William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q3 2020)

According to the SEC 13F filed on Oct 30, 2020, the Cantillon Capital Management portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2020. 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 2020, the filing reported:

New Buys - None reported

Increases - None reported

Reductions - Agilent Technologies, Inc., Analog Devices, Inc., Autodesk, Inc., Applied Materials, Inc., American Tower Corporation (REI, and 30 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 2020	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Sell	-40,107	-1.0%	$415.60K	4,117,277
Q3 2020	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell	-55,905	-1.1%	$576.12K	4,935,044
Q3 2020	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-13,547	-1.0%	$296.90K	1,285,218
Q3 2020	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Sell	-43,488	-1.1%	$233.36K	3,925,384
Q3 2020	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-22,200	-1.1%	$501.93K	2,076,425
Q3 2020	AON Aon Plc	Aon Plc	Sell	-15,963	-1.1%	$287.93K	1,395,669
Q3 2020	AVGO Broadcom Inc.	Broadcom Inc.	Sell	-12,034	-1.0%	$423.63K	1,162,796
Q3 2020	AWI Armstrong World Industries Inc	Armstrong World Industries Inc	Sell	-11,800	-0.9%	$87.34K	1,269,230
Q3 2020	BC Brunswick Corporation	Brunswick Corporation	Sell	-53,193	-1.3%	$241.77K	4,104,084
Q3 2020	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-12,325	-1.0%	$279.67K	1,201,954
Q3 2020	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-3,575	-1.2%	$97.73K	288,590
Q3 2020	CBRE CBRE Group Inc	CBRE Group Inc	Sell	-67,395	-1.0%	$316.56K	6,739,521
Q3 2020	CME CME Group Inc.	CME Group Inc.	Sell	-18,491	-1.0%	$306.94K	1,834,578
Q3 2020	ECL Ecolab Inc.	Ecolab Inc.	Sell	-23,084	-1.0%	$440.16K	2,202,550
Q3 2020	EFX Equifax, Inc.	Equifax, Inc.	Sell	-23,590	-1.0%	$359.24K	2,289,609
Q3 2020	ENTG Entegris, Inc.	Entegris, Inc.	Sell	-38,193	-1.4%	$194.97K	2,622,712
Q3 2020	FAST Fastenal Company	Fastenal Company	Sell	-70,173	-1.1%	$277.35K	6,151,042
Q3 2020	FIS Fidelity National Information S	Fidelity National Information S	Sell	-40,856	-1.0%	$596.54K	4,052,289
Q3 2020	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-1,459	-0.9%	$247.46K	168,383
Q3 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-3,681	-1.1%	$491.60K	335,423
Q3 2020	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Sell	-25,636	-1.0%	$120.27K	2,488,447
Q3 2020	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Sell	-53,476	-1.2%	$442.98K	4,427,534
Q3 2020	MCO Moody's Corporation	Moody's Corporation	Sell	-4,520	-0.8%	$172.69K	595,775
Q3 2020	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-9,001	-0.9%	$268.13K	1,023,788
Q3 2020	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-7,316	-1.1%	$140.30K	667,051
Q3 2020	PRI Primerica, Inc.	Primerica, Inc.	Sell	-14,228	-1.3%	$119.32K	1,054,643
Q3 2020	SPGI S&P Global Inc.	S&P Global Inc.	Sell	-30,512	-1.2%	$940.59K	2,608,414
Q3 2020	SSNC SS&C Technologies Holdings, Inc	SS&C Technologies Holdings, Inc	Sell	-59,029	-1.4%	$249.56K	4,123,623
Q3 2020	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Sell	-11,867	-1.2%	$427.82K	968,981
Q3 2020	TNET TriNet Group, Inc.	TriNet Group, Inc.	Sell	-33,498	-0.8%	$239.09K	4,030,574

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