William Von Mueffling – Cantillon Capital Management Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Cantillon Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Jul 30, 2025. 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 Q2 2025, the filing reported:
New Buys – ICON (ICLR)
Increases – Interactive Brokers Group, Inc. (IBKR), Fastenal Company (FAST), Alcon (ALC), Canadian Pacific Kansas City Li (CP), Trip.com Group Limited (TCOM), and 3 more
Reductions – Moody's Corporation (MCO), Oracle Corporation (ORCL), Thermo Fisher Scientific Inc (TMO), Ecolab Inc. (ECL), Tradeweb Markets Inc. (TW), and 24 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.
Cantillon Capital Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q4 2023Dec 31, 2023 | HAYW Hayward Holdings, Inc. | Sell - Position Exit | -5,500,345-100.0% |
Q3 2023Sep 30, 2023 | CP Canadian Pacific Kansas City Li | Buy - Position Entry | +1,133,714 |
Q3 2023Sep 30, 2023 | BDX Becton, Dickinson and Company | Buy | +34,697+2.7% |
Q3 2023Sep 30, 2023 | BLK BlackRock, Inc. | Buy | +2,325+0.5% |
Q3 2023Sep 30, 2023 | CACC Credit Acceptance Corporation | Sell | -1,011-0.4% |
Q3 2023Sep 30, 2023 | ADBE Adobe Inc. | Sell | -1,532-0.4% |
Q3 2023Sep 30, 2023 | MCO Moody's Corporation | Sell | -2,079-0.4% |
Q3 2023Sep 30, 2023 | TMO Thermo Fisher Scientific Inc | Sell | -3,451-0.4% |
Q3 2023Sep 30, 2023 | LYV Live Nation Entertainment, Inc. | Sell | -4,245-0.4% |
Q3 2023Sep 30, 2023 | FERG Ferguson Enterprises Inc. | Sell | -4,478-0.4% |
Q3 2023Sep 30, 2023 | TW Tradeweb Markets Inc. | Sell | -4,839-0.4% |
Q3 2023Sep 30, 2023 | AON Aon Plc | Sell | -4,881-0.4% |
Q3 2023Sep 30, 2023 | ADSK Autodesk, Inc. | Sell | -4,954-0.4% |
Q3 2023Sep 30, 2023 | CDW CDW Corporation | Sell | -5,525-0.4% |
Q3 2023Sep 30, 2023 | ZTS Zoetis Inc. | Sell | -5,701-0.4% |
Q3 2023Sep 30, 2023 | MSFT Microsoft Corporation | Sell | -5,876-0.4% |
Q3 2023Sep 30, 2023 | CME CME Group Inc. | Sell | -6,960-0.4% |
Q3 2023Sep 30, 2023 | IQV IQVIA Holdings, Inc. | Sell | -7,015-0.4% |
Q3 2023Sep 30, 2023 | VRSN VeriSign, Inc. | Sell | -7,022-0.4% |
Q3 2023Sep 30, 2023 | ECL Ecolab Inc. | Sell | -7,122-0.4% |
Q3 2023Sep 30, 2023 | AMT American Tower Corporation (REI | Sell | -7,313-0.4% |
Q3 2023Sep 30, 2023 | WTW Willis Towers Watson | Sell | -7,316-0.4% |
Q3 2023Sep 30, 2023 | EFX Equifax, Inc. | Sell | -8,094-0.4% |
Q3 2023Sep 30, 2023 | SPGI S&P Global Inc. | Sell | -8,501-0.4% |
Q3 2023Sep 30, 2023 | V Visa Inc. | Sell | -9,150-0.4% |
Q3 2023Sep 30, 2023 | ADI Analog Devices, Inc. | Sell | -12,866-0.4% |
Q3 2023Sep 30, 2023 | TSM Taiwan Semiconductor Manufactur | Sell | -13,229-0.4% |
Q3 2023Sep 30, 2023 | AMAT Applied Materials, Inc. | Sell | -13,921-0.4% |
Q3 2023Sep 30, 2023 | A Agilent Technologies, Inc. | Sell | -14,221-0.4% |
Q3 2023Sep 30, 2023 | IBKR Interactive Brokers Group, Inc. | Sell | -14,839-0.4% |