CANTILLON CAPITAL MANAGEMENT LLC Q3 2024 Filing

Filed November 7, 2024

Portfolio Value

$16.4B

Holdings

38

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (38 positions)

#StockSharesValue% PortfolioType
1
AVGOBROADCOM INC
7,331,393$1.3T7733.46%
2
SPGIS&P GLOBAL INC
1,858,934$960.4B5872.65%
3
GOOGLALPHABET INC
4,463,248$740.2B4526.52%
4
AMATAPPLIED MATLS INC
3,148,598$636.2B3890.22%
5
CBRECBRE GROUP INC
4,723,244$587.9B3595.33%
6
MSFTMICROSOFT CORP
1,336,271$575.0B3516.12%
7
FLUTFLUTTER ENTMT PLC
2,397,384$568.9B3478.54%
8
ICEINTERCONTINENTAL EXCHANGE IN
3,534,446$567.8B3471.95%
9
VVISA INC
2,064,218$567.6B3470.62%
10
EFXEQUIFAX INC
1,825,400$536.4B3280.17%
11
ADIANALOG DEVICES INC
2,297,122$528.7B3233.19%
12
TSMTAIWAN SEMICONDUCTOR MFG LTD
2,995,687$520.3B3181.41%
13
TMOTHERMO FISHER SCIENTIFIC INC
799,000$494.2B3022.28%
14
AG8AGILENT TECHNOLOGIES INC
3,298,930$489.8B2995.29%
15
IBKRINTERACTIVE BROKERS GROUP IN
3,377,643$470.7B2878.40%
16
BLKCHFBLACKROCK INC
488,699$464.0B2837.52%
17
AONAON PLC
1,316,218$455.4B2784.77%
18
AMTAMERICAN TOWER CORP NEW
1,937,252$450.5B2754.98%
19
IQVIQVIA HLDGS INC
1,840,127$436.1B2666.48%
20
CMECME GROUP INC
1,664,816$367.3B2246.30%
21
FASTFASTENAL CO
4,905,674$350.4B2142.48%
22
FERGFERGUSON ENTERPRISES INC
1,696,671$336.9B2060.20%
23
SSNCSS&C TECHNOLOGIES HLDGS INC
4,507,186$334.5B2045.34%
24
LYVLIVE NATION ENTERTAINMENT IN
2,961,520$324.3B1982.84%
25
CPCANADIAN PACIFIC KANSAS CITY
3,705,152$316.9B1938.09%
26
UBERUBER TECHNOLOGIES INC
4,022,650$302.3B1848.83%
27
ECLECOLAB INC
1,155,739$295.1B1804.51%
28
CDWCDW CORP
1,281,644$290.0B1773.57%
29
CLVTRIP COM GROUP LTD
4,868,383$289.3B1769.24%
30
ADBEADOBE INC
519,627$269.1B1645.26%
31
ENQENTEGRIS INC
2,324,461$261.6B1599.52%
32
ZTSZOETIS INC
1,286,331$251.3B1536.84%
33
MCOMOODYS CORP
471,545$223.8B1368.48%
34
TMETENCENT MUSIC ENTMT GROUP
18,456,585$222.4B1359.99%
35
YUMYUM BRANDS INC
1,428,040$199.5B1220.02%
36
ORCLORACLE CORP
912,384$155.5B950.70%
37
TWTRADEWEB MKTS INC
1,192,770$147.5B902.02%
38
CACCCREDIT ACCEP CORP MICH
227,057$100.7B615.66%