William Von Mueffling (Cantillon Capital Management) portfolio: Q2 2026 13F
Every US-listed position Cantillon Capital Management reported in its 13F for Q2 2026, the quarter ended Jun 30, 2026, filed with the SEC on Jul 29, 2026. 27 positions at the quarter end, after opening 0 and exiting 11 during it.
Holdings at Q2 2026
| Ticker | Company | Allocation | Value | Shares | Change |
|---|---|---|---|---|---|
| AVGO | Broadcom Inc. | 10.61% | $70.55M | 186,760 | Trimmed |
| GOOGL | Alphabet Inc. | 9.19% | $61.13M | 171,066 | Trimmed |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 8.24% | $54.83M | 114,820 | Trimmed |
| IBKR | Interactive Brokers Group, Inc. | 6.78% | $45.07M | 517,833 | Trimmed |
| AMAT | Applied Materials Inc | 5.45% | $36.28M | 50,176 | Trimmed |
| ADI | Analog Devices Inc | 5.26% | $34.96M | 88,014 | Trimmed |
| SPGI | S&P Global Inc. | 4.36% | $29.02M | 71,249 | Trimmed |
| V | Visa Inc. | 4.31% | $28.70M | 83,643 | Trimmed |
| MSFT | Microsoft Corp | 3.86% | $25.70M | 68,901 | Trimmed |
| CBRE | CBRE Group, Inc. | 3.67% | $24.39M | 181,083 | Trimmed |
| LYV | Live Nation Entertainment, Inc. | 3.12% | $20.78M | 113,503 | Trimmed |
| BLK | BlackRock, Inc. | 3.02% | $20.07M | 20,873 | Trimmed |
| FERG | Ferguson Enterprises Inc. | 2.87% | $19.12M | 80,548 | Trimmed |
| FAST | Fastenal Co | 2.72% | $18.06M | 376,044 | Trimmed |
| ENTG | Entegris Inc | 2.70% | $17.94M | 99,756 | Trimmed |
| CP | Canadian Pacific Kansas City Ltd | 2.60% | $17.32M | 199,860 | Trimmed |
| UBER | Uber Technologies, Inc | 2.59% | $17.24M | 238,965 | Trimmed |
| A | Agilent Technologies, Inc. | 2.53% | $16.79M | 126,437 | Trimmed |
| ICE | Intercontinental Exchange, Inc. | 2.51% | $16.68M | 135,468 | Trimmed |
| ORCL | Oracle Corp | 2.32% | $15.45M | 105,457 | Trimmed |
| CME | CME Group Inc. | 2.12% | $14.10M | 63,835 | Trimmed |
| YUM | Yum Brands Inc | 2.01% | $13.34M | 83,427 | Trimmed |
| TW | Tradeweb Markets Inc. | 1.63% | $10.86M | 108,989 | Trimmed |
| SSNC | SS&C Technologies Holdings Inc | 1.61% | $10.72M | 172,816 | Trimmed |
| SPOT | Spotify Technology S.A. | 1.40% | $9.28M | 20,216 | Trimmed |
| TCOM | Trip.com Group Ltd | 1.28% | $8.54M | 214,242 | Trimmed |
| MCO | Moody's Corp | 1.23% | $8.19M | 18,075 | Trimmed |
What changed in Q2 2026
| Action | Ticker | Company | Share change | Value |
|---|---|---|---|---|
| Trimmed | AVGO | Broadcom Inc. | -3,869,242 | $70.55M |
| Trimmed | GOOGL | Alphabet Inc. | -3,543,995 | $61.13M |
| Trimmed | TSM | Taiwan Semiconductor Manufacturing Co Ltd | -2,378,731 | $54.83M |
| Trimmed | IBKR | Interactive Brokers Group, Inc. | -10,728,048 | $45.07M |
| Trimmed | AMAT | Applied Materials Inc | -1,471,667 | $36.28M |
| Trimmed | ADI | Analog Devices Inc | -1,823,477 | $34.96M |
| Trimmed | SPGI | S&P Global Inc. | -1,476,054 | $29.02M |
| Trimmed | V | Visa Inc. | -1,634,515 | $28.70M |
| Trimmed | MSFT | Microsoft Corp | -1,043,364 | $25.70M |
| Trimmed | CBRE | CBRE Group, Inc. | -3,750,893 | $24.39M |
| Trimmed | LYV | Live Nation Entertainment, Inc. | -2,351,556 | $20.78M |
| Trimmed | BLK | BlackRock, Inc. | -432,409 | $20.07M |
| Trimmed | FERG | Ferguson Enterprises Inc. | -1,668,754 | $19.12M |
| Trimmed | FAST | Fastenal Co | -7,790,620 | $18.06M |
| Trimmed | ENTG | Entegris Inc | -2,066,672 | $17.94M |
| Trimmed | CP | Canadian Pacific Kansas City Ltd | -4,144,575 | $17.32M |
| Trimmed | UBER | Uber Technologies, Inc | -4,954,899 | $17.24M |
| Trimmed | A | Agilent Technologies, Inc. | -2,619,392 | $16.79M |
| Trimmed | ICE | Intercontinental Exchange, Inc. | -2,806,486 | $16.68M |
| Trimmed | ORCL | Oracle Corp | -1,177,728 | $15.45M |
| Trimmed | CME | CME Group Inc. | -1,322,511 | $14.10M |
| Trimmed | YUM | Yum Brands Inc | -1,728,369 | $13.34M |
| Trimmed | TW | Tradeweb Markets Inc. | -2,258,052 | $10.86M |
| Trimmed | SSNC | SS&C Technologies Holdings Inc | -3,580,277 | $10.72M |
| Trimmed | SPOT | Spotify Technology S.A. | -419,137 | $9.28M |
The 25 largest changes by value. The full quarter, filterable by action, loads below.
About these holdings
The 13F on record for William Von Mueffling (Cantillon Capital Management LLC), filed on Jul 29, 2026, reports 27 positions as of Jun 30, 2026. The largest is Broadcom Inc. (AVGO) at 10.6% of the reported portfolio, followed by Alphabet Inc. (GOOGL, 9.2%) and Taiwan Semiconductor Manufacturing Co Ltd (TSM, 8.2%). The ten largest make up 61.7% of it. Against the previous quarter, it trimmed 27 and sold out of 11. The largest it sold out of, by its value the quarter before, is Thermo Fisher Scientific Inc. (TMO).
Broadcom Inc. (AVGO), the largest position, is also held by 14 other investors tracked here. Of those, Polen Capital Mgmt, Philippe Laffont, Chase Coleman and Ray Dalio hold the most of it as a share of their own portfolios.
Other investors
David TepperGreenhaven AssociatesBill GatesWarren BuffettJohn ArmitagePrem WatsaSeth KlarmanStephen Mandel