William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q1 2020)

As of Mar 31, 2020, 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 2020, the filing reported:

New Buys - Applied Materials, Inc., Microsoft Corporation

Increases - Brunswick Corporation, Primerica, Inc.

Reductions - Agilent Technologies, Inc., Analog Devices, Inc., Autodesk, Inc., American Tower Corporation (REI, Broadcom Inc., and 25 more

Complete Exits - Sensata Technologies

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 2020	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Sell	-9,704	-0.2%	$294.71K	4,114,882
Q1 2020	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell	-8,992	-0.2%	$443.08K	4,942,329
Q1 2020	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-1,656	-0.1%	$200.92K	1,287,118
Q1 2020	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Buy - Position Entry	+2,439,237	-	$111.77K	2,439,237
Q1 2020	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-2,147	-0.1%	$452.85K	2,079,661
Q1 2020	AVGO Broadcom Inc.	Broadcom Inc.	Sell	-1,463	-0.1%	$275.74K	1,162,976
Q1 2020	AWI Armstrong World Industries Inc	Armstrong World Industries Inc	Sell	-1,586	-0.1%	$100.61K	1,266,752
Q1 2020	BC Brunswick Corporation	Brunswick Corporation	Buy	+335,353	+9.8%	$133.05K	3,761,637
Q1 2020	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-1,762	-0.1%	$276.62K	1,203,889
Q1 2020	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-1,162	-0.4%	$73.95K	289,228
Q1 2020	CBRE CBRE Group Inc	CBRE Group Inc	Sell	-11,482	-0.2%	$254.24K	6,741,853
Q1 2020	CME CME Group Inc.	CME Group Inc.	Sell	-3,765	-0.2%	$317.19K	1,834,409
Q1 2020	ECL Ecolab Inc.	Ecolab Inc.	Sell	-3,289	-0.1%	$343.80K	2,206,275
Q1 2020	EFX Equifax, Inc.	Equifax, Inc.	Sell	-3,391	-0.1%	$274.11K	2,294,746
Q1 2020	ENTG Entegris, Inc.	Entegris, Inc.	Sell	-7,739	-0.3%	$118.34K	2,643,362
Q1 2020	FAST Fastenal Company	Fastenal Company	Sell	-11,856	-0.2%	$192.68K	6,165,645
Q1 2020	FIS Fidelity National Information S	Fidelity National Information S	Sell	-8,557	-0.2%	$493.19K	4,054,507
Q1 2020	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-266	-0.2%	$195.79K	168,381
Q1 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-622	-0.2%	$390.28K	335,886
Q1 2020	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Sell	-7,148	-0.3%	$107.72K	2,495,290
Q1 2020	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Sell	-7,299	-0.2%	$357.79K	4,430,840
Q1 2020	MCO Moody's Corporation	Moody's Corporation	Sell	-2,084	-0.3%	$125.86K	595,104
Q1 2020	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-2,924	-0.3%	$170.97K	1,025,022
Q1 2020	MSFT Microsoft Corporation	Microsoft Corporation	Buy - Position Entry	+667,460	-	$105.27K	667,460
Q1 2020	PRI Primerica, Inc.	Primerica, Inc.	Buy	+91,768	+10.2%	$87.45K	988,313
Q1 2020	SPGI S&P Global Inc.	S&P Global Inc.	Sell	-5,400	-0.2%	$640.18K	2,612,457
Q1 2020	SSNC SS&C Technologies Holdings, Inc	SS&C Technologies Holdings, Inc	Sell	-5,944	-0.1%	$181.04K	4,131,536
Q1 2020	ST Sensata Technologies	Sensata Technologies	Sell - Position Exit	-1,905,823	-100.0%	$0.00	-
Q1 2020	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Sell	-1,256	-0.1%	$275.24K	970,525
Q1 2020	TNET TriNet Group, Inc.	TriNet Group, Inc.	Sell	-11,500	-0.3%	$151.73K	4,028,969

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