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 | 8.34% | Reduce −11.9% | 4,056,002 | $309.51 | $1.3B | −548,299 | −$338M |
| GOOGL - Alphabet · CL A | 7.10% | Reduce −11.9% | 3,715,061 | $287.56 | $1.1B | −500,173 | −$251M |
| TSM - Taiwan Semiconductor | 5.60% | Reduce −11.9% | 2,493,551 | $337.95 | $843M | −335,727 | −$17M |
| IBKR - Interactive Brokers · CL A | 5.01% | Reduce −11.9% | 11,245,881 | $67.07 | $754M | −1,514,023 | −$66M |
| SPGI - S&P Global | 4.37% | Reduce −11.9% | 1,547,303 | $425.34 | $658M | −208,321 | −$259M |
| ADI - Analog Devices | 4.04% | Reduce −11.9% | 1,911,491 | $318.14 | $608M | −257,301 | +$20M |
| CBRE - CBRE Group · CL A | 3.54% | Reduce −11.9% | 3,931,976 | $135.46 | $533M | −528,610 | −$185M |
| AMAT - Applied Matls | 3.46% | Reduce −48.8% | 1,521,843 | $341.79 | $520M | −1,451,818 | −$244M |
| V - VISA · CL A | 3.45% | Reduce −11.9% | 1,718,158 | $302.24 | $519M | −231,330 | −$164M |
| ICE - Intercontinental Exchange | 3.07% | Reduce −11.9% | 2,941,954 | $157.28 | $463M | −396,028 | −$78M |
| BLK - Blackrock | 2.90% | Reduce −11.9% | 453,282 | $961.71 | $436M | −60,970 | −$114M |
| MSFT - Microsoft | 2.74% | Reduce −11.9% | 1,112,265 | $370.17 | $412M | −149,754 | −$199M |
| CME - CME Group | 2.72% | Reduce −11.9% | 1,386,346 | $295.35 | $409M | −186,671 | −$20M |
| FERG - Ferguson Enterprises | 2.71% | Reduce −11.9% | 1,749,302 | $233.26 | $408M | −235,552 | −$34M |
| FAST - Fastenal | 2.52% | Reduce −11.9% | 8,166,664 | $46.40 | $379M | −1,100,224 | +$7M |
| TMO - Thermo Fisher Scientific | 2.51% | Reduce −11.9% | 769,698 | $491.53 | $378M | −103,624 | −$128M |
| LYV - Live Nation | 2.50% | Reduce −11.9% | 2,465,059 | $152.51 | $376M | −332,146 | −$23M |
| UBER - UBER Technologies | 2.48% | Add +1.0% | 5,193,864 | $71.93 | $374M | +53,201 | −$46M |
| AON - AON PLC · CL A | 2.35% | Reduce −11.9% | 1,095,574 | $322.78 | $354M | −147,444 | −$85M |
| CP - Canadian Pacific | 2.27% | Add +3.2% | 4,344,435 | $78.66 | $342M | +136,577 | +$32M |
| EFX - Equifax | 2.14% | Add +3.9% | 1,791,379 | $180.07 | $323M | +67,381 | −$51M |
| A - Agilent Technologies | 2.08% | Reduce −11.9% | 2,745,829 | $113.98 | $313M | −369,809 | −$111M |
| IQV - IQVIA | 1.94% | Reduce −11.9% | 1,710,896 | $170.54 | $292M | −230,248 | −$146M |
| YUM - Yum Brands | 1.87% | Reduce −11.9% | 1,811,796 | $155.48 | $282M | −244,087 | −$29M |
| TW - Tradeweb Mkts · CL A | 1.85% | Reduce −11.9% | 2,367,041 | $117.66 | $279M | −321,204 | −$11M |
| AMT - American Tower | 1.85% | Reduce −11.9% | 1,612,473 | $172.58 | $278M | −218,052 | −$43M |
| ENTG - Entegris | 1.69% | Reduce −11.9% | 2,166,428 | $117.24 | $254M | −292,725 | +$47M |
| SSNC - SS&C Tech | 1.68% | Reduce −11.9% | 3,753,093 | $67.57 | $254M | −505,400 | −$119M |
| ADBE - Adobe | 1.65% | Reduce −11.9% | 1,019,710 | $243.08 | $248M | −137,527 | −$157M |
| TCOM - Trip Group | 1.52% | Reduce −1.7% | 4,589,621 | $49.79 | $229M | −80,157 | −$107M |
| SPOT - Spotify Technology S A | 1.42% | New | 439,353 | $484.91 | $213M | +439,353 | +$213M |
| ALC - Alcon AG | 1.26% | Reduce −11.9% | 2,507,095 | $75.35 | $189M | −338,026 | −$35M |
| ORCL - Oracle | 1.25% | Add +49.1% | 1,283,185 | $147.11 | $189M | +422,508 | +$21M |
| MCO - Moodys | 1.14% | Reduce −11.9% | 392,513 | $436.25 | $171M | −52,887 | −$56M |
| FLUT - Flutter Entmt | 0.93% | Reduce −39.2% | 1,375,776 | $101.95 | $140M | −888,249 | −$347M |
| TME - Tencent Music Entmt Group | 0.83% | Reduce −28.5% | 13,382,595 | $9.28 | $124M | −5,325,907 | −$204M |
| LPLA - Lpl Finl | 0.65% | Reduce −12.0% | 324,927 | $300.83 | $98M | −44,141 | −$34M |
| FWONK - Liberty Media Del | 0.59% | Reduce −39.3% | 1,035,685 | $85.02 | $88M | −671,214 | −$80M |
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