William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q1 2016)

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, 2016. 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 2016, the filing reported:

New Buys - American Tower Corporation (REI, CBRE Group Inc, Willis Towers Watson

Increases - Visa Inc., Zoetis Inc.

Reductions - Agilent Technologies, Inc., Ambev S.A., Analog Devices, Inc., Baidu, Inc., Credit Acceptance Corporation, and 9 more

Complete Exits - American Express Company

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 2016	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Sell	-179,806	-3.7%	$184.29K	4,624,494
Q1 2016	ABEV Ambev S.A.	Ambev S.A.	Sell	-484,605	-3.9%	$61.39K	11,851,373
Q1 2016	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell	-314,582	-4.2%	$426.62K	7,207,691
Q1 2016	AMT American Tower Corporation (REI	American Tower Corporation (REI	Buy - Position Entry	+755,900	-	$77.38K	755,900
Q1 2016	AXP American Express Company	American Express Company	Sell - Position Exit	-2,121,750	-100.0%	$0.00	-
Q1 2016	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-94,011	-4.2%	$407.38K	2,134,213
Q1 2016	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-17,957	-4.1%	$77.15K	424,941
Q1 2016	CBRE CBRE Group Inc	CBRE Group Inc	Buy - Position Entry	+3,805,012	-	$109.66K	3,805,012
Q1 2016	CME CME Group Inc.	CME Group Inc.	Sell	-99,767	-3.9%	$236.65K	2,463,838
Q1 2016	ECL Ecolab Inc.	Ecolab Inc.	Sell	-124,046	-3.7%	$355.39K	3,186,751
Q1 2016	FIS Fidelity National Information S	Fidelity National Information S	Sell	-327,453	-4.1%	$490.66K	7,750,109
Q1 2016	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-15,150	-3.8%	$285.49K	383,233
Q1 2016	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-18,998	-3.8%	$370.69K	485,897
Q1 2016	GWW W.W. Grainger, Inc.	W.W. Grainger, Inc.	Sell	-20,222	-4.1%	$110.89K	475,061
Q1 2016	HOG Harley-Davidson, Inc.	Harley-Davidson, Inc.	Sell	-249,536	-4.1%	$299.04K	5,825,793
Q1 2016	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Sell	-45,008	-4.2%	$239.24K	1,017,432
Q1 2016	MSM MSC Industrial Direct Company,	MSC Industrial Direct Company,	Sell	-89,291	-3.9%	$166.24K	2,178,423
Q1 2016	V Visa Inc.	Visa Inc.	Buy	+982,363	+72.8%	$178.28K	2,331,028
Q1 2016	WTW Willis Towers Watson	Willis Towers Watson	Buy - Position Entry	+3,038,744	-	$360.58K	3,038,744
Q1 2016	ZTS Zoetis Inc.	Zoetis Inc.	Buy	+3,885,553	+172.1%	$272.35K	6,143,653