William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q3 2017)
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, 2017. 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 2017, the filing reported:
New Buys - Taiwan Semiconductor Manufactur, VeriSign, Inc.
Increases - Equifax, Inc., Interactive Brokers Group, Inc.
Reductions - Agilent Technologies, Inc., Analog Devices, Inc., American Tower Corporation (REI, Becton, Dickinson and Company, Baidu, Inc., and 15 more
Complete Exits - NXP Semiconductors
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 2017
|
A
Agilent Technologies, Inc.
|
Sell |
-142,582
|
|
Q3 2017
|
ADI
Analog Devices, Inc.
|
Sell |
-207,561
|
|
Q3 2017
|
AMT
American Tower Corporation (REI
|
Sell |
-78,742
|
|
Q3 2017
|
BDX
Becton, Dickinson and Company
|
Sell |
-40,707
|
|
Q3 2017
|
BIDU
Baidu, Inc.
|
Sell |
-59,258
|
|
Q3 2017
|
CACC
Credit Acceptance Corporation
|
Sell |
-12,053
|
|
Q3 2017
|
CBRE
CBRE Group Inc
|
Sell |
-236,414
|
|
Q3 2017
|
CME
CME Group Inc.
|
Sell |
-66,232
|
|
Q3 2017
|
ECL
Ecolab Inc.
|
Sell |
-85,971
|
|
Q3 2017
|
EFX
Equifax, Inc.
|
Buy |
+1,173,658
|
|
Q3 2017
|
FIS
Fidelity National Information S
|
Sell |
-295,152
|
|
Q3 2017
|
GOOG
Alphabet Inc.
|
Sell |
-7,695
|
|
Q3 2017
|
GOOGL
Alphabet Inc.
|
Sell |
-12,992
|
|
Q3 2017
|
IBKR
Interactive Brokers Group, Inc.
|
Buy |
+219,874
|
|
Q3 2017
|
ICE
Intercontinental Exchange Inc.
|
Sell |
-178,687
|
|
Q3 2017
|
N6596X109
NXP Semiconductors
|
Sell - Position Exit |
-2,795,440
|
|
Q3 2017
|
PRI
Primerica, Inc.
|
Sell |
-23,585
|
|
Q3 2017
|
SPGI
S&P Global Inc.
|
Sell |
-108,987
|
|
Q3 2017
|
SSNC
SS&C Technologies Holdings, Inc
|
Sell |
-37,700
|
|
Q3 2017
|
TNET
TriNet Group, Inc.
|
Sell |
-183,973
|
|
Q3 2017
|
TSM
Taiwan Semiconductor Manufactur
|
Buy - Position Entry |
+2,831,662
|
|
Q3 2017
|
V
Visa Inc.
|
Sell |
-90,191
|
|
Q3 2017
|
VRSN
VeriSign, Inc.
|
Buy - Position Entry |
+1,332,193
|
|
Q3 2017
|
WTW
Willis Towers Watson
|
Sell |
-89,292
|
|
Q3 2017
|
ZTS
Zoetis Inc.
|
Sell |
-156,387
|