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
Latest book
| AVGO - Broadcom | 10.61% | Reduce −95.4% | 186,760 | $377.75 | $71M | −3,869,242 | −$1.2B |
| GOOGL - Alphabet · CL A | 9.19% | Reduce −95.4% | 171,066 | $357.37 | $61M | −3,543,995 | −$1B |
| TSM - Taiwan Semiconductor | 8.24% | Reduce −95.4% | 114,820 | $477.57 | $55M | −2,378,731 | −$788M |
| IBKR - Interactive Brokers · CL A | 6.78% | Reduce −95.4% | 517,833 | $87.04 | $45M | −10,728,048 | −$709M |
| AMAT - Applied Matls | 5.45% | Reduce −96.7% | 50,176 | $723.00 | $36M | −1,471,667 | −$484M |
| ADI - Analog Devices | 5.26% | Reduce −95.4% | 88,014 | $397.17 | $35M | −1,823,477 | −$573M |
| SPGI - S&P Global | 4.36% | Reduce −95.4% | 71,249 | $407.26 | $29M | −1,476,054 | −$629M |
| V - VISA · CL A | 4.31% | Reduce −95.1% | 83,643 | $343.09 | $29M | −1,634,515 | −$491M |
| MSFT - Microsoft | 3.86% | Reduce −93.8% | 68,901 | $373.02 | $26M | −1,043,364 | −$386M |
| CBRE - CBRE Group · CL A | 3.67% | Reduce −95.4% | 181,083 | $134.69 | $24M | −3,750,893 | −$508M |
| LYV - Live Nation | 3.12% | Reduce −95.4% | 113,503 | $183.11 | $21M | −2,351,556 | −$355M |
| BLK - Blackrock | 3.02% | Reduce −95.4% | 20,873 | $961.56 | $20M | −432,409 | −$416M |
| FERG - Ferguson Enterprises | 2.87% | Reduce −95.4% | 80,548 | $237.33 | $19M | −1,668,754 | −$389M |
| FAST - Fastenal | 2.72% | Reduce −95.4% | 376,044 | $48.03 | $18M | −7,790,620 | −$361M |
| ENTG - Entegris | 2.70% | Reduce −95.4% | 99,756 | $179.86 | $18M | −2,066,672 | −$236M |
| CP - Canadian Pacific | 2.60% | Reduce −95.4% | 199,860 | $86.65 | $17M | −4,144,575 | −$324M |
| UBER - UBER Technologies | 2.59% | Reduce −95.4% | 238,965 | $72.16 | $17M | −4,954,899 | −$356M |
| A - Agilent Technologies | 2.53% | Reduce −95.4% | 126,437 | $132.83 | $17M | −2,619,392 | −$296M |
| ICE - Intercontinental Exchange | 2.51% | Reduce −95.4% | 135,468 | $123.11 | $17M | −2,806,486 | −$446M |
| ORCL - Oracle | 2.32% | Reduce −91.8% | 105,457 | $146.55 | $15M | −1,177,728 | −$173M |
| CME - CME Group | 2.12% | Reduce −95.4% | 63,835 | $220.83 | $14M | −1,322,511 | −$395M |
| YUM - Yum Brands | 2.01% | Reduce −95.4% | 83,427 | $159.86 | $13M | −1,728,369 | −$268M |
| TW - Tradeweb Mkts · CL A | 1.63% | Reduce −95.4% | 108,989 | $99.66 | $11M | −2,258,052 | −$268M |
| SSNC - SS&C Tech | 1.61% | Reduce −95.4% | 172,816 | $62.05 | $11M | −3,580,277 | −$243M |
| SPOT - Spotify Technology S A | 1.40% | Reduce −95.4% | 20,216 | $459.13 | $9M | −419,137 | −$204M |
| TCOM - Trip Group | 1.28% | Reduce −95.3% | 214,242 | $39.84 | $9M | −4,375,379 | −$220M |
| MCO - Moodys | 1.23% | Reduce −95.4% | 18,075 | $452.92 | $8M | −374,438 | −$163M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| TMO - Thermo Fisher Scientific | 2.51% | Exit | 0 | $491.53 | $378M | −769,698 | −$378M |
| AON - AON PLC · CL A | 2.35% | Exit | 0 | $322.78 | $354M | −1,095,574 | −$354M |
| EFX - Equifax | 2.14% | Exit | 0 | $180.07 | $323M | −1,791,379 | −$323M |
| IQV - IQVIA | 1.94% | Exit | 0 | $170.54 | $292M | −1,710,896 | −$292M |
| AMT - American Tower | 1.85% | Exit | 0 | $172.58 | $278M | −1,612,473 | −$278M |
| ADBE - Adobe | 1.65% | Exit | 0 | $243.08 | $248M | −1,019,710 | −$248M |
| ALC - Alcon AG | 1.26% | Exit | 0 | $75.35 | $189M | −2,507,095 | −$189M |
| FLUT - Flutter Entmt | 0.93% | Exit | 0 | $101.95 | $140M | −1,375,776 | −$140M |
| TME - Tencent Music Entmt Group | 0.83% | Exit | 0 | $9.28 | $124M | −13,382,595 | −$124M |
| LPLA - Lpl Finl | 0.65% | Exit | 0 | $300.83 | $98M | −324,927 | −$98M |
| FWONK - Liberty Media Del | 0.59% | Exit | 0 | $85.02 | $88M | −1,035,685 | −$88M |
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