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

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, 2019. 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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