Cantillon Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| SPGIS&P Global Inc. | 6.48% | 3,228,525 | $547M | trimmed−6% | +0.21 pp | 7 q |
| ADIAnalog Devices, Inc. | 6.13% | 5,809,251 | $517M | trimmed−7% | −0.10 pp | 19 q |
| FISFidelity National Information Services, Inc. | 5.31% | 4,762,477 | $448M | trimmed−7% | −0.23 pp | 19 q |
| GOOGLAlphabet Inc. Class A | 4.92% | 394,511 | $416M | trimmed−7% | +0.14 pp | 9 q |
| WTWWillis Towers Watson Public Limited Company | 4.91% | 2,749,834 | $414M | trimmed−7% | −0.37 pp | 8 q |
| BIDUBaidu, Inc. | 4.77% | 1,720,228 | $403M | trimmed−7% | −0.54 pp | 19 q |
| ICEIntercontinental Exchange Inc. | 4.36% | 5,213,656 | $368M | trimmed−7% | −0.10 pp | 13 q |
| ZTSZoetis Inc. | 4.27% | 5,009,721 | $361M | trimmed−6% | +0.30 pp | 9 q |
| ECLEcolab, Inc. | 4.12% | 2,595,000 | $348M | trimmed−6% | −0.03 pp | 19 q |
| AMTAmerican Tower Corporation | 4.11% | 2,430,057 | $347M | trimmed−7% | −0.02 pp | 8 q |
| VVISA Inc. | 4.10% | 3,032,718 | $346M | trimmed−7% | +0.12 pp | 9 q |
| SERVTerminix Global Holdings Inc | 3.75% | 6,172,630 | $316M | trimmed−6% | +0.16 pp | 8 q |
| CMECME Group Inc. | 3.72% | 2,152,236 | $314M | trimmed−6% | +0.09 pp | 13 q |
| CBRECbre Group, Inc. | 3.63% | 7,068,919 | $306M | trimmed−7% | +0.30 pp | 8 q |
| unresolvedBroadcom Ltd | 3.63% | 1,192,209 | $306M | trimmed−7% | +0.02 pp | 4 q |
| AAgilent Technologies Inc. | 3.61% | 4,548,317 | $305M | trimmed−7% | −0.03 pp | 9 q |
| unresolvedSensata Technologies Hldng NV | 3.08% | 5,080,843 | $260M | trimmed−7% | +0.04 pp | 14 q |
| BDXBecton, Dickinson and Co. | 2.96% | 1,168,334 | $250M | trimmed−7% | +0.11 pp | 5 q |
| GOOGAlphabet Inc. Class C | 2.84% | 229,121 | $240M | trimmed−7% | +0.10 pp | 15 q |
| EFXEquifax, Incorporated | 2.73% | 1,951,536 | $230M | trimmed−6% | +0.16 pp | 5 q |
| TNETTrinet Group, Inc. | 2.06% | 3,914,624 | $174M | trimmed−7% | +0.42 pp | 7 q |
| ACTAllergan PLC | 2.00% | 1,030,257 | $169M | trimmed−7% | −0.63 pp | 7 q |
| CMPRCimpress PLC (Ireland) | 1.90% | 1,336,990 | $160M | trimmed−7% | +0.27 pp | 13 q |
| VRSNVeriSign Inc | 1.69% | 1,243,328 | $142M | trimmed−7% | +0.04 pp | 2 q |
| 2663134DBitauto Holdings Ltd-adr | 1.59% | 4,234,149 | $135M | trimmed−6% | −0.76 pp | 14 q |
| unresolvedAon PLC | 1.48% | 929,406 | $125M | trimmed−6% | −0.21 pp | 5 q |
| IBKRInteractive Brokers Group, Inc. Class A | 1.43% | 2,040,053 | $121M | trimmed−5% | +0.31 pp | 3 q |
| CACCCredit Acceptance Corp | 1.31% | 341,504 | $110M | trimmed−6% | +0.12 pp | 19 q |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | 1.25% | 2,652,911 | $105M | trimmed−6% | +0.01 pp | 2 q |
| PRIPrimerica, Inc. | 1.12% | 927,688 | $94M | trimmed−7% | +0.17 pp | 7 q |
| SSNCSS&C Technologies Inc | 0.79% | 1,641,758 | $66M | trimmed−7% | −0.03 pp | 6 q |
