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 |
|---|---|---|---|
Q2 2023Jun 30, 2023 | SPGI S&P Global Inc. | Buy | +129,946+6.4% |
Q2 2023Jun 30, 2023 | EFX Equifax, Inc. | Buy | +123,893+6.4% |
Q2 2023Jun 30, 2023 | CME CME Group Inc. | Buy | +113,463+6.4% |
Q2 2023Jun 30, 2023 | WTW Willis Towers Watson | Buy | +112,457+6.4% |
Q2 2023Jun 30, 2023 | AMT American Tower Corporation (REI | Buy | +111,955+6.4% |
Q2 2023Jun 30, 2023 | ECL Ecolab Inc. | Buy | +108,536+6.3% |
Q2 2023Jun 30, 2023 | VRSN VeriSign, Inc. | Buy | +107,824+6.4% |
Q2 2023Jun 30, 2023 | MSFT Microsoft Corporation | Buy | +90,508+6.3% |
Q2 2023Jun 30, 2023 | TMO Thermo Fisher Scientific Inc | Buy | +87,092+10.6% |
Q2 2023Jun 30, 2023 | ADSK Autodesk, Inc. | Buy | +75,571+6.4% |
Q2 2023Jun 30, 2023 | AON Aon Plc | Buy | +74,932+6.4% |
Q2 2023Jun 30, 2023 | BLK BlackRock, Inc. | Buy | +67,000+15.5% |
Q2 2023Jun 30, 2023 | TNET TriNet Group, Inc. | Buy | +66,864+2.0% |
Q2 2023Jun 30, 2023 | AVGO Broadcom Inc. | Buy | +62,560+6.4% |
Q2 2023Jun 30, 2023 | MCO Moody's Corporation | Buy | +31,923+6.3% |
Q2 2023Jun 30, 2023 | ADBE Adobe Inc. | Buy | +23,646+6.4% |
Q2 2023Jun 30, 2023 | CACC Credit Acceptance Corporation | Buy | +15,340+6.3% |
Q2 2023Jun 30, 2023 | ZTS Zoetis Inc. | Sell | -328,424-18.4% |
Q2 2023Jun 30, 2023 | AWI Armstrong World Industries Inc | Sell - Position Exit | -1,886,268-100.0% |
Q1 2023Mar 31, 2023 | FERG Ferguson | Buy - Position Entry | +1,038,171 |
Q1 2023Mar 31, 2023 | CDW CDW Corporation | Buy | +717,782+142.4% |
Q1 2023Mar 31, 2023 | SSNC SS&C Technologies Holdings, Inc | Buy | +513,068+11.9% |
Q1 2023Mar 31, 2023 | IBKR Interactive Brokers Group, Inc. | Buy | +384,186+11.9% |
Q1 2023Mar 31, 2023 | MSFT Microsoft Corporation | Buy | +241,558+20.4% |
Q1 2023Mar 31, 2023 | CME CME Group Inc. | Buy | +189,319+11.9% |
Q1 2023Mar 31, 2023 | BDX Becton, Dickinson and Company | Buy | +95,900+9.0% |
Q1 2023Mar 31, 2023 | IQV IQVIA Holdings, Inc. | Buy | +94,359+6.2% |
Q1 2023Mar 31, 2023 | CACC Credit Acceptance Corporation | Sell | -3,772-1.5% |
Q1 2023Mar 31, 2023 | BLK BlackRock, Inc. | Sell | -5,272-1.2% |
Q1 2023Mar 31, 2023 | ADBE Adobe Inc. | Sell | -7,444-2.0% |