13F filing recap · Q2 2026

What did Cantillon Capital Management buy in Q2 2026?

Reported stock-position changes between this filing and the previous one.

Stock value

$665.11M

Positions

Estimated turnover

207.1%

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.

Quarter in review

Cantillon Capital Management exited Adobe, American Tower, Equifax, Iqvia Holdings, LPL Financial, Liberty Media, Tencent Music, Thermo Fisher Scientific, Aon, Flutter Entertainment, and Alcon. It substantially trimmed Broadcom, Alphabet, Taiwan Semiconductor, Interactive Brokers, Applied Materials, Analog Devices, S&P Global, Visa, Microsoft, CBRE Group, Live Nation, BlackRock, Ferguson Enterprises, Fastenal, Entegris, Canadian Pacific Kansas City, Uber, Agilent, Intercontinental Exchange, Oracle, CME Group, Yum! Brands, Tradeweb Markets, SS&C Technologies, Spotify, Trip.com, and Moody’s.

Reduced positions

AVGOBroadcom Inc.$70.55Mreported value-3.87M shares-95.4%GOOGLAlphabet Inc.$61.13Mreported value-3.54M shares-95.4%TSMTaiwan Semiconductor Manufacturing$54.83Mreported value-2.38M shares-95.4%IBKRInteractive Brokers Group, Inc.$45.07Mreported value

What did Cantillon Capital Management buy in Q2 2026?

Quarter in review

Reduced positions

Exited positions