Question 1

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

Accepted Answer

As of 2026-Q2, CANTILLON CAPITAL MANAGEMENT LLC holds 50,176 shares of AMAT (APPLIED MATLS INC).

Question 2

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

Accepted Answer

As of 2026-Q2, CANTILLON CAPITAL MANAGEMENT LLC's AMAT position is worth $36.3M.

Question 3

Is CANTILLON CAPITAL MANAGEMENT LLC buying or selling AMAT?

Accepted Answer

In 2026-Q2, CANTILLON CAPITAL MANAGEMENT LLC decreased their AMAT position (-96.7% 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-Q3. They have held the position across 26 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	50,176	-96.7%	$36.3M	5.5%	$723.00	0
2026-Q1	Decreased	1.5M	-48.8%	$520.2M	3.5%	$341.37	0
2025-Q4	Increased	3M	+0.8%	$764.2M	4.1%	$256.35	59
2025-Q3	Decreased	3M	-1.1%	$604.2M	3.3%	$203.83	0
2025-Q2	Decreased	3M	-2.8%	$546.2M	3.2%	$181.74	0
2025-Q1	Decreased	3.1M	-3.0%	$445.6M	2.9%	$143.65	0
2024-Q4	Increased	3.2M	+0.5%	$514.8M	3.1%	$160.62	59
2024-Q3	Decreased	3.1M	-2.9%	$636.2M	3.9%	$199.08	0