Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cantillon Capital Management LLC (CIK 1279936) reported $15.05B across 38 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVGO ($1.26B, 8.34%), GOOGL ($1.07B, 7.10%), TSM ($842.7M, 5.60%), IBKR ($754.3M, 5.01%), SPGI ($658.1M, 4.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $1.26B | 8.34% | 4.1M | Trimmed |
| 2 | GOOGL | ALPHABET INC | $1.07B | 7.10% | 3.7M | Trimmed |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $842.7M | 5.60% | 2.5M | Trimmed |
| 4 | IBKR | INTERACTIVE BROKERS GROUP IN | $754.3M | 5.01% | 11.2M | Trimmed |
| 5 | SPGI | S&P GLOBAL INC | $658.1M | 4.37% | 1.5M | Trimmed |
| 6 | ADI | ANALOG DEVICES INC | $608.1M | 4.04% | 1.9M | Trimmed |
| 7 | CBRE | CBRE GROUP INC | $532.6M | 3.54% | 3.9M | Trimmed |
| 8 | AMAT | APPLIED MATLS INC | $520.2M | 3.46% | 1.5M | Trimmed |
| 9 | V | VISA INC | $519.3M | 3.45% | 1.7M | Trimmed |
| 10 | ICE | INTERCONTINENTAL EXCHANGE IN | $462.7M | 3.07% | 2.9M | Trimmed |
| 11 | BLK | BLACKROCK INC | $435.9M | 2.90% | 453,282 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $411.7M | 2.74% | 1.1M | Trimmed |
| 13 | CME | CME GROUP INC | $409.5M | 2.72% | 1.4M | Trimmed |
| 14 | FERG | FERGUSON ENTERPRISES INC | $408.0M | 2.71% | 1.7M | Trimmed |
| 15 | FAST | FASTENAL CO | $378.9M | 2.52% | 8.2M | Trimmed |
| 16 | TMO | THERMO FISHER SCIENTIFIC INC | $378.3M | 2.51% | 769,698 | Trimmed |
| 17 | LYV | LIVE NATION ENTERTAINMENT IN | $375.9M | 2.50% | 2.5M | Trimmed |
| 18 | UBER | UBER TECHNOLOGIES INC | $373.6M | 2.48% | 5.2M | Added |
| 19 | AON | AON PLC | $353.6M | 2.35% | 1.1M | Trimmed |
| 20 | CP | CANADIAN PACIFIC KANSAS CITY | $341.7M | 2.27% | 4.3M | Added |
| 21 | EFX | EQUIFAX INC | $322.6M | 2.14% | 1.8M | Added |
| 22 | A | AGILENT TECHNOLOGIES INC | $313.0M | 2.08% | 2.7M | Trimmed |
| 23 | IQV | IQVIA HLDGS INC | $291.8M | 1.94% | 1.7M | Trimmed |
| 24 | YUM | YUM BRANDS INC | $281.7M | 1.87% | 1.8M | Trimmed |
| 25 | TW | TRADEWEB MKTS INC | $278.5M | 1.85% | 2.4M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31