Cantillon Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| FISFidelity National Information Services, Inc. | 8.18% | 7,513,909 | $579M | trimmed−0% | −1.18 pp | 14 q |
| SPGIS&P Global Inc. | 6.91% | 3,866,258 | $489M | trimmed−0% | −0.11 pp | 2 q |
| ADIAnalog Devices, Inc. | 6.37% | 6,994,997 | $451M | trimmed−0% | −0.33 pp | 14 q |
| WTWWillis Towers Watson Public Limited Company | 6.18% | 3,292,291 | $437M | added+12% | 0.00 pp | 3 q |
| GOOGLAlphabet Inc. Class A | 5.35% | 471,001 | $379M | trimmed−0% | −0.25 pp | 4 q |
| ECLEcolab, Inc. | 5.33% | 3,101,851 | $378M | trimmed−0% | −0.87 pp | 14 q |
| BIDUBaidu, Inc. | 5.32% | 2,069,672 | $377M | trimmed−1% | −0.47 pp | 14 q |
| ZTSZoetis Inc. | 4.39% | 5,980,986 | $311M | trimmed−0% | −0.41 pp | 4 q |
| HOGHarley-Davidson, Inc. | 4.20% | 5,650,470 | $297M | trimmed−0% | −0.13 pp | 14 q |
| GOOGAlphabet Inc. Class C | 4.07% | 370,882 | $288M | trimmed−1% | −0.29 pp | 10 q |
| ICEIntercontinental Exchange Inc. | 3.94% | 1,035,282 | $279M | trimmed−0% | −0.54 pp | 8 q |
| NXPINXP Semiconductors N.V. | 3.92% | 2,719,461 | $277M | new | +3.92 pp | new |
| CMECME Group Inc. | 3.79% | 2,569,038 | $269M | trimmed−0% | −0.44 pp | 8 q |
| VVISA Inc. | 3.66% | 3,132,128 | $259M | added+38% | +0.82 pp | 4 q |
| CBRECbre Group, Inc. | 3.36% | 8,490,762 | $238M | added+15% | +0.07 pp | 3 q |
| ACTAllergan PLC | 3.21% | 986,550 | $227M | added+34% | +0.35 pp | 2 q |
| SERVTerminix Global Holdings Inc | 3.12% | 6,553,162 | $221M | added+14% | −0.72 pp | 3 q |
| AAgilent Technologies Inc. | 2.98% | 4,485,394 | $211M | trimmed−0% | −0.39 pp | 4 q |
| unresolvedSensata Technologies Hldng NV | 2.95% | 5,384,958 | $209M | trimmed−12% | −0.63 pp | 9 q |
| CMPRCimpress PLC (Ireland) | 2.28% | 1,594,805 | $161M | trimmed−0% | −0.21 pp | 8 q |
| AMTAmerican Tower Corporation | 1.82% | 1,134,360 | $129M | trimmed−0% | −0.36 pp | 3 q |
| MSMMSC Industrial Direct Co., Inc. Class A | 1.58% | 1,526,323 | $112M | trimmed−0% | −0.24 pp | 12 q |
| ACWIiShares MSCI ACWI ETF | 1.52% | 1,821,500 | $108M | new | +1.52 pp | new |
| CACCCredit Acceptance Corp | 1.17% | 412,691 | $83M | trimmed−0% | −0.12 pp | 14 q |
| 2663134DBitauto Holdings Ltd-adr | 1.14% | 2,786,494 | $81M | added+21% | +0.09 pp | 9 q |
| ABEVAmbev S.a. | 0.99% | 11,503,973 | $70M | trimmed−0% | −0.16 pp | 12 q |
| PRIPrimerica, Inc. | 0.83% | 1,105,539 | $59M | trimmed−0% | −0.24 pp | 2 q |
| TNETTrinet Group, Inc. | 0.83% | 2,723,916 | $59M | added×6.2 | +0.68 pp | 2 q |
| SSNCSS&C Technologies Inc | 0.60% | 1,318,666 | $42M | new | +0.60 pp | new |
