Cantillon Capital Management portfolio — 13F holdings Q2 2026
Cantillon Capital Management (William Von Mueffling) reported 27 long positions worth $665.1 million as of 2026-06-30. Top holdings: Broadcom Inc., Alphabet Inc., TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD, Interactive Brokers Group, Inc., APPLIED MATERIALS INC /DE. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| Broadcom Inc. | 2026-06-30 | 70548590.00 USD | 10.61% | reduce | Original filing |
| Alphabet Inc. | 2026-06-30 | 61133856.00 USD | 9.19% | reduce | Original filing |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 2026-06-30 | 54834587.00 USD | 8.24% | reduce | Original filing |
| Interactive Brokers Group, Inc. | 2026-06-30 | 45072184.00 USD | 6.78% | reduce | Original filing |
| APPLIED MATERIALS INC /DE | 2026-06-30 | 36277248.00 USD | 5.45% | reduce | Original filing |
| ANALOG DEVICES INC | 2026-06-30 | 34956520.00 USD | 5.26% | reduce | Original filing |
| S&P Global Inc. | 2026-06-30 | 29016868.00 USD | 4.36% | reduce | Original filing |
| VISA INC. | 2026-06-30 | 28697077.00 USD | 4.31% | reduce | Original filing |
| MICROSOFT CORP | 2026-06-30 | 25701451.00 USD | 3.86% | reduce | Original filing |
| CBRE GROUP, INC. | 2026-06-30 | 24390069.00 USD | 3.67% | reduce | Original filing |
| Live Nation Entertainment, Inc. | 2026-06-30 | 20783534.00 USD | 3.12% | reduce | Original filing |
| BlackRock, Inc. | 2026-06-30 | 20070642.00 USD | 3.02% | reduce | Original filing |
| Ferguson Enterprises Inc. /DE/ | 2026-06-30 | 19116457.00 USD | 2.87% | reduce | Original filing |
| FASTENAL CO | 2026-06-30 | 18061393.00 USD | 2.72% | reduce | Original filing |
| ENTEGRIS INC | 2026-06-30 | 17942114.00 USD | 2.70% | reduce | Original filing |
| CANADIAN PACIFIC KANSAS CITY LTD/CN | 2026-06-30 | 17317869.00 USD | 2.60% | reduce | Original filing |
| Uber Technologies, Inc | 2026-06-30 | 17243714.00 USD | 2.59% | reduce | Original filing |
| AGILENT TECHNOLOGIES, INC. | 2026-06-30 | 16794627.00 USD | 2.53% | reduce | Original filing |
| Intercontinental Exchange, Inc. | 2026-06-30 | 16677465.00 USD | 2.51% | reduce | Original filing |
| ORACLE CORP | 2026-06-30 | 15454723.00 USD | 2.32% | reduce | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-07-29 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-07 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-11 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-10-30 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2026-02-17 00:00:00 | 13F-HR/A | Original filing |
| 2025-06-30 | 2025-07-30 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2026-02-17 00:00:00 | 13F-HR/A | Original filing |
| 2025-03-31 | 2025-05-09 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2026-02-17 00:00:00 | 13F-HR/A | Original filing |
| 2024-12-31 | 2025-02-05 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-07 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-05 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-08 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-07 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-06 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-09 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-05-04 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-02-06 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-03 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-03 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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