Cantillon Capital Management·CIK 1279936
38
Positions
$16.4B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2024
Portfolio Value Over Time
| ▼ -1.3% |
| 3 | AMAT | 3.89% | $636,174,226 | ▼ -1.2% |
| 4 | GOOGL | 4.53% | $740,229,681 | ▼ -1.1% |
| 5 | TNET | 0.51% | $76,335,200 | SOLD |
| 6 | ENTG | 1.60% | $261,571,597 | ▼ -0.6% |
| 7 | MSFT | 3.52% | $574,997,411 | ▼ -0.6% |
| 8 | TMO | 3.02% | $494,237,430 | ▼ -0% |
| 9 | IQV | 2.67% | $436,054,895 | ▼ -0% |
| 10 | AVGO | 7.73% | $1,264,665,293 | ▼ -0.6% |
| 11 | CACC | 0.62% | $100,681,614 | ▼ -0.2% |
| 12 | TSM | 3.18% | $520,260,961 | ▼ -0.4% |
| 13 | ECL | 1.80% | $295,094,839 | ▼ -0.1% |
| 14 | V | 3.47% | $567,556,739 | ▼ -0.3% |
| 15 | CDW | 1.77% | $290,036,037 | ▼ -0.2% |