 | +$3M |
| FIS - Fidelity Natl Info | 2.37% | Reduce −1.9% | 4,115,693 | $67.85 | $279M | −80,608 | −$38M |
| BDX - Becton Dickinson & | 2.30% | Reduce −1.7% | 1,066,340 | $254.30 | $271M | −18,916 | +$29M |
| CME - CME Group | 2.26% | Reduce −1.7% | 1,587,244 | $168.16 | $267M | −27,418 | −$19M |
| ZTS - Zoetis · CL A | 2.26% | Reduce −2.2% | 1,817,061 | $146.55 | $266M | −40,690 | −$9M |
| ECL - Ecolab | 2.15% | Reduce −2.3% | 1,741,736 | $145.56 | $254M | −40,424 | −$4M |
| FAST - Fastenal | 2.13% | Reduce −1.6% | 5,323,215 | $47.32 | $252M | −86,034 | +$3M |
| TSM - Taiwan Semiconductor Mfg | 2.05% | Reduce −2.2% | 3,250,254 | $74.49 | $242M | −72,028 | +$14M |
| Trinet Group | 2.00% | Reduce −2.1% | 3,476,703 | $67.80 | $236M | −72,812 | −$17M |
| IBKR - Interactive Brokers · CL A | 1.97% | Add +30.3% | 3,220,214 | $72.35 | $233M | +749,342 | +$75M |
| ADSK - Autodesk | 1.91% | Reduce −2.1% | 1,209,146 | $186.87 | $226M | −26,347 | −$5M |
| SSNC - SS&C Technologies | 1.90% | Reduce −2.0% | 4,300,792 | $52.06 | $224M | −85,927 | +$14M |
| GOOG - Alphabet · CL C | 1.76% | Reduce −2.1% | 2,346,008 | $88.73 | $208M | −50,010 | −$22M |
| ENTG - Entegris | 1.64% | Add +15.6% | 2,956,214 | $65.59 | $194M | +399,570 | −$18M |
| MCO - Moodys | 1.21% | Reduce −2.1% | 512,512 | $278.62 | $143M | −10,755 | +$16M |
| AWI — | 1.11% | Add +8.7% | 1,917,708 | $68.59 | $132M | +152,796 | −$8M |
| ADBE - Adobe Systems | 1.07% | Reduce −1.5% | 376,950 | $336.53 | $127M | −5,640 | +$22M |
| CACC - Credit Accep Mich | 0.99% | Reduce −2.4% | 246,557 | $474.40 | $117M | −5,987 | +$6M |
| CDW - CDW Corp | 0.76% | New | 503,943 | $178.58 | $90M | +503,943 | +$90M |
| Endeavor Group · CL A | 0.76% | Reduce −3.3% | 3,966,332 | $22.54 | $89M | −133,532 | +$6M |
| Hayward | 0.42% | Reduce −2.9% | 5,245,408 | $9.40 | $49M | −156,889 | +$1M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| META - Meta Platforms · CL A | 1.39% | Exit | 0 | $135.68 | $154M | −1,133,827 | −$154M |
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