Question 1

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

Accepted Answer

As of 2026-Q1, CANTILLON CAPITAL MANAGEMENT LLC holds 2.5M shares of TSM (TAIWAN SEMICONDUCTOR MANUFAC).

Question 2

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

Accepted Answer

As of 2026-Q1, CANTILLON CAPITAL MANAGEMENT LLC's TSM position is worth $842.7M.

Question 3

Is CANTILLON CAPITAL MANAGEMENT LLC buying or selling TSM?

Accepted Answer

In 2026-Q1, CANTILLON CAPITAL MANAGEMENT LLC decreased their TSM position (-11.9% change in shares).

Question 4

When did CANTILLON CAPITAL MANAGEMENT LLC first buy TSM?

Accepted Answer

Based on available 13F filings, CANTILLON CAPITAL MANAGEMENT LLC first reported a position in TSM in 2024-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	2.5M	-11.9%	$842.7M	5.6%	$353.13	0
2025-Q4	Increased	2.8M	+0.8%	$859.8M	4.6%	$299.58	60
2025-Q3	Decreased	2.8M	-1.1%	$784.2M	4.3%	$272.49	0
2025-Q2	Decreased	2.8M	-2.8%	$643M	3.7%	$227.24	0
2025-Q1	Decreased	2.9M	-3.0%	$484.9M	3.1%	$163.69	0
2024-Q4	Increased	3M	+0.5%	$594.8M	3.6%	$197.73	59
2024-Q3	Decreased	3M	-2.9%	$520.3M	3.2%	$175.05	0
2024-Q2	Decreased	3.1M	-4.8%	$536.2M	3.6%	$170.33	0