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 | 5.74% | Reduce −1.6% | 2,043,185 | $344.77 | $704M | −33,667 | +$9M |
| AVGO - Broadcom | 5.15% | Reduce −1.6% | 985,157 | $641.54 | $632M | −15,686 | +$72M |
| ADI - Analog Devices | 4.98% | Reduce −1.8% | 3,103,083 | $197.22 | $612M | −56,262 | +$94M |
| V - VISA · CL A | 4.05% | Reduce −1.8% | 2,203,573 | $225.46 | $497M | −40,200 | +$31M |
| TMO - Thermo Fisher Scientific | 3.85% | Reduce −1.8% | 820,122 | $576.37 | $473M | −14,827 | +$13M |
| A - Agilent Technologies | 3.72% | Reduce −1.7% | 3,305,243 | $138.34 | $457M | −56,858 | −$46M |
| GOOGL - Alphabet · CL A | 3.48% | Reduce −28.6% | 4,121,329 | $103.73 | $428M | −1,654,647 | −$82M |
| AMAT - Applied Matls | 3.36% | Reduce −1.7% | 3,359,779 | $122.83 | $413M | −57,491 | +$80M |
| WTW - Willis Towers Watson | 3.35% | Reduce −1.6% | 1,770,431 | $232.38 | $411M | −29,486 | −$29M |
| MSFT - Microsoft | 3.35% | Add +20.4% | 1,426,377 | $288.30 | $411M | +241,558 | +$127M |
| EFX - Equifax | 3.22% | Reduce −1.6% | 1,948,113 | $202.84 | $395M | −31,905 | +$10M |
| ICE - Intercontinental Exchange | 3.20% | Reduce −1.5% | 3,773,252 | $104.29 | $394M | −58,582 | +$405K |
| AON - AON PLC · CL A | 3.03% | Reduce −1.7% | 1,179,916 | $315.29 | $372M | −20,670 | +$12M |
| AMT - American Tower | 2.93% | Reduce −1.7% | 1,762,489 | $204.34 | $360M | −30,104 | −$20M |
| VRSN - Verisign | 2.91% | Reduce −1.8% | 1,691,249 | $211.33 | $357M | −30,748 | +$4M |
| CME - CME Group | 2.77% | Add +11.9% | 1,776,563 | $191.52 | $340M | +189,319 | +$73M |
| BC - Brunswick | 2.77% | Reduce −1.6% | 4,145,958 | $82.00 | $340M | −66,999 | +$36M |
| IQV - IQVIA | 2.63% | Add +6.2% | 1,622,702 | $198.89 | $323M | +94,359 | +$10M |
| CBRE - CBRE Group · CL A | 2.58% | Reduce −1.7% | 4,353,689 | $72.81 | $317M | −73,422 | −$24M |
| ZTS - Zoetis · CL A | 2.42% | Reduce −1.6% | 1,788,690 | $166.44 | $298M | −28,371 | +$31M |
| IBKR - Interactive Brokers · CL A | 2.42% | Add +11.9% | 3,604,400 | $82.56 | $298M | +384,186 | +$65M |
| TSM - Taiwan Semiconductor Mfg | 2.42% | Reduce −1.6% | 3,199,062 | $93.02 | $298M | −51,192 | +$55M |
| BLK - Blackrock | 2.36% | Reduce −1.2% | 432,376 | $669.12 | $289M | −5,272 | −$21M |
| BDX - Becton Dickinson & | 2.34% | Add +9.0% | 1,162,240 | $247.54 | $288M | +95,900 | +$17M |
| ECL - Ecolab | 2.31% | Reduce −1.8% | 1,711,176 | $165.53 | $283M | −30,560 | +$30M |
| FAST - Fastenal | 2.30% | Reduce −1.6% | 5,236,169 | $53.94 | $282M | −87,046 | +$31M |
| Trinet Group | 2.24% | Reduce −1.8% | 3,415,475 | $80.61 | $275M | −61,228 | +$40M |
| SSNC - SS&C Technologies | 2.21% | Add +11.9% | 4,813,860 | $56.47 | $272M | +513,068 | +$48M |
| ADSK - Autodesk | 2.02% | Reduce −1.6% | 1,189,986 | $208.16 | $248M | −19,160 | +$22M |
| ENTG - Entegris | 1.94% | Reduce −1.7% | 2,904,481 | $82.01 | $238M | −51,733 | +$44M |
| CDW - CDW Corp | 1.94% | Add +142.4% | 1,221,725 | $194.89 | $238M | +717,782 | +$148M |
| MCO - Moodys | 1.26% | Reduce −1.7% | 503,615 | $306.02 | $154M | −8,897 | +$11M |
| ADBE - Adobe Systems | 1.16% | Reduce −2.0% | 369,506 | $385.37 | $142M | −7,444 | +$16M |
| FERG - Ferguson | 1.13% | New | 1,038,171 | $133.75 | $139M | +1,038,171 | +$139M |
| AWI — | 1.09% | Reduce −1.6% | 1,886,268 | $71.24 | $134M | −31,440 | +$3M |
| CACC - Credit Accep Mich | 0.86% | Reduce −1.5% | 242,785 | $436.04 | $106M | −3,772 | −$11M |
| Hayward | 0.50% | Reduce −1.0% | 5,191,323 | $11.72 | $61M | −54,085 | +$12M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| FIS - Fidelity Natl Info | 2.37% | Exit | 0 | $67.85 | $279M | −4,115,693 | −$279M |
| GOOG - Alphabet · CL C | 1.76% | Exit | 0 | $88.73 | $208M | −2,346,008 | −$208M |
| Endeavor Group · CL A | 0.76% | Exit | 0 | $22.54 | $89M | −3,966,332 | −$89M |
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