Cantillon Capital Management·CIK 1279936
39
Positions
$12.0B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2022
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| SPGI | 6.01% | $719,580,000 |
5.41% |
| $647,894,000 |
| AVGO | 4.18% | $500,905,000 |
| ADI | 3.96% | $473,871,000 |
| AMT | 3.93% | $471,366,000 |
| TMO | 3.89% | $466,246,000 |
| V | 3.78% | $453,111,000 |
| A | 3.43% | $410,797,000 |
| FIS | 3.24% | $388,046,000 |
| EFX | 3.10% | $371,292,000 |
| ICE | 3.09% | $370,629,000 |
| WTW | 3.05% | $365,038,000 |
| IQV | 2.85% | $341,527,000 |
| CBRE | 2.79% | $334,560,000 |
| CME | 2.78% | $333,464,000 |
| AON | 2.78% | $332,621,000 |
| ZTS | 2.68% | $321,660,000 |
| AMAT | 2.66% | $318,590,000 |
| VRSN | 2.46% | $295,043,000 |
| BC | 2.37% | $284,166,000 |
| TNET | 2.32% | $277,503,000 |
| ECL | 2.31% | $276,331,000 |
| MSFT | 2.29% | $274,326,000 |
| TSM | 2.29% | $273,872,000 |
| FAST | 2.28% | $272,876,000 |
| BDX | 2.26% | $270,556,000 |
| GOOG | 2.21% | $264,487,000 |
| BLKXXXX | 1.89% | $226,490,000 |
| ADSK | 1.79% | $214,319,000 |
| SSNC | 1.78% | $212,880,000 |
| ENTG | 1.60% | $191,974,000 |
| META | 1.54% | $184,298,000 |
| MCO | 1.20% | $143,549,000 |
| ADBE | 1.18% | $141,139,000 |
| IBKR | 1.14% | $137,135,000 |
| AWI | 1.11% | $133,486,000 |
| CACC | 1.01% | $120,955,000 |
| EDR | 0.71% | $85,045,000 |
| HAYW | 0.66% | $78,613,000 |