Cantillon Capital Management Llc (William Von Mueffling)
Basic Stats
Market Value
14.96B
Top 10 (%)
47.09%
Portfolio Size (Change from Prev.)
39 (2)
Avg. Holding Period
21 years
Turnover
0.15%
Industry Breakdown
Semiconductors & Related Devices
21.56%
Services-consumer Credit Reporting, Collection Agencies
10.12%
Services-prepackaged Software
8.58%
Services-business Services, Nec
6.76%
Security & Commodity Brokers, Dealers, Exchanges & Services
6.46%
Services-computer Programming, Data Processing, Etc.
5.60%
Security Brokers, Dealers & Flotation Companies
5.54%
Wholesale-hardware & Plumbing & Heating Equipment & Supplies
4.52%
Measuring & Controlling Devices, Nec
3.04%
Laboratory Analytical Instruments
2.94%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 AVGO | Broadcom Inc | 1.24B | 8.29% | 772.08K | -4.88% | -39.61K | $1,640.80 | 0.17% |
 SPGI | S&p Global Inc | 853.80M | 5.71% | 1.91M | -7.59% | -157.19K | $446.32 | 0.61% |
 GOOGL | Alphabet Inc | 837.24M | 5.60% | 4.60M | -4.85% | -234.48K | $182.99 | 0.04% |
 AMAT | Applied Matls Inc | 765.21M | 5.12% | 3.24M | -4.84% | -164.78K | $237.41 | 0.39% |
 ADI | Analog Devices Inc | 683.29M | 4.57% | 2.99M | -4.85% | -152.61K | $225.18 | 0.60% |
 MSFT | Microsoft Corp | 615.05M | 4.11% | 1.38M | -4.85% | -70.17K | $456.73 | 0.02% |
 V | Visa Inc | 557.95M | 3.73% | 2.13M | -4.85% | -108.38K | $263.24 | 0.11% |
 TSM | Taiwan Semiconductor Mfg Ltd | 536.22M | 3.59% | 3.09M | -4.85% | -157.22K | $172.33 | 0.06% |
 ICE | Intercontinental Exchange In | 498.26M | 3.33% | 3.64M | -4.84% | -185.32K | $136.93 | 0.64% |
 EFX | Equifax Inc | 455.78M | 3.05% | 1.88M | -4.84% | -95.67K | $236.42 | 1.52% |
 TMO | Thermo Fisher Scientific Inc | 455.03M | 3.04% | 822.84K | -4.84% | -41.88K | $541.72 | 0.22% |
 A | Agilent Technologies Inc | 440.42M | 2.94% | 3.40M | -4.84% | -172.95K | $127.40 | 1.16% |
 CBRE | Cbre Group Inc | 433.46M | 2.90% | 4.86M | -4.86% | -248.56K | $85.97 | 1.59% |
 IBKR | Interactive Brokers Group In | 426.47M | 2.85% | 3.48M | -4.85% | -177.13K | $126.75 | 3.25% |
 BLK | Blackrock Inc | 402.86M | 2.69% | 511.69K | 6.84% | 32.77K | $782.27 | 0.34% |