Home Latest Articles Summary Cantillon Capital Management’s Q1 2026 13F portfolio value declined to $15.05B, with 38 holdings and continued high concentration in top positions. Broadcom remains the largest holding at 8.34% but has been consistently trimmed to harvest gains amid significant price appreciation. New stake initiated in Spotify at 1.42% of portfolio, purchased near current trading levels, while Uber, Equifax, Canadian Pacific, and Oracle saw notable increases. Significant reductions occurred across major positions, including Alphabet, Taiwan Semi, Interactive Brokers, S&P Global, and Applied Materials, reflecting active portfolio rebalancing. SusanneB/E+ via Getty Images This article is part of a series that provides an ongoing analysis of the changes made to William von Mueffling's 13F stock portfolio on a quarterly basis.…