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 2021Dec 31, 2021 | ADI Analog Devices, Inc. | Sell | -232,593-6.8% |
Q4 2021Dec 31, 2021 | SPGI S&P Global Inc. | Sell | -242,899-10.4% |
Q4 2021Dec 31, 2021 | TSM Taiwan Semiconductor Manufactur | Sell | -247,599-7.0% |
Q4 2021Dec 31, 2021 | PRI Primerica, Inc. | Sell | -248,028-25.4% |
Q4 2021Dec 31, 2021 | A Agilent Technologies, Inc. | Sell | -252,507-7.0% |
Q4 2021Dec 31, 2021 | AMAT Applied Materials, Inc. | Sell | -252,732-6.9% |
Q4 2021Dec 31, 2021 | SSNC SS&C Technologies Holdings, Inc | Sell | -260,968-6.8% |
Q4 2021Dec 31, 2021 | TNET TriNet Group, Inc. | Sell | -265,315-7.1% |
Q4 2021Dec 31, 2021 | ICE Intercontinental Exchange Inc. | Sell | -284,605-6.9% |
Q4 2021Dec 31, 2021 | BC Brunswick Corporation | Sell | -285,460-7.0% |
Q4 2021Dec 31, 2021 | CBRE CBRE Group Inc | Sell | -313,215-6.8% |
Q4 2021Dec 31, 2021 | ZTS Zoetis Inc. | Sell | -380,519-17.2% |
Q4 2021Dec 31, 2021 | FAST Fastenal Company | Sell | -394,360-6.9% |
Q3 2021Sep 30, 2021 | BC Brunswick Corporation | Buy | +200,710+5.1% |
Q3 2021Sep 30, 2021 | GOOG Alphabet Inc. | Sell | -2,071-1.5% |
Q3 2021Sep 30, 2021 | GOOGL Alphabet Inc. | Sell | -5,242-1.7% |
Q3 2021Sep 30, 2021 | CACC Credit Acceptance Corporation | Sell | -6,395-2.3% |
Q3 2021Sep 30, 2021 | MCO Moody's Corporation | Sell | -10,501-1.9% |
Q3 2021Sep 30, 2021 | TMO Thermo Fisher Scientific Inc | Sell | -15,459-1.7% |
Q3 2021Sep 30, 2021 | AVGO Broadcom Inc. | Sell | -16,486-1.5% |
Q3 2021Sep 30, 2021 | MSFT Microsoft Corporation | Sell | -18,732-1.9% |
Q3 2021Sep 30, 2021 | META Meta Platforms, Inc. | Sell | -19,483-1.6% |
Q3 2021Sep 30, 2021 | ADSK Autodesk, Inc. | Sell | -19,580-1.6% |
Q3 2021Sep 30, 2021 | IQV IQVIA Holdings, Inc. | Sell | -19,687-1.7% |
Q3 2021Sep 30, 2021 | BDX Becton, Dickinson and Company | Sell | -19,883-1.7% |
Q3 2021Sep 30, 2021 | PRI Primerica, Inc. | Sell | -22,414-2.2% |
Q3 2021Sep 30, 2021 | AON Aon Plc | Sell | -23,289-1.8% |
Q3 2021Sep 30, 2021 | AWI Armstrong World Industries Inc | Sell | -24,688-2.1% |
Q3 2021Sep 30, 2021 | CME CME Group Inc. | Sell | -26,537-1.5% |
Q3 2021Sep 30, 2021 | WTW Willis Towers Watson | Sell | -27,680-1.6% |