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 | 6.77% | Reduce −12.4% | 811,687 | $1,325 | $1.1B | −114,589 | +$42M |
| SPGI - S&P Global | 5.54% | Reduce −2.0% | 2,071,532 | $425.45 | $881M | −41,532 | −$50M |
| GOOGL - Alphabet · CL A | 4.59% | Add +13.3% | 4,830,894 | $150.93 | $729M | +565,218 | +$133M |
| AMAT - Applied Matls | 4.42% | Reduce −2.0% | 3,407,350 | $206.23 | $703M | −68,901 | +$139M |
| V - VISA · CL A | 3.92% | Reduce −2.0% | 2,234,146 | $279.08 | $624M | −44,743 | +$30M |
| ADI - Analog Devices | 3.91% | Reduce −2.0% | 3,146,063 | $197.79 | $622M | −63,233 | −$15M |
| MSFT - Microsoft | 3.83% | Reduce −2.0% | 1,446,272 | $420.72 | $608M | −29,005 | +$54M |
| EFX - Equifax | 3.32% | Reduce −2.0% | 1,975,502 | $267.52 | $528M | −39,573 | +$30M |
| ICE - Intercontinental Exchange | 3.31% | Reduce −2.0% | 3,825,146 | $137.43 | $526M | −78,012 | +$24M |
| A - Agilent Technologies | 3.27% | Reduce −2.0% | 3,570,458 | $145.51 | $520M | −71,421 | +$13M |
| TMO - Thermo Fisher Scientific | 3.16% | Reduce −2.0% | 864,714 | $581.21 | $503M | −17,303 | +$34M |
| CBRE - CBRE Group · CL A | 3.13% | Reduce −2.0% | 5,112,855 | $97.24 | $497M | −102,655 | +$12M |
| IQV - IQVIA | 2.81% | Reduce −2.0% | 1,767,340 | $252.89 | $447M | −35,616 | +$30M |
| TSM - Taiwan Semiconductor Mfg | 2.77% | Reduce −2.0% | 3,242,314 | $136.05 | $441M | −65,656 | +$97M |
| ADSK - Autodesk | 2.73% | Reduce −2.0% | 1,668,662 | $260.42 | $435M | −33,946 | +$20M |
| AMT - American Tower | 2.61% | Reduce −2.0% | 2,096,370 | $197.59 | $414M | −42,054 | −$47M |
| FAST - Fastenal | 2.58% | Reduce −2.0% | 5,309,326 | $77.14 | $410M | −106,979 | +$59M |
| IBKR - Interactive Brokers · CL A | 2.57% | Reduce −2.0% | 3,655,704 | $111.71 | $408M | −73,165 | +$99M |
| FERG - Ferguson | 2.52% | Reduce −2.0% | 1,835,603 | $218.43 | $401M | −37,260 | +$39M |
| BLK - Blackrock | 2.51% | Reduce −2.1% | 478,917 | $833.70 | $399M | −10,207 | +$2M |
| AON - AON PLC · CL A | 2.51% | Reduce −2.0% | 1,196,190 | $333.72 | $399M | −23,984 | +$44M |
| Trinet Group | 2.44% | Reduce −12.4% | 2,930,026 | $132.49 | $388M | −415,917 | −$10M |
| CME - CME Group | 2.44% | Reduce −2.0% | 1,802,591 | $215.29 | $388M | −36,107 | +$850K |
| CDW - CDW Corp | 2.23% | Reduce −2.0% | 1,387,311 | $255.78 | $355M | −27,731 | +$33M |
| ENTG - Entegris | 2.22% | Reduce −2.0% | 2,515,891 | $140.54 | $354M | −50,406 | +$46M |
| LYV - Live Nation | 2.13% | Add +16.7% | 3,205,694 | $105.77 | $339M | +458,893 | +$82M |
| VRSN - Verisign | 2.04% | Reduce −2.0% | 1,715,147 | $189.51 | $325M | −34,285 | −$35M |
| CP - Canadian Pacific | 1.98% | Add +49.1% | 3,567,692 | $88.17 | $315M | +1,174,200 | +$125M |
| SSNC - SS&C Technologies | 1.98% | Reduce −2.0% | 4,880,263 | $64.37 | $314M | −98,544 | +$10M |
| ECL - Ecolab | 1.82% | Reduce −2.0% | 1,250,920 | $230.90 | $289M | −25,487 | +$36M |
| ZTS - Zoetis · CL A | 1.48% | Reduce −2.0% | 1,392,262 | $169.21 | $236M | −27,958 | −$45M |
| ADBE - Adobe | 1.46% | Add +20.2% | 459,715 | $504.60 | $232M | +77,309 | +$4M |
| YUM - Yum Brands | 1.26% | New | 1,447,300 | $138.65 | $201M | +1,447,300 | +$201M |
| MCO - Moodys | 1.26% | Reduce −2.0% | 510,406 | $393.03 | $201M | −10,264 | −$3M |
| CACC - Credit Accep Mich | 0.85% | Reduce −2.0% | 245,931 | $551.55 | $136M | −4,979 | +$2M |
| TW - Tradeweb Mkts · CL A | 0.85% | Reduce −2.1% | 1,291,079 | $104.17 | $134M | −27,547 | +$15M |
| ORCL - Oracle | 0.78% | New | 987,952 | $125.61 | $124M | +987,952 | +$124M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| BC - Brunswick | 1.55% | Exit | 0 | $96.75 | $232M | −2,395,715 | −$232M |
| BDX - Becton Dickinson & | 1.41% | Exit | 0 | $243.83 | $212M | −867,764 | −$212M |
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