← All superinvestors

William Von Mueffling

Cantillon Capital Management · portfolio as of 2026-06-30

This quarter's moves · vs 2026-03-31

AVGOBroadcom Inc.

10.6% of portfolio · -95%

Decreased
GOOGLAlphabet Inc.

9.2% of portfolio · -95%

Decreased
TSMTaiwan Semiconductor Manufacturing Company Limited

8.2% of portfolio · -95%

Decreased
IBKRInteractive Brokers Group, Inc.

6.8% of portfolio · -95%

Decreased
AMATApplied Materials, Inc.

5.5% of portfolio · -97%

Decreased
ADIAnalog Devices, Inc.

5.3% of portfolio · -95%

Decreased
SPGIS&P Global Inc.

4.4% of portfolio · -95%

Decreased
VVisa Inc.

4.3% of portfolio · -95%

Decreased
MSFTMicrosoft Corporation

3.9% of portfolio · -94%

Decreased
CBRECBRE Group, Inc.

3.7% of portfolio · -95%

Decreased
LYVLive Nation Entertainment, Inc.

3.1% of portfolio · -95%

Decreased
BLKBlackRock, Inc.

3.0% of portfolio · -95%

Decreased
FERGFerguson plc

2.9% of portfolio · -95%

Decreased
FASTFastenal Company

2.7% of portfolio · -95%

Decreased
ENTGEntegris, Inc.

2.7% of portfolio · -95%

Decreased
CPCanadian Pacific Kansas City Ltd.

2.6% of portfolio · -95%

Decreased
UBERUber Technologies, Inc.

2.6% of portfolio · -95%

Decreased
AAgilent Technologies, Inc.

2.5% of portfolio · -95%

Decreased
TMOThermo Fisher Scientific Inc.

2.5% of portfolio

Sold out
ICEIntercontinental Exchange, Inc.

2.5% of portfolio · -95%

Decreased
AONAon plc

2.3% of portfolio

Sold out
ORCLOracle Corporation

2.3% of portfolio · -92%

Decreased
EFXEquifax Inc.

2.1% of portfolio

Sold out
CMECME Group Inc.

2.1% of portfolio · -95%

Decreased
YUMYum! Brands, Inc.

2.0% of portfolio · -95%

Decreased
IQVIQVIA Holdings Inc.

1.9% of portfolio

Sold out
AMTAmerican Tower Corporation

1.8% of portfolio

Sold out
ADBEAdobe Inc.

1.6% of portfolio

Sold out
TWTradeweb Markets Inc.

1.6% of portfolio · -95%

Decreased
SSNCSS&C Technologies Holdings, Inc.

1.6% of portfolio · -95%

Decreased
SPOTSpotify Technology S.A.

1.4% of portfolio · -95%

Decreased
TCOMTrip.com Group Limited

1.3% of portfolio · -95%

Decreased
ALCAlcon Inc.

1.3% of portfolio

Sold out
MCOMoody's Corporation

1.2% of portfolio · -95%

Decreased
FLTR.LFlutter Entertainment plc

0.9% of portfolio

Sold out
TMETencent Music Entertainment Group

0.8% of portfolio

Sold out
LPLALPL Financial Holdings Inc.

0.6% of portfolio

Sold out
FWONKLiberty Media Corporation

0.6% of portfolio

Sold out

Full portfolio

AVGOBroadcom Inc.

186,760 shares · $70,548,590

10.6%
GOOGLAlphabet Inc.

171,066 shares · $61,133,856

9.2%
TSMTaiwan Semiconductor Manufacturing Company Limited

114,820 shares · $54,834,587

8.2%
IBKRInteractive Brokers Group, Inc.

517,833 shares · $45,072,184

6.8%
AMATApplied Materials, Inc.

50,176 shares · $36,277,248

5.5%
ADIAnalog Devices, Inc.

88,014 shares · $34,956,520

5.3%
SPGIS&P Global Inc.

71,249 shares · $29,016,868

4.4%
VVisa Inc.

83,643 shares · $28,697,077

4.3%
MSFTMicrosoft Corporation

68,901 shares · $25,701,451

3.9%
CBRECBRE Group, Inc.

181,083 shares · $24,390,069

3.7%
LYVLive Nation Entertainment, Inc.

113,503 shares · $20,783,534

3.1%
BLKBlackRock, Inc.

20,873 shares · $20,070,642

3.0%
FERGFerguson plc

80,548 shares · $19,116,457

2.9%
FASTFastenal Company

376,044 shares · $18,061,393

2.7%
ENTGEntegris, Inc.

99,756 shares · $17,942,114

2.7%
CPCanadian Pacific Kansas City Ltd.

199,860 shares · $17,317,869

2.6%
UBERUber Technologies, Inc.

238,965 shares · $17,243,714

2.6%
AAgilent Technologies, Inc.

126,437 shares · $16,794,627

2.5%
ICEIntercontinental Exchange, Inc.

135,468 shares · $16,677,465

2.5%
ORCLOracle Corporation

105,457 shares · $15,454,723

2.3%
CMECME Group Inc.

63,835 shares · $14,096,683

2.1%
YUMYum! Brands, Inc.

83,427 shares · $13,336,640

2.0%
TWTradeweb Markets Inc.

108,989 shares · $10,861,844

1.6%
SSNCSS&C Technologies Holdings, Inc.

172,816 shares · $10,723,233

1.6%
SPOTSpotify Technology S.A.

20,216 shares · $9,281,772

1.4%
TCOMTrip.com Group Limited

214,242 shares · $8,535,401

1.3%
MCOMoody's Corporation

18,075 shares · $8,186,529

1.2%

From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →