CANTILLON CAPITAL MANAGEMENT LLC — BROADCOM INC AVGO: Quarterly 13F Position History
CANTILLON CAPITAL MANAGEMENT LLC has reported BROADCOM INC (AVGO) on 32 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2018. As of Q1 2026, the position is sized at 4,056,002 shares ($1.26B market value, 8.34% of the equity book). Quarter-over-quarter share count change: 548,299 (-11.9%) .
- 4,056,002Shares Held (Latest Filing)
- $1.26BReported Market Value (Latest Filing)
- 8.34%Portfolio Weight (% of 13F Equity Book)
- 548,299Quarter-over-Quarter Share Change
- -$338.2MQuarter-over-Quarter Value Change
- 7,370,870Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 32 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 4,056,002 | 548,299 | -11.9% | $1.26B | 8.34% | $309.51 |
| Q4 2025 | 4,604,301 | 95,438 | -2.0% | $1.59B | 8.62% | $346.10 |
| Q3 2025 | 4,699,739 | 781,041 | -14.3% | $1.55B | 8.54% | $329.91 |
| Q2 2025 | 5,480,780 | 826,094 | -13.1% | $1.51B | 8.73% | $275.65 |
| Q1 2025 | 6,306,874 | 1,063,996 | -14.4% | $1.06B | 6.84% | $167.43 |
| Q4 2024 | 7,370,870 | +39,477 | +0.5% | $1.71B | 10.33% | $231.84 |
| Q3 2024 | 7,331,393 | +6,559,316 | +849.6% | $1.26B | 7.73% | $172.50 |
| Q2 2024 | 772,077 | 39,610 | -4.9% | $1.24B | 8.29% | $1605.53 |
| Q1 2024 | 811,687 | 114,589 | -12.4% | $1.08B | 6.77% | $1325.41 |
| Q4 2023 | 926,276 | 22,487 | -2.4% | $1.03B | 6.91% | $1116.25 |
| Q3 2023 | 948,763 | 98,954 | -9.4% | $788.0M | 5.85% | $830.58 |
| Q2 2023 | 1,047,717 | +62,560 | +6.4% | $908.8M | 6.35% | $867.43 |
| Q1 2023 | 985,157 | 15,686 | -1.6% | $632.0M | 5.15% | $641.54 |
| Q4 2022 | 1,000,843 | 20,646 | -2.0% | $559.6M | 4.74% | $559.13 |
| Q3 2022 | 1,021,489 | 9,583 | -0.9% | $453.6M | 4.11% | $444.01 |
| Q2 2022 | 1,031,072 | 4,660 | -0.4% | $500.9M | 4.18% | $485.81 |
| Q1 2022 | 1,035,732 | +29,732 | +3.0% | $652.2M | 4.66% | $629.68 |
| Q4 2021 | 1,006,000 | 76,706 | -7.1% | $669.4M | 4.42% | $665.41 |
| Q3 2021 | 1,082,706 | 16,486 | -1.5% | $525.0M | 3.58% | $484.93 |
| Q2 2021 | 1,099,192 | 13,867 | -1.2% | $524.1M | 3.53% | $476.84 |
| Q1 2021 | 1,113,059 | 41,837 | -3.6% | $516.1M | 3.76% | $463.66 |
| Q4 2020 | 1,154,896 | 7,900 | -0.7% | $505.7M | 3.79% | $437.85 |
| Q3 2020 | 1,162,796 | 12,034 | -1.0% | $423.6M | 3.54% | $364.32 |
| Q2 2020 | 1,174,830 | +11,854 | +1.0% | $370.8M | 3.22% | $315.61 |
| Q1 2020 | 1,162,976 | 1,463 | -0.1% | $275.7M | 3.05% | $237.10 |
| Q4 2019 | 1,164,439 | 25,612 | -2.2% | $368.0M | 3.42% | $316.02 |
| Q3 2019 | 1,190,051 | 7,822 | -0.7% | $328.5M | 3.19% | $276.07 |
| Q2 2019 | 1,197,873 | +191,099 | +19.0% | $344.8M | 3.48% | $287.86 |
| Q1 2019 | 1,006,774 | +90,269 | +9.8% | $302.7M | 3.22% | $300.71 |
| Q4 2018 | 916,505 | +8,477 | +0.9% | $233.0M | 2.81% | $254.28 |
| Q3 2018 | 908,028 | 485,031 | -34.8% | $224.0M | 2.52% | $246.73 |
| Q2 2018 | 1,393,059 | — | — | $338.0M | 3.64% | $242.64 |
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 INC (AVGO) on its 13F-HR filing for the period ending 2018-06-30 (Q2 2018). The position has appeared on 32 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 Q4 2025 and Q1 2026, CANTILLON CAPITAL MANAGEMENT LLC reduced its AVGO position by 548,299 shares (-11.9%), leaving 4,056,002 shares at a market value of $1.26B.
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.