AlphaTable
Workbench
William von Mueffling
CloseCantillon Capital Management LLC
| History | Stock | % of Portfolio | Recent Activity | Shares | Reported Price* | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|---|
| ≡ | AVGO - BROADCOM INC | 6.84% | Add 36.98% | 6,306,874 | $167.43 | $1,055,959,914 | — | — | — | — |
| ≡ | SPGI - S&P GLOBAL INC | 5.96% | Add 3.25% | 1,812,764 | $508.10 | $921,065,389 | — | — | — | — |
| ≡ | V - Visa | 4.57% | Add 3.26% | 2,012,972 | $350.46 | $705,466,167 | $300.80 | -14.17% | $293.89 | $375.51 |
| ≡ | GOOGL - Alphabet | 4.36% | Add 3.25% | 4,352,428 | $154.64 | $673,059,466 | $295.77 | +91.26% | $140.53 | $349.00 |
| ≡ | CBRE - CBRE Group | 3.90% | Add 3.25% | 4,605,765 | $130.78 | $602,341,947 | $136.60 | +4.45% | $108.45 | $174.27 |
| ≡ | ICE - INTERCONTINENTAL EXCHANGE IN | 3.85% | Add 3.26% | 3,446,696 | $172.50 | $594,555,061 | $162.98 | -5.52% | $143.17 | $189.35 |
| ≡ | IBKR - INTERACTIVE BROKERS GROUP IN | 3.53% | Reduce 74.19% | 3,293,826 | $165.59 | $545,424,647 | $67.74 | -59.09% | $32.82 | $79.18 |
| ≡ | G3643J108 - FLUTTER ENTMT PLC | 3.35% | Add 3.26% | 2,337,798 | $221.55 | $517,939,147 | — | — | — | — |
| ≡ | G0403H108 - AON PLC | 3.32% | Add 3.26% | 1,283,548 | $399.09 | $512,251,171 | — | — | — | — |
| ≡ | MSFT - Microsoft | 3.17% | Add 3.25% | 1,303,090 | $375.39 | $489,166,956 | $373.46 | -0.51% | $344.79 | $555.45 |
| ≡ | TSM - Taiwan Semiconductor | 3.14% | Add 3.25% | 2,921,336 | $166.00 | $484,941,776 | $339.04 | +104.24% | $134.25 | $390.21 |
| ≡ | ADI - Analog Devices | 2.92% | Add 3.26% | 2,239,461 | $201.67 | $451,632,099 | $318.34 | +57.85% | $158.65 | $363.20 |
| ≡ | TMO - Thermo Fisher Scientific | 2.91% | Add 3.26% | 901,773 | $497.60 | $448,722,245 | $491.46 | -1.23% | $385.46 | $643.99 |
| ≡ | AMAT - APPLIED MATLS INC | 2.89% | Add 3.25% | 3,070,430 | $145.12 | $445,580,801 | $348.47 | +140.13% | $123.74 | $395.95 |
| ≡ | BLK - BLACKROCK INC | 2.87% | Reduce 9.02% | 467,854 | $946.48 | $442,814,454 | — | — | — | — |
| ≡ | EFX - EQUIFAX INC | 2.81% | Add 3.25% | 1,780,067 | $243.56 | $433,553,119 | — | — | — | — |
| ≡ | CME - CME GROUP INC | 2.79% | Add 3.25% | 1,624,206 | $265.29 | $430,885,610 | — | — | — | — |
| ≡ | AMT - AMERICAN TOWER CORP NEW | 2.66% | Add 3.20% | 1,889,190 | $217.60 | $411,087,744 | $173.73 | -20.16% | $165.08 | $234.33 |
| ≡ | UBER - Uber Technologies | 2.50% | Add 3.26% | 5,308,459 | $72.86 | $386,774,323 | $71.84 | -1.40% | $60.63 | $101.99 |
| ≡ | LYV - LIVE NATION ENTERTAINMENT IN | 2.44% | Add 3.25% | 2,888,072 | $130.58 | $377,124,442 | $155.75 | +19.28% | $113.20 | $175.25 |
| ≡ | A - AGILENT TECHNOLOGIES INC | 2.44% | Add 3.26% | 3,217,069 | $116.98 | $376,332,731 | $115.48 | -1.28% | $96.43 | $160.27 |
| ≡ | FAST - FASTENAL CO | 2.40% | Reduce 48.37% | 4,784,048 | $77.55 | $371,002,922 | $46.30 | -40.30% | $35.31 | $50.63 |
| ≡ | SSNC - SS&C TECHNOLOGIES HLDGS INC | 2.38% | Add 3.26% | 4,397,147 | $83.53 | $367,293,689 | $68.33 | -18.20% | $65.05 | $91.07 |
| ≡ | IQV - IQVIA HLDGS INC | 2.29% | Add 3.26% | 2,004,434 | $176.30 | $353,381,714 | $173.26 | -1.72% | $134.65 | $247.05 |
| ≡ | FERG - Ferguson | 2.13% | Add 3.25% | 2,049,411 | $160.23 | $328,377,125 | $235.07 | +46.71% | $146.00 | $271.64 |
| ≡ | ADBE - ADOBE INC | 1.98% | Reduce 31.14% | 796,886 | $383.53 | $305,629,687 | — | — | — | — |
| ≡ | YUM - YUM BRANDS INC | 1.86% | Reduce 11.25% | 1,824,564 | $157.36 | $287,113,391 | $156.09 | -0.81% | $137.33 | $169.39 |
| ≡ | ECL - ECOLAB INC | 1.85% | Buy | 1,127,076 | $253.52 | $285,736,308 | $264.28 | +4.24% | $221.62 | $309.27 |
| ≡ | TME - TENCENT MUSIC ENTMT GROUP | 1.80% | Add 2.84% | 19,240,319 | $14.41 | $277,252,997 | — | — | — | — |
| ≡ | CP - Canadian Pacific Kansas City | 1.64% | Reduce 14.13% | 3,613,392 | $70.21 | $253,696,252 | $78.97 | +12.48% | $66.49 | $89.42 |
| ≡ | TCOM - TRIP COM GROUP LTD | 1.47% | Reduce 23.41% | 3,576,813 | $63.58 | $227,413,770 | — | — | — | — |
| ≡ | ENTG - ENTEGRIS INC | 1.44% | Add 3.21% | 2,538,175 | $87.48 | $222,039,549 | — | — | — | — |
| ≡ | MCO - MOODYS CORP | 1.39% | Add 3.25% | 459,857 | $465.69 | $214,150,806 | $440.79 | -5.35% | $378.71 | $546.88 |
| ≡ | ZTS - ZOETIS INC | 1.34% | Buy | 1,254,465 | $164.65 | $206,547,663 | — | — | — | — |
| ≡ | TW - TRADEWEB MKTS INC | 1.12% | Reduce 56.73% | 1,163,200 | $148.46 | $172,688,672 | $123.20 | -17.01% | $97.06 | $149.25 |
| ≡ | H01301128 - ALCON AG | 0.90% | Reduce 48.52% | 1,464,533 | $94.93 | $139,028,118 | — | — | — | — |
| ≡ | ORCL - ORACLE CORP | 0.80% | Add 3.27% | 888,795 | $139.81 | $124,262,429 | — | — | — | — |
37 visible rowsPrice data as of Apr 2, 2026
* Reported price is computed as filing value divided by reported shares.