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 2024Sep 30, 2024 | ADI Analog Devices, Inc. | Sell | -696,330-23.3% |
Q3 2024Sep 30, 2024 | TNET TriNet Group, Inc. | Sell - Position Exit | -763,352-100.0% |
Q2 2024Jun 30, 2024 | TME Tencent Music Entertainment Gro | Buy - Position Entry | +13,190,802 |
Q2 2024Jun 30, 2024 | TCOM Trip.com Group Limited | Buy - Position Entry | +4,238,875 |
Q2 2024Jun 30, 2024 | UBER Uber Technologies, Inc. | Buy - Position Entry | +2,435,442 |
Q2 2024Jun 30, 2024 | IQV IQVIA Holdings, Inc. | Buy | +127,789+7.2% |
Q2 2024Jun 30, 2024 | FLUT Flutter Entertainment | Buy - Position Entry | +61,037 |
Q2 2024Jun 30, 2024 | BLK BlackRock, Inc. | Buy | +32,772+6.8% |
Q2 2024Jun 30, 2024 | CACC Credit Acceptance Corporation | Sell | -11,987-4.9% |
Q2 2024Jun 30, 2024 | ADBE Adobe Inc. | Sell | -19,986-4.3% |
Q2 2024Jun 30, 2024 | MCO Moody's Corporation | Sell | -24,789-4.9% |
Q2 2024Jun 30, 2024 | AVGO Broadcom Inc. | Sell | -39,610-4.9% |
Q2 2024Jun 30, 2024 | TMO Thermo Fisher Scientific Inc | Sell | -41,876-4.8% |
Q2 2024Jun 30, 2024 | ORCL Oracle Corporation | Sell | -47,975-4.9% |
Q2 2024Jun 30, 2024 | AON Aon Plc | Sell | -57,928-4.8% |
Q2 2024Jun 30, 2024 | ECL Ecolab Inc. | Sell | -60,680-4.9% |
Q2 2024Jun 30, 2024 | TW Tradeweb Markets Inc. | Sell | -62,772-4.9% |
Q2 2024Jun 30, 2024 | CDW CDW Corporation | Sell | -67,262-4.8% |
Q2 2024Jun 30, 2024 | ZTS Zoetis Inc. | Sell | -67,506-4.8% |
Q2 2024Jun 30, 2024 | MSFT Microsoft Corporation | Sell | -70,166-4.9% |
Q2 2024Jun 30, 2024 | YUM Yum! Brands, Inc. | Sell | -70,950-4.9% |
Q2 2024Jun 30, 2024 | CME CME Group Inc. | Sell | -87,278-4.8% |
Q2 2024Jun 30, 2024 | FERG Ferguson | Sell | -88,693-4.8% |
Q2 2024Jun 30, 2024 | EFX Equifax, Inc. | Sell | -95,668-4.8% |
Q2 2024Jun 30, 2024 | AMT American Tower Corporation (REI | Sell | -101,165-4.8% |
Q2 2024Jun 30, 2024 | V Visa Inc. | Sell | -108,378-4.9% |
Q2 2024Jun 30, 2024 | ENTG Entegris, Inc. | Sell | -122,028-4.9% |
Q2 2024Jun 30, 2024 | ADI Analog Devices, Inc. | Sell | -152,611-4.9% |
Q2 2024Jun 30, 2024 | LYV Live Nation Entertainment, Inc. | Sell | -155,765-4.9% |
Q2 2024Jun 30, 2024 | SPGI S&P Global Inc. | Sell | -157,193-7.6% |