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 |
|---|---|---|---|
Q3 2023Sep 30, 2023 | ICE Intercontinental Exchange Inc. | Sell | -15,610-0.4% |
Q3 2023Sep 30, 2023 | GOOGL Alphabet Inc. | Sell | -15,841-0.4% |
Q3 2023Sep 30, 2023 | BC Brunswick Corporation | Sell | -17,094-0.4% |
Q3 2023Sep 30, 2023 | CBRE CBRE Group Inc | Sell | -18,087-0.4% |
Q3 2023Sep 30, 2023 | SSNC SS&C Technologies Holdings, Inc | Sell | -20,074-0.4% |
Q3 2023Sep 30, 2023 | FAST Fastenal Company | Sell | -21,598-0.4% |
Q3 2023Sep 30, 2023 | HAYW Hayward Holdings, Inc. | Sell | -21,716-0.4% |
Q3 2023Sep 30, 2023 | TNET TriNet Group, Inc. | Sell | -51,514-1.5% |
Q3 2023Sep 30, 2023 | AVGO Broadcom Inc. | Sell | -98,954-9.4% |
Q3 2023Sep 30, 2023 | ENTG Entegris, Inc. | Sell | -461,093-14.9% |
Q2 2023Jun 30, 2023 | TW Tradeweb Markets Inc. | Buy - Position Entry | +1,232,665 |
Q2 2023Jun 30, 2023 | LYV Live Nation Entertainment, Inc. | Buy - Position Entry | +1,118,297 |
Q2 2023Jun 30, 2023 | A Agilent Technologies, Inc. | Buy | +440,438+13.3% |
Q2 2023Jun 30, 2023 | FAST Fastenal Company | Buy | +332,825+6.4% |
Q2 2023Jun 30, 2023 | HAYW Hayward Holdings, Inc. | Buy | +330,738+6.4% |
Q2 2023Jun 30, 2023 | SSNC SS&C Technologies Holdings, Inc | Buy | +304,968+6.3% |
Q2 2023Jun 30, 2023 | CBRE CBRE Group Inc | Buy | +276,137+6.3% |
Q2 2023Jun 30, 2023 | BC Brunswick Corporation | Buy | +263,477+6.4% |
Q2 2023Jun 30, 2023 | GOOGL Alphabet Inc. | Buy | +263,218+6.4% |
Q2 2023Jun 30, 2023 | ICE Intercontinental Exchange Inc. | Buy | +239,735+6.4% |
Q2 2023Jun 30, 2023 | CDW CDW Corporation | Buy | +233,157+19.1% |
Q2 2023Jun 30, 2023 | IQV IQVIA Holdings, Inc. | Buy | +231,602+14.3% |
Q2 2023Jun 30, 2023 | IBKR Interactive Brokers Group, Inc. | Buy | +230,068+6.4% |
Q2 2023Jun 30, 2023 | AMAT Applied Materials, Inc. | Buy | +214,238+6.4% |
Q2 2023Jun 30, 2023 | TSM Taiwan Semiconductor Manufactur | Buy | +202,676+6.3% |
Q2 2023Jun 30, 2023 | ADI Analog Devices, Inc. | Buy | +197,393+6.4% |
Q2 2023Jun 30, 2023 | ENTG Entegris, Inc. | Buy | +184,469+6.4% |
Q2 2023Jun 30, 2023 | FERG Ferguson | Buy | +148,527+14.3% |
Q2 2023Jun 30, 2023 | BDX Becton, Dickinson and Company | Buy | +142,018+12.2% |
Q2 2023Jun 30, 2023 | V Visa Inc. | Buy | +140,126+6.4% |