William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q3 2019)

As of Sep 30, 2019, 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 2019, the filing reported:

New Buys - Entegris, Inc.

Increases - Agilent Technologies, Inc., Brunswick Corporation

Reductions - Analog Devices, Inc., American Tower Corporation (REI, Broadcom Inc., Armstrong World Industries Inc, Becton, Dickinson and Company, and 24 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 2019	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Buy	+271,249	+6.9%	$323.11K	4,216,472
Q3 2019	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell	-32,625	-0.6%	$565.35K	5,059,946
Q3 2019	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-12,342	-0.6%	$470.04K	2,125,626
Q3 2019	AVGO Broadcom Inc.	Broadcom Inc.	Sell	-7,822	-0.7%	$328.54K	1,190,051
Q3 2019	AWI Armstrong World Industries Inc	Armstrong World Industries Inc	Sell	-3,938	-0.3%	$126.01K	1,303,076
Q3 2019	BC Brunswick Corporation	Brunswick Corporation	Buy	+1,057,778	+43.4%	$182.02K	3,492,394
Q3 2019	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-7,775	-0.6%	$311.31K	1,230,670
Q3 2019	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-1,550	-0.5%	$136.95K	296,877
Q3 2019	CBRE CBRE Group Inc	CBRE Group Inc	Sell	-32,595	-0.5%	$366.25K	6,909,083
Q3 2019	CME CME Group Inc.	CME Group Inc.	Sell	-9,103	-0.5%	$397.11K	1,878,995
Q3 2019	ECL Ecolab Inc.	Ecolab Inc.	Sell	-16,035	-0.7%	$447.25K	2,258,359
Q3 2019	EFX Equifax, Inc.	Equifax, Inc.	Sell	-14,139	-0.6%	$330.45K	2,349,091
Q3 2019	ENTG Entegris, Inc.	Entegris, Inc.	Buy - Position Entry	+2,140,678	-	$100.74K	2,140,678
Q3 2019	FAST Fastenal Company	Fastenal Company	Sell	-27,938	-0.4%	$206.08K	6,308,021
Q3 2019	FIS Fidelity National Information S	Fidelity National Information S	Sell	-25,547	-0.6%	$551.49K	4,154,006
Q3 2019	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-1,637	-0.8%	$243.60K	199,835
Q3 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-2,360	-0.7%	$419.79K	343,771
Q3 2019	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Sell	-18,406	-0.7%	$137.42K	2,555,209
Q3 2019	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Sell	-31,376	-0.7%	$419.26K	4,543,897
Q3 2019	MCO Moody's Corporation	Moody's Corporation	Sell	-3,521	-0.6%	$124.73K	608,960
Q3 2019	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-10,820	-1.0%	$186.64K	1,048,079
Q3 2019	PRI Primerica, Inc.	Primerica, Inc.	Sell	-6,089	-0.7%	$116.66K	916,933
Q3 2019	SPGI S&P Global Inc.	S&P Global Inc.	Sell	-19,037	-0.7%	$688.53K	2,810,567
Q3 2019	SSNC SS&C Technologies Holdings, Inc	SS&C Technologies Holdings, Inc	Sell	-25,254	-0.6%	$218.52K	4,237,401
Q3 2019	ST Sensata Technologies	Sensata Technologies	Sell	-17,499	-0.4%	$221.61K	4,426,862
Q3 2019	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Sell	-8,117	-0.8%	$289.19K	992,864
Q3 2019	TNET TriNet Group, Inc.	TriNet Group, Inc.	Sell	-38,849	-0.9%	$256.77K	4,128,870
Q3 2019	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Sell	-37,036	-0.9%	$179.90K	3,870,375
Q3 2019	V Visa Inc.	Visa Inc.	Sell	-16,604	-0.6%	$455.69K	2,649,239
Q3 2019	VRSN VeriSign, Inc.	VeriSign, Inc.	Sell	-6,728	-0.4%	$286.27K	1,517,615

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