Cantillon Capital Management·CIK 1279936
38
Positions
$17.3B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2025
Portfolio Value Over Time
| ▲ +0.6% |
| 3 | TSM | 3.72% | $642,987,671 | ▲ +0.6% |
| 4 | MSFT | 3.64% | $629,882,221 | ▲ +0.5% |
| 5 | FLUT | 3.75% | $649,205,856 | ▲ +0.4% |
| 6 | ALC | 1.46% | $251,904,684 | ▲ +0.6% |
| 7 | FERG | 2.51% | $433,662,408 | ▲ +0.4% |
| 8 | AMAT | 3.16% | $546,233,282 | ▲ +0.3% |
| 9 | BLK | 3.13% | $541,441,330 | ▲ +0.3% |
| 10 | UBER | 2.78% | $481,262,486 | ▲ +0.3% |
| 11 | TME | 2.11% | $364,229,023 | ▲ +0.3% |
| 12 | CP | 1.93% | $334,512,345 | ▲ +0.3% |
| 13 | ICLR | 0.39% | $67,662,904 | NEW |
| 14 | ADI | 2.99% | $517,990,311 | ▲ +0.1% |
| 15 | ORCL | 1.09% | $188,802,965 | ▲ +0.3% |
| 16 | LYV | 2.45% | $424,580,179 | ▲ +0% |