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 2020Jun 30, 2020 | IBKR Interactive Brokers Group, Inc. | Buy | +18,793+0.8% |
Q2 2020Jun 30, 2020 | CME CME Group Inc. | Buy | +18,660+1.0% |
Q2 2020Jun 30, 2020 | EFX Equifax, Inc. | Buy | +18,453+0.8% |
Q2 2020Jun 30, 2020 | ENTG Entegris, Inc. | Buy | +17,543+0.7% |
Q2 2020Jun 30, 2020 | AWI Armstrong World Industries Inc | Buy | +14,278+1.1% |
Q2 2020Jun 30, 2020 | VRSN VeriSign, Inc. | Buy | +14,265+1.0% |
Q2 2020Jun 30, 2020 | AVGO Broadcom Inc. | Buy | +11,854+1.0% |
Q2 2020Jun 30, 2020 | ADSK Autodesk, Inc. | Buy | +11,647+0.9% |
Q2 2020Jun 30, 2020 | BDX Becton, Dickinson and Company | Buy | +10,390+0.9% |
Q2 2020Jun 30, 2020 | TMO Thermo Fisher Scientific Inc | Buy | +10,323+1.1% |
Q2 2020Jun 30, 2020 | META Meta Platforms, Inc. | Buy | +7,767+0.8% |
Q2 2020Jun 30, 2020 | MSFT Microsoft Corporation | Buy | +6,907+1.0% |
Q2 2020Jun 30, 2020 | MCO Moody's Corporation | Buy | +5,191+0.9% |
Q2 2020Jun 30, 2020 | GOOGL Alphabet Inc. | Buy | +3,218+1.0% |
Q2 2020Jun 30, 2020 | CACC Credit Acceptance Corporation | Buy | +2,937+1.0% |
Q2 2020Jun 30, 2020 | GOOG Alphabet Inc. | Buy | +1,461+0.9% |
Q1 2020Mar 31, 2020 | AMAT Applied Materials, Inc. | Buy - Position Entry | +2,439,237 |
Q1 2020Mar 31, 2020 | MSFT Microsoft Corporation | Buy - Position Entry | +667,460 |
Q1 2020Mar 31, 2020 | BC Brunswick Corporation | Buy | +335,353+9.8% |
Q1 2020Mar 31, 2020 | PRI Primerica, Inc. | Buy | +91,768+10.2% |
Q1 2020Mar 31, 2020 | GOOG Alphabet Inc. | Sell | -266-0.2% |
Q1 2020Mar 31, 2020 | GOOGL Alphabet Inc. | Sell | -622-0.2% |
Q1 2020Mar 31, 2020 | CACC Credit Acceptance Corporation | Sell | -1,162-0.4% |
Q1 2020Mar 31, 2020 | TMO Thermo Fisher Scientific Inc | Sell | -1,256-0.1% |
Q1 2020Mar 31, 2020 | AVGO Broadcom Inc. | Sell | -1,463-0.1% |
Q1 2020Mar 31, 2020 | AWI Armstrong World Industries Inc | Sell | -1,586-0.1% |
Q1 2020Mar 31, 2020 | ADSK Autodesk, Inc. | Sell | -1,656-0.1% |
Q1 2020Mar 31, 2020 | VRSN VeriSign, Inc. | Sell | -1,707-0.1% |
Q1 2020Mar 31, 2020 | BDX Becton, Dickinson and Company | Sell | -1,762-0.1% |
Q1 2020Mar 31, 2020 | MCO Moody's Corporation | Sell | -2,084-0.3% |