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

As of Sep 30, 2020, the Cantillon Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Oct 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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