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
Q2 2020Jun 30, 2020	CME CME Group Inc.	CME Group Inc.	Buy	+18,660+1.0%	$301.20K	1,853,069
Q2 2020Jun 30, 2020	EFX Equifax, Inc.	Equifax, Inc.	Buy	+18,453+0.8%	$397.59K	2,313,199
Q2 2020Jun 30, 2020	ENTG Entegris, Inc.	Entegris, Inc.	Buy	+17,543+0.7%	$157.13K	2,660,905
Q2 2020Jun 30, 2020	AWI Armstrong World Industries Inc	Armstrong World Industries Inc	Buy	+14,278+1.1%	$99.87K	1,281,030
Q2 2020Jun 30, 2020	VRSN VeriSign, Inc.	VeriSign, Inc.	Buy	+14,265+1.0%	$309.84K	1,498,044
Q2 2020Jun 30, 2020	AVGO Broadcom Inc.	Broadcom Inc.	Buy	+11,854+1.0%	$370.79K	1,174,830
Q2 2020Jun 30, 2020	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+11,647+0.9%	$310.65K	1,298,765
Q2 2020Jun 30, 2020	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy	+10,390+0.9%	$290.54K	1,214,279
Q2 2020Jun 30, 2020	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Buy	+10,323+1.1%	$355.40K	980,848
Q2 2020Jun 30, 2020	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+7,767+0.8%	$234.51K	1,032,789
Q2 2020Jun 30, 2020	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+6,907+1.0%	$137.24K	674,367
Q2 2020Jun 30, 2020	MCO Moody's Corporation	Moody's Corporation	Buy	+5,191+0.9%	$164.92K	600,295
Q2 2020Jun 30, 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+3,218+1.0%	$480.87K	339,104
Q2 2020Jun 30, 2020	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Buy	+2,937+1.0%	$122.42K	292,165
Q2 2020Jun 30, 2020	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+1,461+0.9%	$240.09K	169,842
Q1 2020Mar 31, 2020	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Buy - Position Entry	+2,439,237	$111.77K	2,439,237
Q1 2020Mar 31, 2020	MSFT Microsoft Corporation	Microsoft Corporation	Buy - Position Entry	+667,460	$105.27K	667,460
Q1 2020Mar 31, 2020	BC Brunswick Corporation	Brunswick Corporation	Buy	+335,353+9.8%	$133.05K	3,761,637
Q1 2020Mar 31, 2020	PRI Primerica, Inc.	Primerica, Inc.	Buy	+91,768+10.2%	$87.45K	988,313
Q1 2020Mar 31, 2020	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-266-0.2%	$195.79K	168,381
Q1 2020Mar 31, 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-622-0.2%	$390.28K	335,886
Q1 2020Mar 31, 2020	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-1,162-0.4%	$73.95K	289,228
Q1 2020Mar 31, 2020	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Sell	-1,256-0.1%	$275.24K	970,525
Q1 2020Mar 31, 2020	AVGO Broadcom Inc.	Broadcom Inc.	Sell	-1,463-0.1%	$275.74K	1,162,976
Q1 2020Mar 31, 2020	AWI Armstrong World Industries Inc	Armstrong World Industries Inc	Sell	-1,586-0.1%	$100.61K	1,266,752
Q1 2020Mar 31, 2020	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-1,656-0.1%	$200.92K	1,287,118
Q1 2020Mar 31, 2020	VRSN VeriSign, Inc.	VeriSign, Inc.	Sell	-1,707-0.1%	$267.21K	1,483,779
Q1 2020Mar 31, 2020	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-1,762-0.1%	$276.62K	1,203,889
Q1 2020Mar 31, 2020	MCO Moody's Corporation	Moody's Corporation	Sell	-2,084-0.3%	$125.86K	595,104
Q1 2020Mar 31, 2020	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-2,147-0.1%	$452.85K	2,079,661

Page 26 of 46 • 1361 total trades

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