William Von Mueffling - Cantillon Capital Management Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

Period Date		Jun 30, 2025
Filing Date		Jul 30, 2025
Total Stocks		38
Portfolio Value		$17.30B

Cantillon Capital Management Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q2 2023Jun 30, 2023	CBRE CBRE Group Inc	CBRE Group Inc	Buy	+276,137+6.3%	$373.67M	4,629,826
Q2 2023Jun 30, 2023	BC Brunswick Corporation	Brunswick Corporation	Buy	+263,477+6.4%	$382.03M	4,409,435
Q2 2023Jun 30, 2023	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+263,218+6.4%	$524.83M	4,384,547
Q2 2023Jun 30, 2023	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Buy	+239,735+6.4%	$453.79M	4,012,987
Q2 2023Jun 30, 2023	CDW CDW Corporation	CDW Corporation	Buy	+233,157+19.1%	$266.97M	1,454,882
Q2 2023Jun 30, 2023	IQV IQVIA Holdings, Inc.	IQVIA Holdings, Inc.	Buy	+231,602+14.3%	$416.79M	1,854,304
Q2 2023Jun 30, 2023	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Buy	+230,068+6.4%	$318.53M	3,834,468
Q2 2023Jun 30, 2023	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Buy	+214,238+6.4%	$516.59M	3,574,017
Q2 2023Jun 30, 2023	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Buy	+202,676+6.3%	$343.30M	3,401,738
Q2 2023Jun 30, 2023	ADI Analog Devices, Inc.	Analog Devices, Inc.	Buy	+197,393+6.4%	$642.97M	3,300,476
Q2 2023Jun 30, 2023	ENTG Entegris, Inc.	Entegris, Inc.	Buy	+184,469+6.4%	$342.32M	3,088,950
Q2 2023Jun 30, 2023	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy	+142,018+12.2%	$344.34M	1,304,258
Q2 2023Jun 30, 2023	V Visa Inc.	Visa Inc.	Buy	+140,126+6.4%	$556.58M	2,343,699
Q2 2023Jun 30, 2023	SPGI S&P Global Inc.	S&P Global Inc.	Buy	+129,946+6.4%	$871.19M	2,173,131
Q2 2023Jun 30, 2023	EFX Equifax, Inc.	Equifax, Inc.	Buy	+123,893+6.4%	$487.54M	2,072,006
Q2 2023Jun 30, 2023	CME CME Group Inc.	CME Group Inc.	Buy	+113,463+6.4%	$350.20M	1,890,026
Q2 2023Jun 30, 2023	AMT American Tower Corporation (REI	American Tower Corporation (REI	Buy	+111,955+6.4%	$363.53M	1,874,444
Q2 2023Jun 30, 2023	ECL Ecolab Inc.	Ecolab Inc.	Buy	+108,536+6.3%	$339.72M	1,819,712
Q2 2023Jun 30, 2023	VRSN VeriSign, Inc.	VeriSign, Inc.	Buy	+107,824+6.4%	$406.54M	1,799,073
Q2 2023Jun 30, 2023	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+90,508+6.3%	$516.56M	1,516,885
Q2 2023Jun 30, 2023	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Buy	+87,092+10.6%	$473.34M	907,214
Q2 2023Jun 30, 2023	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+75,571+6.4%	$258.95M	1,265,557
Q2 2023Jun 30, 2023	AON Aon Plc	Aon Plc	Buy	+74,932+6.4%	$433.17M	1,254,848
Q2 2023Jun 30, 2023	BLK BlackRock, Inc.	BlackRock, Inc.	Buy	+67,000+15.5%	$345.14M	499,376
Q2 2023Jun 30, 2023	TNET TriNet Group, Inc.	TriNet Group, Inc.	Buy	+66,864+2.0%	$330.72M	3,482,339
Q2 2023Jun 30, 2023	AVGO Broadcom Inc.	Broadcom Inc.	Buy	+62,560+6.4%	$908.82M	1,047,717
Q2 2023Jun 30, 2023	MCO Moody's Corporation	Moody's Corporation	Buy	+31,923+6.3%	$186.22M	535,538
Q2 2023Jun 30, 2023	ADBE Adobe Inc.	Adobe Inc.	Buy	+23,646+6.4%	$192.25M	393,152
Q2 2023Jun 30, 2023	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Buy	+15,340+6.3%	$131.11M	258,125
Q2 2023Jun 30, 2023	ZTS Zoetis Inc.	Zoetis Inc.	Sell	-328,424-18.4%	$251.47M	1,460,266

Page 11 of 46 • 1361 total trades

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