Institution · CIK 0001279936 · 2026 Q2 · vs 2026 Q1 · Filed 29 Jul 2026 (25 days ago)
Cantillon Capital Management LLC
- Reported book
- $665.1M
- Positions
- 27
-95.6% · -$14.4B
-11 · 0 opened · 11 closed
Reported book trail
53 quarters on file · 2013 Q2 to 2026 Q2
2013 Q22015 Q12017 Q12018 Q42020 Q42022 Q32024 Q32026 Q2
The book
Top 27 of 27 positions · 100% of the book
CutAdded· vs 2026 Q1
AVGO$70.5M▼ -$1.2BGOOGL$61.1M▼ -$1.0BTSM$54.8M▼ -$787.9MIBKR$45.1M▼ -$709.2MAMAT$36.3M▼ -$483.9MADI$35.0M▼ -$573.2MSPGI$29.0M▼ -$629.1MV$28.7M▼ -$490.6MMSFT$25.7M▼ -$386.0MCBRE$24.4M▼ -$508.2MLYV$20.8M▼ -$355.2MBLK$20.1M▼ -$415.9MFERG$19.1M▼ -$388.9MFAST$18.1M▼ -$360.9MENTG$17.9M▼ -$236.1MCP$17.3M▼ -$324.4MUBER$17.2M▼ -$356.4MA$16.8M▼ -$296.2MICE$16.7M▼ -$446.0MORCL$15.5M▼ -$173.3MCME$14.1M▼ -$395.4MYUM$13.3M▼ -$268.4MTW$10.9M▼ -$267.6MSSNC$10.7MSPOT$9.3MTCOM$8.5MMCO$8.2M
Shares added · vs 2026 Q1
Ranked by dollar move
None.
Shares cut · vs 2026 Q1
Ranked by dollar move
AVGO$70.5M held · -95% of shares · -$1.2B value-3.87M sh
GOOGL$61.1M held · -95% of shares · -$1.0B value-3.54M sh
TSM$54.8M held · -95% of shares · -$787.9M value-2.38M sh
IBKR$45.1M held · -95% of shares · -$709.2M value-10.73M sh
SPGI$29.0M held · -95% of shares · -$629.1M value-1.48M sh
ADI$35.0M held · -95% of shares · -$573.2M value-1.82M sh
CBRE$24.4M held · -95% of shares · -$508.2M value-3.75M sh
V$28.7M held · -95% of shares · -$490.6M value-1.63M sh
AMAT$36.3M held · -97% of shares · -$483.9M value-1.47M sh
ICE$16.7M held · -95% of shares · -$446.0M value-2.81M sh
BLK$20.1M held · -95% of shares · -$415.9M value-432.4K sh
CME$14.1M held · -95% of shares · -$395.4M value-1.32M sh
FERG$19.1M held · -95% of shares · -$388.9M value-1.67M sh
MSFT$25.7M held · -94% of shares · -$386.0M value-1.04M sh
FAST$18.1M held · -95% of shares · -$360.9M value-7.79M sh
UBER$17.2M held · -95% of shares · -$356.4M value-4.95M sh
LYV$20.8M held · -95% of shares · -$355.2M value-2.35M sh
CP$17.3M held · -95% of shares · -$324.4M value-4.14M sh
A$16.8M held · -95% of shares · -$296.2M value-2.62M sh
YUM$13.3M held · -95% of shares · -$268.4M value-1.73M sh
TW$10.9M held · -95% of shares · -$267.6M value-2.26M sh
SSNC$10.7M held · -95% of shares · -$242.9M value-3.58M sh
ENTG$17.9M held · -95% of shares · -$236.1M value-2.07M sh
TCOM$8.5M held · -95% of shares · -$220.0M value-4.38M sh
SPOT$9.3M held · -95% of shares · -$203.8M value-419.1K sh
ORCL$15.5M held · -92% of shares · -$173.3M value-1.18M sh
MCO$8.2M held · -95% of shares · -$163.0M value-374.4K sh
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