William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q3 2017)
As of Sep 30, 2017, the Cantillon Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 07, 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 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
|