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

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, 2019. 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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