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TSMTSM

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Position history for CACantillon Capital Management LLC's holdings in Taiwan Semiconductor Manufacturing Company Ltd.

Yes. Cantillon Capital Management holds 114,820 shares of TSM (TSMC), worth $54.8M, as of its Q2 2026 13F filing. It reduced the position by 2,378,731 shares (-95.4%) from Q1 2026. Cantillon Capital Management has held TSM in every 13F on record since Q1 2019, 30 quarterly filings. TSM is 8.2% of Cantillon Capital Management's reported 13F portfolio.

Current Value

$54.8M

Current Shares

114,820

Total Value Change

-$465.4M

Total Shares Change

-2.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
114,820
-95.4%
$54.8M8.2%$476.29
0
2026-Q1
Decreased
2.5M
-11.9%
$842.7M5.6%$336.26
0
2025-Q4
Increased
2.8M
+0.8%
$859.8M4.6%$301.52
60
2025-Q3
Decreased
2.8M
-1.1%
$784.2M4.3%$276.37
0
2025-Q2
Decreased
2.8M
-2.8%
$643M3.7%$223.41
0
2025-Q1
Decreased
2.9M
-3.0%
$484.9M3.1%$163.15
0
2024-Q4
Increased
3M
+0.5%
$594.8M3.6%$193.34
59
2024-Q3
Decreased
3M
-2.9%
$520.3M3.2%$169.49
0

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