William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q4 2014)
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, 2014. 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 2014, the filing reported:
New Buys - CME Group Inc., Intercontinental Exchange Inc.
Increases - Ambev S.A., Analog Devices, Inc., Baidu, Inc., Credit Acceptance Corporation, Ecolab Inc., and 5 more
Reductions - None reported
Complete Exits - Brinks Company (The), Coca-Cola Company (The)
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 2014
|
ABEV
Ambev S.A.
|
Buy |
+136,400
|
|
Q4 2014
|
ADI
Analog Devices, Inc.
|
Buy |
+1,197,000
|
|
Q4 2014
|
BCO
Brinks Company (The)
|
Sell - Position Exit |
-3,086,709
|
|
Q4 2014
|
BIDU
Baidu, Inc.
|
Buy |
+9,220
|
|
Q4 2014
|
CACC
Credit Acceptance Corporation
|
Buy |
+858
|
|
Q4 2014
|
CME
CME Group Inc.
|
Buy - Position Entry |
+1,503,000
|
|
Q4 2014
|
ECL
Ecolab Inc.
|
Buy |
+529,720
|
|
Q4 2014
|
FIS
Fidelity National Information S
|
Buy |
+48,800
|
|
Q4 2014
|
GWW
W.W. Grainger, Inc.
|
Buy |
+366,855
|
|
Q4 2014
|
HOG
Harley-Davidson, Inc.
|
Buy |
+35,420
|
|
Q4 2014
|
HRB
H&R Block, Inc.
|
Buy |
+19,080
|
|
Q4 2014
|
ICE
Intercontinental Exchange Inc.
|
Buy - Position Entry |
+568,210
|
|
Q4 2014
|
KO
Coca-Cola Company (The)
|
Sell - Position Exit |
-3,228,808
|
|
Q4 2014
|
MSM
MSC Industrial Direct Company,
|
Buy |
+1,381,680
|