William Von Mueffling - Cantillon Capital Management
Cantillon Capital Management
Latest 13F filing
Q1 2026
filed May 7, 2026
Portfolio value
$15.05B
Positions
38
Top 10 concentration
48.0%
QoQ change
-18.6%
$-3.44B
Activity vs. Q4 2025
1
New positions
4
Added to
0
Unchanged
33
Reduced
12
Exited
Portfolio composition — Q1 2026
- AVGOBROADCOM INC8.3%
- GOOGLALPHABET INC7.1%
- TSMTAIWAN SEMICONDUCTOR MANUFAC5.6%
- IBKRINTERACTIVE BROKERS GROUP IN5.0%
- SPGIS&P GLOBAL INC4.4%
- ADIANALOG DEVICES INC4.0%
- CBRECBRE GROUP INC3.5%
- AMATAPPLIED MATLS INC3.5%
- VVISA INC3.5%
- ICEINTERCONTINENTAL EXCHANGE IN3.1%
- Other28 more positions52.0%
Top buys
New & added positions, by size
Holdings as of Q1 2026
| # | Ticker | Issuer | Shares | Value | % Portfolio | Reported price | Action | Δ Shares |
|---|---|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 4,056,002 | $1.26B | 8.34% | $309.51 | REDUCE | -11.9% |
| 2 | GOOGL | ALPHABET INC | 3,715,061 | $1.07B | 7.10% | $287.56 | REDUCE | -11.9% |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2,493,551 | $842.70M | 5.60% | $337.95 | REDUCE | -11.9% |
| 4 | IBKR | INTERACTIVE BROKERS GROUP IN | 11,245,881 | $754.26M | 5.01% | $67.07 | REDUCE | -11.9% |
| 5 | SPGI | S&P GLOBAL INC | 1,547,303 | $658.13M | 4.37% | $425.34 | REDUCE | -11.9% |
| 6 | ADI | ANALOG DEVICES INC | 1,911,491 | $608.12M | 4.04% | $318.14 | REDUCE | -11.9% |
| 7 | CBRE | CBRE GROUP INC | 3,931,976 | $532.63M | 3.54% | $135.46 | REDUCE | -11.9% |
| 8 | AMAT | APPLIED MATLS INC | 1,521,843 | $520.15M | 3.46% | $341.79 | REDUCE | -48.8% |
| 9 | V | VISA INC | 1,718,158 | $519.30M | 3.45% | $302.24 | REDUCE | -11.9% |
| 10 | ICE | INTERCONTINENTAL EXCHANGE IN | 2,941,954 | $462.71M | 3.07% | $157.28 | REDUCE | -11.9% |
| 11 | BLK | BLACKROCK INC | 453,282 | $435.93M | 2.90% | $961.71 | REDUCE | -11.9% |
| 12 | MSFT | MICROSOFT CORP | 1,112,265 | $411.73M | 2.74% | $370.17 | REDUCE | -11.9% |
| 13 | CME | CME GROUP INC | 1,386,346 | $409.46M | 2.72% | $295.35 | REDUCE | -11.9% |
| 14 | FERG | FERGUSON ENTERPRISES INC | 1,749,302 | $408.04M | 2.71% | $233.26 | REDUCE | -11.9% |
| 15 | FAST | FASTENAL CO | 8,166,664 | $378.93M | 2.52% | $46.40 | REDUCE | -11.9% |
| 16 | TMO | THERMO FISHER SCIENTIFIC INC | 769,698 | $378.33M | 2.51% | $491.53 | REDUCE | -11.9% |
| 17 | LYV | LIVE NATION ENTERTAINMENT IN | 2,465,059 | $375.95M | 2.50% | $152.51 | REDUCE | -11.9% |
| 18 | UBER | UBER TECHNOLOGIES INC | 5,193,864 | $373.59M | 2.48% | $71.93 | ADD | +1.0% |
| 19 | AON | AON PLC | 1,095,574 | $353.63M | 2.35% | $322.78 | REDUCE | -11.9% |
| 20 | CP | CANADIAN PACIFIC KANSAS CITY | 4,344,435 | $341.73M | 2.27% | $78.66 | ADD | +3.2% |
| 21 | EFX | EQUIFAX INC | 1,791,379 | $322.57M | 2.14% | $180.07 | ADD | +3.9% |
| 22 | A | AGILENT TECHNOLOGIES INC | 2,745,829 | $312.97M | 2.08% | $113.98 | REDUCE | -11.9% |
| 23 | IQV | IQVIA HLDGS INC | 1,710,896 | $291.78M | 1.94% | $170.54 | REDUCE | -11.9% |
| 24 | YUM | YUM BRANDS INC | 1,811,796 | $281.70M | 1.87% | $155.48 | REDUCE | -11.9% |
| 25 | TW | TRADEWEB MKTS INC | 2,367,041 | $278.51M | 1.85% | $117.66 | REDUCE | -11.9% |
| 26 | AMT | AMERICAN TOWER CORP | 1,612,473 | $278.28M | 1.85% | $172.58 | REDUCE | -11.9% |
| 27 | ENTG | ENTEGRIS INC | 2,166,428 | $253.99M | 1.69% | $117.24 | REDUCE | -11.9% |
| 28 | SSNC | SS&C TECH HLDGS | 3,753,093 | $253.60M | 1.68% | $67.57 | REDUCE | -11.9% |
| 29 | ADBE | ADOBE INC | 1,019,710 | $247.87M | 1.65% | $243.08 | REDUCE | -11.9% |
| 30 | TCOM | TRIP COM GROUP LTD | 4,589,621 | $228.52M | 1.52% | $49.79 | REDUCE | -1.7% |
| 31 | SPOT | SPOTIFY TECHNOLOGY S A | 439,353 | $213.05M | 1.42% | $484.91 | NEW | — |
| 32 | ALC | ALCON AG | 2,507,095 | $188.91M | 1.26% | $75.35 | REDUCE | -11.9% |
| 33 | ORCL | ORACLE CORP | 1,283,185 | $188.77M | 1.25% | $147.11 | ADD | +49.1% |
| 34 | MCO | MOODYS CORP | 392,513 | $171.23M | 1.14% | $436.25 | REDUCE | -11.9% |
| 35 | FLUT | FLUTTER ENTMT PLC | 1,375,776 | $140.26M | 0.93% | $101.95 | REDUCE | -39.2% |
| 36 | TME | TENCENT MUSIC ENTMT GROUP | 13,382,595 | $124.19M | 0.83% | $9.28 | REDUCE | -28.5% |
| 37 | LPLA | LPL FINL HLDGS INC | 324,927 | $97.75M | 0.65% | $300.83 | REDUCE | -12.0% |
| 38 | FWONK | LIBERTY MEDIA CORP DEL | 1,035,685 | $88.05M | 0.59% | $85.02 | REDUCE | -39.3% |
Positions exited in Q1 2026
Source: SEC EDGAR 13F-HR filing May 7, 2026. Reported prices are derived from the filing's value-to-shares ratio (effectively the quarter-end mark). Filings are published with a 45-day delay. CIK 0001279936.