Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
BROADCOM INC | 926,276 | -22,487 | $1,033,956 |
AVGO | 926,276 | -22,487 | $1,033,956 |
S&P GLOBAL INC | 2,113,064 | -51,566 | $930,847 |
SPGI | 2,113,064 | -51,566 | $930,847 |
ANALOG DEVICES INC | 3,209,296 | -78,314 | $637,238 |
ADI | 3,209,296 | -78,314 | $637,238 |
ALPHABET INC | 4,265,676 | -103,030 | $595,872 |
GOOGL | 4,265,676 | -103,030 | $595,872 |
VISA INC | 2,278,889 | -55,660 | $593,309 |
V | 2,278,889 | -55,660 | $593,309 |
APPLIED MATLS INC | 3,476,251 | -83,845 | $563,396 |
AMAT | 3,476,251 | -83,845 | $563,396 |
MICROSOFT CORP | 1,475,277 | -35,732 | $554,763 |
MSFT | 1,475,277 | -35,732 | $554,763 |
AGILENT TECHNOLOGIES INC | 3,641,879 | -89,581 | $506,330 |
A | 3,641,879 | -89,581 | $506,330 |
INTERCONTINENTAL EXCHANGE IN (ICE) | 3,903,158 | -94,219 | $501,283 |
ICE | 3,903,158 | -94,219 | $501,283 |
EQUIFAX INC | 2,015,075 | -48,837 | $498,308 |
EFX | 2,015,075 | -48,837 | $498,308 |
CBRE GROUP INC | 5,215,510 | +603,771 | $485,512 |
CBRE | 5,215,510 | +603,771 | $485,512 |
THERMO FISHER SCIENTIFIC INC | 882,017 | -21,746 | $468,166 |
TMO | 882,017 | -21,746 | $468,166 |
AMERICAN TOWER CORP NEW | 2,138,424 | +271,293 | $461,643 |
AMT | 2,138,424 | +271,293 | $461,643 |
IQVIA HLDGS INC | 1,802,956 | -44,333 | $417,168 |
IQV | 1,802,956 | -44,333 | $417,168 |
AUTODESK INC | 1,702,608 | +442,005 | $414,551 |
ADSK | 1,702,608 | +442,005 | $414,551 |
TRINET GROUP INC | 3,345,943 | -84,882 | $397,933 |
TNET | 3,345,943 | -84,882 | $397,933 |
BLACKROCK INC | 489,124 | -12,577 | $397,071 |
BLK | 489,124 | -12,577 | $397,071 |
CME GROUP INC | 1,838,698 | -44,368 | $387,230 |
CME | 1,838,698 | -44,368 | $387,230 |
FERGUSON PLC NEW | 1,872,863 | +690,643 | $361,594 |
FERG | 1,872,863 | +690,643 | $361,594 |
VERISIGN INC | 1,749,432 | -42,619 | $360,313 |
VRSN | 1,749,432 | -42,619 | $360,313 |
AON PLC | 1,220,174 | -29,793 | $355,095 |
AON | 1,220,174 | -29,793 | $355,095 |
FASTENAL CO | 5,416,305 | -131,091 | $350,814 |
FAST | 5,416,305 | -131,091 | $350,814 |
TAIWAN SEMICONDUCTOR MFG LTD | 3,307,970 | -80,539 | $344,029 |
TSM | 3,307,970 | -80,539 | $344,029 |
CDW CORP | 1,415,042 | -34,315 | $321,667 |
CDW | 1,415,042 | -34,315 | $321,667 |
INTERACTIVE BROKERS GROUP IN | 3,728,869 | -90,760 | $309,123 |
IBKR | 3,728,869 | -90,760 | $309,123 |
ENTEGRIS INC | 2,566,297 | -61,560 | $307,494 |
ENTG | 2,566,297 | -61,560 | $307,494 |
SS&C TECHNOLOGIES HLDGS INC | 4,978,807 | -119,947 | $304,255 |
SSNC | 4,978,807 | -119,947 | $304,255 |
ZOETIS INC | 1,420,220 | -34,345 | $280,309 |
ZTS | 1,420,220 | -34,345 | $280,309 |
LIVE NATION ENTERTAINMENT IN | 2,746,801 | +1,632,749 | $257,101 |
LYV | 2,746,801 | +1,632,749 | $257,101 |
ECOLAB INC | 1,276,407 | -536,183 | $253,175 |
ECL | 1,276,407 | -536,183 | $253,175 |
BRUNSWICK CORP | 2,395,715 | -1,996,626 | $231,785 |
BC | 2,395,715 | -1,996,626 | $231,785 |
ADOBE INC | 382,406 | -9,214 | $228,143 |
ADBE | 382,406 | -9,214 | $228,143 |
BECTON DICKINSON & CO | 867,764 | -471,191 | $211,587 |
BDX | 867,764 | -471,191 | $211,587 |
MOODYS CORP | 520,670 | -12,789 | $203,353 |
MCO | 520,670 | -12,789 | $203,353 |
CANADIAN PACIFIC KANSAS CITY | 2,393,492 | +1,259,778 | $189,229 |
CP | 2,393,492 | +1,259,778 | $189,229 |
CREDIT ACCEP CORP MICH | 250,910 | -6,204 | $133,667 |
CACC | 250,910 | -6,204 | $133,667 |
See Full List: All Stocks Held By Cantillon Capital Management LLC
Including:
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Cantillon Capital Management LLC
Size ($ in 1000's)
At 12/31/2023: $14,967,146 At 09/30/2023: $13,481,488 Combined Holding Report Includes:
Cantillon Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cantillon Capital Management LLC 13F filings. Link to 13F filings: SEC filings |