Loading BSD 13F portfolios...
Elite Manager Tracking
The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Cantillon Capital Management
Value
$18.5B
Stocks
27 Stocks
Turnover
100.0%
Top Holdings
AVGO(10.61%) GOOG(9.19%) 2330(8.24%) IBKR(6.78%) AMAT(5.45%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| AVGO | None | Broadcom | Information Technology | $70.5M | 0 | 10.6% | 0 | No Change |
| GOOG | None | Alphabet Inc. | Communication Services | $61.1M | 0 | 9.2% | 0 | No Change |
| 2330 | None | Taiwan Semiconductor Manufacturing Company Limited | General | $54.8M | 0 | 8.2% | 0 | No Change |
| IBKR | None | Interactive Brokers Group, Inc. | Financials | $45.1M | 0 | 6.8% | 0 | No Change |
| AMAT | None | Applied Materials, Inc. | Information Technology | $36.3M | 0 | 5.5% | 0 | No Change |
| ADI | None | Analog Devices, Inc. | Information Technology | $35.0M | 0 | 5.3% | 0 | No Change |
| SPGI | None | S&P Global Inc. | Financials | $29.0M | 0 | 4.4% | 0 | No Change |
| V | None | Visa, Inc. | Financials | $28.7M | 0 | 4.3% | 0 | No Change |
| MSFT | None | Microsoft Corp. | Information Technology | $25.7M | 0 | 3.9% | 0 | No Change |
| CBRE | None | CBRE Group, Inc. | Real Estate | $24.4M | 0 | 3.7% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Information Technology | 8 | $228.8M | 34.4% |
| Financials | 7 | $152.6M | 22.9% |
| Communication Services | 3 | $91.2M | 13.7% |
| General | 2 | $74.9M | 11.3% |
| Industrials | 3 | $54.5M | 8.2% |
| Real Estate | 1 | $24.4M | 3.7% |
| Consumer Discretionary | 2 | $21.9M | 3.3% |
| Health Care | 1 | $16.8M | 2.5% |