William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q3 2018)

As of Sep 30, 2018, 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 2018, the filing reported:

New Buys - Thermo Fisher Scientific Inc

Increases - Equifax, Inc., Interactive Brokers Group, Inc., Intel Corporation

Reductions - Agilent Technologies, Inc., Analog Devices, Inc., American Tower Corporation (REI, Broadcom Inc., Armstrong World Industries Inc, and 22 more

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
Q3 2018	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Sell	-237,601	-6.3%	$249.23K	3,533,178
Q3 2018	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell	-351,093	-6.3%	$479.31K	5,183,969
Q3 2018	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-145,112	-6.3%	$315.93K	2,174,340
Q3 2018	AVGO Broadcom Inc.	Broadcom Inc.	Sell	-485,031	-34.8%	$224.04K	908,028
Q3 2018	AWI Armstrong World Industries Inc	Armstrong World Industries Inc	Sell	-80,079	-7.0%	$74.51K	1,070,589
Q3 2018	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-68,907	-6.2%	$272.07K	1,042,413
Q3 2018	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-111,254	-6.8%	$351.11K	1,535,373
Q3 2018	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-20,735	-6.4%	$133.01K	303,625
Q3 2018	CBRE CBRE Group Inc	CBRE Group Inc	Sell	-478,433	-6.3%	$311.57K	7,065,039
Q3 2018	CME CME Group Inc.	CME Group Inc.	Sell	-127,986	-6.2%	$327.27K	1,922,762
Q3 2018	ECL Ecolab Inc.	Ecolab Inc.	Sell	-157,255	-6.4%	$362.84K	2,314,322
Q3 2018	EFX Equifax, Inc.	Equifax, Inc.	Buy	+547,986	+29.5%	$314.12K	2,405,738
Q3 2018	FAST Fastenal Company	Fastenal Company	Sell	-202,471	-6.3%	$173.99K	2,998,735
Q3 2018	FIS Fidelity National Information S	Fidelity National Information S	Sell	-284,124	-6.3%	$464.13K	4,255,326
Q3 2018	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-12,462	-5.7%	$244.70K	205,033
Q3 2018	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-23,734	-6.3%	$425.01K	352,095
Q3 2018	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Buy	+141,788	+5.7%	$144.65K	2,615,325
Q3 2018	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Sell	-313,087	-6.3%	$348.26K	4,650,277
Q3 2018	INTC Intel Corporation	Intel Corporation	Buy	+1,708,761	+69.7%	$196.67K	4,158,903
Q3 2018	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-73,010	-6.4%	$176.91K	1,075,697
Q3 2018	PRI Primerica, Inc.	Primerica, Inc.	Sell	-68,731	-6.8%	$112.99K	937,310
Q3 2018	SPGI S&P Global Inc.	S&P Global Inc.	Sell	-184,852	-6.0%	$562.41K	2,878,413
Q3 2018	SSNC SS&C Technologies Holdings, Inc	SS&C Technologies Holdings, Inc	Sell	-165,475	-6.0%	$147.65K	2,598,071
Q3 2018	ST Sensata Technologies	Sensata Technologies	Sell	-301,387	-6.2%	$224.51K	4,531,051
Q3 2018	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Buy - Position Entry	+535,849	-	$130.79K	535,849
Q3 2018	TNET TriNet Group, Inc.	TriNet Group, Inc.	Sell	-282,273	-6.3%	$238.38K	4,232,618
Q3 2018	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Sell	-260,706	-6.2%	$174.97K	3,962,255
Q3 2018	V Visa Inc.	Visa Inc.	Sell	-179,282	-6.2%	$407.38K	2,714,270
Q3 2018	VRSN VeriSign, Inc.	VeriSign, Inc.	Sell	-78,191	-6.6%	$177.11K	1,106,114
Q3 2018	WTW Willis Towers Watson	Willis Towers Watson	Sell	-161,328	-6.2%	$346.31K	2,457,179

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