Cantillon Capital Management Llc (William Von Mueffling)
Basic Stats
Market Value
16.35B
Top 10 (%)
42.84%
Portfolio Size (Change from Prev.)
38 (-1)
Avg. Holding Period
22 years
Turnover
0.08%
Industry Breakdown
Semiconductors & Related Devices
18.04%
Services-consumer Credit Reporting, Collection Agencies
10.52%
Services-prepackaged Software
8.16%
Services-business Services, Nec
7.09%
Security & Commodity Brokers, Dealers, Exchanges & Services
6.62%
Security Brokers, Dealers & Flotation Companies
5.72%
Services-computer Programming, Data Processing, Etc.
4.53%
Real Estate
3.60%
Measuring & Controlling Devices, Nec
3.02%
Laboratory Analytical Instruments
3.00%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
---|---|---|---|---|---|---|---|---|
AVGO | Broadcom Inc | 1.26B | 7.73% | 7.33M | 849.57% | 6.56M | $172.50 | 0.16% |
SPGI | S&p Global Inc | 960.36M | 5.87% | 1.86M | -2.89% | -55.41K | $516.62 | 0.60% |
GOOGL | Alphabet Inc | 740.23M | 4.53% | 4.46M | -2.90% | -133.16K | $165.85 | 0.04% |
AMAT | Applied Matls Inc | 636.17M | 3.89% | 3.15M | -2.90% | -93.97K | $202.05 | 0.38% |
CBRE | Cbre Group Inc | 587.95M | 3.60% | 4.72M | -2.90% | -141.05K | $124.48 | 1.54% |
MSFT | Microsoft Corp | 575.00M | 3.52% | 1.34M | -2.89% | -39.84K | $430.30 | 0.02% |
FLUTTER ENTMT PLC | Flutter Entmt Plc | 568.85M | 3.48% | 2.40M | 3827.76% | 2.34M | $237.28 | — |
ICE | Intercontinental Exchange In | 567.77M | 3.47% | 3.53M | -2.90% | -105.38K | $160.64 | 0.62% |
V | Visa Inc | 567.56M | 3.47% | 2.06M | -2.90% | -61.55K | $274.95 | 0.10% |
EFX | Equifax Inc | 536.41M | 3.28% | 1.83M | -2.90% | -54.43K | $293.86 | 1.47% |
ADI | Analog Devices Inc | 528.73M | 3.23% | 2.30M | -23.26% | -696.33K | $230.17 | 0.46% |
TSM | Taiwan Semiconductor Mfg Ltd | 520.26M | 3.18% | 3.00M | -2.90% | -89.41K | $173.67 | 0.06% |
TMO | Thermo Fisher Scientific Inc | 494.24M | 3.02% | 799K | -2.90% | -23.84K | $618.57 | 0.21% |
A | Agilent Technologies Inc | 489.83M | 3.00% | 3.30M | -2.90% | -98.57K | $148.48 | 1.14% |
IBKR | Interactive Brokers Group In | 470.71M | 2.88% | 3.38M | -2.90% | -100.93K | $139.36 | 3.11% |