Cantillon Capital Management LLC

Position in AMAT — Applied Materials Inc /De

CIK 1279936 New York, NY

Back to AMAT Full portfolio

Position in AMAT

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$520,150,718

-$244,050,421 QoQ

Shares Held

1,521,843

-48.8% QoQ

Ownership

0.192%

of shares outstanding

% of Portfolio

3.48%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 89.63756445310061.ToString("F0")% Shared 0.ToString("F0")% None 10.362435546899384.ToString("F0")%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Mar 31, 2026

Cantillon Capital Management LLC holds $774,142,736 across 2 Semiconductor Equipment & Materials names. AMAT ranks #1 (67.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AMAT	Applied Materials Inc /De This page	1,521,843	$520,150,718
2	ENTG	Entegris Inc	2,166,428	$253,992,018

All Filings in AMAT

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$520,150,718	1,521,843	-48.8%	Shares	Defined	2026-05-07
2025-12-31	$764,201,139	2,973,661	+0.8%	Shares	Defined	2026-02-11
2025-09-30	$604,240,971	2,951,260	-1.1%	Shares	Defined	2026-02-17
2025-06-30	$546,233,281	2,983,740	-2.8%	Shares	Defined	2026-02-17
2025-03-31	$445,580,801	3,070,430	-3.0%	Shares	Defined	2026-02-17
2024-12-31	$514,789,326	3,165,402	+0.5%	Shares	Defined	2025-02-05
2024-09-30	$636,174,225	3,148,598	-2.9%	Shares	Defined	2024-11-07
2024-06-30	$765,214,093	3,242,570	-4.8%	Shares	Defined	2024-08-05
2024-03-31	$702,697,790	3,407,350	-2.0%	Shares	Defined	2024-05-08
2023-12-31	$563,395,999	3,476,251	-2.4%	Shares	Defined	2024-02-07
2023-09-30	$492,895,291	3,560,096	-0.4%	Shares	Defined	2023-11-06
2023-06-30	$516,588,416	3,574,017	+6.4%	Shares	Defined	2023-08-09
2023-03-31	$412,681,654	3,359,779	-1.7%	Shares	Defined	2023-05-04
2022-12-31	$332,773,752	3,417,270	-1.5%	Shares	Defined	2023-02-06
2022-09-30	$284,344,865	3,470,583	-0.9%	Shares	Defined	2022-11-03
2022-06-30	$318,589,941	3,501,758	-0.3%	Shares	Defined	2022-08-03
2022-03-31	$462,858,402	3,511,824	+2.8%	Shares	Defined	2022-05-03
2021-12-31	$537,572,287	3,416,194	-6.9%	Shares	Defined	2022-01-27
2021-09-30	$472,300,843	3,668,926	-1.7%	Shares	Defined	2021-10-26
2021-06-30	$531,355,346	3,731,428	-1.2%	Shares	Defined	2021-07-27
2021-03-31	$504,545,476	3,776,538	-2.9%	Shares	Defined	2021-05-03
2020-12-31	$335,735,047	3,890,325	-0.9%	Shares	Defined	2021-02-03
2020-09-30	$233,364,078	3,925,384	-1.1%	Shares	Defined	2020-10-30
2020-06-30	$239,918,312	3,968,872	+62.7%	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.