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 2013Jun 30, 2013 | KO Coca-Cola Company (The) | Buy - Position Entry | +7,239,524 |
Q2 2013Jun 30, 2013 | ADI Analog Devices, Inc. | Buy - Position Entry | +6,717,077 |
Q2 2013Jun 30, 2013 | ORCL Oracle Corporation | Buy - Position Entry | +5,285,106 |
Q2 2013Jun 30, 2013 | BBD Banco Bradesco Sa | Buy - Position Entry | +5,033,063 |
Q2 2013Jun 30, 2013 | FIS Fidelity National Information S | Buy - Position Entry | +4,666,179 |
Q2 2013Jun 30, 2013 | HOG Harley-Davidson, Inc. | Buy - Position Entry | +3,535,192 |
Q2 2013Jun 30, 2013 | BCO Brinks Company (The) | Buy - Position Entry | +2,626,219 |
Q2 2013Jun 30, 2013 | ECL Ecolab Inc. | Buy - Position Entry | +2,582,133 |
Q2 2013Jun 30, 2013 | BIDU Baidu, Inc. | Buy - Position Entry | +2,360,318 |
Q2 2013Jun 30, 2013 | CL Colgate-Palmolive Company | Buy - Position Entry | +1,833,352 |
Q2 2013Jun 30, 2013 | PM Philip Morris International Inc | Buy - Position Entry | +1,173,241 |
Q2 2013Jun 30, 2013 | WAT Waters Corporation | Buy - Position Entry | +1,075,215 |
Q2 2013Jun 30, 2013 | CACC Credit Acceptance Corporation | Buy - Position Entry | +464,500 |