Cantillon Capital Management
Long Only- Manager
- William Von Mueffling
- Quarter
- Q2 2026
- Filed
- 2026-07-29
- 13F value
- $665.1M
- Positions
- 27
- CIK
- 0001279936
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Broadcom IncAVGOHISTORY | 10.61% | (95.4%) | $70.5M | 186,760 | (3,869,242) | 0.00% | 13F |
| 2 | Alphabet IncGOOGLHISTORY | 9.19% | (95.4%) | $61.1M | 171,066 | (3,543,995) | 0.00% | 13F |
| 3 | Taiwan Semiconductor ManufacTSMHISTORY | 8.24% | (95.4%) | $54.8M | 114,820 | (2,378,731) | 0.00% | 13F |
| 4 | Interactive Brokers Group InIBKRHISTORY | 6.78% | (95.4%) | $45.1M | 517,833 | (10,728,048) | 1.23% | 13F |
| 5 | Applied Matls IncAMATHISTORY | 5.45% | (96.7%) | $36.3M | 50,176 | (1,471,667) | 0.01% | 13F |
| 6 | Analog Devices IncADIHISTORY | 5.26% | (95.4%) | $35.0M | 88,014 | (1,823,477) | 0.02% | 13F |
| 7 | S&P Global IncSPGIHISTORY | 4.36% | (95.4%) | $29.0M | 71,249 | (1,476,054) | — | 13F |
| 8 | Visa IncVHISTORY | 4.31% | (95.1%) | $28.7M | 83,643 | (1,634,515) | 0.02% | 13F |
| 9 | Microsoft CorpMSFTHISTORY | 3.86% | (93.8%) | $25.7M | 68,901 | (1,043,364) | 0.00% | 13F |
| 10 | Cbre Group IncCBREHISTORY | 3.67% | (95.4%) | $24.4M | 181,083 | (3,750,893) | 0.06% | 13F |
| 11 | Live Nation Entertainment InLYVHISTORY | 3.12% | (95.4%) | $20.8M | 113,503 | (2,351,556) | 0.05% | 13F |
| 12 | Blackrock IncBLKHISTORY | 3.02% | (95.4%) | $20.1M | 20,873 | (432,409) | — | 13F |
| 13 | Ferguson Enterprises IncFERGHISTORY | 2.87% | (95.4%) | $19.1M | 80,548 | (1,668,754) | 0.04% | 13F |
| 14 | Fastenal CoFASTHISTORY | 2.72% | (95.4%) | $18.1M | 376,044 | (7,790,620) | 0.03% | 13F |
| 15 | Entegris IncENTGHISTORY | 2.70% | (95.4%) | $17.9M | 99,756 | (2,066,672) | 0.07% | 13F |
| 16 | Canadian Pacific Kansas CityCPHISTORY | 2.60% | (95.4%) | $17.3M | 199,860 | (4,144,575) | 0.02% | 13F |
| 17 | Uber Technologies IncUBERHISTORY | 2.59% | (95.4%) | $17.2M | 238,965 | (4,954,899) | 0.01% | 13F |
| 18 | Agilent Technologies IncAHISTORY | 2.53% | (95.4%) | $16.8M | 126,437 | (2,619,392) | 0.04% | 13F |
| 19 | Intercontinental Exchange InICEHISTORY | 2.51% | (95.4%) | $16.7M | 135,468 | (2,806,486) | 0.02% | 13F |
| 20 | Oracle CorpORCLHISTORY | 2.32% | (91.8%) | $15.5M | 105,457 | (1,177,728) | 0.00% | 13F |
| 21 | CME Group IncCMEHISTORY | 2.12% | (95.4%) | $14.1M | 63,835 | (1,322,511) | 0.10% | 13F |
| 22 | Yum Brands IncYUMHISTORY | 2.01% | (95.4%) | $13.3M | 83,427 | (1,728,369) | 0.03% | 13F |
| 23 | Tradeweb Mkts IncTWHISTORY | 1.63% | (95.4%) | $10.9M | 108,989 | (2,258,052) | 0.05% | 13F |
| 24 | SS&C Tech HldgsSSNCHISTORY | 1.61% | (95.4%) | $10.7M | 172,816 | (3,580,277) | 0.07% | 13F |
| 25 | Spotify Technology S ASPOTHISTORY | 1.40% | (95.4%) | $9.3M | 20,216 | (419,137) | 0.01% | 13F |
| 26 | Trip Com Group LTDTCOMHISTORY | 1.28% | (95.3%) | $8.5M | 214,242 | (4,375,379) | 0.03% | 13F |
| 27 | Moodys CorpMCOHISTORY | 1.23% | (95.4%) | $8.2M | 18,075 | (374,438) | 0.01% | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Schedule 13D/13G stakes are merged in when present (shares and percent of class, no dollar value). Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology