Cantillon Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| FISFidelity National Information Services, Inc. | 11.07% | 8,312,112 | $566M | trimmed−1% | +0.36 pp | 8 q |
| ADIAnalog Devices, Inc. | 9.53% | 7,735,573 | $487M | trimmed−0% | +0.66 pp | 8 q |
| BIDUBaidu, Inc. | 9.32% | 2,286,527 | $477M | trimmed−0% | −1.46 pp | 8 q |
| unresolvedWillis Group Holdings Public | 7.56% | 8,018,485 | $386M | added+8% | +0.70 pp | 7 q |
| ECLEcolab, Inc. | 7.51% | 3,358,897 | $384M | added+10% | +0.95 pp | 8 q |
| HOGHarley-Davidson, Inc. | 7.44% | 6,258,833 | $380M | trimmed−0% | −1.10 pp | 8 q |
| GWWW.W. Grainger, Inc. | 6.32% | 1,369,628 | $323M | trimmed−0% | −0.90 pp | 7 q |
| unresolvedGoogle Inc. | 5.57% | 513,170 | $285M | trimmed−0% | −0.05 pp | 8 q |
| unresolvedSirona Dental Systems Inc | 4.35% | 2,473,290 | $223M | trimmed−0% | −0.11 pp | 5 q |
| GOOGAlphabet Inc. Class C | 4.31% | 402,126 | $220M | trimmed−1% | −0.08 pp | 4 q |
| unresolvedSensata Technologies Hldng NV | 3.98% | 3,539,070 | $203M | added+29% | +1.02 pp | 3 q |
| ICEIntercontinental Exchange Inc. | 3.85% | 844,040 | $197M | added+49% | +1.28 pp | 2 q |
| AXPAmerican Express Company | 3.33% | 2,177,450 | $170M | new | +3.33 pp | new |
| ABEVAmbev S.a. | 3.29% | 29,238,578 | $168M | trimmed−0% | −0.48 pp | 6 q |
| MSMMSC Industrial Direct Co., Inc. Class A | 3.29% | 2,329,044 | $168M | trimmed−0% | −0.62 pp | 6 q |
| CMECME Group Inc. | 2.78% | 1,498,300 | $142M | trimmed−0% | +0.03 pp | 2 q |
| CACCCredit Acceptance Corp | 1.73% | 453,228 | $88M | trimmed−0% | +0.45 pp | 8 q |
| unresolvedMcGraw Hill | 1.67% | 827,799 | $86M | new | +1.67 pp | new |
| CMPRCimpress PLC (Ireland) | 1.63% | 989,563 | $83M | added0% | +0.11 pp | 2 q |
| 2663134DBitauto Holdings Ltd-adr | 1.47% | 1,479,009 | $75M | added+62% | +0.15 pp | 3 q |
| unresolvedAltera Corp | — | −5,589,653 | — | exited | −4.26 pp | — |
| HRBH&R Block, Inc. | — | −2,379,789 | — | exited | −1.65 pp | — |
