Cantillon Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed−1.10
- trimmed+0.11
- trimmed−0.49
- trimmed−0.15
Positions
| FISFidelity National Information Services, Inc. | 9.97% | 8,078,512 | $499M | trimmed−3% | −1.10 pp | 9 q |
| ADIAnalog Devices, Inc. | 9.64% | 7,517,873 | $483M | trimmed−3% | +0.11 pp | 9 q |
| BIDUBaidu, Inc. | 8.83% | 2,220,227 | $442M | trimmed−3% | −0.49 pp | 9 q |
| ECLEcolab, Inc. | 7.36% | 3,261,697 | $369M | trimmed−3% | −0.15 pp | 9 q |
| unresolvedWillis Group Holdings Public | 7.30% | 7,789,485 | $365M | trimmed−3% | −0.26 pp | 8 q |
| HOGHarley-Davidson, Inc. | 6.84% | 6,077,833 | $342M | trimmed−3% | −0.60 pp | 9 q |
| GWWW.W. Grainger, Inc. | 6.29% | 1,331,228 | $315M | trimmed−3% | −0.03 pp | 8 q |
| unresolvedGoogle Inc. | 5.36% | 497,370 | $269M | trimmed−3% | −0.21 pp | 9 q |
| unresolvedSensata Technologies Hldng NV | 4.98% | 4,725,202 | $249M | added+34% | +1.00 pp | 4 q |
| unresolvedSirona Dental Systems Inc | 4.82% | 2,403,990 | $241M | trimmed−3% | +0.47 pp | 6 q |
| ICEIntercontinental Exchange Inc. | 4.74% | 1,061,590 | $237M | added+26% | +0.89 pp | 3 q |
| GOOGAlphabet Inc. Class C | 4.08% | 392,163 | $204M | trimmed−2% | −0.23 pp | 5 q |
| ABEVAmbev S.a. | 3.47% | 28,458,578 | $174M | trimmed−3% | +0.18 pp | 7 q |
| AXPAmerican Express Company | 3.29% | 2,119,350 | $165M | trimmed−3% | −0.04 pp | 2 q |
| MSMMSC Industrial Direct Co., Inc. Class A | 3.15% | 2,264,244 | $158M | trimmed−3% | −0.14 pp | 7 q |
| CMECME Group Inc. | 2.71% | 1,456,800 | $136M | trimmed−3% | −0.07 pp | 3 q |
| CACCCredit Acceptance Corp | 2.18% | 442,998 | $109M | trimmed−2% | +0.45 pp | 9 q |
| CMPRCimpress PLC (Ireland) | 1.91% | 1,133,871 | $95M | added+15% | +0.28 pp | 3 q |
| unresolvedMcGraw Hill | 1.63% | 811,499 | $82M | trimmed−2% | −0.04 pp | 2 q |
| 2663134DBitauto Holdings Ltd-adr | 1.47% | 1,443,109 | $74M | trimmed−2% | 0.00 pp | 4 q |
