William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q1 2014)
According to the SEC 13F filed on Jul 29, 2026, the Cantillon Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2014. 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 2014, the filing reported:
New Buys - None reported
Increases - Ambev S.A., Fidelity National Information S, W.W. Grainger, Inc., MSC Industrial Direct Company,
Reductions - Analog Devices, Inc., Brinks Company (The), Baidu, Inc., Credit Acceptance Corporation, Colgate-Palmolive Company, and 5 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 | Type | Change Qty |
|---|---|---|---|
|
Q1 2014
|
ABEV
Ambev S.A.
|
Buy |
+7,290,168
|
|
Q1 2014
|
ADI
Analog Devices, Inc.
|
Sell |
-31,726
|
|
Q1 2014
|
BCO
Brinks Company (The)
|
Sell |
-10,083
|
|
Q1 2014
|
BIDU
Baidu, Inc.
|
Sell |
-20,616
|
|
Q1 2014
|
CACC
Credit Acceptance Corporation
|
Sell |
-4,723
|
|
Q1 2014
|
CL
Colgate-Palmolive Company
|
Sell |
-12,649
|
|
Q1 2014
|
ECL
Ecolab Inc.
|
Sell |
-15,296
|
|
Q1 2014
|
FIS
Fidelity National Information S
|
Buy |
+2,380,245
|
|
Q1 2014
|
GWW
W.W. Grainger, Inc.
|
Buy |
+342,582
|
|
Q1 2014
|
HOG
Harley-Davidson, Inc.
|
Sell |
-41,942
|
|
Q1 2014
|
KO
Coca-Cola Company (The)
|
Sell |
-3,759,056
|
|
Q1 2014
|
LKQ
LKQ Corporation
|
Sell |
-1,225,589
|
|
Q1 2014
|
MSM
MSC Industrial Direct Company,
|
Buy |
+441,641
|
|
Q1 2014
|
WAT
Waters Corporation
|
Sell |
-921,960
|