Cantillon Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| BIDUBaidu, Inc. | 9.48% | 2,337,152 | $363M | trimmed−1% | +2.66 pp | 2 q |
| unresolvedGoogle Inc. | 9.35% | 408,459 | $358M | trimmed−1% | −1.76 pp | 2 q |
| HOGHarley-Davidson, Inc. | 9.24% | 5,504,829 | $354M | added+56% | +3.32 pp | 2 q |
| ADIAnalog Devices, Inc. | 8.17% | 6,643,169 | $313M | trimmed−1% | −1.07 pp | 2 q |
| unresolvedPriceline Grp Inc | 7.99% | 302,627 | $306M | trimmed−1% | +0.28 pp | 2 q |
| KOCoca-Cola Company | 7.08% | 7,153,652 | $271M | trimmed−1% | −1.79 pp | 2 q |
| ECLEcolab, Inc. | 6.60% | 2,558,291 | $253M | trimmed−1% | −0.12 pp | 2 q |
| FISFidelity National Information Services, Inc. | 6.52% | 5,372,691 | $250M | added+15% | +0.41 pp | 2 q |
| unresolvedAltera Corp | 5.49% | 5,651,895 | $210M | added+25% | +0.93 pp | 2 q |
| LKQLKQ Corporation | 4.61% | 5,535,548 | $176M | trimmed−24% | −1.11 pp | 2 q |
| unresolvedCompanhia De Bebidas Spon ADR Pfd | 4.46% | 4,447,660 | $171M | added+52% | +1.12 pp | 2 q |
| WATWaters Corp | 2.96% | 1,064,915 | $113M | trimmed−1% | −0.33 pp | 2 q |
| CLColgate-Palmolive Company | 2.81% | 1,813,852 | $108M | trimmed−1% | −0.40 pp | 2 q |
| PMPhilip Morris International Inc. | 2.63% | 1,162,101 | $101M | trimmed−1% | −0.47 pp | 2 q |
| unresolvedWillis Group Holdings Public | 2.41% | 2,125,870 | $92M | new | +2.41 pp | new |
| unresolvedSolera Holdings | 2.39% | 1,727,106 | $91M | trimmed−1% | −0.59 pp | 2 q |
| GWWW.W. Grainger, Inc. | 2.35% | 344,322 | $90M | new | +2.35 pp | new |
| BCOThe Brink's Company | 2.32% | 3,135,551 | $89M | added+19% | +0.27 pp | 2 q |
| BBDBanco Bradesco S.A. | 1.81% | 4,985,763 | $69M | trimmed−1% | −0.19 pp | 2 q |
| CACCCredit Acceptance Corp | 1.34% | 461,693 | $51M | trimmed−1% | −0.15 pp | 2 q |
| unresolvedOpentable | 0.01% | 7,800 | $546,000 | trimmed−98% | −0.81 pp | 2 q |
| ORCLOracle Corp | — | −5,285,106 | — | exited | −4.96 pp | — |
