William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q2 2016)
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, 2016. 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 2016, the filing reported:
Increases - American Tower Corporation (REI, CBRE Group Inc, CME Group Inc., Intercontinental Exchange Inc.
Reductions - Agilent Technologies, Inc., Ambev S.A., Analog Devices, Inc., Baidu, Inc., Credit Acceptance Corporation, and 9 more
Complete Exits - W.W. Grainger, Inc.
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 2016
|
A
Agilent Technologies, Inc.
|
Sell |
-117,100
|
|
Q2 2016
|
ABEV
Ambev S.A.
|
Sell |
-314,400
|
|
Q2 2016
|
ADI
Analog Devices, Inc.
|
Sell |
-186,694
|
|
Q2 2016
|
AMT
American Tower Corporation (REI
|
Buy |
+382,360
|
|
Q2 2016
|
BIDU
Baidu, Inc.
|
Sell |
-53,241
|
|
Q2 2016
|
CACC
Credit Acceptance Corporation
|
Sell |
-11,290
|
|
Q2 2016
|
CBRE
CBRE Group Inc
|
Buy |
+3,569,932
|
|
Q2 2016
|
CME
CME Group Inc.
|
Buy |
+113,000
|
|
Q2 2016
|
ECL
Ecolab Inc.
|
Sell |
-81,600
|
|
Q2 2016
|
FIS
Fidelity National Information S
|
Sell |
-205,600
|
|
Q2 2016
|
GOOG
Alphabet Inc.
|
Sell |
-9,561
|
|
Q2 2016
|
GOOGL
Alphabet Inc.
|
Sell |
-12,936
|
|
Q2 2016
|
GWW
W.W. Grainger, Inc.
|
Sell - Position Exit |
-475,061
|
|
Q2 2016
|
HOG
Harley-Davidson, Inc.
|
Sell |
-151,023
|
|
Q2 2016
|
ICE
Intercontinental Exchange Inc.
|
Buy |
+21,450
|
|
Q2 2016
|
MSM
MSC Industrial Direct Company,
|
Sell |
-645,900
|
|
Q2 2016
|
PRI
Primerica, Inc.
|
Buy - Position Entry |
+1,110,739
|
|
Q2 2016
|
SPGI
S&P Global Inc.
|
Buy - Position Entry |
+3,884,258
|
|
Q2 2016
|
TNET
TriNet Group, Inc.
|
Buy - Position Entry |
+437,507
|
|
Q2 2016
|
V
Visa Inc.
|
Sell |
-61,000
|
|
Q2 2016
|
WTW
Willis Towers Watson
|
Sell |
-86,853
|
|
Q2 2016
|
ZTS
Zoetis Inc.
|
Sell |
-143,667
|