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 | 6.84% | Reduce −14.4% | 6,306,874 | $167.43 | $1.1B | −1,063,996 | −$653M |
| SPGI - S&P Global | 5.96% | Reduce −3.0% | 1,812,764 | $508.10 | $921M | −56,050 | −$10M |
| V - VISA · CL A | 4.57% | Reduce −3.0% | 2,012,972 | $350.46 | $705M | −62,223 | +$50M |
| GOOGL - Alphabet · CL A | 4.36% | Reduce −3.0% | 4,352,428 | $154.64 | $673M | −134,610 | −$176M |
| CBRE - CBRE Group · CL A | 3.90% | Reduce −3.0% | 4,605,765 | $130.78 | $602M | −142,621 | −$21M |
| ICE - Intercontinental Exchange | 3.85% | Reduce −3.0% | 3,446,696 | $172.50 | $595M | −106,604 | +$65M |
| IBKR - Interactive Brokers · CL A | 3.53% | Reduce −3.0% | 3,293,826 | $165.59 | $545M | −101,864 | −$54M |
| FLUT - Flutter Entmt | 3.35% | Reduce −3.0% | 2,337,798 | $221.55 | $518M | −72,380 | −$105M |
| AON - AON PLC · CL A | 3.32% | Reduce −3.0% | 1,283,548 | $399.09 | $512M | −39,680 | +$37M |
| MSFT - Microsoft | 3.17% | Reduce −3.0% | 1,303,090 | $375.39 | $489M | −40,310 | −$77M |
| TSM - Taiwan Semiconductor Mfg | 3.14% | Reduce −3.0% | 2,921,336 | $166.00 | $485M | −90,328 | −$110M |
| ADI - Analog Devices | 2.92% | Reduce −3.0% | 2,239,461 | $201.67 | $452M | −69,817 | −$39M |
| TMO - Thermo Fisher Scientific | 2.91% | Reduce −3.0% | 901,773 | $497.60 | $449M | −28,097 | −$35M |
| AMAT - Applied Matls | 2.89% | Reduce −3.0% | 3,070,430 | $145.12 | $446M | −94,972 | −$69M |
| BLK - Blackrock | 2.87% | Reduce −3.3% | 467,854 | $946.48 | $443M | −15,939 | −$53M |
| EFX - Equifax | 2.81% | Reduce −3.0% | 1,780,067 | $243.56 | $434M | −55,035 | −$34M |
| CME - CME Group | 2.79% | Reduce −3.0% | 1,624,206 | $265.29 | $431M | −50,232 | +$42M |
| AMT - American Tower | 2.66% | Reduce −3.0% | 1,889,190 | $217.60 | $411M | −58,405 | +$54M |
| UBER - UBER Technologies | 2.50% | Add +31.3% | 5,308,459 | $72.86 | $387M | +1,264,215 | +$143M |
| LYV - Live Nation | 2.44% | Reduce −3.0% | 2,888,072 | $130.58 | $377M | −89,339 | −$8M |
| A - Agilent Technologies | 2.44% | Reduce −3.0% | 3,217,069 | $116.98 | $376M | −99,488 | −$69M |
| FAST - Fastenal | 2.40% | Reduce −3.0% | 4,784,048 | $77.55 | $371M | −147,880 | +$16M |
| SSNC - SS&C Technologies | 2.38% | Reduce −3.0% | 4,397,147 | $83.53 | $367M | −135,934 | +$24M |
| IQV - IQVIA | 2.29% | Reduce −3.0% | 2,004,434 | $176.30 | $353M | −61,710 | −$53M |
| FERG - Ferguson Enterprises | 2.13% | Reduce −2.9% | 2,049,411 | $160.23 | $328M | −62,262 | −$38M |
| ADBE - Adobe | 1.98% | Add +29.6% | 796,886 | $383.53 | $306M | +182,024 | +$32M |
| YUM - Yum Brands | 1.86% | Reduce −3.0% | 1,824,564 | $157.36 | $287M | −55,815 | +$35M |
| ECL - Ecolab | 1.85% | Reduce −3.0% | 1,127,076 | $253.52 | $286M | −34,870 | +$13M |
| TME - Tencent Music Entmt Group | 1.80% | Reduce −11.9% | 19,240,319 | $14.41 | $277M | −2,600,496 | +$29M |
| CP - Canadian Pacific | 1.64% | Reduce −3.0% | 3,613,392 | $70.21 | $254M | −111,631 | −$16M |
| TCOM - Trip Group | 1.47% | Reduce −24.7% | 3,576,813 | $63.58 | $227M | −1,171,953 | −$99M |
| ENTG - Entegris | 1.44% | Reduce −3.0% | 2,538,175 | $87.48 | $222M | −78,179 | −$37M |
| MCO - Moodys | 1.39% | Reduce −3.0% | 459,857 | $465.69 | $214M | −14,225 | −$10M |
| ZTS - Zoetis · CL A | 1.34% | Reduce −3.0% | 1,254,465 | $164.65 | $207M | −38,786 | −$4M |
| TW - Tradeweb Mkts · CL A | 1.12% | Reduce −3.0% | 1,163,200 | $148.46 | $173M | −35,978 | +$16M |
| ALC - Alcon AG | 0.90% | New | 1,464,533 | $94.93 | $139M | +1,464,533 | +$139M |
| ORCL - Oracle | 0.80% | Reduce −3.1% | 888,795 | $139.81 | $124M | −28,720 | −$29M |
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