Follow-The-Filings

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

2026 Q2 · filed 7/29/2026 · 27 long · top 12 shown

top 5 40.2% · top 10 61.8%

AUM over time

2026 Q2 $665M −95.6% QoQ
2021 Q3 · $14.7B 2021 Q3 · $14.7B
Q3 2021
2021 Q4 · $15.1B · +3.2% QoQ 2021 Q4 · $15.1B · +3.2% QoQ
Q4
2022 Q1 · $14B · −7.5% QoQ 2022 Q1 · $14B · −7.5% QoQ
Q1 2022
2022 Q2 · $12B · −14.5% QoQ 2022 Q2 · $12B · −14.5% QoQ
Q2
2022 Q3 · $11B · −7.8% QoQ 2022 Q3 · $11B · −7.8% QoQ
Q3
2022 Q4 · $11.8B · +6.9% QoQ 2022 Q4 · $11.8B · +6.9% QoQ
Q4
2023 Q1 · $12.3B · +4.0% QoQ 2023 Q1 · $12.3B · +4.0% QoQ
Q1 2023
2023 Q2 · $14.3B · +16.5% QoQ 2023 Q2 · $14.3B · +16.5% QoQ
Q2
2023 Q3 · $13.5B · −5.8% QoQ 2023 Q3 · $13.5B · −5.8% QoQ
Q3
2023 Q4 · $15B · +11.0% QoQ 2023 Q4 · $15B · +11.0% QoQ
Q4
2024 Q1 · $15.9B · +6.2% QoQ 2024 Q1 · $15.9B · +6.2% QoQ
Q1 2024
2024 Q2 · $15B · −5.9% QoQ 2024 Q2 · $15B · −5.9% QoQ
Q2
2024 Q3 · $16.4B · +9.3% QoQ 2024 Q3 · $16.4B · +9.3% QoQ
Q3
2024 Q4 · $16.5B · +1.2% QoQ 2024 Q4 · $16.5B · +1.2% QoQ
Q4
2025 Q1 · $15.4B · −6.7% QoQ 2025 Q1 · $15.4B · −6.7% QoQ
Q1 2025
2025 Q2 · $17.3B · +12.0% QoQ 2025 Q2 · $17.3B · +12.0% QoQ
Q2
2025 Q3 · $18.2B · +5.0% QoQ 2025 Q3 · $18.2B · +5.0% QoQ
Q3
2025 Q4 · $18.5B · +1.8% QoQ 2025 Q4 · $18.5B · +1.8% QoQ
Q4
2026 Q1 · $15.1B · −18.6% QoQ 2026 Q1 · $15.1B · −18.6% QoQ
Q1 2026
2026 Q2 · $665M · −95.6% QoQ 2026 Q2 · $665M · −95.6% QoQ
Q2

Book

2025 Q2 2025 Q1 · filed 30 Jul · long equity

AVGO - Broadcom 8.73% Reduce −13.1% 5,480,780 $275.65 $1.5B −826,094 +$455M
SPGI - S&P Global 5.37% Reduce −2.8% 1,761,604 $527.29 $929M −51,160 +$8M
GOOGL - Alphabet · CL A 4.31% Reduce −2.8% 4,229,590 $176.23 $745M −122,838 +$72M
IBKR - Interactive Brokers · CL A 4.10% Add +288.7% 12,803,631 $55.41 $709M +9,509,805 +$164M
V - VISA · CL A 4.02% Reduce −2.8% 1,956,163 $355.05 $695M −56,809 −$11M
FLUT - Flutter Entmt 3.75% Reduce −2.8% 2,271,857 $285.76 $649M −65,941 +$131M
TSM - Taiwan Semiconductor Mfg 3.72% Reduce −2.8% 2,838,923 $226.49 $643M −82,413 +$158M
MSFT - Microsoft 3.64% Reduce −2.8% 1,266,324 $497.41 $630M −36,766 +$141M
CBRE - CBRE Group · CL A 3.63% Reduce −2.8% 4,475,823 $140.12 $627M −129,942 +$25M
ICE - Intercontinental Exchange 3.55% Reduce −2.8% 3,349,433 $183.47 $615M −97,263 +$20M
AMAT - Applied Matls 3.16% Reduce −2.8% 2,983,740 $183.07 $546M −86,690 +$101M
BLK - Blackrock 3.13% Add +10.3% 516,027 $1,049 $541M +48,173 +$99M
ADI - Analog Devices 2.99% Reduce −2.8% 2,176,247 $238.02 $518M −63,214 +$66M
UBER - UBER Technologies 2.78% Reduce −2.8% 5,158,226 $93.30 $481M −150,233 +$94M
EFX - Equifax 2.59% Reduce −2.8% 1,729,771 $259.37 $449M −50,296 +$15M
AON - AON PLC · CL A 2.57% Reduce −2.8% 1,247,354 $356.76 $445M −36,194 −$67M
CME - CME Group 2.51% Reduce −2.8% 1,578,350 $275.62 $435M −45,856 +$4M
FERG - Ferguson Enterprises 2.51% Reduce −2.8% 1,991,561 $217.75 $434M −57,850 +$105M
LYV - Live Nation 2.45% Reduce −2.8% 2,806,585 $151.28 $425M −81,487 +$47M
AMT - American Tower 2.35% Reduce −2.8% 1,835,851 $221.02 $406M −53,339 −$5M
FAST - Fastenal 2.26% Add +94.4% 9,298,033 $42.00 $391M +4,513,985 +$20M
A - Agilent Technologies 2.13% Reduce −2.8% 3,126,283 $118.01 $369M −90,786 −$7M
TME - Tencent Music Entmt Group 2.11% Reduce −2.9% 18,687,995 $19.49 $364M −552,324 +$87M
TMO - Thermo Fisher Scientific 2.05% Reduce −2.8% 876,265 $405.46 $355M −25,508 −$93M
SSNC - SS&C Technologies 2.05% Reduce −2.8% 4,272,947 $82.80 $354M −124,200 −$13M
CP - Canadian Pacific 1.93% Add +16.8% 4,219,911 $79.27 $335M +606,519 +$81M
ADBE - Adobe 1.92% Add +7.5% 856,629 $386.88 $331M +59,743 +$26M
YUM - Yum Brands 1.77% Add +13.1% 2,063,179 $148.18 $306M +238,615 +$19M
ECL - Ecolab 1.71% Reduce −2.8% 1,095,150 $269.44 $295M −31,926 +$9M
ALC - Alcon AG 1.46% Add +94.8% 2,853,474 $88.28 $252M +1,388,941 +$113M
TCOM - Trip Group 1.39% Add +14.6% 4,097,251 $58.64 $240M +520,438 +$13M
IQV - IQVIA 1.38% Reduce −24.5% 1,513,678 $157.59 $239M −490,756 −$115M
MCO - Moodys 1.30% Reduce −2.8% 446,889 $501.59 $224M −12,968 +$10M
ENTG - Entegris 1.15% Reduce −2.9% 2,465,773 $80.65 $199M −72,402 −$23M
ZTS - Zoetis · CL A 1.10% Reduce −2.8% 1,219,095 $155.95 $190M −35,370 −$16M
ORCL - Oracle 1.09% Reduce −2.8% 863,573 $218.63 $189M −25,222 +$65M
TW - Tradeweb Mkts · CL A 0.96% Reduce −2.9% 1,129,909 $146.40 $165M −33,291 −$7M
ICLR - ICON 0.39% New 465,197 $145.45 $68M +465,197 +$68M

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2025 Q1. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top.

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

Notable person
William Von Mueffling
SEC filing name
CANTILLON CAPITAL MANAGEMENT LLC
Location
New York, NY
All SEC filings
View on sec.gov