William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q2 2026)

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, 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 2026, the filing reported:

New Buys - None reported

Increases - None reported

Reductions - Agilent Technologies, Inc., Analog Devices, Inc., Applied Materials, Inc., Broadcom Inc., BlackRock, Inc., and 22 more

Complete Exits - Adobe Inc., Alcon, American Tower Corporation (REI, Aon Plc, Equifax, Inc., and 6 more

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 2026	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Sell	-2,619,392	-95.4%	$16.79M	126,437
Q2 2026	ADBE Adobe Inc.	Adobe Inc.	Sell - Position Exit	-1,019,710	-100.0%	$0.00	-
Q2 2026	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell	-1,823,477	-95.4%	$34.96M	88,014
Q2 2026	ALC Alcon	Alcon	Sell - Position Exit	-2,507,095	-100.0%	$0.00	-
Q2 2026	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Sell	-1,471,667	-96.7%	$36.28M	50,176
Q2 2026	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell - Position Exit	-1,612,473	-100.0%	$0.00	-
Q2 2026	AON Aon Plc	Aon Plc	Sell - Position Exit	-1,095,574	-100.0%	$0.00	-
Q2 2026	AVGO Broadcom Inc.	Broadcom Inc.	Sell	-3,869,242	-95.4%	$70.55M	186,760
Q2 2026	BLK BlackRock, Inc.	BlackRock, Inc.	Sell	-432,409	-95.4%	$20.07M	20,873
Q2 2026	CBRE CBRE Group Inc	CBRE Group Inc	Sell	-3,750,893	-95.4%	$24.39M	181,083
Q2 2026	CME CME Group Inc.	CME Group Inc.	Sell	-1,322,511	-95.4%	$14.10M	63,835
Q2 2026	CP Canadian Pacific Kansas City Li	Canadian Pacific Kansas City Li	Sell	-4,144,575	-95.4%	$17.32M	199,860
Q2 2026	EFX Equifax, Inc.	Equifax, Inc.	Sell - Position Exit	-1,791,379	-100.0%	$0.00	-
Q2 2026	ENTG Entegris, Inc.	Entegris, Inc.	Sell	-2,066,672	-95.4%	$17.94M	99,756
Q2 2026	FAST Fastenal Company	Fastenal Company	Sell	-7,790,620	-95.4%	$18.06M	376,044
Q2 2026	FERG Ferguson Enterprises Inc.	Ferguson Enterprises Inc.	Sell	-1,668,754	-95.4%	$19.12M	80,548
Q2 2026	FLUT Flutter Entertainment	Flutter Entertainment	Sell - Position Exit	-1,375,776	-100.0%	$0.00	-
Q2 2026	FWONK Liberty Media Corporation - Ser	Liberty Media Corporation - Ser	Sell - Position Exit	-1,035,685	-100.0%	$0.00	-
Q2 2026	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-3,543,995	-95.4%	$61.13M	171,066
Q2 2026	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Sell	-10,728,048	-95.4%	$45.07M	517,833
Q2 2026	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Sell	-2,806,486	-95.4%	$16.68M	135,468
Q2 2026	IQV IQVIA Holdings, Inc.	IQVIA Holdings, Inc.	Sell - Position Exit	-1,710,896	-100.0%	$0.00	-
Q2 2026	LPLA LPL Financial Holdings Inc.	LPL Financial Holdings Inc.	Sell - Position Exit	-324,927	-100.0%	$0.00	-
Q2 2026	LYV Live Nation Entertainment, Inc.	Live Nation Entertainment, Inc.	Sell	-2,351,556	-95.4%	$20.78M	113,503
Q2 2026	MCO Moody's Corporation	Moody's Corporation	Sell	-374,438	-95.4%	$8.19M	18,075
Q2 2026	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-1,043,364	-93.8%	$25.70M	68,901
Q2 2026	ORCL Oracle Corporation	Oracle Corporation	Sell	-1,177,728	-91.8%	$15.45M	105,457
Q2 2026	SPGI S&P Global Inc.	S&P Global Inc.	Sell	-1,476,054	-95.4%	$29.02M	71,249
Q2 2026	SPOT Spotify	Spotify	Sell	-419,137	-95.4%	$9.28M	20,216
Q2 2026	SSNC SS&C Technologies Holdings, Inc	SS&C Technologies Holdings, Inc	Sell	-3,580,277	-95.4%	$10.72M	172,816

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