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
| Ticker | % Portfolio | Value |
|---|---|---|
| AVGO | 8.73% | $1,510,777,007 |
| SPGI |
5.37% |
| $928,876,173 |
| GOOGL | 4.31% | $745,380,646 |
| IBKR | 4.10% | $709,449,194 |
| V | 4.02% | $694,535,673 |
| FLUT | 3.75% | $649,205,856 |
| TSM | 3.72% | $642,987,671 |
| MSFT | 3.64% | $629,882,221 |
| CBRE | 3.63% | $627,152,319 |
| ICE | 3.55% | $614,520,472 |
| AMAT | 3.16% | $546,233,282 |
| BLK | 3.13% | $541,441,330 |
| ADI | 2.99% | $517,990,311 |
| UBER | 2.78% | $481,262,486 |
| EFX | 2.59% | $448,650,704 |
| AON | 2.57% | $445,006,013 |
| CME | 2.51% | $435,024,827 |
| FERG | 2.51% | $433,662,408 |
| LYV | 2.45% | $424,580,179 |
| AMT | 2.35% | $405,759,788 |
| FAST | 2.26% | $390,517,386 |
| A | 2.13% | $368,932,656 |
| TME | 2.11% | $364,229,023 |
| TMO | 2.05% | $355,290,407 |
| SSNC | 2.05% | $353,800,011 |
| CP | 1.93% | $334,512,345 |
| ADBE | 1.92% | $331,412,627 |
| YUM | 1.77% | $305,721,864 |
| ECL | 1.71% | $295,077,216 |
| ALC | 1.46% | $251,904,684 |
| TCOM | 1.39% | $240,262,799 |
| IQV | 1.38% | $238,540,516 |
| MCO | 1.30% | $224,155,054 |
| ENTG | 1.15% | $198,864,592 |
| ZTS | 1.10% | $190,117,865 |
| ORCL | 1.09% | $188,802,965 |
| TW | 0.96% | $165,418,677 |
| ICLR | 0.39% | $67,662,904 |