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
Q1 2021Mar 31, 2021	ZTS Zoetis Inc.	Zoetis Inc.	Sell	-529,089-18.2%	$374.99K	2,381,198
Q1 2021Mar 31, 2021	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell	-1,408,135-28.7%	$543.17K	3,502,546
Q1 2021Mar 31, 2021	CBRE CBRE Group Inc	CBRE Group Inc	Sell	-1,883,922-28.2%	$379.14K	4,792,603
Q4 2020Dec 31, 2020	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-911-0.5%	$293.39K	167,472
Q4 2020Dec 31, 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-1,419-0.4%	$585.39K	334,004
Q4 2020Dec 31, 2020	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-2,938-0.4%	$147.71K	664,113
Q4 2020Dec 31, 2020	MCO Moody's Corporation	Moody's Corporation	Sell	-4,214-0.7%	$171.69K	591,561
Q4 2020Dec 31, 2020	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-4,622-1.6%	$98.29K	283,968
Q4 2020Dec 31, 2020	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Sell	-4,781-0.5%	$449.11K	964,200
Q4 2020Dec 31, 2020	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-5,264-0.5%	$278.22K	1,018,524
Q4 2020Dec 31, 2020	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-5,646-0.4%	$390.70K	1,279,572
Q4 2020Dec 31, 2020	VRSN VeriSign, Inc.	VeriSign, Inc.	Sell	-6,674-0.5%	$318.93K	1,473,799
Q4 2020Dec 31, 2020	EFX Equifax, Inc.	Equifax, Inc.	Sell	-7,835-0.3%	$440.02K	2,281,774
Q4 2020Dec 31, 2020	AVGO Broadcom Inc.	Broadcom Inc.	Sell	-7,900-0.7%	$505.67K	1,154,896
Q4 2020Dec 31, 2020	AON Aon Plc	Aon Plc	Sell	-9,090-0.7%	$292.94K	1,386,579
Q4 2020Dec 31, 2020	ZTS Zoetis Inc.	Zoetis Inc.	Sell	-9,381-0.3%	$481.65K	2,910,287
Q4 2020Dec 31, 2020	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Sell	-10,026-0.4%	$150.99K	2,478,421
Q4 2020Dec 31, 2020	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-10,278-0.5%	$463.77K	2,066,147
Q4 2020Dec 31, 2020	PRI Primerica, Inc.	Primerica, Inc.	Sell	-10,705-1.0%	$139.81K	1,043,938
Q4 2020Dec 31, 2020	V Visa Inc.	Visa Inc.	Sell	-10,947-0.4%	$562.97K	2,573,794
Q4 2020Dec 31, 2020	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-11,918-1.0%	$297.77K	1,190,036
Q4 2020Dec 31, 2020	ECL Ecolab Inc.	Ecolab Inc.	Sell	-12,234-0.6%	$473.90K	2,190,316
Q4 2020Dec 31, 2020	SPGI S&P Global Inc.	S&P Global Inc.	Sell	-12,701-0.5%	$853.29K	2,595,713
Q4 2020Dec 31, 2020	ENTG Entegris, Inc.	Entegris, Inc.	Sell	-12,912-0.5%	$250.80K	2,609,800
Q4 2020Dec 31, 2020	CME CME Group Inc.	CME Group Inc.	Sell	-17,516-1.0%	$330.80K	1,817,062
Q4 2020Dec 31, 2020	SSNC SS&C Technologies Holdings, Inc	SS&C Technologies Holdings, Inc	Sell	-18,183-0.4%	$298.67K	4,105,440
Q4 2020Dec 31, 2020	BC Brunswick Corporation	Brunswick Corporation	Sell	-18,468-0.4%	$311.49K	4,085,616
Q4 2020Dec 31, 2020	FIS Fidelity National Information S	Fidelity National Information S	Sell	-19,184-0.5%	$570.52K	4,033,105
Q4 2020Dec 31, 2020	TNET TriNet Group, Inc.	TriNet Group, Inc.	Sell	-21,197-0.5%	$323.16K	4,009,377
Q4 2020Dec 31, 2020	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Sell	-21,366-0.5%	$507.99K	4,406,168

Page 23 of 46 • 1361 total trades

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