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 | 8.62% | Reduce −2.0% | 4,604,301 | $346.10 | $1.6B | −95,438 | +$43M |
| GOOGL - Alphabet · CL A | 7.13% | Add +0.8% | 4,215,234 | $313.00 | $1.3B | +31,702 | +$302M |
| SPGI - S&P Global | 4.96% | Add +0.8% | 1,755,624 | $522.59 | $917M | +13,209 | +$69M |
| TSM - Taiwan Semiconductor Mfg | 4.65% | Add +0.8% | 2,829,278 | $303.89 | $860M | +21,307 | +$76M |
| IBKR - Interactive Brokers · CL A | 4.44% | Add +0.8% | 12,759,904 | $64.31 | $821M | +95,878 | −$51M |
| AMAT - Applied Matls | 4.13% | Add +0.8% | 2,973,661 | $256.99 | $764M | +22,401 | +$160M |
| CBRE - CBRE Group · CL A | 3.88% | Add +0.8% | 4,460,586 | $160.79 | $717M | +33,565 | +$20M |
| V - VISA · CL A | 3.70% | Add +0.8% | 1,949,488 | $350.71 | $684M | +14,646 | +$23M |
| MSFT - Microsoft | 3.30% | Add +0.8% | 1,262,019 | $483.62 | $610M | +9,495 | −$38M |
| ADI - Analog Devices | 3.18% | Add +0.8% | 2,168,792 | $271.20 | $588M | +16,274 | +$59M |
| BLK - Blackrock | 2.98% | Add +0.8% | 514,252 | $1,070 | $550M | +3,850 | −$45M |
| ICE - Intercontinental Exchange | 2.92% | Add +0.8% | 3,337,982 | $161.96 | $541M | +25,032 | −$18M |
| TMO - Thermo Fisher Scientific | 2.74% | Add +0.8% | 873,322 | $579.45 | $506M | +6,552 | +$86M |
| FLUT - Flutter Entmt | 2.63% | Add +0.8% | 2,264,025 | $215.04 | $487M | +16,929 | −$84M |
| FERG - Ferguson Enterprises | 2.39% | Add +0.8% | 1,984,854 | $222.63 | $442M | +14,963 | −$510K |
| AON - AON PLC · CL A | 2.37% | Add +0.8% | 1,243,018 | $352.88 | $439M | +9,277 | −$1M |
| IQV - IQVIA | 2.37% | Add +0.7% | 1,941,144 | $225.41 | $438M | +14,210 | +$72M |
| CME - CME Group | 2.32% | Add +0.8% | 1,573,017 | $273.08 | $430M | +11,844 | +$8M |
| A - Agilent Technologies | 2.29% | Add +0.8% | 3,115,638 | $136.07 | $424M | +23,493 | +$27M |
| UBER - UBER Technologies | 2.27% | Add +0.8% | 5,140,663 | $81.71 | $420M | +38,605 | −$80M |
| ADBE - Adobe | 2.19% | Add +15.7% | 1,157,237 | $349.99 | $405M | +156,929 | +$52M |
| LYV - Live Nation | 2.16% | Add +0.8% | 2,797,205 | $142.50 | $399M | +21,246 | −$55M |
| EFX - Equifax | 2.02% | Add +0.8% | 1,723,998 | $216.98 | $374M | +12,995 | −$65M |
| SSNC - SS&C Technologies | 2.01% | Add +0.8% | 4,258,493 | $87.42 | $372M | +32,136 | −$3M |
| FAST - Fastenal | 2.01% | Add +0.8% | 9,266,888 | $40.13 | $372M | +70,183 | −$79M |
| TCOM - Trip Group | 1.82% | Add +1.4% | 4,669,778 | $71.91 | $336M | +63,637 | −$11M |
| TME - Tencent Music Entmt Group | 1.77% | Add +1.4% | 18,708,502 | $17.53 | $328M | +256,286 | −$103M |
| AMT - American Tower | 1.74% | Add +0.8% | 1,830,525 | $175.57 | $321M | +14,709 | −$28M |
| YUM - Yum Brands | 1.68% | Add +0.8% | 2,055,883 | $151.28 | $311M | +15,649 | +$898K |
| CP - Canadian Pacific | 1.68% | Add +0.8% | 4,207,858 | $73.63 | $310M | +33,849 | −$1M |
| TW - Tradeweb Mkts · CL A | 1.56% | Add +39.0% | 2,688,245 | $107.54 | $289M | +753,923 | +$74M |
| MCO - Moodys | 1.23% | Add +0.8% | 445,400 | $510.85 | $228M | +3,395 | +$17M |
| ALC - Alcon AG | 1.21% | Add +0.8% | 2,845,121 | $78.81 | $224M | +21,799 | +$14M |
| ENTG - Entegris | 1.12% | Add +0.8% | 2,459,153 | $84.25 | $207M | +19,434 | −$18M |
| FWONK - Liberty Media Del | 0.91% | Add +46.4% | 1,706,899 | $98.51 | $168M | +540,760 | +$46M |
| ORCL - Oracle | 0.91% | Add +0.8% | 860,677 | $194.91 | $168M | +6,419 | −$72M |
| LPLA - Lpl Finl | 0.71% | New | 369,068 | $357.17 | $132M | +369,068 | +$132M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ZTS - Zoetis · CL A | 0.97% | Exit | 0 | $146.32 | $176M | −1,205,716 | −$176M |
| ECL - Ecolab | 0.12% | Exit | 0 | $273.87 | $22M | −78,513 | −$22M |
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