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 | 6.91% | Reduce −2.4% | 926,276 | $1,116 | $1B | −22,487 | +$246M |
| SPGI - S&P Global | 6.22% | Reduce −2.4% | 2,113,064 | $440.52 | $931M | −51,566 | +$140M |
| ADI - Analog Devices | 4.26% | Reduce −2.4% | 3,209,296 | $198.56 | $637M | −78,314 | +$62M |
| GOOGL - Alphabet · CL A | 3.98% | Reduce −2.4% | 4,265,676 | $139.69 | $596M | −103,030 | +$24M |
| V - VISA · CL A | 3.96% | Reduce −2.4% | 2,278,889 | $260.35 | $593M | −55,660 | +$56M |
| AMAT - Applied Matls | 3.76% | Reduce −2.4% | 3,476,251 | $162.07 | $563M | −83,845 | +$71M |
| MSFT - Microsoft | 3.71% | Reduce −2.4% | 1,475,277 | $376.04 | $555M | −35,732 | +$78M |
| A - Agilent Technologies | 3.38% | Reduce −2.4% | 3,641,879 | $139.03 | $506M | −89,581 | +$89M |
| ICE - Intercontinental Exchange | 3.35% | Reduce −2.4% | 3,903,158 | $128.43 | $501M | −94,219 | +$61M |
| EFX - Equifax | 3.33% | Reduce −2.4% | 2,015,075 | $247.29 | $498M | −48,837 | +$120M |
| CBRE - CBRE Group · CL A | 3.24% | Add +13.1% | 5,215,510 | $93.09 | $486M | +603,771 | +$145M |
| TMO - Thermo Fisher Scientific | 3.13% | Reduce −2.4% | 882,017 | $530.79 | $468M | −21,746 | +$11M |
| AMT - American Tower | 3.08% | Add +14.5% | 2,138,424 | $215.88 | $462M | +271,293 | +$155M |
| IQV - IQVIA | 2.79% | Reduce −2.4% | 1,802,956 | $231.38 | $417M | −44,333 | +$54M |
| ADSK - Autodesk | 2.77% | Add +35.1% | 1,702,608 | $243.48 | $415M | +442,005 | +$154M |
| Trinet Group | 2.66% | Reduce −2.5% | 3,345,943 | $118.93 | $398M | −84,882 | −$2M |
| BLK - Blackrock | 2.65% | Reduce −2.5% | 489,124 | $811.80 | $397M | −12,577 | +$73M |
| CME - CME Group | 2.59% | Reduce −2.4% | 1,838,698 | $210.60 | $387M | −44,368 | +$10M |
| FERG - Ferguson | 2.42% | Add +58.4% | 1,872,863 | $193.07 | $362M | +690,643 | +$167M |
| VRSN - Verisign | 2.41% | Reduce −2.4% | 1,749,432 | $205.96 | $360M | −42,619 | −$3M |
| AON - AON PLC · CL A | 2.37% | Reduce −2.4% | 1,220,174 | $291.02 | $355M | −29,793 | −$50M |
| FAST - Fastenal | 2.34% | Reduce −2.4% | 5,416,305 | $64.77 | $351M | −131,091 | +$48M |
| TSM - Taiwan Semiconductor Mfg | 2.30% | Reduce −2.4% | 3,307,970 | $104.00 | $344M | −80,539 | +$50M |
| CDW - CDW Corp | 2.15% | Reduce −2.4% | 1,415,042 | $227.32 | $322M | −34,315 | +$29M |
| IBKR - Interactive Brokers · CL A | 2.07% | Reduce −2.4% | 3,728,869 | $82.90 | $309M | −90,760 | −$22M |
| ENTG - Entegris | 2.05% | Reduce −2.3% | 2,566,297 | $119.82 | $307M | −61,560 | +$61M |
| SSNC - SS&C Technologies | 2.03% | Reduce −2.4% | 4,978,807 | $61.11 | $304M | −119,947 | +$36M |
| ZTS - Zoetis · CL A | 1.87% | Reduce −2.4% | 1,420,220 | $197.37 | $280M | −34,345 | +$27M |
| LYV - Live Nation | 1.72% | Add +146.6% | 2,746,801 | $93.60 | $257M | +1,632,749 | +$165M |
| ECL - Ecolab | 1.69% | Reduce −29.6% | 1,276,407 | $198.35 | $253M | −536,183 | −$54M |
| BC - Brunswick | 1.55% | Reduce −45.5% | 2,395,715 | $96.75 | $232M | −1,996,626 | −$115M |
| ADBE - Adobe | 1.52% | Reduce −2.4% | 382,406 | $596.60 | $228M | −9,214 | +$28M |
| BDX - Becton Dickinson & | 1.41% | Reduce −35.2% | 867,764 | $243.83 | $212M | −471,191 | −$135M |
| MCO - Moodys | 1.36% | Reduce −2.4% | 520,670 | $390.56 | $203M | −12,789 | +$35M |
| CP - Canadian Pacific | 1.26% | Add +111.1% | 2,393,492 | $79.06 | $189M | +1,259,778 | +$105M |
| CACC - Credit Accep Mich | 0.89% | Reduce −2.4% | 250,910 | $532.73 | $134M | −6,204 | +$15M |
| TW - Tradeweb Mkts · CL A | 0.80% | Add +7.4% | 1,318,626 | $90.88 | $120M | +90,800 | +$21M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| WTW - Willis Towers Watson | 2.91% | Exit | 0 | $208.96 | $392M | −1,875,572 | −$392M |
| Hayward | 0.58% | Exit | 0 | $14.10 | $78M | −5,500,345 | −$78M |
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