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

As of Dec 31, 2020, the Cantillon Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 03, 2021. 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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