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 2024Dec 31, 2024 | IBKR Interactive Brokers Group, Inc. | Buy | +18,047+0.5% |
Q4 2024Dec 31, 2024 | A Agilent Technologies, Inc. | Buy | +17,627+0.5% |
Q4 2024Dec 31, 2024 | AMAT Applied Materials, Inc. | Buy | +16,804+0.5% |
Q4 2024Dec 31, 2024 | TSM Taiwan Semiconductor Manufactur | Buy | +15,977+0.5% |
Q4 2024Dec 31, 2024 | LYV Live Nation Entertainment, Inc. | Buy | +15,891+0.5% |
Q4 2024Dec 31, 2024 | FLUT Flutter Entertainment | Buy | +12,794+0.5% |
Q4 2024Dec 31, 2024 | ADI Analog Devices, Inc. | Buy | +12,156+0.5% |
Q4 2024Dec 31, 2024 | V Visa Inc. | Buy | +10,977+0.5% |
Q4 2024Dec 31, 2024 | AMT American Tower Corporation (REI | Buy | +10,343+0.5% |
Q4 2024Dec 31, 2024 | SPGI S&P Global Inc. | Buy | +9,880+0.5% |
Q4 2024Dec 31, 2024 | EFX Equifax, Inc. | Buy | +9,702+0.5% |
Q4 2024Dec 31, 2024 | CME CME Group Inc. | Buy | +9,622+0.6% |
Q4 2024Dec 31, 2024 | MSFT Microsoft Corporation | Buy | +7,129+0.5% |
Q4 2024Dec 31, 2024 | AON Aon Plc | Buy | +7,010+0.5% |
Q4 2024Dec 31, 2024 | ZTS Zoetis Inc. | Buy | +6,920+0.5% |
Q4 2024Dec 31, 2024 | TW Tradeweb Markets Inc. | Buy | +6,408+0.5% |
Q4 2024Dec 31, 2024 | ECL Ecolab Inc. | Buy | +6,207+0.5% |
Q4 2024Dec 31, 2024 | ORCL Oracle Corporation | Buy | +5,131+0.6% |
Q4 2024Dec 31, 2024 | MCO Moody's Corporation | Buy | +2,537+0.5% |
Q4 2024Dec 31, 2024 | BLK BlackRock | Sell | -4,906-1.0% |
Q4 2024Dec 31, 2024 | TCOM Trip.com Group Limited | Sell | -119,617-2.5% |
Q4 2024Dec 31, 2024 | CACC Credit Acceptance Corporation | Sell - Position Exit | -227,057-100.0% |
Q4 2024Dec 31, 2024 | CDW CDW Corporation | Sell - Position Exit | -1,281,644-100.0% |
Q3 2024Sep 30, 2024 | AVGO Broadcom Inc. | Buy | +6,559,316+849.6% |
Q3 2024Sep 30, 2024 | TME Tencent Music Entertainment Gro | Buy | +5,265,783+39.9% |
Q3 2024Sep 30, 2024 | FLUT Flutter Entertainment | Buy | +2,336,347+3827.8% |
Q3 2024Sep 30, 2024 | UBER Uber Technologies, Inc. | Buy | +1,587,208+65.2% |
Q3 2024Sep 30, 2024 | TCOM Trip.com Group Limited | Buy | +629,508+14.9% |
Q3 2024Sep 30, 2024 | CP Canadian Pacific Kansas City Li | Buy | +310,588+9.1% |
Q3 2024Sep 30, 2024 | AON Aon Plc | Buy | +177,956+15.6% |