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 | 10.33% | Add +0.5% | 7,370,870 | $231.84 | $1.7B | +39,477 | +$444M |
| SPGI - S&P Global | 5.62% | Add +0.5% | 1,868,814 | $498.03 | $931M | +9,880 | −$30M |
| GOOGL - Alphabet · CL A | 5.13% | Add +0.5% | 4,487,038 | $189.30 | $849M | +23,790 | +$109M |
| V - VISA · CL A | 3.96% | Add +0.5% | 2,075,195 | $316.04 | $656M | +10,977 | +$88M |
| CBRE - CBRE Group · CL A | 3.77% | Add +0.5% | 4,748,386 | $131.29 | $623M | +25,142 | +$35M |
| FLUT - Flutter Entmt | 3.76% | Add +0.5% | 2,410,178 | $258.45 | $623M | +12,794 | +$54M |
| IBKR - Interactive Brokers · CL A | 3.63% | Add +0.5% | 3,395,690 | $176.67 | $600M | +18,047 | +$129M |
| TSM - Taiwan Semiconductor Mfg | 3.59% | Add +0.5% | 3,011,664 | $197.49 | $595M | +15,977 | +$75M |
| MSFT - Microsoft | 3.42% | Add +0.5% | 1,343,400 | $421.50 | $566M | +7,129 | −$9M |
| ICE - Intercontinental Exchange | 3.20% | Add +0.5% | 3,553,300 | $149.01 | $529M | +18,854 | −$38M |
| AMAT - Applied Matls | 3.11% | Add +0.5% | 3,165,402 | $162.63 | $515M | +16,804 | −$121M |
| BLK - Blackrock | 3.00% | New | 483,793 | $1,025 | $496M | +483,793 | +$496M |
| ADI - Analog Devices | 2.97% | Add +0.5% | 2,309,278 | $212.46 | $491M | +12,156 | −$38M |
| TMO - Thermo Fisher Scientific | 2.92% | Add +16.4% | 929,870 | $520.23 | $484M | +130,870 | −$10M |
| AON - AON PLC · CL A | 2.87% | Add +0.5% | 1,323,228 | $359.16 | $475M | +7,010 | +$20M |
| EFX - Equifax | 2.83% | Add +0.5% | 1,835,102 | $254.85 | $468M | +9,702 | −$69M |
| A - Agilent Technologies | 2.69% | Add +0.5% | 3,316,557 | $134.34 | $446M | +17,627 | −$44M |
| IQV - IQVIA | 2.45% | Add +12.3% | 2,066,144 | $196.51 | $406M | +226,017 | −$30M |
| CME - CME Group | 2.35% | Add +0.6% | 1,674,438 | $232.23 | $389M | +9,622 | +$22M |
| LYV - Live Nation | 2.33% | Add +0.5% | 2,977,411 | $129.50 | $386M | +15,891 | +$61M |
| FERG - Ferguson Enterprises | 2.22% | Add +24.5% | 2,111,673 | $173.57 | $367M | +415,002 | +$30M |
| AMT - American Tower | 2.16% | Add +0.5% | 1,947,595 | $183.41 | $357M | +10,343 | −$93M |
| FAST - Fastenal | 2.14% | Add +0.5% | 4,931,928 | $71.91 | $355M | +26,254 | +$4M |
| SSNC - SS&C Technologies | 2.08% | Add +0.6% | 4,533,081 | $75.78 | $344M | +25,895 | +$9M |
| TCOM - Trip Group | 1.97% | Reduce −2.5% | 4,748,766 | $68.66 | $326M | −119,617 | +$37M |
| ADBE - Adobe | 1.65% | Add +18.3% | 614,862 | $444.68 | $273M | +95,235 | +$4M |
| ECL - Ecolab | 1.65% | Add +0.5% | 1,161,946 | $234.32 | $272M | +6,207 | −$23M |
| CP - Canadian Pacific | 1.63% | Add +0.5% | 3,725,023 | $72.37 | $270M | +19,871 | −$47M |
| ENTG - Entegris | 1.57% | Add +12.6% | 2,616,354 | $99.06 | $259M | +291,893 | −$2M |
| YUM - Yum Brands | 1.52% | Add +31.7% | 1,880,379 | $134.16 | $252M | +452,339 | +$53M |
| TME - Tencent Music Entmt Group | 1.50% | Add +18.3% | 21,840,815 | $11.35 | $248M | +3,384,230 | +$25M |
| UBER - UBER Technologies | 1.47% | Add +0.5% | 4,044,244 | $60.32 | $244M | +21,594 | −$58M |
| MCO - Moodys | 1.36% | Add +0.5% | 474,082 | $473.37 | $224M | +2,537 | +$626K |
| ZTS - Zoetis · CL A | 1.27% | Add +0.5% | 1,293,251 | $162.93 | $211M | +6,920 | −$41M |
| TW - Tradeweb Mkts · CL A | 0.95% | Add +0.5% | 1,199,178 | $130.92 | $157M | +6,408 | +$9M |
| ORCL - Oracle | 0.92% | Add +0.6% | 917,515 | $166.64 | $153M | +5,131 | −$3M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| BLK - Blackrock | 2.84% | Exit | 0 | $949.51 | $464M | −488,699 | −$464M |
| CDW - CDW Corp | 1.77% | Exit | 0 | $226.30 | $290M | −1,281,644 | −$290M |
| CACC - Credit Accep Mich | 0.62% | Exit | 0 | $443.42 | $101M | −227,057 | −$101M |
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