William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q1 2015)
As of Mar 31, 2015, 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 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
|