William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q1 2015)
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, 2015. 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 2015, the filing reported:
New Buys - American Express Company
Increases - Ecolab Inc., Intercontinental Exchange Inc.
Reductions - Ambev S.A., Analog Devices, Inc., Baidu, Inc., Credit Acceptance Corporation, CME Group Inc., and 4 more
Complete Exits - H&R Block, Inc.
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 2015
|
ABEV
Ambev S.A.
|
Sell |
-142,000
|
|
Q1 2015
|
ADI
Analog Devices, Inc.
|
Sell |
-18,000
|
|
Q1 2015
|
AXP
American Express Company
|
Buy - Position Entry |
+2,177,450
|
|
Q1 2015
|
BIDU
Baidu, Inc.
|
Sell |
-8,059
|
|
Q1 2015
|
CACC
Credit Acceptance Corporation
|
Sell |
-1,450
|
|
Q1 2015
|
CME
CME Group Inc.
|
Sell |
-4,700
|
|
Q1 2015
|
ECL
Ecolab Inc.
|
Buy |
+315,232
|
|
Q1 2015
|
FIS
Fidelity National Information S
|
Sell |
-42,500
|
|
Q1 2015
|
GWW
W.W. Grainger, Inc.
|
Sell |
-4,631
|
|
Q1 2015
|
HOG
Harley-Davidson, Inc.
|
Sell |
-25,500
|
|
Q1 2015
|
HRB
H&R Block, Inc.
|
Sell - Position Exit |
-2,379,789
|
|
Q1 2015
|
ICE
Intercontinental Exchange Inc.
|
Buy |
+275,830
|
|
Q1 2015
|
MSM
MSC Industrial Direct Company,
|
Sell |
-8,800
|