William Von Mueffling - Cantillon Capital Management Portfolio Balances (Sep 30, 2025)
As of Sep 30, 2025, the Cantillon Capital Management portfolio balances reported a total equity value of $18.16B across 38 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Oct 30, 2025, providing an updated snapshot of assets under management.
The portfolio balances highlight BROADCOM INC (AVGO) as the single largest position, accounting for 8.5% of total equity value, followed by ALPHABET INC (GOOGL), INTERACTIVE BROKERS GROUP IN (IBKR), S&P GLOBAL INC (SPGI), and others. Collectively, the top five holdings represent 27.9% of the portfolio, showing how capital is distributed among core positions and long-term investments.