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 |
|---|---|---|---|
Q2 2025Jun 30, 2025 | ICE Intercontinental Exchange Inc. | Sell | -97,263-2.8% |
Q2 2025Jun 30, 2025 | GOOGL Alphabet Inc. | Sell | -122,838-2.8% |
Q2 2025Jun 30, 2025 | SSNC SS&C Technologies Holdings, Inc | Sell | -124,200-2.8% |
Q2 2025Jun 30, 2025 | CBRE CBRE Group Inc | Sell | -129,942-2.8% |
Q2 2025Jun 30, 2025 | UBER Uber Technologies, Inc. | Sell | -150,233-2.8% |
Q2 2025Jun 30, 2025 | IQV IQVIA Holdings, Inc. | Sell | -490,756-24.5% |
Q2 2025Jun 30, 2025 | TME Tencent Music Entertainment Gro | Sell | -552,324-2.9% |
Q2 2025Jun 30, 2025 | AVGO Broadcom Inc. | Sell | -826,094-13.1% |
Q1 2025Mar 31, 2025 | ALC Alcon | Buy - Position Entry | +1,464,533 |
Q1 2025Mar 31, 2025 | UBER Uber Technologies, Inc. | Buy | +1,264,215+31.3% |
Q1 2025Mar 31, 2025 | ADBE Adobe Inc. | Buy | +182,024+29.6% |
Q1 2025Mar 31, 2025 | MCO Moody's Corporation | Sell | -14,225-3.0% |
Q1 2025Mar 31, 2025 | BLK BlackRock, Inc. | Sell | -15,939-3.3% |
Q1 2025Mar 31, 2025 | TMO Thermo Fisher Scientific Inc | Sell | -28,097-3.0% |
Q1 2025Mar 31, 2025 | ORCL Oracle Corporation | Sell | -28,720-3.1% |
Q1 2025Mar 31, 2025 | ECL Ecolab Inc. | Sell | -34,870-3.0% |
Q1 2025Mar 31, 2025 | TW Tradeweb Markets Inc. | Sell | -35,978-3.0% |
Q1 2025Mar 31, 2025 | ZTS Zoetis Inc. | Sell | -38,786-3.0% |
Q1 2025Mar 31, 2025 | AON Aon Plc | Sell | -39,680-3.0% |
Q1 2025Mar 31, 2025 | MSFT Microsoft Corporation | Sell | -40,310-3.0% |
Q1 2025Mar 31, 2025 | CME CME Group Inc. | Sell | -50,232-3.0% |
Q1 2025Mar 31, 2025 | EFX Equifax, Inc. | Sell | -55,035-3.0% |
Q1 2025Mar 31, 2025 | YUM Yum! Brands, Inc. | Sell | -55,815-3.0% |
Q1 2025Mar 31, 2025 | SPGI S&P Global Inc. | Sell | -56,050-3.0% |
Q1 2025Mar 31, 2025 | AMT American Tower Corporation (REI | Sell | -58,405-3.0% |
Q1 2025Mar 31, 2025 | IQV IQVIA Holdings, Inc. | Sell | -61,710-3.0% |
Q1 2025Mar 31, 2025 | V Visa Inc. | Sell | -62,223-3.0% |
Q1 2025Mar 31, 2025 | FERG Ferguson | Sell | -62,262-2.9% |
Q1 2025Mar 31, 2025 | ADI Analog Devices, Inc. | Sell | -69,817-3.0% |
Q1 2025Mar 31, 2025 | FLUT Flutter Entertainment | Sell | -72,380-3.0% |