William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q1 2017)
As of Mar 31, 2017, 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 2017, the filing reported:
New Buys - Sabre Corporation
Reductions - Agilent Technologies, Inc., Analog Devices, Inc., American Tower Corporation (REI, Baidu, Inc., Credit Acceptance Corporation, and 14 more
Complete Exits - Harley-Davidson, 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 2017
|
A
Agilent Technologies, Inc.
|
Sell |
-41,702
|
|
Q1 2017
|
ADI
Analog Devices, Inc.
|
Sell |
-52,158
|
|
Q1 2017
|
AMT
American Tower Corporation (REI
|
Sell |
-23,533
|
|
Q1 2017
|
BDX
Becton, Dickinson and Company
|
Buy |
+312,926
|
|
Q1 2017
|
BIDU
Baidu, Inc.
|
Sell |
-14,307
|
|
Q1 2017
|
CACC
Credit Acceptance Corporation
|
Sell |
-3,901
|
|
Q1 2017
|
CBRE
CBRE Group Inc
|
Sell |
-55,651
|
|
Q1 2017
|
CME
CME Group Inc.
|
Sell |
-16,984
|
|
Q1 2017
|
ECL
Ecolab Inc.
|
Sell |
-22,057
|
|
Q1 2017
|
EFX
Equifax, Inc.
|
Buy |
+284,929
|
|
Q1 2017
|
FIS
Fidelity National Information S
|
Sell |
-705,776
|
|
Q1 2017
|
GOOG
Alphabet Inc.
|
Sell |
-43,217
|
|
Q1 2017
|
GOOGL
Alphabet Inc.
|
Sell |
-3,186
|
|
Q1 2017
|
HOG
Harley-Davidson, Inc.
|
Sell - Position Exit |
-5,457,872
|
|
Q1 2017
|
ICE
Intercontinental Exchange Inc.
|
Sell |
-44,764
|
|
Q1 2017
|
N6596X109
NXP Semiconductors
|
Sell |
-12,332
|
|
Q1 2017
|
PRI
Primerica, Inc.
|
Sell |
-8,399
|
|
Q1 2017
|
SABR
Sabre Corporation
|
Buy - Position Entry |
+3,953,120
|
|
Q1 2017
|
SPGI
S&P Global Inc.
|
Sell |
-29,316
|
|
Q1 2017
|
SSNC
SS&C Technologies Holdings, Inc
|
Sell |
-14,826
|
|
Q1 2017
|
TNET
TriNet Group, Inc.
|
Sell |
-54,361
|
|
Q1 2017
|
V
Visa Inc.
|
Buy |
+450,069
|
|
Q1 2017
|
WTW
Willis Towers Watson
|
Sell |
-22,778
|
|
Q1 2017
|
ZTS
Zoetis Inc.
|
Sell |
-57,521
|