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
| Ticker | % Portfolio | Value |
|---|---|---|
| AVGO | 8.29% | $1,239,592,786 |
| SPGI |
5.71% |
| $853,795,194 |
| GOOGL | 5.60% | $837,236,446 |
| AMAT | 5.12% | $765,214,095 |
| ADI | 4.57% | $683,285,353 |
| MSFT | 4.11% | $615,050,577 |
| V | 3.73% | $557,950,327 |
| TSM | 3.59% | $536,220,015 |
| ICE | 3.33% | $498,255,097 |
| EFX | 3.05% | $455,784,552 |
| TMO | 3.04% | $455,029,414 |
| A | 2.94% | $440,418,444 |
| CBRE | 2.90% | $433,456,971 |
| IBKR | 2.85% | $426,473,295 |
| BLKXXXX | 2.69% | $402,862,983 |
| IQV | 2.68% | $400,706,075 |
| AMT | 2.59% | $387,827,948 |
| FERGXXXX | 2.26% | $338,289,122 |
| CME | 2.25% | $337,230,536 |
| AON | 2.23% | $334,170,958 |
| ENTG | 2.17% | $324,129,050 |
| FAST | 2.12% | $317,476,226 |
| CDW | 1.98% | $295,479,768 |
| SSNC | 1.95% | $291,015,477 |
| LYV | 1.91% | $285,900,344 |
| ECL | 1.89% | $283,277,120 |
| CP | 1.79% | $267,254,024 |
| ADBE | 1.63% | $244,287,049 |
| ZTS | 1.54% | $229,659,700 |
| MCO | 1.37% | $204,410,764 |
| TCOM | 1.33% | $199,227,125 |
| TME | 1.24% | $185,330,769 |
| YUM | 1.22% | $182,311,321 |
| UBER | 1.18% | $177,007,925 |
| ORCL | 0.89% | $132,724,753 |
| TW | 0.87% | $130,200,542 |
| CACC | 0.81% | $120,406,298 |
| TNET | 0.51% | $76,335,200 |
| FLUT | 0.07% | $11,130,707 |