William Von Mueffling - Cantillon Capital Management Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

Period Date		Jun 30, 2025
Filing Date		Jul 30, 2025
Total Stocks		38
Portfolio Value		$17.30B

Cantillon Capital Management Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q4 2020Dec 31, 2020	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Sell	-22,959-0.6%	$409.30K	3,753,709
Q4 2020Dec 31, 2020	AWI Armstrong World Industries Inc	Armstrong World Industries Inc	Sell	-23,970-1.9%	$92.64K	1,245,260
Q4 2020Dec 31, 2020	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell	-24,363-0.5%	$725.46K	4,910,681
Q4 2020Dec 31, 2020	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Sell	-24,525-0.6%	$484.95K	4,092,752
Q4 2020Dec 31, 2020	FAST Fastenal Company	Fastenal Company	Sell	-28,731-0.5%	$298.95K	6,122,311
Q4 2020Dec 31, 2020	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Sell	-35,059-0.9%	$335.74K	3,890,325
Q4 2020Dec 31, 2020	CBRE CBRE Group Inc	CBRE Group Inc	Sell	-62,996-0.9%	$418.75K	6,676,525
Q3 2020Sep 30, 2020	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-1,459-0.9%	$247.46K	168,383
Q3 2020Sep 30, 2020	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-3,575-1.2%	$97.73K	288,590
Q3 2020Sep 30, 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-3,681-1.1%	$491.60K	335,423
Q3 2020Sep 30, 2020	MCO Moody's Corporation	Moody's Corporation	Sell	-4,520-0.8%	$172.69K	595,775
Q3 2020Sep 30, 2020	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-7,316-1.1%	$140.30K	667,051
Q3 2020Sep 30, 2020	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-9,001-0.9%	$268.13K	1,023,788
Q3 2020Sep 30, 2020	AWI Armstrong World Industries Inc	Armstrong World Industries Inc	Sell	-11,800-0.9%	$87.34K	1,269,230
Q3 2020Sep 30, 2020	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Sell	-11,867-1.2%	$427.82K	968,981
Q3 2020Sep 30, 2020	AVGO Broadcom Inc.	Broadcom Inc.	Sell	-12,034-1.0%	$423.63K	1,162,796
Q3 2020Sep 30, 2020	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-12,325-1.0%	$279.67K	1,201,954
Q3 2020Sep 30, 2020	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-13,547-1.0%	$296.90K	1,285,218
Q3 2020Sep 30, 2020	PRI Primerica, Inc.	Primerica, Inc.	Sell	-14,228-1.3%	$119.32K	1,054,643
Q3 2020Sep 30, 2020	AON Aon Plc	Aon Plc	Sell	-15,963-1.1%	$287.93K	1,395,669
Q3 2020Sep 30, 2020	VRSN VeriSign, Inc.	VeriSign, Inc.	Sell	-17,571-1.2%	$303.27K	1,480,473
Q3 2020Sep 30, 2020	CME CME Group Inc.	CME Group Inc.	Sell	-18,491-1.0%	$306.94K	1,834,578
Q3 2020Sep 30, 2020	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-22,200-1.1%	$501.93K	2,076,425
Q3 2020Sep 30, 2020	ECL Ecolab Inc.	Ecolab Inc.	Sell	-23,084-1.0%	$440.16K	2,202,550
Q3 2020Sep 30, 2020	EFX Equifax, Inc.	Equifax, Inc.	Sell	-23,590-1.0%	$359.24K	2,289,609
Q3 2020Sep 30, 2020	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Sell	-25,636-1.0%	$120.27K	2,488,447
Q3 2020Sep 30, 2020	V Visa Inc.	Visa Inc.	Sell	-29,839-1.1%	$516.87K	2,584,741
Q3 2020Sep 30, 2020	SPGI S&P Global Inc.	S&P Global Inc.	Sell	-30,512-1.2%	$940.59K	2,608,414
Q3 2020Sep 30, 2020	TNET TriNet Group, Inc.	TriNet Group, Inc.	Sell	-33,498-0.8%	$239.09K	4,030,574
Q3 2020Sep 30, 2020	ZTS Zoetis Inc.	Zoetis Inc.	Sell	-33,724-1.1%	$482.82K	2,919,668

Page 24 of 46 • 1361 total trades

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