William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q2 2014)
As of Jun 30, 2014, 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 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
|