William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q1 2018)

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, 2018. 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 2018, the filing reported:

New Buys - Meta Platforms, Inc., Sensata Technologies

Increases - Interactive Brokers Group, Inc., SS&C Technologies Holdings, Inc, TriNet Group, Inc., Taiwan Semiconductor Manufactur

Reductions - Agilent Technologies, Inc., Analog Devices, Inc., American Tower Corporation (REI, Becton, Dickinson and Company, Baidu, Inc., and 15 more

Complete Exits - None reported

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 2018	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Sell	-673,382	-14.8%	$259.23K	3,874,935
Q1 2018	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell	-118,991	-2.0%	$518.55K	5,690,260
Q1 2018	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-45,629	-1.9%	$346.55K	2,384,428
Q1 2018	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-26,154	-2.2%	$247.51K	1,142,180
Q1 2018	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-34,194	-2.0%	$376.31K	1,686,034
Q1 2018	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-6,681	-2.0%	$110.63K	334,823
Q1 2018	CBRE CBRE Group Inc	CBRE Group Inc	Sell	-145,486	-2.1%	$326.92K	6,923,433
Q1 2018	CME CME Group Inc.	CME Group Inc.	Sell	-43,506	-2.0%	$341.07K	2,108,730
Q1 2018	ECL Ecolab Inc.	Ecolab Inc.	Sell	-50,843	-2.0%	$348.73K	2,544,157
Q1 2018	EFX Equifax, Inc.	Equifax, Inc.	Sell	-39,380	-2.0%	$225.27K	1,912,156
Q1 2018	FIS Fidelity National Information S	Fidelity National Information S	Sell	-92,160	-1.9%	$449.75K	4,670,317
Q1 2018	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-5,426	-2.4%	$230.81K	223,695
Q1 2018	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-7,931	-2.0%	$400.94K	386,580
Q1 2018	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Buy	+501,191	+24.6%	$170.87K	2,541,244
Q1 2018	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Sell	-108,197	-2.1%	$370.25K	5,105,459
Q1 2018	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy - Position Entry	+724,909	-	$115.83K	724,909
Q1 2018	PRI Primerica, Inc.	Primerica, Inc.	Sell	-15,942	-1.7%	$88.07K	911,746
Q1 2018	SPGI S&P Global Inc.	S&P Global Inc.	Sell	-78,465	-2.4%	$601.85K	3,150,060
Q1 2018	SSNC SS&C Technologies Holdings, Inc	SS&C Technologies Holdings, Inc	Buy	+1,192,707	+72.6%	$152.04K	2,834,465
Q1 2018	ST Sensata Technologies	Sensata Technologies	Buy - Position Entry	+4,968,450	-	$257.51K	4,968,450
Q1 2018	TNET TriNet Group, Inc.	TriNet Group, Inc.	Buy	+225,981	+5.8%	$191.79K	4,140,605
Q1 2018	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Buy	+1,698,463	+64.0%	$190.42K	4,351,374
Q1 2018	V Visa Inc.	Visa Inc.	Sell	-57,497	-1.9%	$355.90K	2,975,221
Q1 2018	VRSN VeriSign, Inc.	VeriSign, Inc.	Sell	-23,136	-1.9%	$144.67K	1,220,192
Q1 2018	WTW Willis Towers Watson	Willis Towers Watson	Sell	-58,614	-2.1%	$409.58K	2,691,220
Q1 2018	ZTS Zoetis Inc.	Zoetis Inc.	Sell	-875,044	-17.5%	$345.29K	4,134,677