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 2022Sep 30, 2022 | ECL Ecolab Inc. | Sell | -15,001-0.8% |
Q3 2022Sep 30, 2022 | EFX Equifax, Inc. | Sell | -15,483-0.8% |
Q3 2022Sep 30, 2022 | AWI Armstrong World Industries Inc | Sell | -15,852-0.9% |
Q3 2022Sep 30, 2022 | SPGI S&P Global Inc. | Sell | -18,778-0.9% |
Q3 2022Sep 30, 2022 | V Visa Inc. | Sell | -19,912-0.9% |
Q3 2022Sep 30, 2022 | IBKR Interactive Brokers Group, Inc. | Sell | -22,039-0.9% |
Q3 2022Sep 30, 2022 | TNET TriNet Group, Inc. | Sell | -25,627-0.7% |
Q3 2022Sep 30, 2022 | ADI Analog Devices, Inc. | Sell | -27,784-0.9% |
Q3 2022Sep 30, 2022 | TSM Taiwan Semiconductor Manufactur | Sell | -27,836-0.8% |
Q3 2022Sep 30, 2022 | A Agilent Technologies, Inc. | Sell | -30,916-0.9% |
Q3 2022Sep 30, 2022 | AMAT Applied Materials, Inc. | Sell | -31,175-0.9% |
Q3 2022Sep 30, 2022 | ICE Intercontinental Exchange Inc. | Sell | -33,548-0.9% |
Q3 2022Sep 30, 2022 | EDR Endeavor Group Holdings, Inc. | Sell | -36,586-0.9% |
Q3 2022Sep 30, 2022 | FIS Fidelity National Information S | Sell | -36,777-0.9% |
Q3 2022Sep 30, 2022 | CBRE CBRE Group Inc | Sell | -39,820-0.9% |
Q3 2022Sep 30, 2022 | BC Brunswick Corporation | Sell | -45,457-1.0% |
Q3 2022Sep 30, 2022 | FAST Fastenal Company | Sell | -57,024-1.0% |
Q3 2022Sep 30, 2022 | HAYW Hayward Holdings, Inc. | Sell | -60,721-1.1% |
Q2 2022Jun 30, 2022 | HAYW Hayward Holdings, Inc. | Buy - Position Entry | +5,463,018 |
Q2 2022Jun 30, 2022 | EDR Endeavor Group Holdings, Inc. | Buy | +603,646+17.1% |
Q2 2022Jun 30, 2022 | ADBE Adobe Inc. | Buy - Position Entry | +385,562 |
Q2 2022Jun 30, 2022 | IBKR Interactive Brokers Group, Inc. | Buy | +268,408+12.1% |
Q2 2022Jun 30, 2022 | BC Brunswick Corporation | Buy | +223,574+5.4% |
Q2 2022Jun 30, 2022 | CBRE CBRE Group Inc | Buy | +143,044+3.2% |
Q2 2022Jun 30, 2022 | BLK BlackRock, Inc. | Buy | +142,602+62.2% |
Q2 2022Jun 30, 2022 | MSFT Microsoft Corporation | Buy | +120,166+12.7% |
Q2 2022Jun 30, 2022 | ADSK Autodesk, Inc. | Buy | +101,299+8.8% |
Q2 2022Jun 30, 2022 | IQV IQVIA Holdings, Inc. | Buy | +97,001+6.6% |
Q2 2022Jun 30, 2022 | VRSN VeriSign, Inc. | Buy | +82,074+4.9% |
Q2 2022Jun 30, 2022 | BDX Becton, Dickinson and Company | Buy | +26,806+2.5% |