William Von Mueffling - Cantillon Capital

Cantillon Capital Management · SEC Form 13F portfolio

Period
2026-06-30
Portfolio value
$665.11M
Holdings
27
Top 10
61.7%
Filed
2026-07-29
SEC filing

Latest reported holdings

Holding% of PortfolioValueSharesChange
AVGO
BROADCOM INC · COM
10.61%
$70.55M186.76K−95.40%
GOOGL
ALPHABET INC · CAP STK CL A
9.19%
$61.13M171.07K−95.40%
TSM
TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS
8.24%
$54.83M114.82K−95.40%
IBKR
INTERACTIVE BROKERS GROUP IN · COM CL A
6.78%
$45.07M517.83K−95.40%
AMAT
APPLIED MATLS INC · COM
5.45%
$36.28M50.18K−96.70%
ADI
ANALOG DEVICES INC · COM
5.26%
$34.96M88.01K−95.40%
SPGI
S&P GLOBAL INC · COM
4.36%
$29.02M71.25K−95.40%
V
VISA INC · COM CL A
4.31%
$28.70M83.64K−95.13%
MSFT
MICROSOFT CORP · COM
3.86%
$25.70M68.90K−93.81%
CBRE
CBRE GROUP INC · CL A
3.67%
$24.39M181.08K−95.39%
LYV
LIVE NATION ENTERTAINMENT IN · COM
3.12%
$20.78M113.50K−95.40%
BLK
BLACKROCK INC · COM
3.02%
$20.07M20.87K−95.40%
FERG
FERGUSON ENTERPRISES INC · COMMON STOCK NEW
2.87%
$19.12M80.55K−95.40%
FAST
FASTENAL CO · COM
2.72%
$18.06M376.04K−95.40%
ENTG
ENTEGRIS INC · COM
2.70%
$17.94M99.76K−95.40%
CP
CANADIAN PACIFIC KANSAS CITY · COM
2.60%
$17.32M199.86K−95.40%
UBER
UBER TECHNOLOGIES INC · COM
2.59%
$17.24M238.97K−95.40%
A
AGILENT TECHNOLOGIES INC · COM
2.53%
$16.79M126.44K−95.40%
ICE
INTERCONTINENTAL EXCHANGE IN · COM
2.51%
$16.68M135.47K−95.40%
ORCL
ORACLE CORP · COM
2.32%
$15.45M105.46K−91.78%
CME
CME GROUP INC · COM
2.12%
$14.10M63.84K−95.40%
YUM
YUM BRANDS INC · COM
2.01%
$13.34M83.43K−95.40%
TW
TRADEWEB MKTS INC · CL A
1.63%
$10.86M108.99K−95.40%
SSNC
SS&C TECH HLDGS · COM
1.61%
$10.72M172.82K−95.40%
SPOT
SPOTIFY TECHNOLOGY S A · SHS
1.40%
$9.28M20.22K−95.40%
TCOM
TRIP COM GROUP LTD · ADS
1.28%
$8.54M214.24K−95.33%
MCO
MOODYS CORP · COM
1.23%
$8.19M18.07K−95.40%