William von Mueffling

Net selling

Cantillon Capital Management Llc — managed by William von Mueffling; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-03-31 (filed 2026-05-07) · Source: SEC EDGAR

Portfolio value$15.05B（−19%）

Holdings38（+1）

Latest period2026-03-31

Top holdingBroadcom Inc

Portfolio overview

Cantillon Capital Management Llc's most recent 13F filing, for the quarter ended 2026-03-31, reports 38 positions worth $15.05B. The top 5 holdings represent 30% of that value, a broadly diversified portfolio.

The single largest position is Broadcom Inc at 8.3% of the portfolio, followed by Alphabet Inc at 7.1% and Taiwan Semiconductor Manufac at 5.6%.

Against the prior quarter, William von Mueffling opened 1 new position, exited 0, added to 4, and trimmed 33. The largest new buy was Spotify Technology S A.

Across all 8 quarters on file, Broadcom Inc has appeared in every filing, as has Alphabet Inc. Broadcom Inc currently ranks first by value.

A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.

High-conviction

Broadcom IncAVGOCore · 8q

A core position held 8 quarters running.

Alphabet IncGOOGLCore · 8q

A core position held 8 quarters running.

Taiwan Semiconductor ManufacTSMCore · 8q

A core position held 8 quarters running.

Holdings

Security	Value	Shares	Weight (prev→now)
Broadcom IncAVGO	$1.26B	4,056,002	8.6% → 8.3% ▼
Alphabet IncGOOGL	$1.07B	3,715,061	7.1% → 7.1% ▼
Taiwan Semiconductor ManufacTSM	$842.7M	2,493,551	4.6% → 5.6% ▼
Interactive Brokers Group InIBKR	$754.3M	11,245,881	4.4% → 5.0% ▼
S&P Global IncSPGI	$658.1M	1,547,303	5.0% → 4.4% ▼
Analog Devices IncADI	$608.1M	1,911,491	3.2% → 4.0% ▼
Cbre Group IncCBRE	$532.6M	3,931,976	3.9% → 3.5% ▼
Applied Matls IncAMAT	$520.2M	1,521,843	4.1% → 3.5% ▼
Visa IncV	$519.3M	1,718,158	3.7% → 3.5% ▼
Intercontinental Exchange InICE	$462.7M	2,941,954	2.9% → 3.1% ▼
Blackrock IncBLK	$435.9M	453,282	3.0% → 2.9% ▼
Microsoft CorpMSFT	$411.7M	1,112,265	3.3% → 2.7% ▼
Cme Group IncCME	$409.5M	1,386,346	2.3% → 2.7% ▼
Ferguson Enterprises IncFERG	$408.0M	1,749,302	2.4% → 2.7% ▼
Fastenal CoFAST	$378.9M	8,166,664	2.0% → 2.5% ▼
Thermo Fisher Scientific IncTMO	$378.3M	769,698	2.7% → 2.5% ▼
Live Nation Entertainment InLYV	$375.9M	2,465,059	2.2% → 2.5% ▼
Uber Technologies IncUBER	$373.6M	5,193,864	2.3% → 2.5% ▲
Aon Plc	$353.6M	1,095,574	2.4% → 2.3% ▼
Canadian Pacific Kansas CityCP	$341.7M	4,344,435	1.7% → 2.3% ▲
Equifax IncEFX	$322.6M	1,791,379	2.0% → 2.1% ▲
Agilent Technologies IncA	$313.0M	2,745,829	2.3% → 2.1% ▼
Iqvia Hldgs IncIQV	$291.8M	1,710,896	2.4% → 1.9% ▼
Yum Brands IncYUM	$281.7M	1,811,796	1.7% → 1.9% ▼
Tradeweb Mkts IncTW	$278.5M	2,367,041	1.6% → 1.9% ▼

Broadcom IncAVGO
Value$1.26BWeight (prev→now)8.6% → 8.3% ▼
Alphabet IncGOOGL
Value$1.07BWeight (prev→now)7.1% → 7.1% ▼
Taiwan Semiconductor ManufacTSM
Value$842.7MWeight (prev→now)4.6% → 5.6% ▼
Interactive Brokers Group InIBKR
Value$754.3MWeight (prev→now)4.4% → 5.0% ▼
S&P Global IncSPGI
Value$658.1MWeight (prev→now)5.0% → 4.4% ▼
Analog Devices IncADI
Value$608.1MWeight (prev→now)3.2% → 4.0% ▼
Cbre Group IncCBRE
Value$532.6MWeight (prev→now)3.9% → 3.5% ▼
Applied Matls IncAMAT
Value$520.2MWeight (prev→now)4.1% → 3.5% ▼
Visa IncV
Value$519.3MWeight (prev→now)3.7% → 3.5% ▼
Intercontinental Exchange InICE
Value$462.7MWeight (prev→now)2.9% → 3.1% ▼
Blackrock IncBLK
Value$435.9MWeight (prev→now)3.0% → 2.9% ▼
Microsoft CorpMSFT
Value$411.7MWeight (prev→now)3.3% → 2.7% ▼
Cme Group IncCME
Value$409.5MWeight (prev→now)2.3% → 2.7% ▼
Ferguson Enterprises IncFERG
Value$408.0MWeight (prev→now)2.4% → 2.7% ▼
Fastenal CoFAST
Value$378.9MWeight (prev→now)2.0% → 2.5% ▼
Thermo Fisher Scientific IncTMO
Value$378.3MWeight (prev→now)2.7% → 2.5% ▼
Live Nation Entertainment InLYV
Value$375.9MWeight (prev→now)2.2% → 2.5% ▼
Uber Technologies IncUBER
Value$373.6MWeight (prev→now)2.3% → 2.5% ▲
Aon Plc
Value$353.6MWeight (prev→now)2.4% → 2.3% ▼
Canadian Pacific Kansas CityCP
Value$341.7MWeight (prev→now)1.7% → 2.3% ▲
Equifax IncEFX
Value$322.6MWeight (prev→now)2.0% → 2.1% ▲
Agilent Technologies IncA
Value$313.0MWeight (prev→now)2.3% → 2.1% ▼
Iqvia Hldgs IncIQV
Value$291.8MWeight (prev→now)2.4% → 1.9% ▼
Yum Brands IncYUM
Value$281.7MWeight (prev→now)1.7% → 1.9% ▼
Tradeweb Mkts IncTW
Value$278.5MWeight (prev→now)1.6% → 1.9% ▼

Showing top 25 of 38 positions

Sources· SEC EDGAR 13F as of 2026-05-07

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