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 2020Sep 30, 2020 | TSM Taiwan Semiconductor Manufactur | Sell | -38,097-1.0% |
Q3 2020Sep 30, 2020 | ENTG Entegris, Inc. | Sell | -38,193-1.4% |
Q3 2020Sep 30, 2020 | A Agilent Technologies, Inc. | Sell | -40,107-1.0% |
Q3 2020Sep 30, 2020 | FIS Fidelity National Information S | Sell | -40,856-1.0% |
Q3 2020Sep 30, 2020 | AMAT Applied Materials, Inc. | Sell | -43,488-1.1% |
Q3 2020Sep 30, 2020 | BC Brunswick Corporation | Sell | -53,193-1.3% |
Q3 2020Sep 30, 2020 | ICE Intercontinental Exchange Inc. | Sell | -53,476-1.2% |
Q3 2020Sep 30, 2020 | ADI Analog Devices, Inc. | Sell | -55,905-1.1% |
Q3 2020Sep 30, 2020 | SSNC SS&C Technologies Holdings, Inc | Sell | -59,029-1.4% |
Q3 2020Sep 30, 2020 | CBRE CBRE Group Inc | Sell | -67,395-1.0% |
Q3 2020Sep 30, 2020 | FAST Fastenal Company | Sell | -70,173-1.1% |
Q2 2020Jun 30, 2020 | AMAT Applied Materials, Inc. | Buy | +1,529,635+62.7% |
Q2 2020Jun 30, 2020 | AON Aon Plc | Buy - Position Entry | +1,411,632 |
Q2 2020Jun 30, 2020 | BC Brunswick Corporation | Buy | +395,640+10.5% |
Q2 2020Jun 30, 2020 | PRI Primerica, Inc. | Buy | +80,558+8.2% |
Q2 2020Jun 30, 2020 | CBRE CBRE Group Inc | Buy | +65,063+1.0% |
Q2 2020Jun 30, 2020 | FAST Fastenal Company | Buy | +55,570+0.9% |
Q2 2020Jun 30, 2020 | SSNC SS&C Technologies Holdings, Inc | Buy | +51,116+1.2% |
Q2 2020Jun 30, 2020 | ICE Intercontinental Exchange Inc. | Buy | +50,170+1.1% |
Q2 2020Jun 30, 2020 | ADI Analog Devices, Inc. | Buy | +48,620+1.0% |
Q2 2020Jun 30, 2020 | A Agilent Technologies, Inc. | Buy | +42,502+1.0% |
Q2 2020Jun 30, 2020 | FIS Fidelity National Information S | Buy | +38,638+1.0% |
Q2 2020Jun 30, 2020 | TNET TriNet Group, Inc. | Buy | +35,103+0.9% |
Q2 2020Jun 30, 2020 | TSM Taiwan Semiconductor Manufactur | Buy | +29,791+0.8% |
Q2 2020Jun 30, 2020 | ZTS Zoetis Inc. | Buy | +29,427+1.0% |
Q2 2020Jun 30, 2020 | SPGI S&P Global Inc. | Buy | +26,469+1.0% |
Q2 2020Jun 30, 2020 | V Visa Inc. | Buy | +24,213+0.9% |
Q2 2020Jun 30, 2020 | WTW Willis Towers Watson | Buy | +21,012+0.9% |
Q2 2020Jun 30, 2020 | ECL Ecolab Inc. | Buy | +19,359+0.9% |
Q2 2020Jun 30, 2020 | AMT American Tower Corporation (REI | Buy | +18,964+0.9% |