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 | 8.54% | Reduce −14.3% | 4,699,739 | $329.91 | $1.6B | −781,041 | +$40M |
| GOOGL - Alphabet · CL A | 5.60% | Reduce −1.1% | 4,183,532 | $243.10 | $1B | −46,058 | +$272M |
| IBKR - Interactive Brokers · CL A | 4.80% | Reduce −1.1% | 12,664,026 | $68.81 | $871M | −139,605 | +$162M |
| SPGI - S&P Global | 4.67% | Reduce −1.1% | 1,742,415 | $486.71 | $848M | −19,189 | −$81M |
| TSM - Taiwan Semiconductor Mfg | 4.32% | Reduce −1.1% | 2,807,971 | $279.29 | $784M | −30,952 | +$141M |
| CBRE - CBRE Group · CL A | 3.84% | Reduce −1.1% | 4,427,021 | $157.56 | $698M | −48,802 | +$70M |
| V - VISA · CL A | 3.64% | Reduce −1.1% | 1,934,842 | $341.38 | $661M | −21,321 | −$34M |
| MSFT - Microsoft | 3.57% | Reduce −1.1% | 1,252,524 | $517.95 | $649M | −13,800 | +$19M |
| AMAT - Applied Matls | 3.33% | Reduce −1.1% | 2,951,260 | $204.74 | $604M | −32,480 | +$58M |
| BLK - Blackrock | 3.28% | Reduce −1.1% | 510,402 | $1,166 | $595M | −5,625 | +$54M |
| FLUT - Flutter Entmt | 3.14% | Reduce −1.1% | 2,247,096 | $254.00 | $571M | −24,761 | −$78M |
| ICE - Intercontinental Exchange | 3.07% | Reduce −1.1% | 3,312,950 | $168.48 | $558M | −36,483 | −$56M |
| ADI - Analog Devices | 2.91% | Reduce −1.1% | 2,152,518 | $245.70 | $529M | −23,729 | +$11M |
| UBER - UBER Technologies | 2.75% | Reduce −1.1% | 5,102,058 | $97.97 | $500M | −56,168 | +$19M |
| LYV - Live Nation | 2.50% | Reduce −1.1% | 2,775,959 | $163.40 | $454M | −30,626 | +$29M |
| FAST - Fastenal | 2.48% | Reduce −1.1% | 9,196,705 | $49.04 | $451M | −101,328 | +$60M |
| FERG - Ferguson Enterprises | 2.44% | Reduce −1.1% | 1,969,891 | $224.58 | $442M | −21,670 | +$9M |
| AON - AON PLC · CL A | 2.42% | Reduce −1.1% | 1,233,741 | $356.58 | $440M | −13,613 | −$5M |
| EFX - Equifax | 2.42% | Reduce −1.1% | 1,711,003 | $256.53 | $439M | −18,768 | −$10M |
| TME - Tencent Music Entmt Group | 2.37% | Reduce −1.3% | 18,452,216 | $23.34 | $431M | −235,779 | +$66M |
| CME - CME Group | 2.32% | Reduce −1.1% | 1,561,173 | $270.19 | $422M | −17,177 | −$13M |
| TMO - Thermo Fisher Scientific | 2.31% | Reduce −1.1% | 866,770 | $485.02 | $420M | −9,495 | +$65M |
| A - Agilent Technologies | 2.19% | Reduce −1.1% | 3,092,145 | $128.35 | $397M | −34,138 | +$28M |
| SSNC - SS&C Technologies | 2.07% | Reduce −1.1% | 4,226,357 | $88.76 | $375M | −46,590 | +$21M |
| IQV - IQVIA | 2.02% | Add +27.3% | 1,926,934 | $189.94 | $366M | +413,256 | +$127M |
| ADBE - Adobe | 1.94% | Add +16.8% | 1,000,308 | $352.75 | $353M | +143,679 | +$21M |
| AMT - American Tower | 1.92% | Reduce −1.1% | 1,815,816 | $192.32 | $349M | −20,035 | −$57M |
| TCOM - Trip Group | 1.91% | Add +12.4% | 4,606,141 | $75.20 | $346M | +508,890 | +$106M |
| CP - Canadian Pacific | 1.71% | Reduce −1.1% | 4,174,009 | $74.49 | $311M | −45,902 | −$24M |
| YUM - Yum Brands | 1.71% | Reduce −1.1% | 2,040,234 | $152.00 | $310M | −22,945 | +$4M |
| ORCL - Oracle | 1.32% | Reduce −1.1% | 854,258 | $281.24 | $240M | −9,315 | +$51M |
| ENTG - Entegris | 1.24% | Reduce −1.1% | 2,439,719 | $92.46 | $226M | −26,054 | +$27M |
| TW - Tradeweb Mkts · CL A | 1.18% | Add +71.2% | 1,934,322 | $110.98 | $215M | +804,413 | +$49M |
| MCO - Moodys | 1.16% | Reduce −1.1% | 442,005 | $476.48 | $211M | −4,884 | −$14M |
| ALC - Alcon AG | 1.16% | Reduce −1.1% | 2,823,322 | $74.51 | $210M | −30,152 | −$42M |
| ZTS - Zoetis · CL A | 0.97% | Reduce −1.1% | 1,205,716 | $146.32 | $176M | −13,379 | −$14M |
| FWONK - Liberty Media Del | 0.67% | New | 1,166,139 | $104.45 | $122M | +1,166,139 | +$122M |
| ECL - Ecolab | 0.12% | Reduce −92.8% | 78,513 | $273.86 | $22M | −1,016,637 | −$274M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ICLR - ICON | 0.39% | Exit | 0 | $145.45 | $68M | −465,197 | −$68M |
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