William Von Mueffling - Cantillon Capital Management 13F Activity & Position Changes (Q4 2020)

According to the SEC 13F filed on Feb 03, 2021, the Cantillon Capital Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2020. 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 2020, the filing reported:

New Buys - None reported

Increases - None reported

Reductions - Agilent Technologies, Inc., Analog Devices, Inc., Autodesk, Inc., Applied Materials, Inc., American Tower Corporation (REI, and 30 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 2020	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Sell	-24,525	-0.6%	$484.95K	4,092,752
Q4 2020	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell	-24,363	-0.5%	$725.46K	4,910,681
Q4 2020	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-5,646	-0.4%	$390.70K	1,279,572
Q4 2020	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Sell	-35,059	-0.9%	$335.74K	3,890,325
Q4 2020	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-10,278	-0.5%	$463.77K	2,066,147
Q4 2020	AON Aon Plc	Aon Plc	Sell	-9,090	-0.7%	$292.94K	1,386,579
Q4 2020	AVGO Broadcom Inc.	Broadcom Inc.	Sell	-7,900	-0.7%	$505.67K	1,154,896
Q4 2020	AWI Armstrong World Industries Inc	Armstrong World Industries Inc	Sell	-23,970	-1.9%	$92.64K	1,245,260
Q4 2020	BC Brunswick Corporation	Brunswick Corporation	Sell	-18,468	-0.4%	$311.49K	4,085,616
Q4 2020	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-11,918	-1.0%	$297.77K	1,190,036
Q4 2020	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-4,622	-1.6%	$98.29K	283,968
Q4 2020	CBRE CBRE Group Inc	CBRE Group Inc	Sell	-62,996	-0.9%	$418.75K	6,676,525
Q4 2020	CME CME Group Inc.	CME Group Inc.	Sell	-17,516	-1.0%	$330.80K	1,817,062
Q4 2020	ECL Ecolab Inc.	Ecolab Inc.	Sell	-12,234	-0.6%	$473.90K	2,190,316
Q4 2020	EFX Equifax, Inc.	Equifax, Inc.	Sell	-7,835	-0.3%	$440.02K	2,281,774
Q4 2020	ENTG Entegris, Inc.	Entegris, Inc.	Sell	-12,912	-0.5%	$250.80K	2,609,800
Q4 2020	FAST Fastenal Company	Fastenal Company	Sell	-28,731	-0.5%	$298.95K	6,122,311
Q4 2020	FIS Fidelity National Information S	Fidelity National Information S	Sell	-19,184	-0.5%	$570.52K	4,033,105
Q4 2020	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-911	-0.5%	$293.39K	167,472
Q4 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-1,419	-0.4%	$585.39K	334,004
Q4 2020	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Sell	-10,026	-0.4%	$150.99K	2,478,421
Q4 2020	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Sell	-21,366	-0.5%	$507.99K	4,406,168
Q4 2020	MCO Moody's Corporation	Moody's Corporation	Sell	-4,214	-0.7%	$171.69K	591,561
Q4 2020	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-5,264	-0.5%	$278.22K	1,018,524
Q4 2020	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-2,938	-0.4%	$147.71K	664,113
Q4 2020	PRI Primerica, Inc.	Primerica, Inc.	Sell	-10,705	-1.0%	$139.81K	1,043,938
Q4 2020	SPGI S&P Global Inc.	S&P Global Inc.	Sell	-12,701	-0.5%	$853.29K	2,595,713
Q4 2020	SSNC SS&C Technologies Holdings, Inc	SS&C Technologies Holdings, Inc	Sell	-18,183	-0.4%	$298.67K	4,105,440
Q4 2020	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Sell	-4,781	-0.5%	$449.11K	964,200
Q4 2020	TNET TriNet Group, Inc.	TriNet Group, Inc.	Sell	-21,197	-0.5%	$323.16K	4,009,377

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