Cantillon Capital Management·CIK 1279936
39
Positions
$15.0B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2024
Portfolio Value Over Time
| NEW |
| 3 | UBER | 1.18% | $177,007,925 | NEW |
| 4 | AVGO | 8.29% | $1,239,592,786 | ▲ +1.5% |
| 5 | GOOGL | 5.60% | $837,236,446 | ▲ +1% |
| 6 | TSM | 3.59% | $536,220,015 | ▲ +0.8% |
| 7 | AMAT | 5.12% | $765,214,095 | ▲ +0.7% |
| 8 | ADI | 4.57% | $683,285,353 | ▲ +0.7% |
| 9 | SPGI | 5.71% | $853,795,194 | ▲ +0.2% |
| 10 | ICE | 3.33% | $498,255,097 | ▲ +0% |
| 11 | IBKR | 2.85% | $426,473,295 | ▲ +0.3% |
| 12 | ADBE | 1.63% | $244,287,049 | ▲ +0.2% |
| 13 | FLUT | 0.07% | $11,130,707 | NEW |
| 14 | ORCL | 0.89% | $132,724,753 | ▲ +0.1% |
| 15 | MSFT | 4.11% | $615,050,577 | ▲ +0.3% |
| 16 | ZTS | 1.54% | $229,659,700 | ▲ +0.1% |
| 17 | ECL | 1.89% | $283,277,120 | ▲ +0.1% |
| 18 | TW | 0.87% | $130,200,542 | ▲ +0% |
| 19 | MCO | 1.37% | $204,410,764 | ▲ +0.1% |
| 20 | BLKXXXX | 2.69% | $402,862,983 | ▲ +0.2% |