William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q2 2014)
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 Jun 30, 2014. 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 Q2 2014, the filing reported:
New Buys - H&R Block, Inc.
Increases - Ambev S.A., Analog Devices, Inc., Brinks Company (The), Baidu, Inc., Credit Acceptance Corporation, and 5 more
Reductions - Colgate-Palmolive Company, Coca-Cola Company (The)
Complete Exits - LKQ Corporation, Waters Corporation
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2014
|
ABEV
Ambev S.A.
|
Buy |
+30,000
|
|
Q2 2014
|
ADI
Analog Devices, Inc.
|
Buy |
+12,000
|
|
Q2 2014
|
BCO
Brinks Company (The)
|
Buy |
+4,000
|
|
Q2 2014
|
BIDU
Baidu, Inc.
|
Buy |
+3,000
|
|
Q2 2014
|
CACC
Credit Acceptance Corporation
|
Buy |
+500
|
|
Q2 2014
|
CL
Colgate-Palmolive Company
|
Sell |
-1,701,983
|
|
Q2 2014
|
ECL
Ecolab Inc.
|
Buy |
+3,828
|
|
Q2 2014
|
FIS
Fidelity National Information S
|
Buy |
+625,252
|
|
Q2 2014
|
GWW
W.W. Grainger, Inc.
|
Buy |
+1,700
|
|
Q2 2014
|
HOG
Harley-Davidson, Inc.
|
Buy |
+846,700
|
|
Q2 2014
|
HRB
H&R Block, Inc.
|
Buy - Position Entry |
+2,390,709
|
|
Q2 2014
|
KO
Coca-Cola Company (The)
|
Sell |
-129,000
|
|
Q2 2014
|
LKQ
LKQ Corporation
|
Sell - Position Exit |
-4,306,819
|
|
Q2 2014
|
MSM
MSC Industrial Direct Company,
|
Buy |
+1,000
|
|
Q2 2014
|
WAT
Waters Corporation
|
Sell - Position Exit |
-140,990
|