13F Portfolios

CANTILLON CAPITAL MANAGEMENT LLC — ALPHABET INC GOOGL: Quarterly 13F Position History

CANTILLON CAPITAL MANAGEMENT LLC has reported ALPHABET INC (GOOGL) on 41 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2016. As of Q1 2026, the position is sized at 3,715,061 shares ($1.07B market value, 7.10% of the equity book). Quarter-over-quarter share count change: 500,173 (-11.9%) .

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 41 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 3,715,061 500,173 -11.9% $1.07B 7.10% $287.56
Q4 2025 4,215,234 +31,702 +0.8% $1.32B 7.13% $313.00
Q3 2025 4,183,532 46,058 -1.1% $1.02B 5.60% $243.10
Q2 2025 4,229,590 122,838 -2.8% $745.4M 4.31% $176.23
Q1 2025 4,352,428 134,610 -3.0% $673.1M 4.36% $154.64
Q4 2024 4,487,038 +23,790 +0.5% $849.4M 5.13% $189.30
Q3 2024 4,463,248 133,164 -2.9% $740.2M 4.53% $165.85
Q2 2024 4,596,412 234,482 -4.9% $837.2M 5.60% $182.15
Q1 2024 4,830,894 +565,218 +13.3% $729.1M 4.59% $150.93
Q4 2023 4,265,676 103,030 -2.4% $595.9M 3.98% $139.69
Q3 2023 4,368,706 15,841 -0.4% $571.7M 4.24% $130.86
Q2 2023 4,384,547 +263,218 +6.4% $524.8M 3.67% $119.70
Q1 2023 4,121,329 1,654,647 -28.6% $427.5M 3.48% $103.73
Q4 2022 5,775,976 113,150 -1.9% $509.6M 4.32% $88.23
Q3 2022 5,889,126 +5,591,826 +1880.9% $563.3M 5.10% $95.65
Q2 2022 297,300 1,311 -0.4% $647.9M 5.41% $2179.26
Q1 2022 298,611 +8,238 +2.8% $830.5M 5.93% $2781.35
Q4 2021 290,373 21,616 -6.9% $841.2M 5.56% $2897.04
Q3 2021 311,989 5,242 -1.7% $834.1M 5.69% $2673.52
Q2 2021 317,231 4,372 -1.4% $774.6M 5.22% $2441.79
Q1 2021 321,603 12,401 -3.7% $663.3M 4.83% $2062.52
Q4 2020 334,004 1,419 -0.4% $585.4M 4.39% $1752.64
Q3 2020 335,423 3,681 -1.1% $491.6M 4.11% $1465.60
Q2 2020 339,104 +3,218 +1.0% $480.9M 4.18% $1418.05
Q1 2020 335,886 622 -0.2% $390.3M 4.32% $1161.95
Q4 2019 336,508 7,263 -2.1% $450.7M 4.19% $1339.39
Q3 2019 343,771 2,360 -0.7% $419.8M 4.08% $1221.14
Q2 2019 346,131 6,781 -1.9% $374.8M 3.79% $1082.80
Q1 2019 352,912 1,834 -0.5% $415.3M 4.41% $1176.89
Q4 2018 354,746 +2,651 +0.8% $370.7M 4.47% $1044.96
Q3 2018 352,095 23,734 -6.3% $425.0M 4.78% $1207.08
Q2 2018 375,829 10,751 -2.8% $424.4M 4.57% $1129.19
Q1 2018 386,580 7,931 -2.0% $400.9M 4.56% $1037.14
Q4 2017 394,511 27,616 -6.5% $415.6M 4.92% $1053.40
Q3 2017 422,127 12,992 -3.0% $411.0M 4.78% $973.72
Q2 2017 435,119 18,206 -4.0% $404.5M 5.05% $929.68
Q1 2017 453,325 3,186 -0.7% $384.3M 4.91% $847.80
Q4 2016 456,511 14,490 -3.1% $361.8M 5.07% $792.45
Q3 2016 471,001 1,960 -0.4% $378.7M 5.35% $804.06
Q2 2016 472,961 12,936 -2.7% $332.7M 5.60% $703.53
Q1 2016 485,897 $370.7M 6.49% $762.90

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 GOOGL position in 13F-HR filings?

CANTILLON CAPITAL MANAGEMENT LLC first reported ALPHABET INC (GOOGL) on its 13F-HR filing for the period ending 2016-03-31 (Q1 2016). The position has appeared on 41 reported quarters within Pactolio's tracked window.

What was CANTILLON CAPITAL MANAGEMENT LLC's most recent quarter-over-quarter share-count change in GOOGL?

Between Q4 2025 and Q1 2026, CANTILLON CAPITAL MANAGEMENT LLC reduced its GOOGL position by 500,173 shares (-11.9%), leaving 3,715,061 shares at a market value of $1.07B.

Does the implied price-per-share represent CANTILLON CAPITAL MANAGEMENT LLC's cost basis in GOOGL?

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.