CANTILLON CAPITAL MANAGEMENT LLC Q4 2025 Filing
Filed February 11, 2026
Portfolio Value
$18.5B
Holdings
37
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVGOBROADCOM INC | 4,604,301 | $1.6T | 8616.77% | |
| 2 | GOOGLALPHABET INC | 4,215,234 | $1.3T | 7134.19% | |
| 3 | SPGIS&P GLOBAL INC | 1,755,624 | $917.5B | 4961.03% | |
| 4 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,829,278 | $859.8B | 4649.12% | |
| 5 | IBKRINTERACTIVE BROKERS GROUP IN | 12,759,904 | $820.6B | 4437.16% | |
| 6 | AMATAPPLIED MATLS INC | 2,973,661 | $764.2B | 4132.25% | |
| 7 | CBRECBRE GROUP INC | 4,460,586 | $717.2B | 3878.20% | |
| 8 | VVISA INC | 1,949,488 | $683.7B | 3696.98% | |
| 9 | MSFTMICROSOFT CORP | 1,262,019 | $610.3B | 3300.27% | |
| 10 | ADIANALOG DEVICES INC | 2,168,792 | $588.2B | 3180.43% | |
| 11 | BLKBLACKROCK INC | 514,252 | $550.4B | 2976.29% | |
| 12 | ICEINTERCONTINENTAL EXCHANGE IN | 3,337,982 | $540.6B | 2923.28% | |
| 13 | TMOTHERMO FISHER SCIENTIFIC INC | 873,322 | $506.0B | 2736.33% | |
| 14 | FLUTFLUTTER ENTMT PLC | 2,264,025 | $486.9B | 2632.56% | |
| 15 | FERGFERGUSON ENTERPRISES INC | 1,984,854 | $441.9B | 2389.41% | |
| 16 | AONAON PLC | 1,243,018 | $438.6B | 2371.82% | |
| 17 | IQVIQVIA HLDGS INC | 1,941,144 | $437.6B | 2365.97% | |
| 18 | CMECME GROUP INC | 1,573,017 | $429.6B | 2322.75% | |
| 19 | AG8AGILENT TECHNOLOGIES INC | 3,115,638 | $423.9B | 2292.39% | |
| 20 | UBERUBER TECHNOLOGIES INC | 5,140,663 | $420.0B | 2271.29% | |
| 21 | ADBEADOBE INC | 1,157,237 | $405.0B | 2190.06% | |
| 22 | LYVLIVE NATION ENTERTAINMENT IN | 2,797,205 | $398.6B | 2155.34% | |
| 23 | EFXEQUIFAX INC | 1,723,998 | $374.1B | 2022.71% | |
| 24 | SSNCSS&C TECHNOLOGIES HLDGS INC | 4,258,493 | $372.3B | 2013.00% | |
| 25 | FASTFASTENAL CO | 9,266,888 | $371.9B | 2010.86% | |
| 26 | CLVTRIP COM GROUP LTD | 4,669,778 | $335.8B | 1815.78% | |
| 27 | TMETENCENT MUSIC ENTMT GROUP | 18,708,502 | $328.0B | 1773.37% | |
| 28 | AMTAMERICAN TOWER CORP NEW | 1,830,525 | $321.4B | 1737.82% | |
| 29 | YUMYUM BRANDS INC | 2,055,883 | $311.0B | 1681.74% | |
| 30 | CPCANADIAN PACIFIC KANSAS CITY | 4,207,858 | $309.8B | 1675.30% | |
| 31 | TWTRADEWEB MKTS INC | 2,688,245 | $289.1B | 1563.20% | |
| 32 | MCOMOODYS CORP | 445,400 | $227.5B | 1230.32% | |
| 33 | ALCALCON AG | 2,845,121 | $224.2B | 1212.44% | |
| 34 | ENQENTEGRIS INC | 2,459,153 | $207.2B | 1120.29% | |
| 35 | FWONALIBERTY MEDIA CORP DEL | 1,706,899 | $168.1B | 909.21% | |
| 36 | ORCLORACLE CORP | 860,677 | $167.8B | 907.09% | |
| 37 | LPLALPL FINL HLDGS INC | 369,068 | $131.8B | 712.78% |