Cantillon Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| SPGIS&P Global Inc. | 6.40% | 2,595,713 | $853M | trimmed−0% | −1.46 pp | 19 q |
| ADIAnalog Devices, Inc. | 5.44% | 4,910,681 | $725M | trimmed−0% | +0.62 pp | 31 q |
| GOOGLAlphabet Inc. Class A | 4.39% | 334,004 | $585M | trimmed−0% | +0.28 pp | 21 q |
| FISFidelity National Information Services, Inc. | 4.28% | 4,033,105 | $571M | trimmed−0% | −0.71 pp | 31 q |
| VVISA Inc. | 4.22% | 2,573,794 | $563M | trimmed−0% | −0.10 pp | 21 q |
| ICEIntercontinental Exchange Inc. | 3.81% | 4,406,168 | $508M | trimmed−0% | +0.11 pp | 25 q |
| AVGOBroadcom Inc. | 3.79% | 1,154,896 | $506M | trimmed−1% | +0.25 pp | 11 q |
| WTWWillis Towers Watson Public Limited Company | 3.69% | 2,333,044 | $492M | trimmed−1% | −0.41 pp | 20 q |
| AAgilent Technologies Inc. | 3.64% | 4,092,752 | $485M | trimmed−1% | +0.17 pp | 21 q |
| ZTSZoetis Inc. | 3.61% | 2,910,287 | $482M | trimmed−0% | −0.43 pp | 21 q |
| ECLEcolab, Inc. | 3.55% | 2,190,316 | $474M | trimmed−1% | −0.13 pp | 31 q |
| AMTAmerican Tower Corporation | 3.48% | 2,066,147 | $464M | trimmed−0% | −0.72 pp | 20 q |
| TMOThermo Fisher Scientific, Inc. | 3.37% | 964,200 | $449M | trimmed−0% | −0.21 pp | 10 q |
| EFXEquifax, Incorporated | 3.30% | 2,281,774 | $440M | trimmed−0% | +0.30 pp | 17 q |
| CBRECbre Group, Inc. | 3.14% | 6,676,525 | $419M | trimmed−1% | +0.49 pp | 20 q |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | 3.07% | 3,753,709 | $409M | trimmed−1% | +0.51 pp | 14 q |
| ADSKAutodesk Inc | 2.93% | 1,279,572 | $391M | trimmed−0% | +0.45 pp | 5 q |
| AMATApplied Materials Inc | 2.52% | 3,890,325 | $336M | trimmed−1% | +0.57 pp | 4 q |
| CMECME Group Inc. | 2.48% | 1,817,062 | $331M | trimmed−1% | −0.09 pp | 25 q |
| TNETTrinet Group, Inc. | 2.42% | 4,009,377 | $323M | trimmed−1% | +0.42 pp | 19 q |
| VRSNVeriSign Inc | 2.39% | 1,473,799 | $319M | trimmed−0% | −0.15 pp | 14 q |
| BCBrunswick Corporation | 2.34% | 4,085,616 | $311M | trimmed−0% | +0.32 pp | 7 q |
| FASTFastenal Co | 2.24% | 6,122,311 | $299M | trimmed−0% | −0.08 pp | 11 q |
| SSNCSS&C Technologies Inc | 2.24% | 4,105,440 | $299M | trimmed−0% | +0.15 pp | 18 q |
| BDXBecton, Dickinson and Co. | 2.23% | 1,190,036 | $298M | trimmed−1% | −0.11 pp | 17 q |
| GOOGAlphabet Inc. Class C | 2.20% | 167,472 | $293M | trimmed−1% | +0.13 pp | 27 q |
| AONAon plc Class A | 2.20% | 1,386,579 | $293M | trimmed−1% | −0.21 pp | 3 q |
| METAMeta Platforms, Inc. Class A | 2.09% | 1,018,524 | $278M | trimmed−1% | −0.15 pp | 12 q |
| ENTGEntegris Inc | 1.88% | 2,609,800 | $251M | trimmed−0% | +0.25 pp | 6 q |
| MCOMoody's Corporation | 1.29% | 591,561 | $172M | trimmed−1% | −0.15 pp | 9 q |
| IBKRInteractive Brokers Group, Inc. Class A | 1.13% | 2,478,421 | $151M | trimmed−0% | +0.12 pp | 15 q |
| MSFTMicrosoft Corp | 1.11% | 664,113 | $148M | trimmed−0% | −0.06 pp | 4 q |
| PRIPrimerica, Inc. | 1.05% | 1,043,938 | $140M | trimmed−1% | +0.05 pp | 19 q |
| CACCCredit Acceptance Corp | 0.74% | 283,968 | $98M | trimmed−2% | −0.08 pp | 31 q |
| AWIArmstrong World Industries, Inc. | 0.69% | 1,245,260 | $93M | trimmed−2% | −0.04 pp | 11 q |
| GRAW.R. Grace & Co. | 0.67% | 1,633,651 | $90M | trimmed−2% | +0.11 pp | 4 q |
