William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q4 2018)

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, 2018. 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 2018, the filing reported:

New Buys - Moody's Corporation

Increases - Agilent Technologies, Inc., Analog Devices, Inc., American Tower Corporation (REI, Broadcom Inc., Armstrong World Industries Inc, and 25 more

Reductions - Baidu, 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	Name	Type	Change Qty	% Change	Value	Remaining
Q4 2018	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Buy	+24,411	+0.7%	$239.99K	3,557,589
Q4 2018	ADI Analog Devices, Inc.	Analog Devices, Inc.	Buy	+36,772	+0.7%	$448.10K	5,220,741
Q4 2018	AMT American Tower Corporation (REI	American Tower Corporation (REI	Buy	+16,016	+0.7%	$346.49K	2,190,356
Q4 2018	AVGO Broadcom Inc.	Broadcom Inc.	Buy	+8,477	+0.9%	$233.05K	916,505
Q4 2018	AWI Armstrong World Industries Inc	Armstrong World Industries Inc	Buy	+271,962	+25.4%	$78.15K	1,342,551
Q4 2018	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy	+8,166	+0.8%	$236.72K	1,050,579
Q4 2018	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-679,630	-44.3%	$135.72K	855,743
Q4 2018	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Buy	+3,018	+1.0%	$117.06K	306,643
Q4 2018	CBRE CBRE Group Inc	CBRE Group Inc	Buy	+49,432	+0.7%	$284.86K	7,114,471
Q4 2018	CME CME Group Inc.	CME Group Inc.	Buy	+13,400	+0.7%	$364.23K	1,936,162
Q4 2018	ECL Ecolab Inc.	Ecolab Inc.	Buy	+17,358	+0.8%	$343.57K	2,331,680
Q4 2018	EFX Equifax, Inc.	Equifax, Inc.	Buy	+15,943	+0.7%	$225.53K	2,421,681
Q4 2018	FAST Fastenal Company	Fastenal Company	Buy	+242,647	+8.1%	$169.49K	3,241,382
Q4 2018	FIS Fidelity National Information S	Fidelity National Information S	Buy	+28,118	+0.7%	$439.27K	4,283,444
Q4 2018	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+1,370	+0.7%	$213.75K	206,403
Q4 2018	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+2,651	+0.8%	$370.69K	354,746
Q4 2018	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Buy	+23,595	+0.9%	$144.22K	2,638,920
Q4 2018	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Buy	+32,616	+0.7%	$352.76K	4,682,893
Q4 2018	INTC Intel Corporation	Intel Corporation	Buy	+31,953	+0.8%	$196.68K	4,190,856
Q4 2018	MCO Moody's Corporation	Moody's Corporation	Buy - Position Entry	+628,662	-	$88.04K	628,662
Q4 2018	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+7,289	+0.7%	$141.97K	1,082,986
Q4 2018	PRI Primerica, Inc.	Primerica, Inc.	Buy	+7,204	+0.8%	$92.29K	944,514
Q4 2018	SPGI S&P Global Inc.	S&P Global Inc.	Buy	+22,046	+0.8%	$492.90K	2,900,459
Q4 2018	SSNC SS&C Technologies Holdings, Inc	SS&C Technologies Holdings, Inc	Buy	+963,878	+37.1%	$160.68K	3,561,949
Q4 2018	ST Sensata Technologies	Sensata Technologies	Buy	+26,462	+0.6%	$204.36K	4,557,513
Q4 2018	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Buy	+489,081	+91.3%	$229.37K	1,024,930
Q4 2018	TNET TriNet Group, Inc.	TriNet Group, Inc.	Buy	+27,498	+0.6%	$178.71K	4,260,116
Q4 2018	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Buy	+29,864	+0.8%	$147.35K	3,992,119
Q4 2018	V Visa Inc.	Visa Inc.	Buy	+18,985	+0.7%	$360.62K	2,733,255
Q4 2018	VRSN VeriSign, Inc.	VeriSign, Inc.	Buy	+456,587	+41.3%	$231.73K	1,562,701

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