Cantillon Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| SPGIS&P Global Inc. | 6.46% | 2,886,936 | $608M | trimmed−0% | +0.51 pp | 12 q |
| ADIAnalog Devices, Inc. | 5.81% | 5,195,684 | $547M | trimmed−0% | +0.40 pp | 24 q |
| FISFidelity National Information Services, Inc. | 5.12% | 4,261,387 | $482M | trimmed−1% | −0.18 pp | 24 q |
| WTWWillis Towers Watson Public Limited Company | 4.61% | 2,467,627 | $433M | trimmed−0% | +0.08 pp | 13 q |
| AMTAmerican Tower Corporation | 4.57% | 2,181,922 | $430M | trimmed−0% | +0.39 pp | 13 q |
| VVISA Inc. | 4.52% | 2,722,450 | $425M | trimmed−0% | +0.17 pp | 14 q |
| GOOGLAlphabet Inc. Class A | 4.41% | 352,912 | $415M | trimmed−1% | −0.06 pp | 14 q |
| ECLEcolab, Inc. | 4.36% | 2,322,326 | $410M | trimmed−0% | +0.21 pp | 24 q |
| ZTSZoetis Inc. | 4.05% | 3,783,425 | $381M | trimmed−1% | +0.12 pp | 14 q |
| ICEIntercontinental Exchange Inc. | 3.78% | 4,666,050 | $355M | trimmed−0% | −0.48 pp | 18 q |
| CBRECbre Group, Inc. | 3.72% | 7,080,311 | $350M | trimmed−0% | +0.28 pp | 13 q |
| CMECME Group Inc. | 3.37% | 1,926,804 | $317M | trimmed−0% | −1.03 pp | 18 q |
| AVGOBroadcom Inc. | 3.22% | 1,006,774 | $303M | added+10% | +0.41 pp | 4 q |
| EFXEquifax, Incorporated | 3.04% | 2,411,525 | $286M | trimmed−0% | +0.32 pp | 10 q |
| AAgilent Technologies Inc. | 3.02% | 3,539,625 | $285M | trimmed−1% | +0.12 pp | 14 q |
| VRSNVeriSign Inc | 3.00% | 1,556,694 | $283M | trimmed−0% | +0.20 pp | 7 q |
| TMOThermo Fisher Scientific, Inc. | 2.97% | 1,021,745 | $280M | trimmed−0% | +0.20 pp | 3 q |
| BDXBecton, Dickinson and Co. | 2.77% | 1,043,728 | $261M | trimmed−1% | −0.09 pp | 10 q |
| TNETTrinet Group, Inc. | 2.69% | 4,242,453 | $253M | trimmed−0% | +0.53 pp | 12 q |
| unresolvedAon PLC | 2.67% | 1,469,331 | $251M | added+11% | +0.35 pp | 10 q |
| GOOGAlphabet Inc. Class C | 2.57% | 205,783 | $241M | trimmed−0% | −0.01 pp | 20 q |
| SSNCSS&C Technologies Inc | 2.40% | 3,551,141 | $226M | trimmed−0% | +0.46 pp | 11 q |
| INTCIntel Corp | 2.38% | 4,171,211 | $224M | trimmed−0% | +0.01 pp | 4 q |
| FASTFastenal Co | 2.21% | 3,230,525 | $208M | trimmed−0% | +0.16 pp | 4 q |
| STSensata Technologies Holding plc | 2.17% | 4,534,978 | $204M | trimmed−0% | −0.30 pp | 5 q |
| METAMeta Platforms, Inc. Class A | 1.91% | 1,076,916 | $180M | trimmed−1% | +0.20 pp | 5 q |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | 1.73% | 3,973,957 | $163M | trimmed−0% | −0.05 pp | 7 q |
| CACCCredit Acceptance Corp | 1.47% | 305,094 | $138M | trimmed−1% | +0.06 pp | 24 q |
| IBKRInteractive Brokers Group, Inc. Class A | 1.44% | 2,618,638 | $136M | trimmed−1% | −0.30 pp | 8 q |
| PRIPrimerica, Inc. | 1.22% | 940,765 | $115M | trimmed−0% | +0.11 pp | 12 q |
| MCOMoody's Corporation | 1.20% | 625,445 | $113M | trimmed−1% | +0.14 pp | 2 q |
| AWIArmstrong World Industries, Inc. | 1.13% | 1,336,024 | $106M | trimmed−0% | +0.19 pp | 4 q |
| BIDUBaidu, Inc. | — | −855,743 | — | exited | −1.64 pp | — |
| CMPRCimpress PLC (Ireland) | — | −1,200,720 | — | exited | −1.50 pp | — |
