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Gurus
Growth At A Reasonable Price
CANTILLON CAPITAL MANAGEMENT LLC (Data extracted from 13F, 13D, 13G and Form 4)

CANTILLON CAPITAL MANAGEMENT LLC

AUM: $19.90 B

13-F Portfolio Value: $15.05 B

Last 13-F Filed: Q1 2026

Concentration in top 10: 45.69%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
UBER	UBER TECHNOLOGIES INC	2.48%	5,193,864	$373,594,638	53,201	1.03%	$71.93	13F
CP	CANADIAN PACIFIC KANSAS CITY	2.27%	4,344,435	$341,733,258	136,577	3.25%	$78.66	13F
EFX	EQUIFAX INC	2.14%	1,791,379	$322,573,617	67,381	3.91%	$180.07	13F
ORCL	ORACLE CORP	1.25%	1,283,185	$188,769,345	422,508	49.09%	$147.11	13F