William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q4 2013)
As of Dec 31, 2013, the Cantillon Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 07, 2026. 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
|