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

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, 2018. 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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