StockDriftsStockDriftsTop 38 Cantillon Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 8.34% | 4.06M | $1.26B | -11.91%(-548.30K) | $29.45(+1123.89%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 7.1% | 3.72M | $1.07B | -11.87%(-500.17K) | $48.13(+647.84%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 5.6% | 2.49M | $842.7M | -11.87%(-335.73K) | $46.62(+831.25%) | 2026-03-31 | |
| IBKR | INTERACTIVE BROKERS GROUP IN | 5.01% | 11.25M | $754.3M | -11.87%(-1.51M) | $14.62(+524.90%) | 2026-03-31 | |
| SPGI | S&P GLOBAL INC | 4.37% | 1.55M | $658.1M | -11.87%(-208.32K) | $138.70(+217.16%) | 2026-03-31 | |
| ADI | ANALOG DEVICES INC | 4.04% | 1.91M | $608.1M | -11.86%(-257.30K) | $55.31(+581.87%) | 2026-03-31 | |
| CBRE | CBRE GROUP INC | 3.54% | 3.93M | $532.6M | -11.85%(-528.61K) | $43.68(+224.15%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 3.46% | 1.52M | $520.2M | -48.82%(-1.45M) | $62.63(+862.83%) | 2026-03-31 | |
| V | VISA INC | 3.45% | 1.72M | $519.3M | -11.87%(-231.33K) | $67.73(+434.71%) | 2026-03-31 | |
| ICE | INTERCONTINENTAL EXCHANGE IN | 3.07% | 2.94M | $462.7M | -11.86%(-396.03K) | $53.56(+148.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.29% | +57.28% |
| Top 20 Holdings Unweighted | +13.12% | +44.77% |
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