EdgeMarket › What Cantillon Capital Management Llc reported owning
What Cantillon Capital Management Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
15.1BPositions
38Quarter
2026-03-31Shown below
38largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AVGO Broadcom Inc. | 1.3B | 8.3% | 4.1M | 368.45 | +26.5% |
| GOOGL Alphabet Inc. | 1.1B | 7.1% | 3.7M | 344.82 | +73.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 842.7M | 5.6% | 2.5M | 418.95 | +83.3% |
| IBKR Interactive Brokers Group, Inc. | 754.3M | 5.0% | 11.2M | 93.87 | +50.3% |
| SPGI S&P Global Inc. | 658.1M | 4.4% | 1.5M | 431.29 | -22.6% |
| ADI ANALOG DEVICES INC | 608.1M | 4.0% | 1.9M | 373.09 | +52.4% |
| CBRE CBRE GROUP, INC. | 532.6M | 3.5% | 3.9M | 152.10 | -5.4% |
| AMAT APPLIED MATERIALS INC /DE | 520.2M | 3.5% | 1.5M | 492.32 | +205.9% |
| V VISA INC. | 519.3M | 3.5% | 1.7M | 371.04 | +7.9% |
| ICE Intercontinental Exchange, Inc. | 462.7M | 3.1% | 2.9M | 161.25 | -11.1% |
| BLK BlackRock, Inc. | 435.9M | 2.9% | 453.3K | 1,156.55 | +2.5% |
| MSFT MICROSOFT CORP | 411.7M | 2.7% | 1.1M | 483.24 | -4.4% |
| CME CME GROUP INC. | 409.5M | 2.7% | 1.4M | 274.98 | +0.1% |
| FERG Ferguson Enterprises Inc. /DE/ | 408.0M | 2.7% | 1.7M | 242.24 | +5.1% |
| FAST FASTENAL CO | 378.9M | 2.5% | 8.2M | 51.26 | +3.5% |
| TMO THERMO FISHER SCIENTIFIC INC. | 378.3M | 2.5% | 769.7K | 629.27 | +27.2% |
| LYV Live Nation Entertainment, Inc. | 375.9M | 2.5% | 2.5M | 181.82 | +12.3% |
| UBER Uber Technologies, Inc | 373.6M | 2.5% | 5.2M | 78.80 | -15.9% |
| AON Aon plc | 353.6M | 2.3% | 1.1M | 355.11 | -5.1% |
| CP CANADIAN PACIFIC KANSAS CITY LTD/CN | 341.7M | 2.3% | 4.3M | 96.69 | +30.2% |
| EFX EQUIFAX INC | 322.6M | 2.1% | 1.8M | 192.62 | -22.4% |
| A AGILENT TECHNOLOGIES, INC. | 313.0M | 2.1% | 2.7M | 159.00 | +33.5% |
| IQV IQVIA HOLDINGS INC. | 291.8M | 1.9% | 1.7M | 259.82 | +35.3% |
| YUM YUM BRANDS INC | 281.7M | 1.9% | 1.8M | 152.99 | +2.4% |
| TW Tradeweb Markets Inc. | 278.5M | 1.9% | 2.4M | 107.04 | -17.9% |
| AMT AMERICAN TOWER CORP /MA/ | 278.3M | 1.8% | 1.6M | 175.80 | -16.1% |
| ENTG ENTEGRIS INC | 254.0M | 1.7% | 2.2M | 143.66 | +80.9% |
| SSNC SS&C Technologies Holdings Inc | 253.6M | 1.7% | 3.8M | 82.95 | -5.6% |
| ADBE ADOBE INC. | 247.9M | 1.6% | 1.0M | 275.30 | -22.1% |
| TCOM Trip.com Group Ltd | 228.5M | 1.5% | 4.6M | 46.11 | -27.0% |
| SPOT Spotify Technology S.A. | 213.0M | 1.4% | 439.4K | 533.72 | -24.2% |
| ALC ALCON INC | 188.9M | 1.3% | 2.5M | 73.63 | -9.1% |
| ORCL ORACLE CORP | 188.8M | 1.3% | 1.3M | 146.47 | -37.7% |
| MCO MOODYS CORP /DE/ | 171.2M | 1.1% | 392.5K | 503.32 | -2.3% |
| FLUT Flutter Entertainment plc | 140.3M | 0.9% | 1.4M | 102.61 | -65.2% |
| TME Tencent Music Entertainment Group | 124.2M | 0.8% | 13.4M | 8.80 | -64.9% |
| LPLA LPL Financial Holdings Inc. | 97.7M | 0.6% | 324.9K | 361.35 | +1.7% |
| FWONK Liberty Media Corp | 88.1M | 0.6% | 1.0M | 104.94 | +3.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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