Canonical: https://ownershiptrace.com/13f/investors/87

# 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.](https://ownershiptrace.com/13f/companies/314) | 2026-06-30 | 70548590.00 USD | 10.61% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001279936-26-000005-index.html) |
| [Alphabet Inc.](https://ownershiptrace.com/13f/companies/37) | 2026-06-30 | 61133856.00 USD | 9.19% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001279936-26-000005-index.html) |
| [TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD](https://ownershiptrace.com/13f/companies/291) | 2026-06-30 | 54834587.00 USD | 8.24% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001279936-26-000005-index.html) |
| [Interactive Brokers Group, Inc.](https://ownershiptrace.com/13f/companies/15) | 2026-06-30 | 45072184.00 USD | 6.78% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001279936-26-000005-index.html) |
| [APPLIED MATERIALS INC /DE](https://ownershiptrace.com/13f/companies/2) | 2026-06-30 | 36277248.00 USD | 5.45% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001279936-26-000005-index.html) |
| [ANALOG DEVICES INC](https://ownershiptrace.com/13f/companies/84) | 2026-06-30 | 34956520.00 USD | 5.26% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001279936-26-000005-index.html) |
| [S&P Global Inc.](https://ownershiptrace.com/13f/companies/249) | 2026-06-30 | 29016868.00 USD | 4.36% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001279936-26-000005-index.html) |
| [VISA INC.](https://ownershiptrace.com/13f/companies/104) | 2026-06-30 | 28697077.00 USD | 4.31% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001279936-26-000005-index.html) |
| [MICROSOFT CORP](https://ownershiptrace.com/13f/companies/77) | 2026-06-30 | 25701451.00 USD | 3.86% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001279936-26-000005-index.html) |
| [CBRE GROUP, INC.](https://ownershiptrace.com/13f/companies/1481) | 2026-06-30 | 24390069.00 USD | 3.67% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001279936-26-000005-index.html) |
| [Live Nation Entertainment, Inc.](https://ownershiptrace.com/13f/companies/172) | 2026-06-30 | 20783534.00 USD | 3.12% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001279936-26-000005-index.html) |
| [BlackRock, Inc.](https://ownershiptrace.com/13f/companies/1470) | 2026-06-30 | 20070642.00 USD | 3.02% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001279936-26-000005-index.html) |
| [Ferguson Enterprises Inc. /DE/](https://ownershiptrace.com/13f/companies/529) | 2026-06-30 | 19116457.00 USD | 2.87% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001279936-26-000005-index.html) |
| [FASTENAL CO](https://ownershiptrace.com/13f/companies/1508) | 2026-06-30 | 18061393.00 USD | 2.72% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001279936-26-000005-index.html) |
| [ENTEGRIS INC](https://ownershiptrace.com/13f/companies/1010) | 2026-06-30 | 17942114.00 USD | 2.70% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001279936-26-000005-index.html) |
| [CANADIAN PACIFIC KANSAS CITY LTD/CN](https://ownershiptrace.com/13f/companies/86) | 2026-06-30 | 17317869.00 USD | 2.60% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001279936-26-000005-index.html) |
| [Uber Technologies, Inc](https://ownershiptrace.com/13f/companies/166) | 2026-06-30 | 17243714.00 USD | 2.59% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001279936-26-000005-index.html) |
| [AGILENT TECHNOLOGIES, INC.](https://ownershiptrace.com/13f/companies/845) | 2026-06-30 | 16794627.00 USD | 2.53% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001279936-26-000005-index.html) |
| [Intercontinental Exchange, Inc.](https://ownershiptrace.com/13f/companies/95) | 2026-06-30 | 16677465.00 USD | 2.51% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001279936-26-000005-index.html) |
| [ORACLE CORP](https://ownershiptrace.com/13f/companies/312) | 2026-06-30 | 15454723.00 USD | 2.32% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001279936-26-000005-index.html) |

## Recent source filings (up to 20)

| Report period | Filed | Form | Source |
|  --- | --- | --- | --- |
| 2026-06-30 | 2026-07-29 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001279936-26-000005-index.html) |
| 2026-03-31 | 2026-05-07 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001279936-26-000004-index.html) |
| 2025-12-31 | 2026-02-11 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001279936-26-000001-index.html) |
| 2025-09-30 | 2025-10-30 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001279936-25-000002-index.html) |
| 2025-09-30 | 2026-02-17 00:00:00 | 13F-HR/A | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0000899140-26-000221-index.html) |
| 2025-06-30 | 2025-07-30 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001085146-25-004326-index.html) |
| 2025-06-30 | 2026-02-17 00:00:00 | 13F-HR/A | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0000899140-26-000220-index.html) |
| 2025-03-31 | 2025-05-09 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001085146-25-002887-index.html) |
| 2025-03-31 | 2026-02-17 00:00:00 | 13F-HR/A | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0000899140-26-000219-index.html) |
| 2024-12-31 | 2025-02-05 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001085146-25-000819-index.html) |
| 2024-09-30 | 2024-11-07 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001085146-24-005445-index.html) |
| 2024-06-30 | 2024-08-05 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001085146-24-003487-index.html) |
| 2024-03-31 | 2024-05-08 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001085146-24-002327-index.html) |
| 2023-12-31 | 2024-02-07 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001085146-24-000806-index.html) |
| 2023-09-30 | 2023-11-06 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001085146-23-004105-index.html) |
| 2023-06-30 | 2023-08-09 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001085146-23-003182-index.html) |
| 2023-03-31 | 2023-05-04 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001085146-23-002054-index.html) |
| 2022-12-31 | 2023-02-06 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001085146-23-000646-index.html) |
| 2022-09-30 | 2022-11-03 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001085146-22-003752-index.html) |
| 2022-06-30 | 2022-08-03 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1279936/0001085146-22-002745-index.html) |

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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