13F tracker › Cantillon Capital Management
Cantillon Capital Management 13F holdings, Q2 2026
Cantillon Capital Management (investment firm founded by William von Mueffling) reported 27 US-listed positions worth $665.1M in its Form 13F for the quarter ended June 30, 2026, filed with the SEC on July 29, 2026. Compared with Q1 2026, the filing shows 0 new positions, 0 increased, 27 reduced, and 11 exited.
Largest holdings
| Company | Value | Weight | Shares |
|---|---|---|---|
| Broadcom Inc | $70.5M | 10.6% | 186,760 |
| Alphabet Inc | $61.1M | 9.2% | 171,066 |
| Taiwan Semiconductor Manufac | $54.8M | 8.2% | 114,820 |
| Interactive Brokers Group In | $45.1M | 6.8% | 517,833 |
| Applied Matls Inc | $36.3M | 5.5% | 50,176 |
| Analog Devices Inc | $35.0M | 5.3% | 88,014 |
| S&P Global Inc | $29.0M | 4.4% | 71,249 |
| Visa Inc | $28.7M | 4.3% | 83,643 |
| Microsoft Corp | $25.7M | 3.9% | 68,901 |
| Cbre Group Inc | $24.4M | 3.7% | 181,083 |
| Live Nation Entertainment In | $20.8M | 3.1% | 113,503 |
| Blackrock Inc | $20.1M | 3.0% | 20,873 |
| Ferguson Enterprises Inc | $19.1M | 2.9% | 80,548 |
| Fastenal Co | $18.1M | 2.7% | 376,044 |
| Entegris Inc | $17.9M | 2.7% | 99,756 |
| Canadian Pacific Kansas City | $17.3M | 2.6% | 199,860 |
| Uber Technologies Inc | $17.2M | 2.6% | 238,965 |
| Agilent Technologies Inc | $16.8M | 2.5% | 126,437 |
| Intercontinental Exchange In | $16.7M | 2.5% | 135,468 |
| Oracle Corp | $15.5M | 2.3% | 105,457 |
| Cme Group Inc | $14.1M | 2.1% | 63,835 |
| Yum Brands Inc | $13.3M | 2.0% | 83,427 |
| Tradeweb Mkts Inc | $10.9M | 1.6% | 108,989 |
| Ss&C Tech Hldgs | $10.7M | 1.6% | 172,816 |
| Spotify Technology S A | $9.3M | 1.4% | 20,216 |
Positions reduced
| Company | Value | Share change | Shares |
|---|---|---|---|
| Broadcom Inc | $70.5M | -95% | 186,760 |
| Alphabet Inc | $61.1M | -95% | 171,066 |
| Taiwan Semiconductor Manufac | $54.8M | -95% | 114,820 |
| Interactive Brokers Group In | $45.1M | -95% | 517,833 |
| Applied Matls Inc | $36.3M | -97% | 50,176 |
| Analog Devices Inc | $35.0M | -95% | 88,014 |
| S&P Global Inc | $29.0M | -95% | 71,249 |
| Visa Inc | $28.7M | -95% | 83,643 |
| Microsoft Corp | $25.7M | -94% | 68,901 |
| Cbre Group Inc | $24.4M | -95% | 181,083 |
| Live Nation Entertainment In | $20.8M | -95% | 113,503 |
| Blackrock Inc | $20.1M | -95% | 20,873 |
| Ferguson Enterprises Inc | $19.1M | -95% | 80,548 |
| Fastenal Co | $18.1M | -95% | 376,044 |
| Entegris Inc | $17.9M | -95% | 99,756 |
Positions exited (held in Q1 2026)
| Company | Value in Q1 2026 | Shares |
|---|---|---|
| Thermo Fisher Scientific Inc | $378.3M | 769,698 |
| Aon Plc | $353.6M | 1,095,574 |
| Equifax Inc | $322.6M | 1,791,379 |
| Iqvia Hldgs Inc | $291.8M | 1,710,896 |
| American Tower Corp | $278.3M | 1,612,473 |
| Adobe Inc | $247.9M | 1,019,710 |
| Alcon Ag | $188.9M | 2,507,095 |
| Flutter Entmt Plc | $140.3M | 1,375,776 |
| Tencent Music Entmt Group | $124.2M | 13,382,595 |
| Lpl Finl Hldgs Inc | $97.7M | 324,927 |
| Liberty Media Corp Del | $88.1M | 1,035,685 |
How to read this. A Form 13F lists long positions in US-listed securities at
quarter-end. It is filed up to 45 days later and does not show short positions, most derivatives, non-US holdings, cash, or
trades made after the quarter ended, so it is a historical snapshot—not a current portfolio. Values are as reported in the
filing. This page is not investment advice and does not suggest buying or selling any security.
Source: SEC EDGAR filing (Q2 2026), previous filing (Q1 2026). Updated 2026-11-11.