William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q1 2026)

According to the SEC 13F filed on May 07, 2026, the Cantillon Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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 2026, the filing reported:

New Buys - Spotify

Increases - Canadian Pacific Kansas City Li, Equifax, Inc., Oracle Corporation, Uber Technologies, Inc.

Reductions - Agilent Technologies, Inc., Adobe Inc., Analog Devices, Inc., Alcon, Applied Materials, Inc., and 28 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 2026	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Sell	-369,809	-11.9%	$312.97M	2,745,829
Q1 2026	ADBE Adobe Inc.	Adobe Inc.	Sell	-137,527	-11.9%	$247.87M	1,019,710
Q1 2026	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell	-257,301	-11.9%	$608.12M	1,911,491
Q1 2026	ALC Alcon	Alcon	Sell	-338,026	-11.9%	$188.91M	2,507,095
Q1 2026	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Sell	-1,451,818	-48.8%	$520.15M	1,521,843
Q1 2026	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-218,052	-11.9%	$278.28M	1,612,473
Q1 2026	AON Aon Plc	Aon Plc	Sell	-147,444	-11.9%	$353.63M	1,095,574
Q1 2026	AVGO Broadcom Inc.	Broadcom Inc.	Sell	-548,299	-11.9%	$1.26B	4,056,002
Q1 2026	BLK BlackRock, Inc.	BlackRock, Inc.	Sell	-60,970	-11.9%	$435.93M	453,282
Q1 2026	CBRE CBRE Group Inc	CBRE Group Inc	Sell	-528,610	-11.9%	$532.63M	3,931,976
Q1 2026	CME CME Group Inc.	CME Group Inc.	Sell	-186,671	-11.9%	$409.46M	1,386,346
Q1 2026	CP Canadian Pacific Kansas City Li	Canadian Pacific Kansas City Li	Buy	+136,577	+3.2%	$341.73M	4,344,435
Q1 2026	EFX Equifax, Inc.	Equifax, Inc.	Buy	+67,381	+3.9%	$322.57M	1,791,379
Q1 2026	ENTG Entegris, Inc.	Entegris, Inc.	Sell	-292,725	-11.9%	$253.99M	2,166,428
Q1 2026	FAST Fastenal Company	Fastenal Company	Sell	-1,100,224	-11.9%	$378.93M	8,166,664
Q1 2026	FERG Ferguson Enterprises Inc.	Ferguson Enterprises Inc.	Sell	-235,552	-11.9%	$408.04M	1,749,302
Q1 2026	FLUT Flutter Entertainment	Flutter Entertainment	Sell	-888,249	-39.2%	$140.26M	1,375,776
Q1 2026	FWONK Liberty Media Corporation - Ser	Liberty Media Corporation - Ser	Sell	-671,214	-39.3%	$88.05M	1,035,685
Q1 2026	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-500,173	-11.9%	$1.07B	3,715,061
Q1 2026	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Sell	-1,514,023	-11.9%	$754.26M	11,245,881
Q1 2026	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Sell	-396,028	-11.9%	$462.71M	2,941,954
Q1 2026	IQV IQVIA Holdings, Inc.	IQVIA Holdings, Inc.	Sell	-230,248	-11.9%	$291.78M	1,710,896
Q1 2026	LPLA LPL Financial Holdings Inc.	LPL Financial Holdings Inc.	Sell	-44,141	-12.0%	$97.75M	324,927
Q1 2026	LYV Live Nation Entertainment, Inc.	Live Nation Entertainment, Inc.	Sell	-332,146	-11.9%	$375.95M	2,465,059
Q1 2026	MCO Moody's Corporation	Moody's Corporation	Sell	-52,887	-11.9%	$171.23M	392,513
Q1 2026	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-149,754	-11.9%	$411.73M	1,112,265
Q1 2026	ORCL Oracle Corporation	Oracle Corporation	Buy	+422,508	+49.1%	$188.77M	1,283,185
Q1 2026	SPGI S&P Global Inc.	S&P Global Inc.	Sell	-208,321	-11.9%	$658.13M	1,547,303
Q1 2026	SPOT Spotify	Spotify	Buy - Position Entry	+439,353	-	$213.05M	439,353
Q1 2026	SSNC SS&C Technologies Holdings, Inc	SS&C Technologies Holdings, Inc	Sell	-505,400	-11.9%	$253.60M	3,753,093

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