William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q4 2015)
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, 2015. 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 2015, the filing reported:
Increases - Ambev S.A., Analog Devices, Inc., American Express Company, Baidu, Inc., Credit Acceptance Corporation, and 6 more
Reductions - W.W. Grainger, Inc.
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 | Type | Change Qty |
|---|---|---|---|
|
Q4 2015
|
A
Agilent Technologies, Inc.
|
Buy - Position Entry |
+4,804,300
|
|
Q4 2015
|
ABEV
Ambev S.A.
|
Buy |
+35,400
|
|
Q4 2015
|
ADI
Analog Devices, Inc.
|
Buy |
+22,400
|
|
Q4 2015
|
AXP
American Express Company
|
Buy |
+6,800
|
|
Q4 2015
|
BIDU
Baidu, Inc.
|
Buy |
+11,097
|
|
Q4 2015
|
CACC
Credit Acceptance Corporation
|
Buy |
+1,300
|
|
Q4 2015
|
CME
CME Group Inc.
|
Buy |
+963,568
|
|
Q4 2015
|
ECL
Ecolab Inc.
|
Buy |
+56,000
|
|
Q4 2015
|
FIS
Fidelity National Information S
|
Buy |
+17,900
|
|
Q4 2015
|
GOOG
Alphabet Inc.
|
Buy - Position Entry |
+398,383
|
|
Q4 2015
|
GOOGL
Alphabet Inc.
|
Buy - Position Entry |
+504,895
|
|
Q4 2015
|
GWW
W.W. Grainger, Inc.
|
Sell |
-328,645
|
|
Q4 2015
|
HOG
Harley-Davidson, Inc.
|
Buy |
+11,496
|
|
Q4 2015
|
ICE
Intercontinental Exchange Inc.
|
Buy |
+3,300
|
|
Q4 2015
|
MSM
MSC Industrial Direct Company,
|
Buy |
+6,170
|
|
Q4 2015
|
V
Visa Inc.
|
Buy - Position Entry |
+1,348,665
|
|
Q4 2015
|
ZTS
Zoetis Inc.
|
Buy - Position Entry |
+2,258,100
|