William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q1 2019)

As of Mar 31, 2019, 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 2019, the filing reported:

New Buys - None reported

Increases - Broadcom Inc.

Reductions - Agilent Technologies, Inc., Analog Devices, Inc., American Tower Corporation (REI, Armstrong World Industries Inc, Becton, Dickinson and Company, and 25 more

Complete Exits - Baidu, 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 2019	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Sell	-17,964	-0.5%	$284.51K	3,539,625
Q1 2019	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell	-25,057	-0.5%	$546.95K	5,195,684
Q1 2019	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-8,434	-0.4%	$429.97K	2,181,922
Q1 2019	AVGO Broadcom Inc.	Broadcom Inc.	Buy	+90,269	+9.8%	$302.75K	1,006,774
Q1 2019	AWI Armstrong World Industries Inc	Armstrong World Industries Inc	Sell	-6,527	-0.5%	$106.11K	1,336,024
Q1 2019	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-6,851	-0.7%	$260.65K	1,043,728
Q1 2019	BIDU Baidu, Inc.	Baidu, Inc.	Sell - Position Exit	-855,743	-100.0%	$0.00	-
Q1 2019	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-1,549	-0.5%	$137.88K	305,094
Q1 2019	CBRE CBRE Group Inc	CBRE Group Inc	Sell	-34,160	-0.5%	$350.12K	7,080,311
Q1 2019	CME CME Group Inc.	CME Group Inc.	Sell	-9,358	-0.5%	$317.11K	1,926,804
Q1 2019	ECL Ecolab Inc.	Ecolab Inc.	Sell	-9,354	-0.4%	$409.98K	2,322,326
Q1 2019	EFX Equifax, Inc.	Equifax, Inc.	Sell	-10,156	-0.4%	$285.76K	2,411,525
Q1 2019	FAST Fastenal Company	Fastenal Company	Sell	-10,857	-0.3%	$207.76K	3,230,525
Q1 2019	FIS Fidelity National Information S	Fidelity National Information S	Sell	-22,057	-0.5%	$481.96K	4,261,387
Q1 2019	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-620	-0.3%	$241.45K	205,783
Q1 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-1,834	-0.5%	$415.34K	352,912
Q1 2019	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Sell	-20,282	-0.8%	$135.85K	2,618,638
Q1 2019	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Sell	-16,843	-0.4%	$355.27K	4,666,050
Q1 2019	INTC Intel Corporation	Intel Corporation	Sell	-19,645	-0.5%	$223.99K	4,171,211
Q1 2019	MCO Moody's Corporation	Moody's Corporation	Sell	-3,217	-0.5%	$113.26K	625,445
Q1 2019	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-6,070	-0.6%	$179.51K	1,076,916
Q1 2019	PRI Primerica, Inc.	Primerica, Inc.	Sell	-3,749	-0.4%	$114.92K	940,765
Q1 2019	SPGI S&P Global Inc.	S&P Global Inc.	Sell	-13,523	-0.5%	$607.85K	2,886,936
Q1 2019	SSNC SS&C Technologies Holdings, Inc	SS&C Technologies Holdings, Inc	Sell	-10,808	-0.3%	$226.17K	3,551,141
Q1 2019	ST Sensata Technologies	Sensata Technologies	Sell	-22,535	-0.5%	$204.16K	4,534,978
Q1 2019	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Sell	-3,185	-0.3%	$279.67K	1,021,745
Q1 2019	TNET TriNet Group, Inc.	TriNet Group, Inc.	Sell	-17,663	-0.4%	$253.44K	4,242,453
Q1 2019	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Sell	-18,162	-0.5%	$162.77K	3,973,957
Q1 2019	V Visa Inc.	Visa Inc.	Sell	-10,805	-0.4%	$425.22K	2,722,450
Q1 2019	VRSN VeriSign, Inc.	VeriSign, Inc.	Sell	-6,007	-0.4%	$282.63K	1,556,694

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