William Von Mueffling
Cantillon Capital Management · SEC CIK 1279936
High-return-on-capital businesses, globally.
Q1 2026
Latest 13F
$30.10B
Filed US book
38
Positions
Largest holdings, as filed
Top 15 of 38 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| BROADCOM INC | AVGO | $2.51B | 8.3% |
| ALPHABET INC | GOOGL | $2.14B | 7.1% |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $1.69B | 5.6% |
| INTERACTIVE BROKERS GROUP IN | IBKR | $1.51B | 5.0% |
| S&P GLOBAL INC | SPGI | $1.32B | 4.4% |
| ANALOG DEVICES INC | ADI | $1.22B | 4.0% |
| CBRE GROUP INC | CBRE | $1.07B | 3.5% |
| APPLIED MATLS INC | AMAT | $1.04B | 3.5% |
| VISA INC | V | $1.04B | 3.5% |
| INTERCONTINENTAL EXCHANGE IN | ICE | $925.42M | 3.1% |
| BLACKROCK INC | BLK | $871.85M | 2.9% |
| MICROSOFT CORP | MSFT | $823.45M | 2.7% |
| CME GROUP INC | CME | $818.91M | 2.7% |
| FERGUSON ENTERPRISES INC | FERG | $816.08M | 2.7% |
| FASTENAL CO | FAST | $757.87M | 2.5% |
Inside the app: the full book for Cantillon Capital Management, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.