Cantillon Capital Management - Performance Analysis

Investment performance metrics based on historical 13F filings data.

📊 Data Coverage: June 2013 to September 2025 • Initial Portfolio Value: $0.00B

Performance calculated from first filing in our database. This may not represent the investor's entire career.

Portfolio Growth (Since First Filing)

+18.16B

+9,999%+

Winning Positions

+82.19%

60 wins / 73 positions

Average Gain (Winners)

$324.56M

+9,999%+ avg per position

Active Positions

38

9 losing positions

Portfolio Value Over Time

Current: $18.2B
Change: +$18.2B (798242.64%)
$18.2B$9.1B$2.3M
Jun 2013Sep 2019Sep 2025

Total Positions Tracked

73

All holdings over time

Win/Loss Ratio

6.67

60 gains / 9 losses

Active vs. Exited

38 / 35

Current positions / Exited

Position Performance

60 Gains / 9 Losses

Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.

SymbolCompanySectorEntryStatusInitial ValueCurrent ValueGain/LossReturn %
AVGOBroadcom Inc.TechnologyJun 2018ACTIVE$338.01K$1.55B$1.55B+9,999%+
GOOGLAlphabet Inc.Communication ServicesDec 2015ACTIVE$392.81K$1.02B$1.02B+9,999%+
IBKRInteractive Brokers Group, Inc.Financial ServicesJun 2017ACTIVE$72.07K$871.41M$871.34M+9,999%+
SPGIS&P Global Inc.Financial ServicesJun 2016ACTIVE$416.63K$848.05M$847.63M+9,999%+
TSMTaiwan Semiconductor ManufacturTechnologySep 2017ACTIVE$106.33K$784.24M$784.13M+9,999%+
CBRECBRE Group IncReal EstateMar 2016ACTIVE$109.66K$697.52M$697.41M+9,999%+
VVisa Inc.Financial ServicesDec 2015ACTIVE$104.59K$660.52M$660.41M+9,999%+
MSFTMicrosoft CorporationTechnologyMar 2020ACTIVE$105.27K$648.74M$648.64M+9,999%+
AMATApplied Materials, Inc.TechnologyMar 2020ACTIVE$111.77K$604.24M$604.13M+9,999%+
BLKBlackRockN/ADec 2021ACTIVE$93.66K$595.06M$594.97M+9,999%+
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Important Note: Data Limitations

These metrics are based on 13F filing data which has significant limitations:

  • Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
  • No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
  • Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
  • Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
  • Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns

Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.