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Data as of Q4 2025

All position changes for CANTILLON CAPITAL MANAGEMENT LLC. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	AVGO Broadcom Inc	Decreased	4.6M	-2.0%	$1.6B	8.6%	0
2025-Q4	GOOGL Alphabet Inc	Increased	4.2M	+0.8%	$1.3B	7.1%	63
2025-Q4	SPGI S&P Global Inc	Increased	1.8M	+0.8%	$917.5M	5.0%	60
2025-Q4	TSM TAIWAN SEMICONDUCTOR MFG LTD	Increased	2.8M	+0.8%	$859.8M	4.6%	60
2025-Q4	IBKR Interactive Brokers Group Inc	Increased	12.8M	+0.8%	$820.6M	4.4%	60
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