Cantillon Capital Management·CIK 1279936
37
Positions
$15.9B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2024
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| AVGO | 6.77% | $1,075,818,067 |
| SPGI |
5.54% |
| $881,333,289 |
| GOOGL | 4.59% | $729,126,832 |
| AMAT | 4.42% | $702,697,790 |
| V | 3.92% | $623,505,466 |
| ADI | 3.91% | $622,259,800 |
| MSFT | 3.83% | $608,475,556 |
| EFX | 3.32% | $528,486,295 |
| ICE | 3.31% | $525,689,814 |
| A | 3.27% | $519,537,343 |
| TMO | 3.16% | $502,580,424 |
| CBRE | 3.13% | $497,174,021 |
| IQV | 2.81% | $446,942,612 |
| TSM | 2.77% | $441,116,819 |
| ADSK | 2.73% | $434,552,958 |
| AMT | 2.61% | $414,221,748 |
| FAST | 2.58% | $409,561,407 |
| IBKR | 2.57% | $408,378,694 |
| FERGXXXX | 2.52% | $400,950,763 |
| BLKXXXX | 2.51% | $399,273,103 |
| AON | 2.51% | $399,192,527 |
| TNET | 2.44% | $388,199,145 |
| CME | 2.44% | $388,079,816 |
| CDW | 2.23% | $354,846,408 |
| ENTG | 2.22% | $353,583,321 |
| LYV | 2.13% | $339,066,254 |
| VRSN | 2.04% | $325,037,508 |
| CP | 1.98% | $314,563,404 |
| SSNC | 1.98% | $314,142,529 |
| ECL | 1.82% | $288,837,428 |
| ZTS | 1.48% | $235,584,653 |
| ADBE | 1.46% | $231,972,189 |
| YUM | 1.26% | $200,668,145 |
| MCO | 1.26% | $200,604,870 |
| CACC | 0.85% | $135,643,243 |
| TW | 0.85% | $134,491,699 |
| ORCL | 0.78% | $124,096,651 |