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 | 8.29% | Reduce −4.9% | 772,077 | $1,606 | $1.2B | −39,610 | +$164M |
| SPGI - S&P Global | 5.71% | Reduce −7.6% | 1,914,339 | $446.00 | $854M | −157,193 | −$28M |
| GOOGL - Alphabet · CL A | 5.60% | Reduce −4.9% | 4,596,412 | $182.15 | $837M | −234,482 | +$108M |
| AMAT - Applied Matls | 5.12% | Reduce −4.8% | 3,242,570 | $235.99 | $765M | −164,780 | +$63M |
| ADI - Analog Devices | 4.57% | Reduce −4.9% | 2,993,452 | $228.26 | $683M | −152,611 | +$61M |
| MSFT - Microsoft | 4.11% | Reduce −4.9% | 1,376,106 | $446.95 | $615M | −70,166 | +$7M |
| V - VISA · CL A | 3.73% | Reduce −4.9% | 2,125,768 | $262.47 | $558M | −108,378 | −$66M |
| TSM - Taiwan Semiconductor Mfg | 3.59% | Reduce −4.8% | 3,085,093 | $173.81 | $536M | −157,221 | +$95M |
| ICE - Intercontinental Exchange | 3.33% | Reduce −4.8% | 3,639,821 | $136.89 | $498M | −185,325 | −$27M |
| EFX - Equifax | 3.05% | Reduce −4.8% | 1,879,834 | $242.46 | $456M | −95,668 | −$73M |
| TMO - Thermo Fisher Scientific | 3.04% | Reduce −4.8% | 822,838 | $553.00 | $455M | −41,876 | −$48M |
| A - Agilent Technologies | 2.94% | Reduce −4.8% | 3,397,504 | $129.63 | $440M | −172,954 | −$79M |
| CBRE - CBRE Group · CL A | 2.90% | Reduce −4.9% | 4,864,291 | $89.11 | $433M | −248,564 | −$64M |
| IBKR - Interactive Brokers · CL A | 2.85% | Reduce −4.8% | 3,478,575 | $122.60 | $426M | −177,129 | +$18M |
| BLK - Blackrock | 2.69% | Add +6.8% | 511,689 | $787.32 | $403M | +32,772 | +$4M |
| IQV - IQVIA | 2.68% | Add +7.2% | 1,895,129 | $211.44 | $401M | +127,789 | −$46M |
| AMT - American Tower | 2.59% | Reduce −4.8% | 1,995,205 | $194.38 | $388M | −101,165 | −$26M |
| FERG - Ferguson | 2.26% | Reduce −4.8% | 1,746,910 | $193.65 | $338M | −88,693 | −$63M |
| CME - CME Group | 2.25% | Reduce −4.8% | 1,715,313 | $196.60 | $337M | −87,278 | −$51M |
| AON - AON PLC · CL A | 2.23% | Reduce −4.8% | 1,138,262 | $293.58 | $334M | −57,928 | −$65M |
| ENTG - Entegris | 2.17% | Reduce −4.9% | 2,393,863 | $135.40 | $324M | −122,028 | −$29M |
| FAST - Fastenal | 2.12% | Reduce −4.8% | 5,052,136 | $62.84 | $317M | −257,190 | −$92M |
| CDW - CDW Corp | 1.98% | Reduce −4.8% | 1,320,049 | $223.84 | $295M | −67,262 | −$59M |
| SSNC - SS&C Technologies | 1.95% | Reduce −4.8% | 4,643,617 | $62.67 | $291M | −236,646 | −$23M |
| LYV - Live Nation | 1.91% | Reduce −4.9% | 3,049,929 | $93.74 | $286M | −155,765 | −$53M |
| ECL - Ecolab | 1.89% | Reduce −4.9% | 1,190,240 | $238.00 | $283M | −60,680 | −$6M |
| CP - Canadian Pacific | 1.79% | Reduce −4.9% | 3,394,564 | $78.73 | $267M | −173,128 | −$47M |
| ADBE - Adobe | 1.63% | Reduce −4.3% | 439,729 | $555.54 | $244M | −19,986 | +$12M |
| ZTS - Zoetis · CL A | 1.54% | Reduce −4.8% | 1,324,756 | $173.36 | $230M | −67,506 | −$6M |
| MCO - Moodys | 1.37% | Reduce −4.9% | 485,617 | $420.93 | $204M | −24,789 | +$4M |
| TCOM - Trip Group | 1.33% | New | 4,238,875 | $47.00 | $199M | +4,238,875 | +$199M |
| TME - Tencent Music Entmt Group | 1.24% | New | 13,190,802 | $14.05 | $185M | +13,190,802 | +$185M |
| YUM - Yum Brands | 1.22% | Reduce −4.9% | 1,376,350 | $132.46 | $182M | −70,950 | −$18M |
| UBER - UBER Technologies | 1.18% | New | 2,435,442 | $72.68 | $177M | +2,435,442 | +$177M |
| ORCL - Oracle | 0.89% | Reduce −4.9% | 939,977 | $141.20 | $133M | −47,975 | +$9M |
| TW - Tradeweb Mkts · CL A | 0.87% | Reduce −4.9% | 1,228,307 | $106.00 | $130M | −62,772 | −$4M |
| CACC - Credit Accep Mich | 0.81% | Reduce −4.9% | 233,944 | $514.68 | $120M | −11,987 | −$15M |
| Trinet Group | 0.51% | Reduce −73.9% | 763,352 | $100.00 | $76M | −2,166,674 | −$312M |
| FLUT - Flutter Entmt | 0.07% | New | 61,037 | $182.36 | $11M | +61,037 | +$11M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ADSK - Autodesk | 2.73% | Exit | 0 | $260.42 | $435M | −1,668,662 | −$435M |
| VRSN - Verisign | 2.04% | Exit | 0 | $189.51 | $325M | −1,715,147 | −$325M |
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