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

As of Jun 30, 2018, 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 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