Cantillon Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| SPGIS&P Global Inc. | 6.27% | 3,449,746 | $539M | trimmed−3% | −0.22 pp | 6 q |
| ADIAnalog Devices, Inc. | 6.23% | 6,214,539 | $536M | trimmed−3% | −0.01 pp | 18 q |
| FISFidelity National Information Services, Inc. | 5.54% | 5,100,139 | $476M | trimmed−5% | −0.21 pp | 18 q |
| BIDUBaidu, Inc. | 5.31% | 1,843,222 | $457M | trimmed−3% | +1.06 pp | 18 q |
| WTWWillis Towers Watson Public Limited Company | 5.28% | 2,942,161 | $454M | trimmed−3% | −0.23 pp | 7 q |
| GOOGLAlphabet Inc. Class A | 4.78% | 422,127 | $411M | trimmed−3% | −0.27 pp | 8 q |
| ICEIntercontinental Exchange Inc. | 4.46% | 5,576,984 | $383M | trimmed−3% | −0.28 pp | 12 q |
| ECLEcolab, Inc. | 4.15% | 2,772,993 | $357M | trimmed−3% | −0.59 pp | 18 q |
| AMTAmerican Tower Corporation | 4.13% | 2,598,925 | $355M | trimmed−3% | −0.29 pp | 7 q |
| VVISA Inc. | 3.98% | 3,248,106 | $342M | trimmed−3% | +0.07 pp | 8 q |
| ZTSZoetis Inc. | 3.97% | 5,357,178 | $342M | trimmed−3% | −0.32 pp | 8 q |
| AAgilent Technologies Inc. | 3.64% | 4,870,677 | $313M | trimmed−3% | −0.07 pp | 8 q |
| CMECME Group Inc. | 3.63% | 2,301,022 | $312M | trimmed−3% | −0.07 pp | 12 q |
| unresolvedBroadcom Ltd | 3.61% | 1,278,074 | $310M | added+55% | +1.20 pp | 3 q |
| SERVTerminix Global Holdings Inc | 3.59% | 6,598,861 | $308M | trimmed−3% | +0.26 pp | 7 q |
| CBRECbre Group, Inc. | 3.33% | 7,567,504 | $287M | trimmed−3% | −0.22 pp | 7 q |
| unresolvedSensata Technologies Hldng NV | 3.04% | 5,436,854 | $261M | trimmed−2% | +0.07 pp | 13 q |
| BDXBecton, Dickinson and Co. | 2.85% | 1,249,720 | $245M | trimmed−3% | −0.29 pp | 4 q |
| GOOGAlphabet Inc. Class C | 2.74% | 245,155 | $235M | trimmed−3% | −0.13 pp | 14 q |
| ACTAllergan PLC | 2.63% | 1,102,977 | $226M | added+10% | −0.41 pp | 6 q |
| EFXEquifax, Incorporated | 2.57% | 2,083,559 | $221M | added×2.3 | +1.01 pp | 4 q |
| 2663134DBitauto Holdings Ltd-adr | 2.35% | 4,522,006 | $202M | added+19% | +0.99 pp | 13 q |
| unresolvedAon PLC | 1.69% | 993,274 | $145M | trimmed−3% | −0.01 pp | 4 q |
| VRSNVeriSign Inc | 1.65% | 1,332,193 | $142M | new | +1.65 pp | new |
| TNETTrinet Group, Inc. | 1.64% | 4,191,022 | $141M | trimmed−4% | −0.15 pp | 6 q |
| CMPRCimpress PLC (Ireland) | 1.63% | 1,433,195 | $140M | trimmed−2% | −0.10 pp | 12 q |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | 1.24% | 2,831,662 | $106M | new | +1.24 pp | new |
| CACCCredit Acceptance Corp | 1.19% | 364,765 | $102M | trimmed−3% | −0.02 pp | 18 q |
| IBKRInteractive Brokers Group, Inc. Class A | 1.12% | 2,145,765 | $97M | added+11% | +0.22 pp | 2 q |
| PRIPrimerica, Inc. | 0.95% | 996,115 | $81M | trimmed−2% | −0.01 pp | 6 q |
| SSNCSS&C Technologies Inc | 0.82% | 1,758,565 | $71M | trimmed−2% | −0.04 pp | 5 q |
| NXPINXP Semiconductors N.V. | — | −2,795,440 | — | exited | −3.82 pp | — |
