Cantillon Capital Management·CIK 1279936
37
Positions
$15.4B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| AVGO | 6.84% | $1,055,959,914 |
| SPGI |
5.96% |
| $921,065,389 |
| V | 4.57% | $705,466,167 |
| GOOGL | 4.36% | $673,059,466 |
| CBRE | 3.90% | $602,341,947 |
| ICE | 3.85% | $594,555,061 |
| IBKR | 3.53% | $545,424,647 |
| FLUT | 3.35% | $517,939,147 |
| AON | 3.32% | $512,251,171 |
| MSFT | 3.17% | $489,166,956 |
| TSM | 3.14% | $484,941,776 |
| ADI | 2.92% | $451,632,099 |
| TMO | 2.91% | $448,722,245 |
| AMAT | 2.89% | $445,580,801 |
| BLK | 2.87% | $442,814,454 |
| EFX | 2.81% | $433,553,119 |
| CME | 2.79% | $430,885,610 |
| AMT | 2.66% | $411,087,744 |
| UBER | 2.50% | $386,774,323 |
| LYV | 2.44% | $377,124,442 |
| A | 2.44% | $376,332,731 |
| FAST | 2.40% | $371,002,922 |
| SSNC | 2.38% | $367,293,689 |
| IQV | 2.29% | $353,381,714 |
| FERG | 2.13% | $328,377,125 |
| ADBE | 1.98% | $305,629,687 |
| YUM | 1.86% | $287,113,391 |
| ECL | 1.85% | $285,736,308 |
| TME | 1.80% | $277,252,997 |
| CP | 1.64% | $253,696,252 |
| TCOM | 1.47% | $227,413,770 |
| ENTG | 1.44% | $222,039,549 |
| MCO | 1.39% | $214,150,806 |
| ZTS | 1.34% | $206,547,663 |
| TW | 1.12% | $172,688,672 |
| ALC | 0.90% | $139,028,118 |
| ORCL | 0.80% | $124,262,429 |