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

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, 2020. 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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