Follow-The-Filings

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

2026 Q2 · filed 7/29/2026 · 27 long · top 12 shown

top 5 40.2% · top 10 61.8%

AUM over time

2026 Q2 $665M −95.6% QoQ
2021 Q3 · $14.7B 2021 Q3 · $14.7B
Q3 2021
2021 Q4 · $15.1B · +3.2% QoQ 2021 Q4 · $15.1B · +3.2% QoQ
Q4
2022 Q1 · $14B · −7.5% QoQ 2022 Q1 · $14B · −7.5% QoQ
Q1 2022
2022 Q2 · $12B · −14.5% QoQ 2022 Q2 · $12B · −14.5% QoQ
Q2
2022 Q3 · $11B · −7.8% QoQ 2022 Q3 · $11B · −7.8% QoQ
Q3
2022 Q4 · $11.8B · +6.9% QoQ 2022 Q4 · $11.8B · +6.9% QoQ
Q4
2023 Q1 · $12.3B · +4.0% QoQ 2023 Q1 · $12.3B · +4.0% QoQ
Q1 2023
2023 Q2 · $14.3B · +16.5% QoQ 2023 Q2 · $14.3B · +16.5% QoQ
Q2
2023 Q3 · $13.5B · −5.8% QoQ 2023 Q3 · $13.5B · −5.8% QoQ
Q3
2023 Q4 · $15B · +11.0% QoQ 2023 Q4 · $15B · +11.0% QoQ
Q4
2024 Q1 · $15.9B · +6.2% QoQ 2024 Q1 · $15.9B · +6.2% QoQ
Q1 2024
2024 Q2 · $15B · −5.9% QoQ 2024 Q2 · $15B · −5.9% QoQ
Q2
2024 Q3 · $16.4B · +9.3% QoQ 2024 Q3 · $16.4B · +9.3% QoQ
Q3
2024 Q4 · $16.5B · +1.2% QoQ 2024 Q4 · $16.5B · +1.2% QoQ
Q4
2025 Q1 · $15.4B · −6.7% QoQ 2025 Q1 · $15.4B · −6.7% QoQ
Q1 2025
2025 Q2 · $17.3B · +12.0% QoQ 2025 Q2 · $17.3B · +12.0% QoQ
Q2
2025 Q3 · $18.2B · +5.0% QoQ 2025 Q3 · $18.2B · +5.0% QoQ
Q3
2025 Q4 · $18.5B · +1.8% QoQ 2025 Q4 · $18.5B · +1.8% QoQ
Q4
2026 Q1 · $15.1B · −18.6% QoQ 2026 Q1 · $15.1B · −18.6% QoQ
Q1 2026
2026 Q2 · $665M · −95.6% QoQ 2026 Q2 · $665M · −95.6% QoQ
Q2

Book

2023 Q3 2023 Q2 · filed 6 Nov · long equity

SPGI - S&P Global 5.87% Reduce −0.4% 2,164,630 $365.41 $791M −8,501 −$80M
AVGO - Broadcom 5.85% Reduce −9.4% 948,763 $830.58 $788M −98,954 −$121M
ADI - Analog Devices 4.27% Reduce −0.4% 3,287,610 $175.09 $576M −12,866 −$67M
GOOGL - Alphabet · CL A 4.24% Reduce −0.4% 4,368,706 $130.86 $572M −15,841 +$47M
V - VISA · CL A 3.98% Reduce −0.4% 2,334,549 $230.01 $537M −9,150 −$20M
AMAT - Applied Matls 3.66% Reduce −0.4% 3,560,096 $138.45 $493M −13,921 −$24M
MSFT - Microsoft 3.54% Reduce −0.4% 1,511,009 $315.75 $477M −5,876 −$39M
TMO - Thermo Fisher Scientific 3.39% Reduce −0.4% 903,763 $506.17 $457M −3,451 −$16M
ICE - Intercontinental Exchange 3.26% Reduce −0.4% 3,997,377 $110.02 $440M −15,610 −$14M
A - Agilent Technologies 3.09% Reduce −0.4% 3,731,460 $111.82 $417M −14,221 −$33M
AON - AON PLC · CL A 3.01% Reduce −0.4% 1,249,967 $324.22 $405M −4,881 −$28M
Trinet Group 2.96% Reduce −1.5% 3,430,825 $116.48 $400M −51,514 +$69M
WTW - Willis Towers Watson 2.91% Reduce −0.4% 1,875,572 $208.96 $392M −7,316 −$52M
EFX - Equifax 2.80% Reduce −0.4% 2,063,912 $183.18 $378M −8,094 −$109M
CME - CME Group 2.80% Reduce −0.4% 1,883,066 $200.22 $377M −6,960 +$27M
IQV - IQVIA 2.70% Reduce −0.4% 1,847,289 $196.75 $363M −7,015 −$53M
VRSN - Verisign 2.69% Reduce −0.4% 1,792,051 $202.53 $363M −7,022 −$44M
BC - Brunswick 2.57% Reduce −0.4% 4,392,341 $79.00 $347M −17,094 −$35M
BDX - Becton Dickinson & 2.57% Add +2.7% 1,338,955 $258.53 $346M +34,697 +$2M
CBRE - CBRE Group · CL A 2.53% Reduce −0.4% 4,611,739 $73.86 $341M −18,087 −$33M
IBKR - Interactive Brokers · CL A 2.45% Reduce −0.4% 3,819,629 $86.56 $331M −14,839 +$12M
BLK - Blackrock 2.41% Add +0.5% 501,701 $646.49 $324M +2,325 −$21M
ECL - Ecolab 2.28% Reduce −0.4% 1,812,590 $169.40 $307M −7,122 −$33M
AMT - American Tower 2.28% Reduce −0.4% 1,867,131 $164.45 $307M −7,313 −$56M
FAST - Fastenal 2.25% Reduce −0.4% 5,547,396 $54.64 $303M −21,598 −$25M
TSM - Taiwan Semiconductor Mfg 2.18% Reduce −0.4% 3,388,509 $86.90 $294M −13,229 −$49M
CDW - CDW Corp 2.17% Reduce −0.4% 1,449,357 $201.76 $292M −5,525 +$25M
SSNC - SS&C Technologies 1.99% Reduce −0.4% 5,098,754 $52.54 $268M −20,074 −$42M
ADSK - Autodesk 1.93% Reduce −0.4% 1,260,603 $206.91 $261M −4,954 +$2M
ZTS - Zoetis · CL A 1.88% Reduce −0.4% 1,454,565 $173.98 $253M −5,701 +$2M
ENTG - Entegris 1.83% Reduce −14.9% 2,627,857 $93.91 $247M −461,093 −$96M
ADBE - Adobe 1.48% Reduce −0.4% 391,620 $509.90 $200M −1,532 +$7M
FERG - Ferguson 1.44% Reduce −0.4% 1,182,220 $164.47 $194M −4,478 +$8M
MCO - Moodys 1.25% Reduce −0.4% 533,459 $316.17 $169M −2,079 −$18M
CACC - Credit Accep Mich 0.88% Reduce −0.4% 257,114 $460.12 $118M −1,011 −$13M
TW - Tradeweb Mkts · CL A 0.73% Reduce −0.4% 1,227,826 $80.20 $98M −4,839 +$14M
LYV - Live Nation 0.69% Reduce −0.4% 1,114,052 $83.04 $93M −4,245 −$9M
CP - Canadian Pacific 0.63% New 1,133,714 $74.41 $84M +1,133,714 +$84M
Hayward 0.58% Reduce −0.4% 5,500,345 $14.10 $78M −21,716 +$7M

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2023 Q2. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top.

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

Notable person
William Von Mueffling
SEC filing name
CANTILLON CAPITAL MANAGEMENT LLC
Location
New York, NY
All SEC filings
View on sec.gov