CANTILLON CAPITAL MANAGEMENT LLC Q4 2017 Filing
Filed February 12, 2018
Portfolio Value
$8.4T
Holdings
31
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPGIS&P GLOBAL INC | 3,228,525 | $546.9B | 6.48% | |
| 2 | ADIANALOG DEVICES INC | 5,809,251 | $517.2B | 6.13% | |
| 3 | FISFIDELITY NATL INFORMATION SV | 4,762,477 | $448.1B | 5.31% | |
| 4 | GOOGLALPHABET INC | 394,511 | $415.6B | 4.92% | |
| 5 | WTWWILLIS TOWERS WATSON PUB LTD | 2,749,834 | $414.4B | 4.91% | |
| 6 | BIDUNBAIDU INC | 1,720,228 | $402.9B | 4.77% | |
| 7 | ICEINTERCONTINENTAL EXCHANGE IN | 5,213,656 | $367.9B | 4.36% | |
| 8 | ZTSZOETIS INC | 5,009,721 | $360.9B | 4.27% | |
| 9 | ECLECOLAB INC | 2,595,000 | $348.2B | 4.12% | |
| 10 | AMTAMERICAN TOWER CORP NEW | 2,430,057 | $346.7B | 4.11% | |
| 11 | VVISA INC | 3,032,718 | $345.8B | 4.10% | |
| 12 | SERVUSDSERVICEMASTER GLOBAL HLDGS I | 6,172,630 | $316.5B | 3.75% | |
| 13 | CMECME GROUP INC | 2,152,236 | $314.3B | 3.72% | |
| 14 | AVGOBROADCOM LTD | 1,192,209 | $306.3B | 3.63% | |
| 15 | CBRECBRE GROUP INC | 7,068,919 | $306.2B | 3.63% | |
| 16 | AG8AGILENT TECHNOLOGIES INC | 4,548,317 | $304.6B | 3.61% | |
| 17 | STSENSATA TECHNOLOGIES HLDG NV | 5,080,843 | $259.7B | 3.08% | |
| 18 | BDXBECTON DICKINSON & CO | 1,168,334 | $250.1B | 2.96% | |
| 19 | GOOGALPHABET INC | 229,121 | $239.8B | 2.84% | |
| 20 | EFXEQUIFAX INC | 1,951,536 | $230.1B | 2.73% | |
| 21 | TNETTRINET GROUP INC | 3,914,624 | $173.6B | 2.06% | |
| 22 | —ALLERGAN PLC | 1,030,257 | $168.5B | 2.00% | |
| 23 | —CIMPRESS N V | 1,336,990 | $160.3B | 1.90% | |
| 24 | VRSNVERISIGN INC | 1,243,328 | $142.3B | 1.69% | |
| 25 | —BITAUTO HLDGS LTD | 4,234,149 | $134.6B | 1.59% | |
| 26 | AONAON PLC | 929,406 | $124.5B | 1.48% | |
| 27 | IBKRINTERACTIVE BROKERS GROUP IN | 2,040,053 | $120.8B | 1.43% | |
| 28 | CACCCREDIT ACCEP CORP MICH | 341,504 | $110.5B | 1.31% | |
| 29 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,652,911 | $105.2B | 1.25% | |
| 30 | PRIPRIMERICA INC | 927,688 | $94.2B | 1.12% | |
| 31 | SSNCSS&C TECHNOLOGIES HLDGS INC | 1,641,758 | $66.5B | 0.79% |