William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q1 2017)

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, 2017. 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

Increases - Becton, Dickinson and Company, Equifax, Inc., Visa Inc.

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	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2017	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Sell	-41,702	-0.8%	$276.21K	5,224,259
Q1 2017	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell	-52,158	-0.8%	$549.21K	6,701,749
Q1 2017	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-23,533	-0.8%	$339.67K	2,794,752
Q1 2017	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy	+312,926	+30.3%	$246.62K	1,344,427
Q1 2017	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-14,307	-0.7%	$342.77K	1,986,865
Q1 2017	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-3,901	-1.0%	$78.13K	391,787
Q1 2017	CBRE CBRE Group Inc	CBRE Group Inc	Sell	-55,651	-0.7%	$283.58K	8,151,090
Q1 2017	CME CME Group Inc.	CME Group Inc.	Sell	-16,984	-0.7%	$293.33K	2,469,154
Q1 2017	ECL Ecolab Inc.	Ecolab Inc.	Sell	-22,057	-0.7%	$373.56K	2,980,394
Q1 2017	EFX Equifax, Inc.	Equifax, Inc.	Buy	+284,929	+56.4%	$108.01K	789,919
Q1 2017	FIS Fidelity National Information S	Fidelity National Information S	Sell	-705,776	-11.2%	$447.37K	5,618,865
Q1 2017	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-43,217	-14.1%	$218.83K	263,790
Q1 2017	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-3,186	-0.7%	$384.33K	453,325
Q1 2017	HOG Harley-Davidson, Inc.	Harley-Davidson, Inc.	Sell - Position Exit	-5,457,872	-100.0%	$0.00	-
Q1 2017	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Sell	-44,764	-0.7%	$359.27K	6,000,821
Q1 2017	N6596X109 NXP Semiconductors	NXP Semiconductors	Sell	-12,332	-0.4%	$302.74K	2,924,981
Q1 2017	PRI Primerica, Inc.	Primerica, Inc.	Sell	-8,399	-0.8%	$87.14K	1,060,080
Q1 2017	SABR Sabre Corporation	Sabre Corporation	Buy - Position Entry	+3,953,120	-	$83.77K	3,953,120
Q1 2017	SPGI S&P Global Inc.	S&P Global Inc.	Sell	-29,316	-0.8%	$485.46K	3,713,166
Q1 2017	SSNC SS&C Technologies Holdings, Inc	SS&C Technologies Holdings, Inc	Sell	-14,826	-0.8%	$66.45K	1,877,160
Q1 2017	TNET TriNet Group, Inc.	TriNet Group, Inc.	Sell	-54,361	-1.2%	$129.94K	4,496,226
Q1 2017	V Visa Inc.	Visa Inc.	Buy	+450,069	+14.8%	$309.67K	3,484,497
Q1 2017	WTW Willis Towers Watson	Willis Towers Watson	Sell	-22,778	-0.7%	$414.01K	3,163,044
Q1 2017	ZTS Zoetis Inc.	Zoetis Inc.	Sell	-57,521	-1.0%	$306.57K	5,744,165