Cantillon Capital Management·CIK 1279936
38
Positions
$18.2B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| AVGO | 8.54% | $1,550,490,893 |
| GOOGL |
5.60% |
| $1,017,016,629 |
| IBKR | 4.80% | $871,411,630 |
| SPGI | 4.67% | $848,050,804 |
| TSM | 4.32% | $784,238,220 |
| CBRE | 3.84% | $697,521,429 |
| V | 3.64% | $660,516,362 |
| MSFT | 3.57% | $648,744,805 |
| AMAT | 3.33% | $604,240,972 |
| BLK | 3.28% | $595,062,379 |
| FLUT | 3.14% | $570,762,384 |
| ICE | 3.07% | $558,165,816 |
| ADI | 2.91% | $528,873,673 |
| UBER | 2.75% | $499,848,622 |
| LYV | 2.50% | $453,591,701 |
| FAST | 2.48% | $451,006,413 |
| FERG | 2.44% | $442,398,121 |
| AON | 2.42% | $439,927,366 |
| EFX | 2.42% | $438,923,599 |
| TME | 2.37% | $430,674,722 |
| CME | 2.32% | $421,813,333 |
| TMO | 2.31% | $420,400,785 |
| A | 2.19% | $396,876,811 |
| SSNC | 2.07% | $375,131,447 |
| IQV | 2.02% | $366,001,844 |
| ADBE | 1.94% | $352,858,647 |
| AMT | 1.92% | $349,217,733 |
| TCOM | 1.91% | $346,381,803 |
| CP | 1.71% | $310,921,930 |
| YUM | 1.71% | $310,115,568 |
| ORCL | 1.32% | $240,251,520 |
| ENTG | 1.24% | $225,576,418 |
| TW | 1.18% | $214,671,056 |
| MCO | 1.16% | $210,606,542 |
| ALC | 1.16% | $210,365,722 |
| ZTS | 0.97% | $176,420,365 |
| FWONK | 0.67% | $121,803,219 |
| ECL | 0.12% | $21,501,570 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDICLR | $67,662,904 | 0.39% |