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 2019Dec 31, 2019 | AVGO Broadcom Inc. | Sell | -25,612-2.2% |
Q4 2019Dec 31, 2019 | GOOG Alphabet Inc. | Sell | -31,188-15.6% |
Q4 2019Dec 31, 2019 | VRSN VeriSign, Inc. | Sell | -32,129-2.1% |
Q4 2019Dec 31, 2019 | AWI Armstrong World Industries Inc | Sell | -34,738-2.7% |
Q4 2019Dec 31, 2019 | CME CME Group Inc. | Sell | -40,821-2.2% |
Q4 2019Dec 31, 2019 | AMT American Tower Corporation (REI | Sell | -43,818-2.1% |
Q4 2019Dec 31, 2019 | ECL Ecolab Inc. | Sell | -48,795-2.2% |
Q4 2019Dec 31, 2019 | WTW Willis Towers Watson | Sell | -50,370-2.1% |
Q4 2019Dec 31, 2019 | EFX Equifax, Inc. | Sell | -50,954-2.2% |
Q4 2019Dec 31, 2019 | IBKR Interactive Brokers Group, Inc. | Sell | -52,771-2.1% |
Q4 2019Dec 31, 2019 | V Visa Inc. | Sell | -55,387-2.1% |
Q4 2019Dec 31, 2019 | BC Brunswick Corporation | Sell | -66,110-1.9% |
Q4 2019Dec 31, 2019 | TSM Taiwan Semiconductor Manufactur | Sell | -82,091-2.1% |
Q4 2019Dec 31, 2019 | TNET TriNet Group, Inc. | Sell | -88,401-2.1% |
Q4 2019Dec 31, 2019 | FIS Fidelity National Information S | Sell | -90,942-2.2% |
Q4 2019Dec 31, 2019 | A Agilent Technologies, Inc. | Sell | -91,886-2.2% |
Q4 2019Dec 31, 2019 | SSNC SS&C Technologies Holdings, Inc | Sell | -99,921-2.4% |
Q4 2019Dec 31, 2019 | ICE Intercontinental Exchange Inc. | Sell | -105,758-2.3% |
Q4 2019Dec 31, 2019 | ADI Analog Devices, Inc. | Sell | -108,625-2.1% |
Q4 2019Dec 31, 2019 | FAST Fastenal Company | Sell | -130,520-2.1% |
Q4 2019Dec 31, 2019 | CBRE CBRE Group Inc | Sell | -155,748-2.3% |
Q4 2019Dec 31, 2019 | SPGI S&P Global Inc. | Sell | -192,710-6.9% |
Q4 2019Dec 31, 2019 | ZTS Zoetis Inc. | Sell | -345,352-9.4% |
Q4 2019Dec 31, 2019 | ST Sensata Technologies | Sell | -2,521,039-56.9% |
Q3 2019Sep 30, 2019 | ENTG Entegris, Inc. | Buy - Position Entry | +2,140,678 |
Q3 2019Sep 30, 2019 | BC Brunswick Corporation | Buy | +1,057,778+43.4% |
Q3 2019Sep 30, 2019 | A Agilent Technologies, Inc. | Buy | +271,249+6.9% |
Q3 2019Sep 30, 2019 | CACC Credit Acceptance Corporation | Sell | -1,550-0.5% |
Q3 2019Sep 30, 2019 | GOOG Alphabet Inc. | Sell | -1,637-0.8% |
Q3 2019Sep 30, 2019 | GOOGL Alphabet Inc. | Sell | -2,360-0.7% |