William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q1 2025)

As of Mar 31, 2025, the Cantillon Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 09, 2025. 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 2025, the filing reported:

New Buys - Alcon

Increases - Adobe Inc., Uber Technologies, Inc.

Reductions - Agilent Technologies, Inc., Analog Devices, Inc., Applied Materials, Inc., American Tower Corporation (REI, Aon Plc, and 29 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	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2025	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Sell	-99,488	-3.0%	$376.33M	3,217,069
Q1 2025	ADBE Adobe Inc.	Adobe Inc.	Buy	+182,024	+29.6%	$305.63M	796,886
Q1 2025	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell	-69,817	-3.0%	$451.63M	2,239,461
Q1 2025	ALC Alcon	Alcon	Buy - Position Entry	+1,464,533	-	$139.03M	1,464,533
Q1 2025	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Sell	-94,972	-3.0%	$445.58M	3,070,430
Q1 2025	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-58,405	-3.0%	$411.09M	1,889,190
Q1 2025	AON Aon Plc	Aon Plc	Sell	-39,680	-3.0%	$512.25M	1,283,548
Q1 2025	AVGO Broadcom Inc.	Broadcom Inc.	Sell	-1,063,996	-14.4%	$1.06B	6,306,874
Q1 2025	BLK BlackRock, Inc.	BlackRock, Inc.	Sell	-15,939	-3.3%	$442.81M	467,854
Q1 2025	CBRE CBRE Group Inc	CBRE Group Inc	Sell	-142,621	-3.0%	$602.34M	4,605,765
Q1 2025	CME CME Group Inc.	CME Group Inc.	Sell	-50,232	-3.0%	$430.89M	1,624,206
Q1 2025	CP Canadian Pacific Kansas City Li	Canadian Pacific Kansas City Li	Sell	-111,631	-3.0%	$253.70M	3,613,392
Q1 2025	ECL Ecolab Inc.	Ecolab Inc.	Sell	-34,870	-3.0%	$285.74M	1,127,076
Q1 2025	EFX Equifax, Inc.	Equifax, Inc.	Sell	-55,035	-3.0%	$433.55M	1,780,067
Q1 2025	ENTG Entegris, Inc.	Entegris, Inc.	Sell	-78,179	-3.0%	$222.04M	2,538,175
Q1 2025	FAST Fastenal Company	Fastenal Company	Sell	-147,880	-3.0%	$371.00M	4,784,048
Q1 2025	FERG Ferguson Enterprises Inc.	Ferguson Enterprises Inc.	Sell	-62,262	-2.9%	$328.38M	2,049,411
Q1 2025	FLUT Flutter Entertainment	Flutter Entertainment	Sell	-72,380	-3.0%	$517.94M	2,337,798
Q1 2025	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-134,610	-3.0%	$673.06M	4,352,428
Q1 2025	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Sell	-101,864	-3.0%	$545.42M	3,293,826
Q1 2025	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Sell	-106,604	-3.0%	$594.56M	3,446,696
Q1 2025	IQV IQVIA Holdings, Inc.	IQVIA Holdings, Inc.	Sell	-61,710	-3.0%	$353.38M	2,004,434
Q1 2025	LYV Live Nation Entertainment, Inc.	Live Nation Entertainment, Inc.	Sell	-89,339	-3.0%	$377.12M	2,888,072
Q1 2025	MCO Moody's Corporation	Moody's Corporation	Sell	-14,225	-3.0%	$214.15M	459,857
Q1 2025	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-40,310	-3.0%	$489.17M	1,303,090
Q1 2025	ORCL Oracle Corporation	Oracle Corporation	Sell	-28,720	-3.1%	$124.26M	888,795
Q1 2025	SPGI S&P Global Inc.	S&P Global Inc.	Sell	-56,050	-3.0%	$921.07M	1,812,764
Q1 2025	SSNC SS&C Technologies Holdings, Inc	SS&C Technologies Holdings, Inc	Sell	-135,934	-3.0%	$367.29M	4,397,147
Q1 2025	TCOM Trip.com Group Limited	Trip.com Group Limited	Sell	-1,171,953	-24.7%	$227.41M	3,576,813
Q1 2025	TME Tencent Music Entertainment Gro	Tencent Music Entertainment Gro	Sell	-2,600,496	-11.9%	$277.25M	19,240,319

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