William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q4 2013)
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 Dec 31, 2013. 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 Q4 2013, the filing reported:
New Buys - Ambev S.A., MSC Industrial Direct Company,
Increases - Credit Acceptance Corporation, W.W. Grainger, Inc.
Reductions - Analog Devices, Inc., Brinks Company (The), Baidu, Inc., Colgate-Palmolive Company, Ecolab Inc., and 5 more
Complete Exits - Banco Bradesco Sa, Philip Morris International Inc
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q4 2013
|
ABEV
Ambev S.A.
|
Buy - Position Entry |
+22,224,010
|
|
Q4 2013
|
ADI
Analog Devices, Inc.
|
Sell |
-5,870
|
|
Q4 2013
|
BBD
Banco Bradesco Sa
|
Sell - Position Exit |
-4,985,763
|
|
Q4 2013
|
BCO
Brinks Company (The)
|
Sell |
-4,759
|
|
Q4 2013
|
BIDU
Baidu, Inc.
|
Sell |
-2,858
|
|
Q4 2013
|
CACC
Credit Acceptance Corporation
|
Buy |
+450
|
|
Q4 2013
|
CL
Colgate-Palmolive Company
|
Sell |
-2,962
|
|
Q4 2013
|
ECL
Ecolab Inc.
|
Sell |
-3,878
|
|
Q4 2013
|
FIS
Fidelity National Information S
|
Sell |
-8,376
|
|
Q4 2013
|
GWW
W.W. Grainger, Inc.
|
Buy |
+329,900
|
|
Q4 2013
|
HOG
Harley-Davidson, Inc.
|
Sell |
-5,674
|
|
Q4 2013
|
KO
Coca-Cola Company (The)
|
Sell |
-9,788
|
|
Q4 2013
|
LKQ
LKQ Corporation
|
Sell |
-3,140
|
|
Q4 2013
|
MSM
MSC Industrial Direct Company,
|
Buy - Position Entry |
+525,223
|
|
Q4 2013
|
PM
Philip Morris International Inc
|
Sell - Position Exit |
-1,162,101
|
|
Q4 2013
|
WAT
Waters Corporation
|
Sell |
-1,965
|