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Cantillon decreased AMAT position by 533,090 shares

Jul 31, 2026Last updated Aug 12, 2026

This StonkWhisper whale intelligence report documents significant institutional position changes in $AMAT based on SEC 13F filings and block-level trading data. Quarterly 13F disclosures are required for institutional investment managers with at least $100 million in qualifying assets under management. These filings reveal long positions in U.S. equities held as of quarter end. Material changes in institutional positioning — particularly from concentrated funds with a history of high-conviction bets — are tracked by StonkWhisper as leading indicators of institutional thesis formation or exit.

CANTILLON CAPITAL MANAGEMENT LLC AUM: $665.1M DECREASED

AUM: $665.1M · 27 holdings · Period: 2026-06-30

533,090 Share Change

50,176 Current Shares

$36.3B Current Value

5.45% Portfolio %

-91.4% Change %

Position Change Detail

Issuer APPLIED MATLS INC

Ticker AMAT

Shares 583,266 → 50,176 533,090

Value $199.4B → $36.3B

Portfolio Weight 5.45%

Change Type Decreased

Period of Report 2026-06-30

Other Cantillon Positions This Period

Ticker	Issuer	Change Type	Share Change	Value
TME	TENCENT MUSIC ENTMT GROUP	Exited	6,232,387	—
FAST	FASTENAL CO	Decreased	4,657,950	$18.1B
IBKR	INTERACTIVE BROKERS GROUP IN	Decreased	3,796,066	$45.1B
CLV	TRIP COM GROUP LTD	Decreased	2,590,760	$8.5B
CP	CANADIAN PACIFIC KANSAS CITY	Decreased	2,479,562	$17.3B
CBRE	CBRE GROUP INC	Decreased	2,242,310	$24.4B
SSNC	SS&C TECH HLDGS	Decreased	2,140,603	$10.7B
GOOGL	ALPHABET INC	Decreased	2,118,897	$61.1B
UBER	UBER TECHNOLOGIES INC	Decreased	1,751,751	$17.2B
ICE	INTERCONTINENTAL EXCHANGE IN	Decreased	1,677,937	$16.7B

Other Whales Moving AMAT This Period

Manager	Change Type	Share Change
State Street	Increased	+733,069
Jennison	Decreased	126,503
Fisher Investments	Increased	+18,329
Winton	Decreased	15,331
LSV	Decreased	3,753
Cascade (Gates)	Decreased	2,780
Baillie Gifford	New	+52

View all sentiment, news, and whale activity for AMAT (APPLIED MATLS INC).

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Data sourced from SEC 13F institutional holdings filings. This page does not constitute financial advice. StonkWhisper presents public records — it does not verify or guarantee the accuracy of institutional filings. 13F filings are reported quarterly and may lag actual positions.

Last updated: August 12, 2026 at 06:02 UTC