William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q2 2026)

As of Jun 30, 2026, the Cantillon Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Jul 29, 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 Q2 2026, the filing reported:

New Buys - None reported

Increases - None reported

Reductions - Agilent Technologies, Inc., Analog Devices, Inc., Applied Materials, Inc., Broadcom Inc., BlackRock, and 22 more

Complete Exits - Adobe Inc., Alcon, American Tower Corporation (REI, Aon Plc, Equifax, Inc., and 6 more

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
Q2 2026	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Sell	-2,619,392	-95.4%	$16.79M	126,437
Q2 2026	ADBE Adobe Inc.	Adobe Inc.	Sell - Position Exit	-1,019,710	-100.0%	$0.00	-
Q2 2026	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell	-1,823,477	-95.4%	$34.96M	88,014
Q2 2026	ALC Alcon	Alcon	Sell - Position Exit	-2,507,095	-100.0%	$0.00	-
Q2 2026	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Sell	-1,471,667	-96.7%	$36.28M	50,176
Q2 2026	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell - Position Exit	-1,612,473	-100.0%	$0.00	-
Q2 2026	AON Aon Plc	Aon Plc	Sell - Position Exit	-1,095,574	-100.0%	$0.00	-
Q2 2026	AVGO Broadcom Inc.	Broadcom Inc.	Sell	-3,869,242	-95.4%	$70.55M	186,760
Q2 2026	BLK BlackRock	BlackRock	Sell	-432,409	-95.4%	$20.07M	20,873
Q2 2026	CBRE CBRE Group Inc	CBRE Group Inc	Sell	-3,750,893	-95.4%	$24.39M	181,083
Q2 2026	CME CME Group Inc.	CME Group Inc.	Sell	-1,322,511	-95.4%	$14.10M	63,835
Q2 2026	CP Canadian Pacific Kansas City Li	Canadian Pacific Kansas City Li	Sell	-4,144,575	-95.4%	$17.32M	199,860
Q2 2026	EFX Equifax, Inc.	Equifax, Inc.	Sell - Position Exit	-1,791,379	-100.0%	$0.00	-
Q2 2026	ENTG Entegris, Inc.	Entegris, Inc.	Sell	-2,066,672	-95.4%	$17.94M	99,756
Q2 2026	FAST Fastenal Company	Fastenal Company	Sell	-7,790,620	-95.4%	$18.06M	376,044
Q2 2026	FERG Ferguson Enterprises Inc.	Ferguson Enterprises Inc.	Sell	-1,668,754	-95.4%	$19.12M	80,548
Q2 2026	FLUT Flutter Entertainment	Flutter Entertainment	Sell - Position Exit	-1,375,776	-100.0%	$0.00	-
Q2 2026	FWONK Liberty Media Corporation - Ser	Liberty Media Corporation - Ser	Sell - Position Exit	-1,035,685	-100.0%	$0.00	-
Q2 2026	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-3,543,995	-95.4%	$61.13M	171,066
Q2 2026	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Sell	-10,728,048	-95.4%	$45.07M	517,833
Q2 2026	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Sell	-2,806,486	-95.4%	$16.68M	135,468
Q2 2026	IQV IQVIA Holdings, Inc.	IQVIA Holdings, Inc.	Sell - Position Exit	-1,710,896	-100.0%	$0.00	-
Q2 2026	LPLA LPL Financial Holdings Inc.	LPL Financial Holdings Inc.	Sell - Position Exit	-324,927	-100.0%	$0.00	-
Q2 2026	LYV Live Nation Entertainment, Inc.	Live Nation Entertainment, Inc.	Sell	-2,351,556	-95.4%	$20.78M	113,503
Q2 2026	MCO Moody's Corporation	Moody's Corporation	Sell	-374,438	-95.4%	$8.19M	18,075
Q2 2026	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-1,043,364	-93.8%	$25.70M	68,901
Q2 2026	ORCL Oracle Corporation	Oracle Corporation	Sell	-1,177,728	-91.8%	$15.45M	105,457
Q2 2026	SPGI S&P Global Inc.	S&P Global Inc.	Sell	-1,476,054	-95.4%	$29.02M	71,249
Q2 2026	SPOT Spotify	Spotify	Sell	-419,137	-95.4%	$9.28M	20,216
Q2 2026	SSNC SS&C Technologies Holdings, Inc	SS&C Technologies Holdings, Inc	Sell	-3,580,277	-95.4%	$10.72M	172,816

Page 1 of 3