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

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, 2019. 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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