William von Mueffling - Cantillon Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    38
Portfolio value:    $15,050,978,966
Holdings Activity Buys Sells    History
Period Portfolio
Value		 Top 20 holdings history (left to right)
2026   Q1 $15.05 B AVGO GOOGL TSM IBKR SPGI ADI CBRE AMAT V ICE BLK MSFT CME FERG FAST TMO LYV UBER AON CP
2025   Q4 $18.49 B AVGO GOOGL SPGI TSM IBKR AMAT CBRE V MSFT ADI BLK ICE TMO FLUT FERG AON IQV CME A UBER
2025   Q3 $18.16 B AVGO GOOGL IBKR SPGI TSM CBRE V MSFT AMAT BLK FLUT ICE ADI UBER LYV FAST FERG AON EFX TME
2025   Q2 $17.30 B AVGO SPGI GOOGL IBKR V FLUT TSM MSFT CBRE ICE AMAT BLK ADI UBER EFX AON CME FERG LYV AMT
2025   Q1 $15.44 B AVGO SPGI V GOOGL CBRE ICE IBKR FLUT AON MSFT TSM ADI TMO AMAT BLK EFX CME AMT UBER A
2024   Q4 $16.55 B AVGO SPGI GOOGL V CBRE FLUT IBKR TSM MSFT ICE AMAT BLK ADI TMO AON EFX A IQV CME LYV
2024   Q3 $16.35 B AVGO SPGI GOOGL AMAT CBRE MSFT FLUT ICE V EFX ADI TSM TMO A IBKR BLK AON AMT IQV CME
2024   Q2 $14.96 B AVGO SPGI GOOGL AMAT ADI MSFT V TSM ICE EFX TMO A CBRE IBKR BLK IQV AMT FERG CME AON
2024   Q1 $15.90 B AVGO SPGI GOOGL AMAT V ADI MSFT EFX ICE A TMO CBRE IQV TSM ADSK AMT FAST IBKR FERG AON
2023   Q4 $14.97 B AVGO SPGI ADI GOOGL V AMAT MSFT A ICE EFX CBRE TMO AMT IQV ADSK TNET BLK CME FERG VRSN
2023   Q3 $13.48 B SPGI AVGO ADI GOOGL V AMAT MSFT TMO ICE A AON TNET WTW CME EFX IQV VRSN BDX BC CBRE
2023   Q2 $14.31 B AVGO SPGI ADI V GOOGL AMAT MSFT EFX TMO ICE A WTW AON IQV VRSN BC CBRE AMT CME BDX
2023   Q1 $12.28 B SPGI AVGO ADI V TMO A GOOGL AMAT MSFT WTW EFX ICE AON AMT VRSN BC CME IQV CBRE IBKR
2022   Q4 $11.81 B SPGI AVGO ADI GOOGL A V TMO WTW ICE EFX AMT AON VRSN CBRE AMAT IQV BLK BC MSFT FIS
2022   Q3 $11.04 B SPGI GOOGL AVGO ADI TMO A V AMT WTW ICE EFX AON FIS VRSN CBRE CME AMAT IQV BC MSFT
2022   Q2 $11.98 B SPGI GOOGL AVGO ADI AMT TMO V A FIS EFX ICE WTW IQV CBRE AON CME ZTS AMAT VRSN BC
2022   Q1 $14.01 B SPGI GOOGL AVGO ADI ICE V TMO EFX AMT AMAT A WTW FIS AON CBRE CME VRSN ZTS TNET TSM
2021   Q4 $15.14 B SPGI GOOGL AVGO EFX TMO ADI A AMAT AMT ICE V CBRE FIS ZTS WTW VRSN ECL TSM BC META
2021   Q3 $14.67 B SPGI GOOGL A ADI EFX V AVGO TMO AMT ICE AMAT FIS CBRE ZTS META ECL TSM BC WTW AON
2021   Q2 $14.85 B SPGI GOOGL ADI V A FIS AMT AMAT AVGO EFX ICE TMO TSM META ZTS VRSN CBRE ECL WTW BC
2021   Q1 $13.74 B SPGI GOOGL FIS ADI V AVGO AMAT A AMT ICE TSM TMO ECL WTW EFX CBRE BC ZTS CTXS VRSN
2020   Q4 $13.34 B SPGI ADI GOOGL FIS V ICE AVGO WTW A ZTS ECL AMT TMO EFX CBRE TSM ADSK AMAT CME TNET
2020   Q3 $11.96 B SPGI FIS ADI V AMT GOOGL WTW ZTS ICE ECL TMO AVGO A EFX CBRE CME TSM VRSN ADSK AON
2020   Q2 $11.51 B SPGI ADI FIS AMT V GOOGL WTW ECL ICE ZTS EFX AVGO A TMO ADSK VRSN CBRE CME BDX AON
2020   Q1 $9.04 B SPGI FIS AMT ADI V WTW GOOGL ICE ECL ZTS CME A BDX AVGO TMO EFX VRSN CBRE AON ADSK
2019   Q4 $10.75 B SPGI ADI FIS V AMT WTW GOOGL ZTS ECL CBRE ICE CME AVGO A BDX EFX TMO AON VRSN SSNC
2019   Q3 $10.29 B SPGI ADI FIS AMT WTW ZTS V ECL GOOGL ICE CME CBRE EFX AVGO A BDX TMO VRSN AON TNET
2019   Q2 $9.90 B SPGI ADI FIS V WTW ECL AMT ZTS ICE GOOGL CME CBRE AVGO EFX VRSN BDX A TMO TNET AON
2019   Q1 $9.41 B SPGI ADI FIS WTW AMT V GOOGL ECL ZTS ICE CBRE CME AVGO EFX A VRSN TMO BDX TNET AON
2018   Q4 $8.29 B SPGI ADI FIS WTW GOOGL CME V ICE AMT ECL ZTS CBRE A BDX AVGO VRSN TMO EFX GOOG ST
2018   Q3 $8.89 B SPGI ADI FIS GOOGL V ECL BIDU ICE WTW ZTS CME AMT EFX CBRE BDX A GOOG TNET ST AVGO
2018   Q2 $9.29 B SPGI ADI FIS GOOGL BIDU WTW V ICE CBRE SVW ECL ZTS AVGO CME AMT BDX TNET GOOG A EFX
2018   Q1 $8.80 B SPGI ADI FIS WTW GOOGL BIDU ICE V ECL AMT ZTS CME BRX CBRE SVW A ST BDX GOOG EFX
2017   Q4 $8.44 B SPGI ADI FIS GOOGL WTW BIDU ICE ZTS ECL AMT V SVW CME BRX CBRE A 9ST BDX GOOG EFX
2017   Q3 $8.60 B SPGI ADI FIS BIDU WTW GOOGL ICE ECL AMT V ZTS A CME BRX SVW CBRE 9ST BDX GOOG AGN
2017   Q2 $8.01 B SPGI ADI FIS WTW GOOGL ECL ICE AMT ZTS BIDU V NXPI A CME CBRE SVW BDX AGN 9ST GOOG
2017   Q1 $7.82 B ADI SPGI FIS WTW GOOGL ECL ICE BIDU AMT V ZTS NXPI SVW CME CBRE A 9ST AGN BDX GOOG
2016   Q4 $7.14 B ADI FIS SPGI WTW GOOGL ECL ICE BIDU HOG ZTS AMT NXPI CME SVW CBRE A GOOG V 9ST AGN
2016   Q3 $7.08 B FIS SPGI ADI WTW GOOGL ECL BIDU ZTS HOG GOOG ICE NXPI CME V CBRE AGN SVW A 9ST CMPR
2016   Q2 $5.94 B FIS SPGI ADI ECL WTW BIDU GOOGL ZTS ICE GOOG HOG CME SVW 9ST A CBRE AGN V CMPR AMT
2016   Q1 $5.32 B FIS ADI BIDU GOOGL WTW ECL HOG GOOG ZTS 9ST ICE CME A V SVW MSM CMPR GWW CBRE AMT
2015   Q4 $4.58 B FIS BIDU ADI GOOGL ECL GOOG 9ST HOG ICE CME A AXP MSM CMPR ZTS V GWW CACC BITA ABEV
2015   Q3 $4.19 B GGQ7 FIS ADI ECL HOG BIDU 9ST ICE SIRO GWW AXP CME MSM CMPR CACC ABEV BITA
2015   Q2 $4.56 B FIS ADI BIDU ECL HOG GWW GGQ1 9ST SIRO ICE GGQ7 ABEV AXP MSM CME CACC CMPR BITA
2015   Q1 $4.64 B FIS ADI BIDU ECL HOG GWW GGQ1 SIRO GGQ7 9ST ICE AXP ABEV MSM CME CACC CMPR BITA
2014   Q4 $4.52 B BIDU FIS ADI HOG GWW ECL GGQ1 SIRO GGQ7 ALR MSM ABEV 9ST CME ICE HRB CMPR BITA CACC
2014   Q3 $4.11 B BIDU FIS HOG ADI GGQ1 ECL GWW GGQ7 ALR ABEV SIRO SLH KO 9ST MSM BCO HRB BITA CACC
2014   Q2 $4.02 B FIS HOG BIDU ADI GGQ1 ECL GWW GGQ7 ABEV SIRO ALR SLH KO MSM BCO HRB CACC CL PCLN
2014   Q1 $4.10 B GGQ1 FIS HOG PCLN BIDU ADI ECL GWW ABEV ALR SIRO KO CL LKQ SLH BCO MSM CACC WAT
2013   Q4 $4.05 B GGQ1 BIDU HOG PCLN ADI KO FIS ECL ALR LKQ GWW ABEV SLH CL BCO WAT CACC MSM
2013   Q3 $3.74 B BIDU GGQ1 HOG ADI PCLN KO ECL FIS ALR LKQ ABV WAT CL PM SLH GWW BCO BBD CACC 3O9
2013   Q2 $3.27 B GGQ1 ADI KO PCLN BIDU ECL FIS HOG LKQ ORCL ALR ABV WAT CL PM SLH BCO BBD CACC 3O9
2013   Q1 $1.86 B GGQ1 ADI KO ALR LKQ PM CLB SLH WAT BBD BCO CACC FIS
2012   Q4 $1.48 B GGQ1 KO ADI PM SLH LKQ WAT ALR BBD BCO CLB CACC
2012   Q3 $1.36 B GGQ1 KO ADI PM WAT ALR SLH BBD CACC
2012   Q2 $1.29 B KO GGQ1 ADI PM WAT ALR SLH BBD CACC 41IS BTI
2012   Q1 $1.32 B KO GGQ1 ADI PM SLH BBD WAT ALR CACC 41IS BTI
2011   Q4 $1.18 B GGQ1 KO ADI PM SLH BBD WAT ALR 41IS BTI
2011   Q3 $983 M KO GGQ1 ADI PM SLH BBD WAT ALR 41IS BTI
2011   Q2 $1.03 B KO ADI BBD GGQ1 SLH PM 41IS BTI
2011   Q1 $950 M KO BBD GGQ1 ADI PM SLH 41IS BTI
2010   Q4 $751 M KO BBD ADI GGQ1 PM SLH 41IS BTI
2010   Q3 $775 M BBD AZO AVP KO GGQ1 PM ADI SLH 41IS BTI
2010   Q2 $424 M AZO BBD KO PM AVP KMB V 41IS BTI
2010   Q1 $420 M AZO BBD PM AVP BAX V CAG KMB BTI 41IS
2009   Q4 $147 M BBD CAG PM V KMB AVP BTI 41IS
2009   Q3 $142 M PM CAG MOO BBD HUB KMB BTI 41IS
2009   Q2 $291 M PG CAG HUB PM IFF BTI 41IS
2009   Q1 $843 M PG TMO PM HUB COV CAG ACL AVP IFF ARCC BTI 41IS TSCDY
2008   Q4 $636 M PM KR COV HNZ ACL TMO MBT NOC ARCC 41IS BTI TSCDY
2008   Q3 $1.46 B KR COV ORCL LCX DLTR HNZ 8277831Q AO5 PBR/A TMO UNH BTI MET CENX JCN CSCO E TSCDY GGG COP
2008   Q2 $2.32 B KR PBR/A AAGBP PEP HNZ PG COV 3517233Q ORCL CENX DLTR AO5 BBG OXY BTI MET LCX DVN COP CSCO
2008   Q1 $2.92 B PG OXY PEP TEVA AAGBP KR MET BRL COV COP PBR/A ORCL CENX BBG AO5 RNR LCX STO JCN CSCO
2007   Q4 $3.70 B COP UNH PG TEVA NKE MO CI RNR BRL PEP MET COV KR EG OXY PBR/A KMB CLX ORCL BNY
2007   Q3 $4.08 B COP PG AAIG UNH TEVA RNR PEP BRL NKE CI MO EG GR MET OXY MRO ANF KR IBM PBR/A
2007   Q2 $4.14 B WYE PG AAIG RNR OXY NKE TEVA AXP EG AET COP MRO UNH GR CI BRL ANF IBM PEP MO
2007   Q1 $3.32 B AAIG NKE OXY RNR GR EG AXP AET MRO COP BRL ANF MO UNH PG TEVA IBM WYE MBT KMB
2006   Q4 $3.21 B RNR AAIG OXY MBT NKE EG GR IBM AXP COP MRO BRL AET MO UNH DB5 KMB STPFQ ANF BAC
2006   Q3 $2.88 B IBM RNR AAIG OXY NKE EG MBT BRL MO GR UNH DB5 BAC ANF EXC KMB AET QQQ KR USB
2006   Q2 $2.80 B RNR OXY JNJ NKE IBM COP MBT GLW MRKC UNH DGX AAIG BRL DB5 EG BAC KMB EXC AET MRO
2006   Q1 $2.37 B GLW OXY JNJ ORCL RNR MBT BRL COP DB5 BEC MRKC AAIG DGX EG TEVA BAC NKE PBI KMB VRSN
2005   Q4 $2.09 B GLW OXY MBT BRL STXG BEC JNJ DB5 COP PBI RNR DGX MRKC AAIG TEVA WDC BAC KMB TYI OVTI
2005   Q3 $2.04 B OXY MBT GLW COP POLY BRL FDCP JNJ BEC DB5 PBI STXG DGX AAIG UNH BAC KMB TEVA USB CREE
2005   Q2 $2.21 B OXY FDCP GLW POLY MBT 3517233Q COP PBI BRL DB5 DGX UNH DST JNJ SIE STXG PA 502390Q KMB BGGSQ
2005   Q1 $2.08 B OXY FDCP 3517233Q DGX MBT POLY BRL COP DB5 SIE UNH YCC DST JNJ PBI WEBX GLW STXG KMB 502390Q
2004   Q4 $1.93 B FDCP OXY 3517233Q MBT DGX DST BRL POLY BEC UNH COP SIE WEBX PBI JNJ DB5 KMB COLM STXG BAC
2004   Q3 $1.75 B FDCP OXY MBT 3517233Q DGX POLY BRL WEBX COP DST BEC KMB SIE DB5 PBI UNH JNJ RGC COLM 502390Q
2004   Q2 $1.19 B FDCP OXY SIE MRKC KMB DGX GT COP POLY COLM JNJ DST UNH PBI BEC DB5 BRL FHN TYI AAP
2004   Q1 $788 M FDCP OXY TYI MRKC KMB SIE GT DGX UNH COP DB5 DST PBI JNJ BEC GDW REY AAP BAC YCC
2003   Q4 $646 M FDCP TYI KMB COP OXY UNH SIE DGX JNJ UTX DB5 POLY GDW EXC USB BRL LXK REY EFX NCC
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