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

As of Dec 31, 2018, 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 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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