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 | 7.73% | Add +849.6% | 7,331,393 | $172.50 | $1.3B | +6,559,316 | +$25M |
| SPGI - S&P Global | 5.87% | Reduce −2.9% | 1,858,934 | $516.62 | $960M | −55,405 | +$107M |
| GOOGL - Alphabet · CL A | 4.53% | Reduce −2.9% | 4,463,248 | $165.85 | $740M | −133,164 | −$97M |
| AMAT - Applied Matls | 3.89% | Reduce −2.9% | 3,148,598 | $202.05 | $636M | −93,972 | −$129M |
| CBRE - CBRE Group · CL A | 3.60% | Reduce −2.9% | 4,723,244 | $124.48 | $588M | −141,047 | +$154M |
| MSFT - Microsoft | 3.52% | Reduce −2.9% | 1,336,271 | $430.30 | $575M | −39,835 | −$40M |
| FLUT - Flutter Entmt | 3.48% | Add +3827.8% | 2,397,384 | $237.28 | $569M | +2,336,347 | +$558M |
| ICE - Intercontinental Exchange | 3.47% | Reduce −2.9% | 3,534,446 | $160.64 | $568M | −105,375 | +$70M |
| V - VISA · CL A | 3.47% | Reduce −2.9% | 2,064,218 | $274.95 | $568M | −61,550 | +$10M |
| EFX - Equifax | 3.28% | Reduce −2.9% | 1,825,400 | $293.86 | $536M | −54,434 | +$81M |
| ADI - Analog Devices | 3.23% | Reduce −23.3% | 2,297,122 | $230.17 | $529M | −696,330 | −$155M |
| TSM - Taiwan Semiconductor Mfg | 3.18% | Reduce −2.9% | 2,995,687 | $173.67 | $520M | −89,406 | −$16M |
| TMO - Thermo Fisher Scientific | 3.02% | Reduce −2.9% | 799,000 | $618.57 | $494M | −23,838 | +$39M |
| A - Agilent Technologies | 3.00% | Reduce −2.9% | 3,298,930 | $148.48 | $490M | −98,574 | +$49M |
| IBKR - Interactive Brokers · CL A | 2.88% | Reduce −2.9% | 3,377,643 | $139.36 | $471M | −100,932 | +$44M |
| BLK - Blackrock | 2.84% | Reduce −4.5% | 488,699 | $949.51 | $464M | −22,990 | +$61M |
| AON - AON PLC · CL A | 2.78% | Add +15.6% | 1,316,218 | $345.99 | $455M | +177,956 | +$121M |
| AMT - American Tower | 2.75% | Reduce −2.9% | 1,937,252 | $232.56 | $451M | −57,953 | +$63M |
| IQV - IQVIA | 2.67% | Reduce −2.9% | 1,840,127 | $236.97 | $436M | −55,002 | +$35M |
| CME - CME Group | 2.25% | Reduce −2.9% | 1,664,816 | $220.65 | $367M | −50,497 | +$30M |
| FAST - Fastenal | 2.14% | Reduce −2.9% | 4,905,674 | $71.42 | $350M | −146,462 | +$33M |
| FERG - Ferguson Enterprises | 2.06% | New | 1,696,671 | $198.57 | $337M | +1,696,671 | +$337M |
| SSNC - SS&C Technologies | 2.05% | Reduce −2.9% | 4,507,186 | $74.21 | $334M | −136,431 | +$43M |
| LYV - Live Nation | 1.98% | Reduce −2.9% | 2,961,520 | $109.49 | $324M | −88,409 | +$38M |
| CP - Canadian Pacific | 1.94% | Add +9.1% | 3,705,152 | $85.54 | $317M | +310,588 | +$50M |
| UBER - UBER Technologies | 1.85% | Add +65.2% | 4,022,650 | $75.16 | $302M | +1,587,208 | +$125M |
| ECL - Ecolab | 1.80% | Reduce −2.9% | 1,155,739 | $255.33 | $295M | −34,501 | +$12M |
| CDW - CDW Corp | 1.77% | Reduce −2.9% | 1,281,644 | $226.30 | $290M | −38,405 | −$5M |
| TCOM - Trip Group | 1.77% | Add +14.9% | 4,868,383 | $59.43 | $289M | +629,508 | +$90M |
| ADBE - Adobe | 1.65% | Add +18.2% | 519,627 | $517.78 | $269M | +79,898 | +$25M |
| ENTG - Entegris | 1.60% | Reduce −2.9% | 2,324,461 | $112.53 | $262M | −69,402 | −$63M |
| ZTS - Zoetis · CL A | 1.54% | Reduce −2.9% | 1,286,331 | $195.38 | $251M | −38,425 | +$22M |
| MCO - Moodys | 1.37% | Reduce −2.9% | 471,545 | $474.59 | $224M | −14,072 | +$19M |
| TME - Tencent Music Entmt Group | 1.36% | Add +39.9% | 18,456,585 | $12.05 | $222M | +5,265,783 | +$37M |
| YUM - Yum Brands | 1.22% | Add +3.8% | 1,428,040 | $139.71 | $200M | +51,690 | +$17M |
| ORCL - Oracle | 0.95% | Reduce −2.9% | 912,384 | $170.40 | $155M | −27,593 | +$23M |
| TW - Tradeweb Mkts · CL A | 0.90% | Reduce −2.9% | 1,192,770 | $123.67 | $148M | −35,537 | +$17M |
| CACC - Credit Accep Mich | 0.62% | Reduce −2.9% | 227,057 | $443.42 | $101M | −6,887 | −$20M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| FERG - Ferguson | 2.26% | Exit | 0 | $193.65 | $338M | −1,746,910 | −$338M |
| Trinet Group | 0.51% | Exit | 0 | $100.00 | $76M | −763,352 | −$76M |
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