William Von Mueffling – Cantillon Capital Management Portfolio Balances & Equity Value (Jun 30, 2025)

As of Jun 30, 2025, the Cantillon Capital Management portfolio balances reported a total equity value of $17.30B across 38 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Jul 30, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight BROADCOM INC (AVGO) as the single largest position, accounting for 8.7% of total equity value, followed by S&P GLOBAL INC (SPGI), ALPHABET INC (GOOGL), INTERACTIVE BROKERS GROUP IN (IBKR), and others. Collectively, the top five holdings represent 26.5% of the portfolio, showing how capital is distributed among core positions and long-term investments.