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 2013Dec 31, 2013 | GWW W.W. Grainger, Inc. | Buy | +329,900+95.8% |
Q4 2013Dec 31, 2013 | CACC Credit Acceptance Corporation | Buy | +450+0.1% |
Q4 2013Dec 31, 2013 | WAT Waters Corporation | Sell | -1,965-0.2% |
Q4 2013Dec 31, 2013 | BIDU Baidu, Inc. | Sell | -2,858-0.1% |
Q4 2013Dec 31, 2013 | CL Colgate-Palmolive Company | Sell | -2,962-0.2% |
Q4 2013Dec 31, 2013 | LKQ LKQ Corporation | Sell | -3,140-0.1% |
Q4 2013Dec 31, 2013 | ECL Ecolab Inc. | Sell | -3,878-0.2% |
Q4 2013Dec 31, 2013 | BCO Brinks Company (The) | Sell | -4,759-0.2% |
Q4 2013Dec 31, 2013 | HOG Harley-Davidson, Inc. | Sell | -5,674-0.1% |
Q4 2013Dec 31, 2013 | ADI Analog Devices, Inc. | Sell | -5,870-0.1% |
Q4 2013Dec 31, 2013 | FIS Fidelity National Information S | Sell | -8,376-0.2% |
Q4 2013Dec 31, 2013 | KO Coca-Cola Company (The) | Sell | -9,788-0.1% |
Q4 2013Dec 31, 2013 | PM Philip Morris International Inc | Sell - Position Exit | -1,162,101-100.0% |
Q4 2013Dec 31, 2013 | BBD Banco Bradesco Sa | Sell - Position Exit | -4,985,763-100.0% |
Q3 2013Sep 30, 2013 | HOG Harley-Davidson, Inc. | Buy | +1,969,637+55.7% |
Q3 2013Sep 30, 2013 | FIS Fidelity National Information S | Buy | +706,512+15.1% |
Q3 2013Sep 30, 2013 | BCO Brinks Company (The) | Buy | +509,332+19.4% |
Q3 2013Sep 30, 2013 | GWW W.W. Grainger, Inc. | Buy - Position Entry | +344,322 |
Q3 2013Sep 30, 2013 | CACC Credit Acceptance Corporation | Sell | -2,807-0.6% |
Q3 2013Sep 30, 2013 | WAT Waters Corporation | Sell | -10,300-1.0% |
Q3 2013Sep 30, 2013 | PM Philip Morris International Inc | Sell | -11,140-0.9% |
Q3 2013Sep 30, 2013 | CL Colgate-Palmolive Company | Sell | -19,500-1.1% |
Q3 2013Sep 30, 2013 | BIDU Baidu, Inc. | Sell | -23,166-1.0% |
Q3 2013Sep 30, 2013 | ECL Ecolab Inc. | Sell | -23,842-0.9% |
Q3 2013Sep 30, 2013 | BBD Banco Bradesco Sa | Sell | -47,300-0.9% |
Q3 2013Sep 30, 2013 | ADI Analog Devices, Inc. | Sell | -73,908-1.1% |
Q3 2013Sep 30, 2013 | KO Coca-Cola Company (The) | Sell | -85,872-1.2% |
Q3 2013Sep 30, 2013 | LKQ LKQ Corporation | Sell | -1,738,538-23.9% |
Q3 2013Sep 30, 2013 | ORCL Oracle Corporation | Sell - Position Exit | -5,285,106-100.0% |
Q2 2013Jun 30, 2013 | LKQ LKQ Corporation | Buy - Position Entry | +7,274,086 |