William Von Mueffling - Cantillon Capital Management Portfolio Position Sizes (Q2 2026)

As of Jun 30, 2026, the Cantillon Capital Management portfolio balances reported a total equity value of $665.11M across 27 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Jul 29, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight BROADCOM INC (AVGO) as the single largest position, accounting for 10.6% of total equity value, followed by ALPHABET INC (GOOGL), TAIWAN SEMICONDUCTOR MANUFAC (TSM), INTERACTIVE BROKERS GROUP IN (IBKR), and others. Collectively, the top five holdings represent 40.3% of the portfolio, showing how capital is distributed among core positions and long-term investments.