William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q3 2013)
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 Sep 30, 2013. 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 Q3 2013, the filing reported:
New Buys - W.W. Grainger, Inc.
Reductions - Analog Devices, Inc., Banco Bradesco Sa, Baidu, Inc., Credit Acceptance Corporation, Colgate-Palmolive Company, and 5 more
Complete Exits - Oracle Corporation
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q3 2013
|
ADI
Analog Devices, Inc.
|
Sell |
-73,908
|
|
Q3 2013
|
BBD
Banco Bradesco Sa
|
Sell |
-47,300
|
|
Q3 2013
|
BCO
Brinks Company (The)
|
Buy |
+509,332
|
|
Q3 2013
|
BIDU
Baidu, Inc.
|
Sell |
-23,166
|
|
Q3 2013
|
CACC
Credit Acceptance Corporation
|
Sell |
-2,807
|
|
Q3 2013
|
CL
Colgate-Palmolive Company
|
Sell |
-19,500
|
|
Q3 2013
|
ECL
Ecolab Inc.
|
Sell |
-23,842
|
|
Q3 2013
|
FIS
Fidelity National Information S
|
Buy |
+706,512
|
|
Q3 2013
|
GWW
W.W. Grainger, Inc.
|
Buy - Position Entry |
+344,322
|
|
Q3 2013
|
HOG
Harley-Davidson, Inc.
|
Buy |
+1,969,637
|
|
Q3 2013
|
KO
Coca-Cola Company (The)
|
Sell |
-85,872
|
|
Q3 2013
|
LKQ
LKQ Corporation
|
Sell |
-1,738,538
|
|
Q3 2013
|
ORCL
Oracle Corporation
|
Sell - Position Exit |
-5,285,106
|
|
Q3 2013
|
PM
Philip Morris International Inc
|
Sell |
-11,140
|
|
Q3 2013
|
WAT
Waters Corporation
|
Sell |
-10,300
|