William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q2 2019)

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, 2019. 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 2019, the filing reported:

New Buys - Brunswick Corporation

Increases - Agilent Technologies, Inc., Broadcom Inc., Becton, Dickinson and Company, Fastenal Company, SS&C Technologies Holdings, Inc

Reductions - Analog Devices, Inc., American Tower Corporation (REI, Armstrong World Industries Inc, Credit Acceptance Corporation, CBRE Group Inc, and 20 more

Complete Exits - Intel Corporation

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 2019	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Buy	+405,598	+11.5%	$294.59K	3,945,223
Q2 2019	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell	-103,113	-2.0%	$574.80K	5,092,571
Q2 2019	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-43,954	-2.0%	$437.11K	2,137,968
Q2 2019	AVGO Broadcom Inc.	Broadcom Inc.	Buy	+191,099	+19.0%	$344.82K	1,197,873
Q2 2019	AWI Armstrong World Industries Inc	Armstrong World Industries Inc	Sell	-29,010	-2.2%	$127.04K	1,307,014
Q2 2019	BC Brunswick Corporation	Brunswick Corporation	Buy - Position Entry	+2,434,616	-	$111.72K	2,434,616
Q2 2019	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy	+194,717	+18.7%	$312.10K	1,238,445
Q2 2019	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-6,667	-2.2%	$144.39K	298,427
Q2 2019	CBRE CBRE Group Inc	CBRE Group Inc	Sell	-138,633	-2.0%	$356.11K	6,941,678
Q2 2019	CME CME Group Inc.	CME Group Inc.	Sell	-38,706	-2.0%	$366.50K	1,888,098
Q2 2019	ECL Ecolab Inc.	Ecolab Inc.	Sell	-47,932	-2.1%	$449.06K	2,274,394
Q2 2019	EFX Equifax, Inc.	Equifax, Inc.	Sell	-48,295	-2.0%	$319.60K	2,363,230
Q2 2019	FAST Fastenal Company	Fastenal Company	Buy	+3,105,434	+96.1%	$206.49K	6,335,959
Q2 2019	FIS Fidelity National Information S	Fidelity National Information S	Sell	-81,834	-1.9%	$512.75K	4,179,553
Q2 2019	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-4,311	-2.1%	$217.77K	201,472
Q2 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-6,781	-1.9%	$374.79K	346,131
Q2 2019	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Sell	-45,023	-1.7%	$139.49K	2,573,615
Q2 2019	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Sell	-90,777	-1.9%	$393.20K	4,575,273
Q2 2019	INTC Intel Corporation	Intel Corporation	Sell - Position Exit	-4,171,211	-100.0%	$0.00	-
Q2 2019	MCO Moody's Corporation	Moody's Corporation	Sell	-12,964	-2.1%	$119.62K	612,481
Q2 2019	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-18,017	-1.7%	$204.37K	1,058,899
Q2 2019	PRI Primerica, Inc.	Primerica, Inc.	Sell	-17,743	-1.9%	$110.72K	923,022
Q2 2019	SPGI S&P Global Inc.	S&P Global Inc.	Sell	-57,332	-2.0%	$644.56K	2,829,604
Q2 2019	SSNC SS&C Technologies Holdings, Inc	SS&C Technologies Holdings, Inc	Buy	+711,514	+20.0%	$245.57K	4,262,655
Q2 2019	ST Sensata Technologies	Sensata Technologies	Sell	-90,617	-2.0%	$217.77K	4,444,361
Q2 2019	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Sell	-20,764	-2.0%	$293.97K	1,000,981
Q2 2019	TNET TriNet Group, Inc.	TriNet Group, Inc.	Sell	-74,734	-1.8%	$282.57K	4,167,719
Q2 2019	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Sell	-66,546	-1.7%	$153.05K	3,907,411
Q2 2019	V Visa Inc.	Visa Inc.	Sell	-56,607	-2.1%	$462.66K	2,665,843
Q2 2019	VRSN VeriSign, Inc.	VeriSign, Inc.	Sell	-32,351	-2.1%	$318.83K	1,524,343

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