William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q1 2018)
As of Mar 31, 2018, 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 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 | Type | Change Qty |
|---|---|---|---|
|
Q1 2018
|
A
Agilent Technologies, Inc.
|
Sell |
-673,382
|
|
Q1 2018
|
ADI
Analog Devices, Inc.
|
Sell |
-118,991
|
|
Q1 2018
|
AMT
American Tower Corporation (REI
|
Sell |
-45,629
|
|
Q1 2018
|
BDX
Becton, Dickinson and Company
|
Sell |
-26,154
|
|
Q1 2018
|
BIDU
Baidu, Inc.
|
Sell |
-34,194
|
|
Q1 2018
|
CACC
Credit Acceptance Corporation
|
Sell |
-6,681
|
|
Q1 2018
|
CBRE
CBRE Group Inc
|
Sell |
-145,486
|
|
Q1 2018
|
CME
CME Group Inc.
|
Sell |
-43,506
|
|
Q1 2018
|
ECL
Ecolab Inc.
|
Sell |
-50,843
|
|
Q1 2018
|
EFX
Equifax, Inc.
|
Sell |
-39,380
|
|
Q1 2018
|
FIS
Fidelity National Information S
|
Sell |
-92,160
|
|
Q1 2018
|
GOOG
Alphabet Inc.
|
Sell |
-5,426
|
|
Q1 2018
|
GOOGL
Alphabet Inc.
|
Sell |
-7,931
|
|
Q1 2018
|
IBKR
Interactive Brokers Group, Inc.
|
Buy |
+501,191
|
|
Q1 2018
|
ICE
Intercontinental Exchange Inc.
|
Sell |
-108,197
|
|
Q1 2018
|
META
Meta Platforms, Inc.
|
Buy - Position Entry |
+724,909
|
|
Q1 2018
|
PRI
Primerica, Inc.
|
Sell |
-15,942
|
|
Q1 2018
|
SPGI
S&P Global Inc.
|
Sell |
-78,465
|
|
Q1 2018
|
SSNC
SS&C Technologies Holdings, Inc
|
Buy |
+1,192,707
|
|
Q1 2018
|
ST
Sensata Technologies
|
Buy - Position Entry |
+4,968,450
|
|
Q1 2018
|
TNET
TriNet Group, Inc.
|
Buy |
+225,981
|
|
Q1 2018
|
TSM
Taiwan Semiconductor Manufactur
|
Buy |
+1,698,463
|
|
Q1 2018
|
V
Visa Inc.
|
Sell |
-57,497
|
|
Q1 2018
|
VRSN
VeriSign, Inc.
|
Sell |
-23,136
|
|
Q1 2018
|
WTW
Willis Towers Watson
|
Sell |
-58,614
|
|
Q1 2018
|
ZTS
Zoetis Inc.
|
Sell |
-875,044
|