CANTILLON CAPITAL MANAGEMENT LLC Q3 2018 Filing
Filed November 9, 2018
Portfolio Value
$8.9T
Holdings
34
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPGIS&P GLOBAL INC | 2,878,413 | $562.4B | 6.33% | |
| 2 | ADIANALOG DEVICES INC | 5,183,969 | $479.3B | 5.39% | |
| 3 | FISFIDELITY NATL INFORMATION SV | 4,255,326 | $464.1B | 5.22% | |
| 4 | GOOGLALPHABET INC | 352,095 | $425.0B | 4.78% | |
| 5 | VVISA INC | 2,714,270 | $407.4B | 4.58% | |
| 6 | ECLECOLAB INC | 2,314,322 | $362.8B | 4.08% | |
| 7 | BIDUNBAIDU INC | 1,535,373 | $351.1B | 3.95% | |
| 8 | ICEINTERCONTINENTAL EXCHANGE IN | 4,650,277 | $348.3B | 3.92% | |
| 9 | WTWWILLIS TOWERS WATSON PUB LTD | 2,457,179 | $346.3B | 3.89% | |
| 10 | ZTSZOETIS INC | 3,775,991 | $345.7B | 3.89% | |
| 11 | CMECME GROUP INC | 1,922,762 | $327.3B | 3.68% | |
| 12 | AMTAMERICAN TOWER CORP NEW | 2,174,340 | $315.9B | 3.55% | |
| 13 | EFXEQUIFAX INC | 2,405,738 | $314.1B | 3.53% | |
| 14 | CBRECBRE GROUP INC | 7,065,039 | $311.6B | 3.50% | |
| 15 | BDXBECTON DICKINSON & CO | 1,042,413 | $272.1B | 3.06% | |
| 16 | AG8AGILENT TECHNOLOGIES INC | 3,533,178 | $249.2B | 2.80% | |
| 17 | GOOGALPHABET INC | 205,033 | $244.7B | 2.75% | |
| 18 | TNETTRINET GROUP INC | 4,232,618 | $238.4B | 2.68% | |
| 19 | STSENSATA TECHNOLOGIES HLDNG P | 4,531,051 | $224.5B | 2.53% | |
| 20 | AVGOBROADCOM INC | 908,028 | $224.0B | 2.52% | |
| 21 | AONAON PLC | 1,310,282 | $201.5B | 2.27% | |
| 22 | INTCINTEL CORP | 4,158,903 | $196.7B | 2.21% | |
| 23 | VRSNVERISIGN INC | 1,106,114 | $177.1B | 1.99% | |
| 24 | METAFACEBOOK INC | 1,075,697 | $176.9B | 1.99% | |
| 25 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,962,255 | $175.0B | 1.97% | |
| 26 | FASTFASTENAL CO | 2,998,735 | $174.0B | 1.96% | |
| 27 | —CIMPRESS N V | 1,192,602 | $162.9B | 1.83% | |
| 28 | SSNCSS&C TECHNOLOGIES HLDGS INC | 2,598,071 | $147.6B | 1.66% | |
| 29 | IBKRINTERACTIVE BROKERS GROUP IN | 2,615,325 | $144.7B | 1.63% | |
| 30 | CACCCREDIT ACCEP CORP MICH | 303,625 | $133.0B | 1.50% | |
| 31 | TMOTHERMO FISHER SCIENTIFIC INC | 535,849 | $130.8B | 1.47% | |
| 32 | PRIPRIMERICA INC | 937,310 | $113.0B | 1.27% | |
| 33 | AWIARMSTRONG WORLD INDS INC NEW | 1,070,589 | $74.5B | 0.84% | |
| 34 | SERVUSDSERVICEMASTER GLOBAL HLDGS I | 1,121,189 | $69.5B | 0.78% |