William Von Mueffling - Cantillon Capital Management Portfolio Balances (Dec 31, 2025)

As of Dec 31, 2025, the Cantillon Capital Management portfolio balances reported a total equity value of $18.49B across 37 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Feb 11, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight BROADCOM INC (AVGO) as the single largest position, accounting for 8.6% of total equity value, followed by ALPHABET INC (GOOGL), S&P GLOBAL INC (SPGI), TAIWAN SEMICONDUCTOR MFG LTD (TSM), and others. Collectively, the top five holdings represent 29.8% of the portfolio, showing how capital is distributed among core positions and long-term investments.