13F filing recap · Q1 2022
What did Cantillon Capital Management buy in Q1 2022?
Reported stock-position changes between this filing and the previous one.
Stock value
$14.01B
Positions
37
Estimated turnover
4.8%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Increased positions
SPGIS&P Global Inc.$879.11Mreported value+58.7K shares+2.8%GOOGLAlphabet Inc.$830.54Mreported value+8.2K shares+2.8%AVGOBroadcom Inc.$652.18Mreported value+29.7K shares+3.0%ADIAnalog Devices, Inc.$538.60Mreported value+89.8K shares+2.8%ICEIntercontinental Exchange, Inc.$523.17Mreported value+109.7K shares+2.8%VVisa Inc.$512.84Mreported value+65.5K shares+2.9%TMOThermo Fisher Scientific Inc.$509.67Mreported value+24.6K shares+2.9%EFXEquifax Inc$483.19Mreported value+57.6K shares+2.9%AMTAmerican Tower Corp /ma/$465.40Mreported value+52.8K shares+2.9%AMATApplied Materials Inc /de$462.86Mreported value+95.6K shares+2.8%AAgilent Technologies, Inc.$459.15Mreported value+93.6K shares+2.8%WTWWillis Towers Watson Plc$439.18Mreported value+51.8K shares+2.9%FISFidelity National Information Services, Inc.$427.36Mreported value+121.3K shares+2.9%AONAon Plc$403.78Mreported value+35.9K shares+3.0%CBRECbre Group, Inc.$402.87Mreported value+118.5K shares+2.8%CMECme Group Inc.$389.20Mreported value+44.8K shares+2.8%VRSNVeriSign Inc/ca$373.99Mreported value+44.6K shares+2.7%ZTSZoetis Inc.$354.34Mreported value+52.8K shares+2.9%TNETTrinet Group, Inc.$353.44Mreported value+98.4K shares+2.8%TSMTaiwan Semiconductor Manufacturing$351.17Mreported value+98.9K shares+3.0%IQVIqvia Holdings Inc.$341.48Mreported value+237.3K shares+19.1%GOOGAlphabet Inc.$339.64Mreported value+3.3K shares+2.8%BCBrunswick Corporation$333.49Mreported value+309.9K shares+8.1%FASTFastenal Co$325.49Mreported value+146.3K shares+2.7%ECLEcolab Inc.$318.28Mreported value+52.8K shares+3.0%MSFTMicrosoft Corporation$292.26Mreported value+26.5K shares+2.9%BDXBecton Dickinson & Co$284.79Mreported value+28.1K shares+2.7%SSNCSS&C Technologies Holdings, Inc.$276.64Mreported value+106.7K shares+3.0%ENTGEntegris, Inc.$273.76Mreported value+56.4K shares+2.8%METAMeta Platforms, Inc.$255.15Mreported value+32.8K shares+2.9%ADSKAutodesk, Inc.$245.44Mreported value+28.8K shares+2.6%MCOMoody’s Corporation$178.51Mreported value+15.0K shares+2.9%BLKBlackrock, Inc.$175.21Mreported value+127.0K shares+124.1%AWIArmstrong World Industries, Inc.$160.75Mreported value+575.7K shares+47.6%IBKRInteractive Brokers Group, Inc.$146.62Mreported value+62.0K shares+2.9%CACCCredit Acceptance Corp$141.57Mreported value+7.4K shares+2.9%EDREndeavor Group Holdings Inc$104.29Mreported value+107.5K shares+3.1%