CANTILLON CAPITAL MANAGEMENT LLC
Q3 2025 Form 13-F

NEW YORK, NEW YORK
CIK 0001279936 · CRD 137895 · SEC-registered investment adviser
Consolidated report · includes 1 manager since Q2 2013
$18.2B Reported Value Total

CANTILLON CAPITAL MANAGEMENT LLC reports 18 total accounts under management (AUM). There are 18 discretionary accounts valued at $22,772,175,764, and 0 non-discretionary accounts.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered Discretionary Manager
Private funds (Form ADV)
3 funds · $9.5B gross asset value
Other: $9.5B
Source: Form ADV filed 2026-03-26
Reported value
$18.2B
Quarter over quarter
+7.3%
Holdings
38
Top-10 concentration
45.6%

Filing Structure

Reports holdings for

Key People

Form ADV owners & control persons
William Alexander Vonmueffling
LIMITED PARTNER
Kevin Shawn Aarons
CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER
Thomas Ralph Ellis
SENIOR ANALYST
Q2 2025
Q4 2025
Go to latest

Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.

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Q3 2025 13F filing summary

Period of report September 30, 2025
Filed October 30, 2025
Form 13F-HR
Reported value $18.2B
Positions 38
Change in reported value +5.0%
New positions 1
Exited positions 1
Position turnover 5.1%
Top-10 concentration 45.6%

13F filings by quarter

Quarter Positions Value
Q2 2026 13F
Filed Jul 29, 2026
 27 $665.1M
Q1 2026 13F
Filed May 7, 2026
 38 $15.1B
Q4 2025 13F
Filed Feb 11, 2026
 37 $18.5B
Q3 2025 13F
Filed Oct 30, 2025
 38 $18.2B
Q2 2025 13F
Filed Jul 30, 2025
 38 $17.3B
Q1 2025 13F
Filed May 9, 2025
 37 $15.4B
Q4 2024 13F
Filed Feb 5, 2025
 36 $16.5B
Q3 2024 13F
Filed Nov 7, 2024
 38 $16.4B
Q2 2024 13F
Filed Aug 5, 2024
 39 $15.0B
Q1 2024 13F
Filed May 8, 2024
 37 $15.9B
Q4 2023 13F
Filed Feb 7, 2024
 37 $15.0B
Q3 2023 13F
Filed Nov 6, 2023
 39 $13.5B
Q2 2023 13F
Filed Aug 9, 2023
 38 $14.3B
Q1 2023 13F
Filed May 4, 2023
 37 $12.3B
Q4 2022 13F
Filed Feb 6, 2023
 39 $11.8B
Q3 2022 13F
Filed Nov 3, 2022
 39 $11.0B
Q2 2022 13F
Filed Aug 3, 2022
 39 $12.0B
Q1 2022 13F
Filed May 3, 2022
 37 $14.0B
Q4 2021 13F
Filed Jan 27, 2022
 38 $15.1B
Q3 2021 13F
Filed Oct 26, 2021
 37 $14.7B

33 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q3 2025

# Holding Reported value % of portfolio
1 AVGO BROADCOM INC COM LLP $1.6B 8.54%
2 GOOGL ALPHABET INC CAPITAL STOCK USD0.001 CL A LLP $1.0B 5.6%
3 IBKR INTERACTIVE BROKERS GROUP INC CL COM LLP $871.4M 4.8%
4 SPGI S&P GLOBAL INC COM LLP $848.1M 4.67%
5 TSM ADR TAIWAN SEMICONDUCTOR MANUFACTURING A LLP $784.2M 4.32%
6 CBRE CBRE GROUP INC CL A CL A LLP $697.5M 3.84%
7 V VISA INC COM CL A STK LLP $660.5M 3.64%
8 MSFT MICROSOFT CORP COM LLP $648.7M 3.57%
9 AMAT APPLIED MATERIALS, INC., COMMON STOCK, LLP $604.2M 3.33%
10 BLK BLACKROCK INC NEW COM LLP $595.1M 3.28%
11 FLUT FLUTTER ENTERTAINMENT PLC ORD EUR0.09 LLP $570.8M 3.14%
12 ICE INTERCONTINENTAL EXCHANGE INC COM LLP $558.2M 3.07%
13 ADI ANALOG DEVICES, INC., COMMON STOCK, LLP $528.9M 2.91%
14 UBER UBER TECHNOLOGIES INC COM USD0.00001 LLP $499.8M 2.75%
15 LYV LIVE NATION ENTERTAINMENT INC LLP $453.6M 2.5%
16 FAST FASTENAL CO COM LLP $451.0M 2.48%
17 FERG FERGUSON ENTERPRISES INC USD0.0001 LLP $442.4M 2.44%
18 AON AON PLC LLP $439.9M 2.42%
19 EFX EQUIFAX INC COM LLP $438.9M 2.42%
20 TME ADR TENCENT MUSIC ENTMT GROUP ADS LLP $430.7M 2.37%

Values as reported on the Q3 2025 Form 13F. Every position is in the holdings table below.

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