William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q3 2021)

According to the SEC 13F filed on Oct 26, 2021, the Cantillon Capital Management portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2021. 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 2021, the filing reported:

New Buys - None reported

Increases - Brunswick Corporation

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 2021	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Sell	-57,711	-1.6%	$571.63K	3,628,722
Q3 2021	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell	-59,334	-1.7%	$570.01K	3,403,479
Q3 2021	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-19,580	-1.6%	$341.67K	1,198,122
Q3 2021	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Sell	-62,502	-1.7%	$472.30K	3,668,926
Q3 2021	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-32,664	-1.7%	$513.46K	1,934,586
Q3 2021	AON Aon Plc	Aon Plc	Sell	-23,289	-1.8%	$369.54K	1,293,142
Q3 2021	AVGO Broadcom Inc.	Broadcom Inc.	Sell	-16,486	-1.5%	$525.04K	1,082,706
Q3 2021	AWI Armstrong World Industries Inc	Armstrong World Industries Inc	Sell	-24,688	-2.1%	$112.53K	1,178,741
Q3 2021	BC Brunswick Corporation	Brunswick Corporation	Buy	+200,710	+5.1%	$390.45K	4,098,379
Q3 2021	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-19,883	-1.7%	$274.91K	1,118,342
Q3 2021	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-6,395	-2.3%	$157.37K	268,874
Q3 2021	CBRE CBRE Group Inc	CBRE Group Inc	Sell	-83,394	-1.8%	$447.53K	4,596,661
Q3 2021	CME CME Group Inc.	CME Group Inc.	Sell	-26,537	-1.5%	$330.80K	1,710,603
Q3 2021	ECL Ecolab Inc.	Ecolab Inc.	Sell	-33,207	-1.7%	$392.70K	1,882,356
Q3 2021	EFX Equifax, Inc.	Equifax, Inc.	Sell	-34,817	-1.6%	$539.98K	2,130,761
Q3 2021	ENTG Entegris, Inc.	Entegris, Inc.	Sell	-32,322	-1.5%	$274.66K	2,181,573
Q3 2021	FAST Fastenal Company	Fastenal Company	Sell	-91,588	-1.6%	$295.60K	5,727,645
Q3 2021	FIS Fidelity National Information S	Fidelity National Information S	Sell	-58,541	-1.5%	$460.84K	3,787,345
Q3 2021	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-2,071	-1.5%	$358.28K	134,425
Q3 2021	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-5,242	-1.7%	$834.11K	311,989
Q3 2021	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Sell	-33,248	-1.4%	$144.99K	2,325,818
Q3 2021	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Sell	-65,886	-1.6%	$474.75K	4,134,701
Q3 2021	IQV IQVIA Holdings, Inc.	IQVIA Holdings, Inc.	Sell	-19,687	-1.7%	$270.25K	1,128,213
Q3 2021	MCO Moody's Corporation	Moody's Corporation	Sell	-10,501	-1.9%	$196.20K	552,503
Q3 2021	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-19,483	-1.6%	$406.86K	1,198,787
Q3 2021	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-18,732	-1.9%	$278.65K	988,417
Q3 2021	PRI Primerica, Inc.	Primerica, Inc.	Sell	-22,414	-2.2%	$149.84K	975,320
Q3 2021	SPGI S&P Global Inc.	S&P Global Inc.	Sell	-39,655	-1.7%	$988.90K	2,327,426
Q3 2021	SSNC SS&C Technologies Holdings, Inc	SS&C Technologies Holdings, Inc	Sell	-79,910	-2.0%	$266.62K	3,841,840
Q3 2021	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Sell	-15,459	-1.7%	$514.89K	901,211

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