William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q2 2015)
As of Jun 30, 2015, 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 2015, the filing reported:
New Buys - None reported
Increases - Intercontinental Exchange Inc.
Reductions - Ambev S.A., Analog Devices, Inc., American Express Company, Baidu, Inc., Credit Acceptance Corporation, and 6 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 | Type | Change Qty |
|---|---|---|---|
|
Q2 2015
|
ABEV
Ambev S.A.
|
Sell |
-780,000
|
|
Q2 2015
|
ADI
Analog Devices, Inc.
|
Sell |
-217,700
|
|
Q2 2015
|
AXP
American Express Company
|
Sell |
-58,100
|
|
Q2 2015
|
BIDU
Baidu, Inc.
|
Sell |
-66,300
|
|
Q2 2015
|
CACC
Credit Acceptance Corporation
|
Sell |
-10,230
|
|
Q2 2015
|
CME
CME Group Inc.
|
Sell |
-41,500
|
|
Q2 2015
|
ECL
Ecolab Inc.
|
Sell |
-97,200
|
|
Q2 2015
|
FIS
Fidelity National Information S
|
Sell |
-233,600
|
|
Q2 2015
|
GWW
W.W. Grainger, Inc.
|
Sell |
-38,400
|
|
Q2 2015
|
HOG
Harley-Davidson, Inc.
|
Sell |
-181,000
|
|
Q2 2015
|
ICE
Intercontinental Exchange Inc.
|
Buy |
+217,550
|
|
Q2 2015
|
MSM
MSC Industrial Direct Company,
|
Sell |
-64,800
|