William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q4 2019)

As of Dec 31, 2019, 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 2019, the filing reported:

New Buys - Autodesk, Inc.

Increases - Entegris, Inc.

Reductions - Agilent Technologies, Inc., Analog Devices, Inc., American Tower Corporation (REI, Broadcom Inc., Armstrong World Industries Inc, and 26 more

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 2019	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Sell	-91,886	-2.2%	$351.87K	4,124,586
Q4 2019	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell	-108,625	-2.1%	$588.41K	4,951,321
Q4 2019	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy - Position Entry	+1,288,774	-	$236.44K	1,288,774
Q4 2019	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-43,818	-2.1%	$478.44K	2,081,808
Q4 2019	AVGO Broadcom Inc.	Broadcom Inc.	Sell	-25,612	-2.2%	$367.99K	1,164,439
Q4 2019	AWI Armstrong World Industries Inc	Armstrong World Industries Inc	Sell	-34,738	-2.7%	$119.19K	1,268,338
Q4 2019	BC Brunswick Corporation	Brunswick Corporation	Sell	-66,110	-1.9%	$205.51K	3,426,284
Q4 2019	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-25,019	-2.0%	$327.90K	1,205,651
Q4 2019	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-6,487	-2.2%	$128.45K	290,390
Q4 2019	CBRE CBRE Group Inc	CBRE Group Inc	Sell	-155,748	-2.3%	$413.91K	6,753,335
Q4 2019	CME CME Group Inc.	CME Group Inc.	Sell	-40,821	-2.2%	$368.96K	1,838,174
Q4 2019	ECL Ecolab Inc.	Ecolab Inc.	Sell	-48,795	-2.2%	$426.42K	2,209,564
Q4 2019	EFX Equifax, Inc.	Equifax, Inc.	Sell	-50,954	-2.2%	$322.01K	2,298,137
Q4 2019	ENTG Entegris, Inc.	Entegris, Inc.	Buy	+510,423	+23.8%	$132.79K	2,651,101
Q4 2019	FAST Fastenal Company	Fastenal Company	Sell	-130,520	-2.1%	$228.26K	6,177,501
Q4 2019	FIS Fidelity National Information S	Fidelity National Information S	Sell	-90,942	-2.2%	$565.13K	4,063,064
Q4 2019	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-31,188	-15.6%	$225.49K	168,647
Q4 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-7,263	-2.1%	$450.71K	336,508
Q4 2019	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Sell	-52,771	-2.1%	$116.66K	2,502,438
Q4 2019	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Sell	-105,758	-2.3%	$410.75K	4,438,139
Q4 2019	MCO Moody's Corporation	Moody's Corporation	Sell	-11,772	-1.9%	$141.78K	597,188
Q4 2019	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-20,133	-1.9%	$210.99K	1,027,946
Q4 2019	PRI Primerica, Inc.	Primerica, Inc.	Sell	-20,388	-2.2%	$117.05K	896,545
Q4 2019	SPGI S&P Global Inc.	S&P Global Inc.	Sell	-192,710	-6.9%	$714.80K	2,617,857
Q4 2019	SSNC SS&C Technologies Holdings, Inc	SS&C Technologies Holdings, Inc	Sell	-99,921	-2.4%	$254.04K	4,137,480
Q4 2019	ST Sensata Technologies	Sensata Technologies	Sell	-2,521,039	-56.9%	$102.67K	1,905,823
Q4 2019	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Sell	-21,083	-2.1%	$315.70K	971,781
Q4 2019	TNET TriNet Group, Inc.	TriNet Group, Inc.	Sell	-88,401	-2.1%	$228.73K	4,040,469
Q4 2019	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Sell	-82,091	-2.1%	$220.10K	3,788,284
Q4 2019	V Visa Inc.	Visa Inc.	Sell	-55,387	-2.1%	$487.38K	2,593,852

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