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 2017Jun 30, 2017 | ECL Ecolab Inc. | Sell | -121,430-4.1% |
Q2 2017Jun 30, 2017 | N6596X109 NXP Semiconductors | Sell | -129,541-4.4% |
Q2 2017Jun 30, 2017 | WTW Willis Towers Watson | Sell | -131,591-4.2% |
Q2 2017Jun 30, 2017 | V Visa Inc. | Sell | -146,200-4.2% |
Q2 2017Jun 30, 2017 | SPGI S&P Global Inc. | Sell | -154,433-4.2% |
Q2 2017Jun 30, 2017 | A Agilent Technologies, Inc. | Sell | -211,000-4.0% |
Q2 2017Jun 30, 2017 | FIS Fidelity National Information S | Sell | -223,574-4.0% |
Q2 2017Jun 30, 2017 | ZTS Zoetis Inc. | Sell | -230,600-4.0% |
Q2 2017Jun 30, 2017 | ICE Intercontinental Exchange Inc. | Sell | -245,150-4.1% |
Q2 2017Jun 30, 2017 | ADI Analog Devices, Inc. | Sell | -279,649-4.2% |
Q2 2017Jun 30, 2017 | CBRE CBRE Group Inc | Sell | -347,172-4.3% |
Q2 2017Jun 30, 2017 | SABR Sabre Corporation | Sell - Position Exit | -3,953,120-100.0% |
Q1 2017Mar 31, 2017 | SABR Sabre Corporation | Buy - Position Entry | +3,953,120 |
Q1 2017Mar 31, 2017 | V Visa Inc. | Buy | +450,069+14.8% |
Q1 2017Mar 31, 2017 | BDX Becton, Dickinson and Company | Buy | +312,926+30.3% |
Q1 2017Mar 31, 2017 | EFX Equifax, Inc. | Buy | +284,929+56.4% |
Q1 2017Mar 31, 2017 | GOOGL Alphabet Inc. | Sell | -3,186-0.7% |
Q1 2017Mar 31, 2017 | CACC Credit Acceptance Corporation | Sell | -3,901-1.0% |
Q1 2017Mar 31, 2017 | PRI Primerica, Inc. | Sell | -8,399-0.8% |
Q1 2017Mar 31, 2017 | N6596X109 NXP Semiconductors | Sell | -12,332-0.4% |
Q1 2017Mar 31, 2017 | BIDU Baidu, Inc. | Sell | -14,307-0.7% |
Q1 2017Mar 31, 2017 | SSNC SS&C Technologies Holdings, Inc | Sell | -14,826-0.8% |
Q1 2017Mar 31, 2017 | CME CME Group Inc. | Sell | -16,984-0.7% |
Q1 2017Mar 31, 2017 | ECL Ecolab Inc. | Sell | -22,057-0.7% |
Q1 2017Mar 31, 2017 | WTW Willis Towers Watson | Sell | -22,778-0.7% |
Q1 2017Mar 31, 2017 | AMT American Tower Corporation (REI | Sell | -23,533-0.8% |
Q1 2017Mar 31, 2017 | SPGI S&P Global Inc. | Sell | -29,316-0.8% |
Q1 2017Mar 31, 2017 | A Agilent Technologies, Inc. | Sell | -41,702-0.8% |
Q1 2017Mar 31, 2017 | GOOG Alphabet Inc. | Sell | -43,217-14.1% |
Q1 2017Mar 31, 2017 | ICE Intercontinental Exchange Inc. | Sell | -44,764-0.7% |