Question 1

How many shares of AMAT does CANTILLON CAPITAL MANAGEMENT LLC own?

Accepted Answer

As of 2026-Q1, CANTILLON CAPITAL MANAGEMENT LLC holds 1.5M shares of AMAT (APPLIED MATLS INC).

Question 2

What is CANTILLON CAPITAL MANAGEMENT LLC's AMAT position worth?

Accepted Answer

As of 2026-Q1, CANTILLON CAPITAL MANAGEMENT LLC's AMAT position is worth $520.2M.

Question 3

Is CANTILLON CAPITAL MANAGEMENT LLC buying or selling AMAT?

Accepted Answer

In 2026-Q1, CANTILLON CAPITAL MANAGEMENT LLC decreased their AMAT position (-48.8% change in shares).

Question 4

When did CANTILLON CAPITAL MANAGEMENT LLC first buy AMAT?

Accepted Answer

Based on available 13F filings, CANTILLON CAPITAL MANAGEMENT LLC first reported a position in AMAT in 2024-Q2. They have held the position across 25 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	1.5M	-48.8%	$520.2M	3.5%	$351.32	0
2025-Q4	Increased	3M	+0.8%	$764.2M	4.1%	$259.97	59
2025-Q3	Decreased	3M	-1.1%	$604.2M	3.3%	$204.55	0
2025-Q2	Decreased	3M	-2.8%	$546.2M	3.2%	$182.33	0
2025-Q1	Decreased	3.1M	-3.0%	$445.6M	2.9%	$143.95	0
2024-Q4	Increased	3.2M	+0.5%	$514.8M	3.1%	$162.02	59
2024-Q3	Decreased	3.1M	-2.9%	$636.2M	3.9%	$202.41	0
2024-Q2	Decreased	3.2M	-4.8%	$765.2M	5.1%	$232.66	0