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

As of Jun 30, 2019, 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 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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