CANTILLON CAPITAL MANAGEMENT LLC Q2 2025 Filing
Filed July 30, 2025
Portfolio Value
$17.3B
Holdings
38
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (38 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVGOBROADCOM INC | 5,480,780 | $1.5T | 8734.03% | |
| 2 | SPGIS&P GLOBAL INC | 1,761,604 | $928.9B | 5369.97% | |
| 3 | GOOGLALPHABET INC | 4,229,590 | $745.4B | 4309.16% | |
| 4 | IBKRINTERACTIVE BROKERS GROUP IN | 12,803,631 | $709.4B | 4101.43% | |
| 5 | VVISA INC | 1,956,163 | $694.5B | 4015.21% | |
| 6 | FLUTFLUTTER ENTMT PLC | 2,271,857 | $649.2B | 3753.16% | |
| 7 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,838,923 | $643.0B | 3717.21% | |
| 8 | MSFTMICROSOFT CORP | 1,266,324 | $629.9B | 3641.44% | |
| 9 | CBRECBRE GROUP INC | 4,475,823 | $627.2B | 3625.66% | |
| 10 | ICEINTERCONTINENTAL EXCHANGE IN | 3,349,433 | $614.5B | 3552.63% | |
| 11 | AMATAPPLIED MATLS INC | 2,983,740 | $546.2B | 3157.86% | |
| 12 | BLKBLACKROCK INC | 516,027 | $541.4B | 3130.15% | |
| 13 | ADIANALOG DEVICES INC | 2,176,247 | $518.0B | 2994.58% | |
| 14 | UBERUBER TECHNOLOGIES INC | 5,158,226 | $481.3B | 2782.25% | |
| 15 | EFXEQUIFAX INC | 1,729,771 | $448.7B | 2593.72% | |
| 16 | AONAON PLC | 1,247,354 | $445.0B | 2572.65% | |
| 17 | CMECME GROUP INC | 1,578,350 | $435.0B | 2514.94% | |
| 18 | FERGFERGUSON ENTERPRISES INC | 1,991,561 | $433.7B | 2507.07% | |
| 19 | LYVLIVE NATION ENTERTAINMENT IN | 2,806,585 | $424.6B | 2454.56% | |
| 20 | AMTAMERICAN TOWER CORP NEW | 1,835,851 | $405.8B | 2345.76% | |
| 21 | FASTFASTENAL CO | 9,298,033 | $390.5B | 2257.64% | |
| 22 | AG8AGILENT TECHNOLOGIES INC | 3,126,283 | $368.9B | 2132.85% | |
| 23 | TMETENCENT MUSIC ENTMT GROUP | 18,687,995 | $364.2B | 2105.66% | |
| 24 | TMOTHERMO FISHER SCIENTIFIC INC | 876,265 | $355.3B | 2053.99% | |
| 25 | SSNCSS&C TECHNOLOGIES HLDGS INC | 4,272,947 | $353.8B | 2045.37% | |
| 26 | CPCANADIAN PACIFIC KANSAS CITY | 4,219,911 | $334.5B | 1933.87% | |
| 27 | ADBEADOBE INC | 856,629 | $331.4B | 1915.95% | |
| 28 | YUMYUM BRANDS INC | 2,063,179 | $305.7B | 1767.42% | |
| 29 | ECLECOLAB INC | 1,095,150 | $295.1B | 1705.89% | |
| 30 | ALCALCON AG | 2,853,474 | $251.9B | 1456.30% | |
| 31 | CLVTRIP COM GROUP LTD | 4,097,251 | $240.3B | 1388.99% | |
| 32 | IQVIQVIA HLDGS INC | 1,513,678 | $238.5B | 1379.04% | |
| 33 | MCOMOODYS CORP | 446,889 | $224.2B | 1295.87% | |
| 34 | ENQENTEGRIS INC | 2,465,773 | $198.9B | 1149.67% | |
| 35 | ZTSZOETIS INC | 1,219,095 | $190.1B | 1099.10% | |
| 36 | ORCLORACLE CORP | 863,573 | $188.8B | 1091.50% | |
| 37 | TWTRADEWEB MKTS INC | 1,129,909 | $165.4B | 956.31% | |
| 38 | ICLRICON PLC | 465,197 | $67.7B | 391.17% |