Cantillon Capital Management William Von Mueffling
Top positions activity
Value History
Quarterly report: Q2 2026
Total portfolio value: $665.1M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
AVGO
|
Broadcom Inc | 70.5M 10.6% | 186.8K | -3.9M ↓95.40% | |
|
GOOGL
|
Alphabet Inc - Class A | 61.1M 9.19% | 171.1K | -3.5M ↓95.40% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 54.8M 8.24% | 114.8K | -2.4M ↓95.40% | |
|
IBKR
|
Interactive Brokers Group Inc - Class A | 45.1M 6.77% | 517.8K | -10.7M ↓95.40% | |
|
AMAT
|
Applied Materials Inc. | 36.3M 5.45% | 50.2K | -1.5M ↓96.70% | |
|
ADI
|
Analog Devices Inc. | 35.0M 5.25% | 88.0K | -1.8M ↓95.40% | |
|
SPGI
|
S&P Global Inc | 29.0M 4.36% | 71.2K | -1.5M ↓95.40% | |
|
V
|
Visa Inc - Class A | 28.7M 4.31% | 83.6K | -1.6M ↓95.13% | |
|
MSFT
|
Microsoft Corporation | 25.7M 3.86% | 68.9K | -1.0M ↓93.81% | |
|
CBRE
|
CBRE Group Inc - Class A | 24.4M 3.66% | 181.1K | -3.8M ↓95.39% | |
|
LYV
|
Live Nation Entertainment Inc | 20.8M 3.12% | 113.5K | -2.4M ↓95.40% | |
|
BLK
|
Blackrock Inc. | 20.1M 3.01% | 20.9K | -432.4K ↓95.40% | |
|
FERG
|
Ferguson Plc. | 19.1M 2.87% | 80.5K | -1.7M ↓95.40% | |
|
FAST
|
Fastenal Co. | 18.1M 2.71% | 376.0K | -7.8M ↓95.40% | |
|
ENTG
|
Entegris Inc | 17.9M 2.69% | 99.8K | -2.1M ↓95.40% | |
|
CP
|
Canadian Pacific Railway Ltd | 17.3M 2.6% | 199.9K | -4.1M ↓95.40% | |
|
UBER
|
Uber Technologies Inc | 17.2M 2.59% | 239.0K | -5.0M ↓95.40% | |
|
A
|
Agilent Technologies Inc. | 16.8M 2.52% | 126.4K | -2.6M ↓95.40% | |
|
ICE
|
Intercontinental Exchange Inc | 16.7M 2.5% | 135.5K | -2.8M ↓95.40% | |
|
ORCL
|
Oracle Corp. | 15.5M 2.32% | 105.5K | -1.2M ↓91.78% | |
|
CME
|
CME Group Inc - Class A | 14.1M 2.11% | 63.8K | -1.3M ↓95.40% | |
|
YUM
|
Yum Brands Inc. | 13.3M 2% | 83.4K | -1.7M ↓95.40% | |
|
TW
|
Tradeweb Markets Inc Cls A | 10.9M 1.63% | 109.0K | -2.3M ↓95.40% | |
|
SSNC
|
SS&C Technologies Holdings Inc | 10.7M 1.61% | 172.8K | -3.6M ↓95.40% | |
|
SPOT
|
Spotify Technology S.A. | 9.3M 1.39% | 20.2K | -419.1K ↓95.40% | |
|
TCOM
|
Trip.com Group Ltd - ADR | 8.5M 1.28% | 214.2K | -4.4M ↓95.33% | |
|
MCO
|
Moody`s Corp. | 8.2M 1.23% | 18.1K | -374.4K ↓95.40% |
Sold Out Positions
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