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

As of Jun 30, 2020, the Cantillon Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Jul 31, 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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