William Von Mueffling · Cantillon Capital Management LLC
| Period: | Q1 2026 |
| Portfolio date: | Mar 31, 2026 |
| No. of stocks: | 38 |
| Portfolio value: | $15.1B |
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| AVGO · Broadcom Inc. | 8.34 | Reduce 11.91% | 4,056,002 | $309.51 | $1,255,373,179 | $430.00 | +38.93% | $215.88 | $437.68 |
| GOOGL · Alphabet Inc. | 7.10 | Reduce 11.87% | 3,715,061 | $287.56 | $1,068,302,941 | $400.71 | +39.35% | $156.16 | $402.00 |
| TSM · Taiwan Semiconductor Mfg Ltd. | 5.60 | Reduce 11.87% | 2,493,551 | $337.95 | $842,695,561 | $411.68 | +21.82% | $184.61 | $420.00 |
| IBKR · Interactive Brokers Group In | 5.01 | Reduce 11.87% | 11,245,881 | $67.07 | $754,261,239 | $84.42 | +25.87% | $48.23 | $87.37 |
| SPGI · S&P Global Inc. | 4.37 | Reduce 11.87% | 1,547,303 | $425.34 | $658,129,858 | $420.12 | -1.23% | $381.61 | $579.05 |
| ADI · Analog Devices Inc. | 4.04 | Reduce 11.86% | 1,911,491 | $318.14 | $608,121,747 | $416.52 | +30.92% | $206.00 | $418.75 |
| CBRE · Cbre Group Inc. | 3.54 | Reduce 11.85% | 3,931,976 | $135.46 | $532,625,469 | $146.33 | +8.02% | $118.81 | $174.27 |
| AMAT · Applied Matls Inc. | 3.46 | Reduce 48.82% | 1,521,843 | $341.79 | $520,150,719 | $435.36 | +27.38% | $153.47 | $438.04 |
| V · Visa, Inc. | 3.45 | Reduce 11.87% | 1,718,158 | $302.24 | $519,296,074 | $318.79 | +5.48% | $293.89 | $375.51 |
| ICE · Intercontinental Exchange In | 3.07 | Reduce 11.86% | 2,941,954 | $157.28 | $462,710,525 | $155.82 | -0.93% | $143.17 | $189.35 |
| BLK · Blackrock Inc. | 2.90 | Reduce 11.86% | 453,282 | $961.71 | $435,925,833 | $1084.83 | +12.80% | $917.39 | $1219.94 |
| MSFT · Microsoft Corp. | 2.74 | Reduce 11.87% | 1,112,265 | $370.17 | $411,727,135 | $415.06 | +12.13% | $356.28 | $555.45 |
| CME · Cme Group Inc. | 2.72 | Reduce 11.87% | 1,386,346 | $295.35 | $409,457,291 | $281.25 | -4.77% | $257.17 | $329.16 |
| FERG · Ferguson Enterprises | 2.71 | Reduce 11.87% | 1,749,302 | $233.26 | $408,042,185 | $241.34 | +3.46% | $173.53 | $271.64 |
| FAST · Fastenal Co. | 2.52 | Reduce 11.87% | 8,166,664 | $46.40 | $378,933,210 | $44.17 | -4.81% | $38.97 | $50.63 |
| TMO · Thermo Fisher Scientific Inc. | 2.51 | Reduce 11.87% | 769,698 | $491.53 | $378,329,658 | $465.00 | -5.40% | $385.46 | $643.99 |
| LYV · Live Nation Entertainment In | 2.50 | Reduce 11.87% | 2,465,059 | $152.51 | $375,946,148 | $163.28 | +7.06% | $125.34 | $175.25 |
| UBER · Uber Technologies Inc. | 2.48 | Add 1.03% | 5,193,864 | $71.93 | $373,594,638 | $75.45 | +4.89% | $68.46 | $101.99 |
| AON · Aon Plc | 2.35 | Reduce 11.86% | 1,095,574 | $322.78 | $353,629,376 | $312.79 | -3.09% | $304.59 | $381.00 |
| CP · Canadian Pacific Kansas City | 2.27 | Add 3.25% | 4,344,435 | $78.66 | $341,733,258 | $86.04 | +9.38% | $68.42 | $89.42 |
| EFX · Equifax Inc. | 2.14 | Add 3.91% | 1,791,379 | $180.07 | $322,573,617 | $175.83 | -2.35% | $166.02 | $281.03 |
| A · Agilent Technologies Inc. | 2.08 | Reduce 11.87% | 2,745,829 | $113.98 | $312,969,590 | $115.62 | +1.44% | $107.07 | $160.27 |
| IQV · Iqvia Hldgs Inc. | 1.94 | Reduce 11.86% | 1,710,896 | $170.54 | $291,776,204 | $178.71 | +4.79% | $134.65 | $247.05 |
| YUM · Yum Brands Inc. | 1.87 | Reduce 11.87% | 1,811,796 | $155.48 | $281,698,042 | $151.95 | -2.27% | $137.33 | $169.39 |
| TW · Tradeweb Mkts Inc. | 1.85 | Reduce 11.95% | 2,367,041 | $117.66 | $278,506,044 | $108.81 | -7.52% | $97.06 | $149.25 |
| AMT · American Tower Corp. New | 1.85 | Reduce 11.91% | 1,612,473 | $172.58 | $278,280,591 | $176.53 | +2.29% | $165.08 | $234.33 |
| ENTG · Entegris Inc. | 1.69 | Reduce 11.90% | 2,166,428 | $117.24 | $253,992,019 | $149.11 | +27.18% | $66.32 | $159.15 |
| SSNC · Ss&C Technologies Hldgs Inc. | 1.68 | Reduce 11.87% | 3,753,093 | $67.57 | $253,596,494 | $68.76 | +1.76% | $65.05 | $91.07 |
| ADBE · Adobe Inc. | 1.65 | Reduce 11.88% | 1,019,710 | $243.08 | $247,871,107 | $253.04 | +4.10% | $224.13 | $422.95 |
| TCOM · Trip Com Group Ltd. | 1.52 | Reduce 1.72% | 4,589,621 | $49.79 | $228,517,230 | $52.68 | +5.80% | $48.48 | $78.99 |
| SPOT · Spotify Technology S A | 1.42 | New | 439,353 | $484.91 | $213,046,663 | $417.83 | -13.83% | $405.00 | $785.00 |
| ALC · Alcon Ag | 1.26 | Reduce 11.88% | 2,507,095 | $75.35 | $188,909,608 | $62.56 | -16.97% | $62.40 | $95.34 |
| ORCL · Oracle Corp. | 1.25 | Add 49.09% | 1,283,185 | $147.11 | $188,769,345 | $195.95 | +33.20% | $134.57 | $345.72 |
| MCO · Moodys Corp. | 1.14 | Reduce 11.87% | 392,513 | $436.25 | $171,233,796 | $451.32 | +3.45% | $402.28 | $546.88 |
| FLUT · Flutter Entmt Plc | 0.93 | Reduce 39.23% | 1,375,776 | $101.95 | $140,260,363 | $101.19 | -0.75% | $97.94 | $313.69 |
| TME · Tencent Music Entmt Group | 0.83 | Reduce 28.47% | 13,382,595 | $9.28 | $124,190,481 | $9.24 | -0.43% | $8.78 | $26.70 |
| LPLA · Lpl Finl Hldgs Inc. | 0.65 | Reduce 11.96% | 324,927 | $300.83 | $97,747,790 | $303.52 | +0.89% | $281.51 | $403.58 |
| FWONA · Liberty Media Corp. Del | 0.59 | Reduce 39.32% | 1,035,685 | $85.02 | $88,053,938 | $85.95 | +1.09% | $73.70 | $99.52 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
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