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 2021Jun 30, 2021 | AVGO Broadcom Inc. | Sell | -13,867-1.2% |
Q2 2021Jun 30, 2021 | ADSK Autodesk, Inc. | Sell | -15,616-1.3% |
Q2 2021Jun 30, 2021 | AON Aon Plc | Sell | -20,543-1.5% |
Q2 2021Jun 30, 2021 | CME CME Group Inc. | Sell | -21,749-1.2% |
Q2 2021Jun 30, 2021 | AMT American Tower Corporation (REI | Sell | -22,222-1.1% |
Q2 2021Jun 30, 2021 | VRSN VeriSign, Inc. | Sell | -22,794-1.3% |
Q2 2021Jun 30, 2021 | ECL Ecolab Inc. | Sell | -23,264-1.2% |
Q2 2021Jun 30, 2021 | ENTG Entegris, Inc. | Sell | -23,553-1.1% |
Q2 2021Jun 30, 2021 | SPGI S&P Global Inc. | Sell | -29,620-1.2% |
Q2 2021Jun 30, 2021 | V Visa Inc. | Sell | -30,596-1.2% |
Q2 2021Jun 30, 2021 | EFX Equifax, Inc. | Sell | -36,216-1.6% |
Q2 2021Jun 30, 2021 | IBKR Interactive Brokers Group, Inc. | Sell | -38,212-1.6% |
Q2 2021Jun 30, 2021 | ADI Analog Devices, Inc. | Sell | -39,733-1.1% |
Q2 2021Jun 30, 2021 | TSM Taiwan Semiconductor Manufactur | Sell | -41,400-1.1% |
Q2 2021Jun 30, 2021 | ICE Intercontinental Exchange Inc. | Sell | -43,830-1.0% |
Q2 2021Jun 30, 2021 | TNET TriNet Group, Inc. | Sell | -44,387-1.1% |
Q2 2021Jun 30, 2021 | BC Brunswick Corporation | Sell | -44,875-1.1% |
Q2 2021Jun 30, 2021 | AMAT Applied Materials, Inc. | Sell | -45,110-1.2% |
Q2 2021Jun 30, 2021 | FIS Fidelity National Information S | Sell | -45,427-1.2% |
Q2 2021Jun 30, 2021 | SSNC SS&C Technologies Holdings, Inc | Sell | -48,075-1.2% |
Q2 2021Jun 30, 2021 | A Agilent Technologies, Inc. | Sell | -50,826-1.4% |
Q2 2021Jun 30, 2021 | FAST Fastenal Company | Sell | -93,121-1.6% |
Q2 2021Jun 30, 2021 | WTW Willis Towers Watson | Sell | -99,298-5.5% |
Q2 2021Jun 30, 2021 | CBRE CBRE Group Inc | Sell | -112,548-2.3% |
Q2 2021Jun 30, 2021 | ZTS Zoetis Inc. | Sell | -137,431-5.8% |
Q1 2021Mar 31, 2021 | IQV IQVIA Holdings, Inc. | Buy - Position Entry | +953,595 |
Q1 2021Mar 31, 2021 | VRSN VeriSign, Inc. | Buy | +337,833+22.9% |
Q1 2021Mar 31, 2021 | CACC Credit Acceptance Corporation | Sell | -5,993-2.1% |
Q1 2021Mar 31, 2021 | GOOGL Alphabet Inc. | Sell | -12,401-3.7% |
Q1 2021Mar 31, 2021 | MSFT Microsoft Corporation | Sell | -21,382-3.2% |