William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q2 2018)

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, 2018. 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 2018, the filing reported:

New Buys - Broadcom Inc., Armstrong World Industries Inc, Fastenal Company, Intel Corporation

Increases - CBRE Group Inc, Meta Platforms, Inc., Primerica, Inc., TriNet Group, Inc.

Reductions - Agilent Technologies, Inc., Analog Devices, Inc., American Tower Corporation (REI, Becton, Dickinson and Company, Baidu, Inc., and 17 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
Q2 2018	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Sell	-104,156	-2.7%	$233.19K	3,770,779
Q2 2018	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell	-155,198	-2.7%	$530.92K	5,535,062
Q2 2018	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-64,976	-2.7%	$334.40K	2,319,452
Q2 2018	AVGO Broadcom Inc.	Broadcom Inc.	Buy - Position Entry	+1,393,059	-	$338.01K	1,393,059
Q2 2018	AWI Armstrong World Industries Inc	Armstrong World Industries Inc	Buy - Position Entry	+1,150,668	-	$72.72K	1,150,668
Q2 2018	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-30,860	-2.7%	$266.23K	1,111,320
Q2 2018	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-39,407	-2.3%	$400.13K	1,646,627
Q2 2018	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-10,463	-3.1%	$114.63K	324,360
Q2 2018	CBRE CBRE Group Inc	CBRE Group Inc	Buy	+620,039	+9.0%	$360.12K	7,543,472
Q2 2018	CME CME Group Inc.	CME Group Inc.	Sell	-57,982	-2.7%	$336.16K	2,050,748
Q2 2018	ECL Ecolab Inc.	Ecolab Inc.	Sell	-72,580	-2.9%	$346.84K	2,471,577
Q2 2018	EFX Equifax, Inc.	Equifax, Inc.	Sell	-54,404	-2.8%	$232.42K	1,857,752
Q2 2018	FAST Fastenal Company	Fastenal Company	Buy - Position Entry	+3,201,206	-	$154.07K	3,201,206
Q2 2018	FIS Fidelity National Information S	Fidelity National Information S	Sell	-130,867	-2.8%	$481.32K	4,539,450
Q2 2018	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-6,200	-2.8%	$242.65K	217,495
Q2 2018	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-10,751	-2.8%	$424.38K	375,829
Q2 2018	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Sell	-67,707	-2.7%	$159.32K	2,473,537
Q2 2018	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Sell	-142,095	-2.8%	$365.06K	4,963,364
Q2 2018	INTC Intel Corporation	Intel Corporation	Buy - Position Entry	+2,450,142	-	$121.80K	2,450,142
Q2 2018	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+423,798	+58.5%	$223.22K	1,148,707
Q2 2018	PRI Primerica, Inc.	Primerica, Inc.	Buy	+94,295	+10.3%	$100.20K	1,006,041
Q2 2018	SPGI S&P Global Inc.	S&P Global Inc.	Sell	-86,795	-2.8%	$624.57K	3,063,265
Q2 2018	SSNC SS&C Technologies Holdings, Inc	SS&C Technologies Holdings, Inc	Sell	-70,919	-2.5%	$143.43K	2,763,546
Q2 2018	ST Sensata Technologies	Sensata Technologies	Sell	-136,012	-2.7%	$229.93K	4,832,438
Q2 2018	TNET TriNet Group, Inc.	TriNet Group, Inc.	Buy	+374,286	+9.0%	$252.56K	4,514,891
Q2 2018	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Sell	-128,413	-3.0%	$154.39K	4,222,961
Q2 2018	V Visa Inc.	Visa Inc.	Sell	-81,669	-2.7%	$383.25K	2,893,552
Q2 2018	VRSN VeriSign, Inc.	VeriSign, Inc.	Sell	-35,887	-2.9%	$162.75K	1,184,305
Q2 2018	WTW Willis Towers Watson	Willis Towers Watson	Sell	-72,713	-2.7%	$396.97K	2,618,507
Q2 2018	ZTS Zoetis Inc.	Zoetis Inc.	Sell	-111,557	-2.7%	$342.73K	4,023,120