William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q1 2026)

As of Mar 31, 2026, the Cantillon Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 07, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2026, the filing reported:

New Buys - Spotify

Increases - Canadian Pacific Kansas City Li, Equifax, Inc., Oracle Corporation, Uber Technologies, Inc.

Reductions - Agilent Technologies, Inc., Adobe Inc., Analog Devices, Inc., Alcon, Applied Materials, Inc., and 28 more

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2026	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Sell	-369,809	-11.9%	$312.97M	2,745,829
Q1 2026	ADBE Adobe Inc.	Adobe Inc.	Sell	-137,527	-11.9%	$247.87M	1,019,710
Q1 2026	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell	-257,301	-11.9%	$608.12M	1,911,491
Q1 2026	ALC Alcon	Alcon	Sell	-338,026	-11.9%	$188.91M	2,507,095
Q1 2026	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Sell	-1,451,818	-48.8%	$520.15M	1,521,843
Q1 2026	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-218,052	-11.9%	$278.28M	1,612,473
Q1 2026	AON Aon Plc	Aon Plc	Sell	-147,444	-11.9%	$353.63M	1,095,574
Q1 2026	AVGO Broadcom Inc.	Broadcom Inc.	Sell	-548,299	-11.9%	$1.26B	4,056,002
Q1 2026	BLK BlackRock, Inc.	BlackRock, Inc.	Sell	-60,970	-11.9%	$435.93M	453,282
Q1 2026	CBRE CBRE Group Inc	CBRE Group Inc	Sell	-528,610	-11.9%	$532.63M	3,931,976
Q1 2026	CME CME Group Inc.	CME Group Inc.	Sell	-186,671	-11.9%	$409.46M	1,386,346
Q1 2026	CP Canadian Pacific Kansas City Li	Canadian Pacific Kansas City Li	Buy	+136,577	+3.2%	$341.73M	4,344,435
Q1 2026	EFX Equifax, Inc.	Equifax, Inc.	Buy	+67,381	+3.9%	$322.57M	1,791,379
Q1 2026	ENTG Entegris, Inc.	Entegris, Inc.	Sell	-292,725	-11.9%	$253.99M	2,166,428
Q1 2026	FAST Fastenal Company	Fastenal Company	Sell	-1,100,224	-11.9%	$378.93M	8,166,664
Q1 2026	FERG Ferguson	Ferguson	Sell	-235,552	-11.9%	$408.04M	1,749,302
Q1 2026	FLUT Flutter Entertainment	Flutter Entertainment	Sell	-888,249	-39.2%	$140.26M	1,375,776
Q1 2026	FWONK Liberty Media Corporation - Ser	Liberty Media Corporation - Ser	Sell	-671,214	-39.3%	$88.05M	1,035,685
Q1 2026	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-500,173	-11.9%	$1.07B	3,715,061
Q1 2026	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Sell	-1,514,023	-11.9%	$754.26M	11,245,881
Q1 2026	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Sell	-396,028	-11.9%	$462.71M	2,941,954
Q1 2026	IQV IQVIA Holdings, Inc.	IQVIA Holdings, Inc.	Sell	-230,248	-11.9%	$291.78M	1,710,896
Q1 2026	LPLA LPL Financial Holdings Inc.	LPL Financial Holdings Inc.	Sell	-44,141	-12.0%	$97.75M	324,927
Q1 2026	LYV Live Nation Entertainment, Inc.	Live Nation Entertainment, Inc.	Sell	-332,146	-11.9%	$375.95M	2,465,059
Q1 2026	MCO Moody's Corporation	Moody's Corporation	Sell	-52,887	-11.9%	$171.23M	392,513
Q1 2026	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-149,754	-11.9%	$411.73M	1,112,265
Q1 2026	ORCL Oracle Corporation	Oracle Corporation	Buy	+422,508	+49.1%	$188.77M	1,283,185
Q1 2026	SPGI S&P Global Inc.	S&P Global Inc.	Sell	-208,321	-11.9%	$658.13M	1,547,303
Q1 2026	SPOT Spotify	Spotify	Buy - Position Entry	+439,353	-	$213.05M	439,353
Q1 2026	SSNC SS&C Technologies Holdings, Inc	SS&C Technologies Holdings, Inc	Sell	-505,400	-11.9%	$253.60M	3,753,093

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