Cantillon Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| ADIAnalog Devices, Inc. | 6.87% | 6,753,907 | $490M | trimmed−3% | +0.50 pp | 15 q |
| FISFidelity National Information Services, Inc. | 6.70% | 6,324,641 | $478M | trimmed−16% | −1.48 pp | 15 q |
| SPGIS&P Global Inc. | 5.64% | 3,742,482 | $402M | trimmed−3% | −1.27 pp | 3 q |
| WTWWillis Towers Watson Public Limited Company | 5.45% | 3,185,822 | $390M | trimmed−3% | −0.73 pp | 4 q |
| GOOGLAlphabet Inc. Class A | 5.07% | 456,511 | $362M | trimmed−3% | −0.28 pp | 5 q |
| ECLEcolab, Inc. | 4.93% | 3,002,451 | $352M | trimmed−3% | −0.40 pp | 15 q |
| ICEIntercontinental Exchange Inc. | 4.78% | 6,045,585 | $341M | added+17% | +0.84 pp | 9 q |
| BIDUBaidu, Inc. | 4.61% | 2,001,172 | $329M | trimmed−3% | −0.71 pp | 15 q |
| HOGHarley-Davidson, Inc. | 4.46% | 5,457,872 | $318M | trimmed−3% | +0.26 pp | 15 q |
| ZTSZoetis Inc. | 4.35% | 5,801,686 | $311M | trimmed−3% | −0.04 pp | 5 q |
| AMTAmerican Tower Corporation | 4.17% | 2,818,285 | $298M | added×2.5 | +2.35 pp | 4 q |
| NXPINXP Semiconductors N.V. | 4.03% | 2,937,313 | $288M | added+8% | +0.11 pp | 2 q |
| CMECME Group Inc. | 4.02% | 2,486,138 | $287M | trimmed−3% | +0.23 pp | 9 q |
| SERVTerminix Global Holdings Inc | 3.77% | 7,142,529 | $269M | added+9% | +0.65 pp | 4 q |
| CBRECbre Group, Inc. | 3.62% | 8,206,741 | $258M | trimmed−3% | +0.26 pp | 4 q |
| AAgilent Technologies Inc. | 3.36% | 5,265,961 | $240M | added+17% | +0.38 pp | 5 q |
| GOOGAlphabet Inc. Class C | 3.32% | 307,007 | $237M | trimmed−17% | −0.75 pp | 11 q |
| VVISA Inc. | 3.31% | 3,034,428 | $237M | trimmed−3% | −0.35 pp | 5 q |
| unresolvedSensata Technologies Hldng NV | 3.19% | 5,858,209 | $228M | added+9% | +0.24 pp | 10 q |
| ACTAllergan PLC | 2.81% | 954,120 | $200M | trimmed−3% | −0.40 pp | 3 q |
| BDXBecton, Dickinson and Co. | 2.39% | 1,031,501 | $171M | new | +2.39 pp | new |
| CMPRCimpress PLC (Ireland) | 1.98% | 1,544,213 | $141M | trimmed−3% | −0.30 pp | 9 q |
| TNETTrinet Group, Inc. | 1.63% | 4,550,587 | $117M | added+67% | +0.80 pp | 3 q |
| CACCCredit Acceptance Corp | 1.21% | 395,688 | $86M | trimmed−4% | +0.04 pp | 15 q |
| PRIPrimerica, Inc. | 1.03% | 1,068,479 | $74M | trimmed−3% | +0.20 pp | 3 q |
| 2663134DBitauto Holdings Ltd-adr | 0.92% | 3,485,461 | $66M | added+25% | −0.22 pp | 10 q |
| EFXEquifax, Incorporated | 0.84% | 504,990 | $60M | new | +0.84 pp | new |
| unresolvedAon PLC | 0.81% | 516,406 | $58M | new | +0.81 pp | new |
| SSNCSS&C Technologies Inc | 0.76% | 1,891,986 | $54M | added+43% | +0.16 pp | 2 q |
| MSMMSC Industrial Direct Co., Inc. Class A | — | −1,526,323 | — | exited | −1.58 pp | — |
| ACWIiShares MSCI ACWI ETF | — | −1,821,500 | — | exited | −1.52 pp | — |
| ABEVAmbev S.a. | — | −11,503,973 | — | exited | −0.99 pp | — |
