Cantillon Capital Management LLC
Position in AMAT — Applied Materials Inc /De
CIK 1279936
New York, NY
Position in AMAT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$36,277,248
-$483,873,470 QoQ
Shares Held
50,176
-96.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
5.45%
of 13F equity value
Holder Rank
#534
of 3,497 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Cantillon Capital Management LLC holds $54,219,362 across 2 Semiconductor Equipment & Materials names. AMAT ranks #1 (66.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
50,176 | $36,277,248 | |
| 2 | ENTG |
Entegris Inc
|
99,756 | $17,942,114 |
All Filings in AMAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,277,248 | 50,176 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $520,150,718 | 1,521,843 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $764,201,139 | 2,973,661 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $604,240,971 | 2,951,260 | Shares | Defined | 2026-02-17 | |
| 2025-06-30 | $546,233,281 | 2,983,740 | Shares | Defined | 2026-02-17 | |
| 2025-03-31 | $445,580,801 | 3,070,430 | Shares | Defined | 2026-02-17 | |
| 2024-12-31 | $514,789,326 | 3,165,402 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $636,174,225 | 3,148,598 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $765,214,093 | 3,242,570 | Shares | Defined | 2024-08-05 | |
| 2024-03-31 | $702,697,790 | 3,407,350 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $563,395,999 | 3,476,251 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $492,895,291 | 3,560,096 | Shares | Defined | 2023-11-06 | |
| 2023-06-30 | $516,588,416 | 3,574,017 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $412,681,654 | 3,359,779 | Shares | Defined | 2023-05-04 | |
| 2022-12-31 | $332,773,752 | 3,417,270 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $284,344,865 | 3,470,583 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $318,589,941 | 3,501,758 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $462,858,402 | 3,511,824 | Shares | Defined | 2022-05-03 | |
| 2021-12-31 | $537,572,287 | 3,416,194 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $472,300,843 | 3,668,926 | Shares | Defined | 2021-10-26 | |
| 2021-06-30 | $531,355,346 | 3,731,428 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $504,545,476 | 3,776,538 | Shares | Defined | 2021-05-03 | |
| 2020-12-31 | $335,735,047 | 3,890,325 | Shares | Defined | 2021-02-03 | |
| 2020-09-30 | $233,364,078 | 3,925,384 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $239,918,312 | 3,968,872 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $111,765,838 | 2,439,237 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||