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
| AVGO - Broadcom | 6.35% | Add +6.4% | 1,047,717 | $867.43 | $909M | +62,560 | +$277M |
| SPGI - S&P Global | 6.09% | Add +6.4% | 2,173,131 | $400.89 | $871M | +129,946 | +$167M |
| ADI - Analog Devices | 4.49% | Add +6.4% | 3,300,476 | $194.81 | $643M | +197,393 | +$31M |
| V - VISA · CL A | 3.89% | Add +6.4% | 2,343,699 | $237.48 | $557M | +140,126 | +$60M |
| GOOGL - Alphabet · CL A | 3.67% | Add +6.4% | 4,384,547 | $119.70 | $525M | +263,218 | +$97M |
| AMAT - Applied Matls | 3.61% | Add +6.4% | 3,574,017 | $144.54 | $517M | +214,238 | +$104M |
| MSFT - Microsoft | 3.61% | Add +6.3% | 1,516,885 | $340.54 | $517M | +90,508 | +$105M |
| EFX - Equifax | 3.41% | Add +6.4% | 2,072,006 | $235.30 | $488M | +123,893 | +$92M |
| TMO - Thermo Fisher Scientific | 3.31% | Add +10.6% | 907,214 | $521.75 | $473M | +87,092 | +$645K |
| ICE - Intercontinental Exchange | 3.17% | Add +6.4% | 4,012,987 | $113.08 | $454M | +239,735 | +$60M |
| A - Agilent Technologies | 3.15% | Add +13.3% | 3,745,681 | $120.25 | $450M | +440,438 | −$7M |
| WTW - Willis Towers Watson | 3.10% | Add +6.4% | 1,882,888 | $235.50 | $443M | +112,457 | +$32M |
| AON - AON PLC · CL A | 3.03% | Add +6.4% | 1,254,848 | $345.20 | $433M | +74,932 | +$61M |
| IQV - IQVIA | 2.91% | Add +14.3% | 1,854,304 | $224.77 | $417M | +231,602 | +$94M |
| VRSN - Verisign | 2.84% | Add +6.4% | 1,799,073 | $225.97 | $407M | +107,824 | +$49M |
| BC - Brunswick | 2.67% | Add +6.4% | 4,409,435 | $86.64 | $382M | +263,477 | +$42M |
| CBRE - CBRE Group · CL A | 2.61% | Add +6.3% | 4,629,826 | $80.71 | $374M | +276,137 | +$57M |
| AMT - American Tower | 2.54% | Add +6.4% | 1,874,444 | $193.94 | $364M | +111,955 | +$3M |
| CME - CME Group | 2.45% | Add +6.4% | 1,890,026 | $185.29 | $350M | +113,463 | +$10M |
| BLK - Blackrock | 2.41% | Add +15.5% | 499,376 | $691.14 | $345M | +67,000 | +$56M |
| BDX - Becton Dickinson & | 2.41% | Add +12.2% | 1,304,258 | $264.01 | $344M | +142,018 | +$57M |
| TSM - Taiwan Semiconductor Mfg | 2.40% | Add +6.3% | 3,401,738 | $100.92 | $343M | +202,676 | +$46M |
| ENTG - Entegris | 2.39% | Add +6.4% | 3,088,950 | $110.82 | $342M | +184,469 | +$104M |
| ECL - Ecolab | 2.37% | Add +6.3% | 1,819,712 | $186.69 | $340M | +108,536 | +$56M |
| Trinet Group | 2.31% | Add +2.0% | 3,482,339 | $94.97 | $331M | +66,864 | +$55M |
| FAST - Fastenal | 2.30% | Add +6.4% | 5,568,994 | $58.99 | $329M | +332,825 | +$46M |
| IBKR - Interactive Brokers · CL A | 2.23% | Add +6.4% | 3,834,468 | $83.07 | $319M | +230,068 | +$21M |
| SSNC - SS&C Technologies | 2.17% | Add +6.3% | 5,118,828 | $60.60 | $310M | +304,968 | +$38M |
| CDW - CDW Corp | 1.87% | Add +19.1% | 1,454,882 | $183.50 | $267M | +233,157 | +$29M |
| ADSK - Autodesk | 1.81% | Add +6.4% | 1,265,557 | $204.61 | $259M | +75,571 | +$11M |
| ZTS - Zoetis · CL A | 1.76% | Reduce −18.4% | 1,460,266 | $172.21 | $251M | −328,424 | −$46M |
| ADBE - Adobe Systems | 1.34% | Add +6.4% | 393,152 | $488.99 | $192M | +23,646 | +$50M |
| FERG - Ferguson | 1.30% | Add +14.3% | 1,186,698 | $157.31 | $187M | +148,527 | +$48M |
| MCO - Moodys | 1.30% | Add +6.3% | 535,538 | $347.72 | $186M | +31,923 | +$32M |
| CACC - Credit Accep Mich | 0.92% | Add +6.3% | 258,125 | $507.93 | $131M | +15,340 | +$25M |
| LYV - Live Nation | 0.71% | New | 1,118,297 | $91.11 | $102M | +1,118,297 | +$102M |
| TW - Tradeweb Mkts · CL A | 0.59% | New | 1,232,665 | $68.48 | $84M | +1,232,665 | +$84M |
| Hayward | 0.50% | Add +6.4% | 5,522,061 | $12.85 | $71M | +330,738 | +$10M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| AWI — | 1.09% | Exit | 0 | $71.24 | $134M | −1,886,268 | −$134M |
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