CANTILLON CAPITAL MANAGEMENT LLC: BROADCOM (AVGO): Quarterly 13F Position History
As of Q2 2026, CANTILLON CAPITAL MANAGEMENT LLC reported 186,760 shares of BROADCOM (AVGO), worth $70.5M and representing 10.6% of its 13F equity book. Quarter-over-quarter share count change: 3,869,242 (-95.4%) . The position first appeared in Q2 2018 and has been disclosed across 33 13F-HR filings in Pactolio's tracked window.
- 186,760Shares Held (Latest Filing)
- $70.5MReported Market Value (Latest Filing)
- 10.6%Portfolio Weight (% of 13F Equity Book)
- 3,869,242Quarter-over-Quarter Share Change
- -$1.2BQuarter-over-Quarter Value Change
- 7,370,870Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 33 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 186,760 | 3,869,242 | -95.4% | $70.5M | 10.6% | $377.8 |
| Q1 2026 | 4,056,002 | 548,299 | -11.9% | $1.3B | 8.3% | $309.5 |
| Q4 2025 | 4,604,301 | 95,438 | -2.0% | $1.6B | 8.6% | $346.1 |
| Q3 2025 | 4,699,739 | 781,041 | -14.3% | $1.6B | 8.5% | $329.9 |
| Q2 2025 | 5,480,780 | 826,094 | -13.1% | $1.5B | 8.7% | $275.6 |
| Q1 2025 | 6,306,874 | 1,063,996 | -14.4% | $1.1B | 6.8% | $167.4 |
| Q4 2024 | 7,370,870 | +39,477 | +0.5% | $1.7B | 10.3% | $231.8 |
| Q3 2024 | 7,331,393 | +6,559,316 | +849.6% | $1.3B | 7.7% | $172.5 |
| Q2 2024 | 772,077 | 39,610 | -4.9% | $1.2B | 8.3% | $1605.5 |
| Q1 2024 | 811,687 | 114,589 | -12.4% | $1.1B | 6.8% | $1325.4 |
| Q4 2023 | 926,276 | 22,487 | -2.4% | $1.0B | 6.9% | $1116.3 |
| Q3 2023 | 948,763 | 98,954 | -9.4% | $788.0M | 5.8% | $830.6 |
| Q2 2023 | 1,047,717 | +62,560 | +6.4% | $908.8M | 6.4% | $867.4 |
| Q1 2023 | 985,157 | 15,686 | -1.6% | $632.0M | 5.1% | $641.5 |
| Q4 2022 | 1,000,843 | 20,646 | -2.0% | $559.6M | 4.7% | $559.1 |
| Q3 2022 | 1,021,489 | 9,583 | -0.9% | $453.6M | 4.1% | $444.0 |
| Q2 2022 | 1,031,072 | 4,660 | -0.4% | $500.9M | 4.2% | $485.8 |
| Q1 2022 | 1,035,732 | +29,732 | +3.0% | $652.2M | 4.7% | $629.7 |
| Q4 2021 | 1,006,000 | 76,706 | -7.1% | $669.4M | 4.4% | $665.4 |
| Q3 2021 | 1,082,706 | 16,486 | -1.5% | $525.0M | 3.6% | $484.9 |
| Q2 2021 | 1,099,192 | 13,867 | -1.2% | $524.1M | 3.5% | $476.8 |
| Q1 2021 | 1,113,059 | 41,837 | -3.6% | $516.1M | 3.8% | $463.7 |
| Q4 2020 | 1,154,896 | 7,900 | -0.7% | $505.7M | 3.8% | $437.8 |
| Q3 2020 | 1,162,796 | 12,034 | -1.0% | $423.6M | 3.5% | $364.3 |
| Q2 2020 | 1,174,830 | +11,854 | +1.0% | $370.8M | 3.2% | $315.6 |
| Q1 2020 | 1,162,976 | 1,463 | -0.1% | $275.7M | 3.0% | $237.1 |
| Q4 2019 | 1,164,439 | 25,612 | -2.2% | $368.0M | 3.4% | $316.0 |
| Q3 2019 | 1,190,051 | 7,822 | -0.7% | $328.5M | 3.2% | $276.1 |
| Q2 2019 | 1,197,873 | +191,099 | +19.0% | $344.8M | 3.5% | $287.9 |
| Q1 2019 | 1,006,774 | +90,269 | +9.8% | $302.7M | 3.2% | $300.7 |
| Q4 2018 | 916,505 | +8,477 | +0.9% | $233.0M | 2.8% | $254.3 |
| Q3 2018 | 908,028 | 485,031 | -34.8% | $224.0M | 2.5% | $246.7 |
| Q2 2018 | 1,393,059 | — | — | $338.0M | 3.6% | $242.6 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did CANTILLON CAPITAL MANAGEMENT LLC first disclose a AVGO position in 13F-HR filings?
CANTILLON CAPITAL MANAGEMENT LLC first reported BROADCOM (AVGO) on its 13F-HR filing for the period ending 2018-06-30 (Q2 2018). The position has appeared on 33 reported quarters within Pactolio's tracked window.
What was CANTILLON CAPITAL MANAGEMENT LLC's most recent quarter-over-quarter share-count change in AVGO?
Between Q1 2026 and Q2 2026, CANTILLON CAPITAL MANAGEMENT LLC reduced its AVGO position by 3,869,242 shares (-95.4%), leaving 186,760 shares at a market value of $70.5M.
Does the implied price-per-share represent CANTILLON CAPITAL MANAGEMENT LLC's cost basis in AVGO?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.