Cantillon Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed−0.04
- trimmed−0.03
- trimmed−0.10
- trimmed+0.10
- trimmed−0.12
Positions
| SPGIS&P Global Inc. | 6.65% | 2,617,857 | $715M | trimmed−7% | −0.04 pp | 15 q |
| ADIAnalog Devices, Inc. | 5.47% | 4,951,321 | $588M | trimmed−2% | −0.03 pp | 27 q |
| FISFidelity National Information Services, Inc. | 5.26% | 4,063,064 | $565M | trimmed−2% | −0.10 pp | 27 q |
| VVISA Inc. | 4.53% | 2,593,852 | $487M | trimmed−2% | +0.10 pp | 17 q |
| AMTAmerican Tower Corporation | 4.45% | 2,081,808 | $478M | trimmed−2% | −0.12 pp | 16 q |
| WTWWillis Towers Watson Public Limited Company | 4.42% | 2,351,499 | $475M | trimmed−2% | −0.09 pp | 16 q |
| GOOGLAlphabet Inc. Class A | 4.19% | 336,508 | $451M | trimmed−2% | +0.11 pp | 17 q |
| ZTSZoetis Inc. | 4.11% | 3,341,120 | $442M | trimmed−9% | −0.35 pp | 17 q |
| ECLEcolab, Inc. | 3.97% | 2,209,564 | $426M | trimmed−2% | −0.38 pp | 27 q |
| CBRECbre Group, Inc. | 3.85% | 6,753,335 | $414M | trimmed−2% | +0.29 pp | 16 q |
| ICEIntercontinental Exchange Inc. | 3.82% | 4,438,139 | $411M | trimmed−2% | −0.26 pp | 21 q |
| CMECME Group Inc. | 3.43% | 1,838,174 | $369M | trimmed−2% | −0.43 pp | 21 q |
| AVGOBroadcom Inc. | 3.42% | 1,164,439 | $368M | trimmed−2% | +0.23 pp | 7 q |
| AAgilent Technologies Inc. | 3.27% | 4,124,586 | $352M | trimmed−2% | +0.13 pp | 17 q |
| BDXBecton, Dickinson and Co. | 3.05% | 1,205,651 | $328M | trimmed−2% | +0.02 pp | 13 q |
| EFXEquifax, Incorporated | 2.99% | 2,298,137 | $322M | trimmed−2% | −0.22 pp | 13 q |
| TMOThermo Fisher Scientific, Inc. | 2.94% | 971,781 | $316M | trimmed−2% | +0.13 pp | 6 q |
| unresolvedAon PLC | 2.71% | 1,399,372 | $291M | trimmed−2% | +0.02 pp | 13 q |
| VRSNVeriSign Inc | 2.66% | 1,485,486 | $286M | trimmed−2% | −0.12 pp | 10 q |
| SSNCSS&C Technologies Inc | 2.36% | 4,137,480 | $254M | trimmed−2% | +0.24 pp | 14 q |
| ADSKAutodesk Inc | 2.20% | 1,288,774 | $236M | new | +2.20 pp | new |
| TNETTrinet Group, Inc. | 2.13% | 4,040,469 | $229M | trimmed−2% | −0.37 pp | 15 q |
| FASTFastenal Co | 2.12% | 6,177,501 | $228M | trimmed−2% | +0.12 pp | 7 q |
| GOOGAlphabet Inc. Class C | 2.10% | 168,647 | $225M | trimmed−16% | −0.27 pp | 23 q |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | 2.05% | 3,788,284 | $220M | trimmed−2% | +0.30 pp | 10 q |
| METAMeta Platforms, Inc. Class A | 1.96% | 1,027,946 | $211M | trimmed−2% | +0.15 pp | 8 q |
| BCBrunswick Corporation | 1.91% | 3,426,284 | $206M | trimmed−2% | +0.14 pp | 3 q |
| MCOMoody's Corporation | 1.32% | 597,188 | $142M | trimmed−2% | +0.11 pp | 5 q |
| ENTGEntegris Inc | 1.23% | 2,651,101 | $133M | added+24% | +0.25 pp | 2 q |
| CACCCredit Acceptance Corp | 1.19% | 290,390 | $128M | trimmed−2% | −0.14 pp | 27 q |
| AWIArmstrong World Industries, Inc. | 1.11% | 1,268,338 | $119M | trimmed−3% | −0.11 pp | 7 q |
| PRIPrimerica, Inc. | 1.09% | 896,545 | $117M | trimmed−2% | −0.04 pp | 15 q |
| IBKRInteractive Brokers Group, Inc. Class A | 1.08% | 2,502,438 | $117M | trimmed−2% | −0.26 pp | 11 q |
| STSensata Technologies Holding plc | 0.95% | 1,905,823 | $103M | trimmed−57% | −1.20 pp | 8 q |
