CANTILLON CAPITAL MANAGEMENT LLC Q3 2019 Filing
Filed November 4, 2019
Portfolio Value
$10.3B
Holdings
33
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPGIS&P GLOBAL INC | 2,810,567 | $688.5B | 6693.43% | |
| 2 | ADIANALOG DEVICES INC | 5,059,946 | $565.3B | 5495.92% | |
| 3 | FISFIDELITY NATL INFORMATION SV | 4,154,006 | $551.5B | 5361.16% | |
| 4 | AMTAMERICAN TOWER CORP NEW | 2,125,626 | $470.0B | 4569.39% | |
| 5 | WTWWILLIS TOWERS WATSON PUB LTD | 2,401,869 | $463.5B | 4505.72% | |
| 6 | ZTSZOETIS INC | 3,686,472 | $459.3B | 4464.97% | |
| 7 | VVISA INC | 2,649,239 | $455.7B | 4429.95% | |
| 8 | ECLECOLAB INC | 2,258,359 | $447.2B | 4347.80% | |
| 9 | GOOGLALPHABET INC | 343,771 | $419.8B | 4080.93% | |
| 10 | ICEINTERCONTINENTAL EXCHANGE IN | 4,543,897 | $419.3B | 4075.80% | |
| 11 | CMECME GROUP INC | 1,878,995 | $397.1B | 3860.39% | |
| 12 | CBRECBRE GROUP INC | 6,909,083 | $366.3B | 3560.43% | |
| 13 | EFXEQUIFAX INC | 2,349,091 | $330.4B | 3212.37% | |
| 14 | AVGOBROADCOM INC | 1,190,051 | $328.5B | 3193.81% | |
| 15 | AG8AGILENT TECHNOLOGIES INC | 4,216,472 | $323.1B | 3141.03% | |
| 16 | BDXBECTON DICKINSON & CO | 1,230,670 | $311.3B | 3026.34% | |
| 17 | TMOTHERMO FISHER SCIENTIFIC INC | 992,864 | $289.2B | 2811.31% | |
| 18 | VRSNVERISIGN INC | 1,517,615 | $286.3B | 2782.90% | |
| 19 | AONAON PLC | 1,429,051 | $276.6B | 2689.12% | |
| 20 | TNETTRINET GROUP INC | 4,128,870 | $256.8B | 2496.18% | |
| 21 | GOOGALPHABET INC | 199,835 | $243.6B | 2368.10% | |
| 22 | STSENSATA TECHNOLOGIES HLDNG P | 4,426,862 | $221.6B | 2154.33% | |
| 23 | SSNCSS&C TECHNOLOGIES HLDGS INC | 4,237,401 | $218.5B | 2124.33% | |
| 24 | FASTFASTENAL CO | 6,308,021 | $206.1B | 2003.40% | |
| 25 | METAFACEBOOK INC | 1,048,079 | $186.6B | 1814.40% | |
| 26 | BCBRUNSWICK CORP | 3,492,394 | $182.0B | 1769.51% | |
| 27 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,870,375 | $179.9B | 1748.81% | |
| 28 | IBKRINTERACTIVE BROKERS GROUP IN | 2,555,209 | $137.4B | 1335.89% | |
| 29 | CACCCREDIT ACCEP CORP MICH | 296,877 | $137.0B | 1331.35% | |
| 30 | AWIARMSTRONG WORLD INDS INC NEW | 1,303,076 | $126.0B | 1224.96% | |
| 31 | MCOMOODYS CORP | 608,960 | $124.7B | 1212.57% | |
| 32 | PRIPRIMERICA INC | 916,933 | $116.7B | 1134.10% | |
| 33 | ENQENTEGRIS INC | 2,140,678 | $100.7B | 979.32% |