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 2022Dec 31, 2022 | CDW CDW Corporation | Buy - Position Entry | +503,943 |
Q4 2022Dec 31, 2022 | ENTG Entegris, Inc. | Buy | +399,570+15.6% |
Q4 2022Dec 31, 2022 | AWI Armstrong World Industries Inc | Buy | +152,796+8.7% |
Q4 2022Dec 31, 2022 | BLK BlackRock | Buy | +11,959+2.8% |
Q4 2022Dec 31, 2022 | ADBE Adobe Inc. | Sell | -5,640-1.5% |
Q4 2022Dec 31, 2022 | CACC Credit Acceptance Corporation | Sell | -5,987-2.4% |
Q4 2022Dec 31, 2022 | MCO Moody's Corporation | Sell | -10,755-2.1% |
Q4 2022Dec 31, 2022 | TMO Thermo Fisher Scientific Inc | Sell | -16,490-1.9% |
Q4 2022Dec 31, 2022 | BDX Becton, Dickinson and Company | Sell | -18,916-1.7% |
Q4 2022Dec 31, 2022 | AVGO Broadcom Inc. | Sell | -20,646-2.0% |
Q4 2022Dec 31, 2022 | AON Aon Plc | Sell | -21,328-1.7% |
Q4 2022Dec 31, 2022 | MSFT Microsoft Corporation | Sell | -22,625-1.9% |
Q4 2022Dec 31, 2022 | ADSK Autodesk, Inc. | Sell | -26,347-2.1% |
Q4 2022Dec 31, 2022 | CME CME Group Inc. | Sell | -27,418-1.7% |
Q4 2022Dec 31, 2022 | VRSN VeriSign, Inc. | Sell | -29,265-1.7% |
Q4 2022Dec 31, 2022 | IQV IQVIA Holdings, Inc. | Sell | -31,696-2.0% |
Q4 2022Dec 31, 2022 | EFX Equifax, Inc. | Sell | -35,858-1.8% |
Q4 2022Dec 31, 2022 | WTW Willis Towers Watson | Sell | -36,243-2.0% |
Q4 2022Dec 31, 2022 | V Visa Inc. | Sell | -37,655-1.7% |
Q4 2022Dec 31, 2022 | AMT American Tower Corporation (REI | Sell | -38,506-2.1% |
Q4 2022Dec 31, 2022 | SPGI S&P Global Inc. | Sell | -39,241-1.9% |
Q4 2022Dec 31, 2022 | ECL Ecolab Inc. | Sell | -40,424-2.3% |
Q4 2022Dec 31, 2022 | ZTS Zoetis Inc. | Sell | -40,690-2.2% |
Q4 2022Dec 31, 2022 | GOOG Alphabet Inc. | Sell | -50,010-2.1% |
Q4 2022Dec 31, 2022 | AMAT Applied Materials, Inc. | Sell | -53,313-1.5% |
Q4 2022Dec 31, 2022 | ADI Analog Devices, Inc. | Sell | -56,565-1.8% |
Q4 2022Dec 31, 2022 | A Agilent Technologies, Inc. | Sell | -65,739-1.9% |
Q4 2022Dec 31, 2022 | TSM Taiwan Semiconductor Manufactur | Sell | -72,028-2.2% |
Q4 2022Dec 31, 2022 | TNET TriNet Group, Inc. | Sell | -72,812-2.1% |
Q4 2022Dec 31, 2022 | ICE Intercontinental Exchange Inc. | Sell | -75,799-1.9% |