CANTILLON CAPITAL MANAGEMENT LLC Q4 2018 Filing
Filed February 5, 2019
Portfolio Value
$8.3T
Holdings
34
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPGIS&P GLOBAL INC | 2,900,459 | $492.9B | 5.95% | |
| 2 | ADIANALOG DEVICES INC | 5,220,741 | $448.1B | 5.41% | |
| 3 | FISFIDELITY NATL INFORMATION SV | 4,283,444 | $439.3B | 5.30% | |
| 4 | WTWWILLIS TOWERS WATSON PUB LTD | 2,474,276 | $375.7B | 4.53% | |
| 5 | GOOGLALPHABET INC | 354,746 | $370.7B | 4.47% | |
| 6 | CMECME GROUP INC | 1,936,162 | $364.2B | 4.40% | |
| 7 | VVISA INC | 2,733,255 | $360.6B | 4.35% | |
| 8 | ICEINTERCONTINENTAL EXCHANGE IN | 4,682,893 | $352.8B | 4.26% | |
| 9 | AMTAMERICAN TOWER CORP NEW | 2,190,356 | $346.5B | 4.18% | |
| 10 | ECLECOLAB INC | 2,331,680 | $343.6B | 4.15% | |
| 11 | ZTSZOETIS INC | 3,802,421 | $325.3B | 3.93% | |
| 12 | CBRECBRE GROUP INC | 7,114,471 | $284.9B | 3.44% | |
| 13 | AG8AGILENT TECHNOLOGIES INC | 3,557,589 | $240.0B | 2.90% | |
| 14 | BDXBECTON DICKINSON & CO | 1,050,579 | $236.7B | 2.86% | |
| 15 | AVGOBROADCOM INC | 916,505 | $233.0B | 2.81% | |
| 16 | VRSNVERISIGN INC | 1,562,701 | $231.7B | 2.80% | |
| 17 | TMOTHERMO FISHER SCIENTIFIC INC | 1,024,930 | $229.4B | 2.77% | |
| 18 | EFXEQUIFAX INC | 2,421,681 | $225.5B | 2.72% | |
| 19 | GOOGALPHABET INC | 206,403 | $213.8B | 2.58% | |
| 20 | STSENSATA TECHNOLOGIES HLDNG P | 4,557,513 | $204.4B | 2.47% | |
| 21 | INTCINTEL CORP | 4,190,856 | $196.7B | 2.37% | |
| 22 | AONAON PLC | 1,320,448 | $191.9B | 2.32% | |
| 23 | TNETTRINET GROUP INC | 4,260,116 | $178.7B | 2.16% | |
| 24 | FASTFASTENAL CO | 3,241,382 | $169.5B | 2.05% | |
| 25 | SSNCSS&C TECHNOLOGIES HLDGS INC | 3,561,949 | $160.7B | 1.94% | |
| 26 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,992,119 | $147.3B | 1.78% | |
| 27 | IBKRINTERACTIVE BROKERS GROUP IN | 2,638,920 | $144.2B | 1.74% | |
| 28 | METAFACEBOOK INC | 1,082,986 | $142.0B | 1.71% | |
| 29 | BIDUNBAIDU INC | 855,743 | $135.7B | 1.64% | |
| 30 | —CIMPRESS N V | 1,200,720 | $124.2B | 1.50% | |
| 31 | CACCCREDIT ACCEP CORP MICH | 306,643 | $117.1B | 1.41% | |
| 32 | PRIPRIMERICA INC | 944,514 | $92.3B | 1.11% | |
| 33 | MCOMOODYS CORP | 628,662 | $88.0B | 1.06% | |
| 34 | AWIARMSTRONG WORLD INDS INC NEW | 1,342,551 | $78.2B | 0.94% |