William Von Mueffling's Cantillon Capital Management significantly reduced its position in Broadcom (AVGO) by 95.4% during the second quarter of 2026. The firm's SEC disclosure, filed on July 29, revealed it sold nearly 3.9 million shares, decreasing its stake from 4.06 million to just 186,760. This action lowered the reported value of its holding from $1.26 billion to $70.55 million, based on the period ending June 30.
The sale occurred during a quarter where Broadcom reported record revenues, largely driven by surging AI semiconductor demand. [1, 2, 6] As 13F filings are delayed disclosures, this trade took place sometime between March 31 and June 30 and may not reflect the firm's current position. Despite the massive reduction, Broadcom remained Cantillon's largest holding by portfolio weight. [9]