William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q2 2020)

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, 2020. 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 2020, the filing reported:

New Buys - Aon Plc

Increases - Agilent Technologies, Inc., Analog Devices, Inc., Autodesk, Inc., Applied Materials, Inc., American Tower Corporation (REI, and 29 more

Reductions - None reported

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 2020	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Buy	+42,502	+1.0%	$367.39K	4,157,384
Q2 2020	ADI Analog Devices, Inc.	Analog Devices, Inc.	Buy	+48,620	+1.0%	$612.09K	4,990,949
Q2 2020	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+11,647	+0.9%	$310.65K	1,298,765
Q2 2020	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Buy	+1,529,635	+62.7%	$239.92K	3,968,872
Q2 2020	AMT American Tower Corporation (REI	American Tower Corporation (REI	Buy	+18,964	+0.9%	$542.58K	2,098,625
Q2 2020	AON Aon Plc	Aon Plc	Buy - Position Entry	+1,411,632	-	$271.88K	1,411,632
Q2 2020	AVGO Broadcom Inc.	Broadcom Inc.	Buy	+11,854	+1.0%	$370.79K	1,174,830
Q2 2020	AWI Armstrong World Industries Inc	Armstrong World Industries Inc	Buy	+14,278	+1.1%	$99.87K	1,281,030
Q2 2020	BC Brunswick Corporation	Brunswick Corporation	Buy	+395,640	+10.5%	$266.11K	4,157,277
Q2 2020	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy	+10,390	+0.9%	$290.54K	1,214,279
Q2 2020	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Buy	+2,937	+1.0%	$122.42K	292,165
Q2 2020	CBRE CBRE Group Inc	CBRE Group Inc	Buy	+65,063	+1.0%	$307.81K	6,806,916
Q2 2020	CME CME Group Inc.	CME Group Inc.	Buy	+18,660	+1.0%	$301.20K	1,853,069
Q2 2020	ECL Ecolab Inc.	Ecolab Inc.	Buy	+19,359	+0.9%	$442.79K	2,225,634
Q2 2020	EFX Equifax, Inc.	Equifax, Inc.	Buy	+18,453	+0.8%	$397.59K	2,313,199
Q2 2020	ENTG Entegris, Inc.	Entegris, Inc.	Buy	+17,543	+0.7%	$157.13K	2,660,905
Q2 2020	FAST Fastenal Company	Fastenal Company	Buy	+55,570	+0.9%	$266.52K	6,221,215
Q2 2020	FIS Fidelity National Information S	Fidelity National Information S	Buy	+38,638	+1.0%	$548.85K	4,093,145
Q2 2020	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+1,461	+0.9%	$240.09K	169,842
Q2 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+3,218	+1.0%	$480.87K	339,104
Q2 2020	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Buy	+18,793	+0.8%	$105.01K	2,514,083
Q2 2020	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Buy	+50,170	+1.1%	$410.46K	4,481,010
Q2 2020	MCO Moody's Corporation	Moody's Corporation	Buy	+5,191	+0.9%	$164.92K	600,295
Q2 2020	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+7,767	+0.8%	$234.51K	1,032,789
Q2 2020	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+6,907	+1.0%	$137.24K	674,367
Q2 2020	PRI Primerica, Inc.	Primerica, Inc.	Buy	+80,558	+8.2%	$124.63K	1,068,871
Q2 2020	SPGI S&P Global Inc.	S&P Global Inc.	Buy	+26,469	+1.0%	$869.47K	2,638,926
Q2 2020	SSNC SS&C Technologies Holdings, Inc	SS&C Technologies Holdings, Inc	Buy	+51,116	+1.2%	$236.24K	4,182,652
Q2 2020	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Buy	+10,323	+1.1%	$355.40K	980,848
Q2 2020	TNET TriNet Group, Inc.	TriNet Group, Inc.	Buy	+35,103	+0.9%	$247.66K	4,064,072

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