Manager activity

CANTILLON CAPITAL MANAGEMENT LLC

William Von Mueffling

2026 Q2 vs 2026 Q1 · filed 29 Jul · all filings · sitewide activity

Reduce 27

Exit 11

38 shown

ticker	action	Δ port	detail	period
TMO	Exit	−2.51 pp	was 2.5%	Q1→Q2
AON	Exit	−2.35 pp	was 2.4%	Q1→Q2
EFX	Exit	−2.14 pp	was 2.1%	Q1→Q2
IQV	Exit	−1.94 pp	was 1.9%	Q1→Q2
AMT	Exit	−1.85 pp	was 1.9%	Q1→Q2
ADBE	Exit	−1.65 pp	was 1.7%	Q1→Q2
ALC	Exit	−1.26 pp	was 1.3%	Q1→Q2
FLUT	Exit	−0.93 pp	was 0.93%	Q1→Q2
TME	Exit	−0.83 pp	was 0.83%	Q1→Q2
LPLA	Exit	−0.65 pp	was 0.65%	Q1→Q2
FWONK	Exit	−0.59 pp	was 0.59%	Q1→Q2
TSM	Reduce	+2.65 pp	−95.4% sh	Q1→Q2
AVGO	Reduce	+2.27 pp	−95.4% sh	Q1→Q2
GOOGL	Reduce	+2.09 pp	−95.4% sh	Q1→Q2
AMAT	Reduce	+2.00 pp	−96.7% sh	Q1→Q2
IBKR	Reduce	+1.77 pp	−95.4% sh	Q1→Q2
ADI	Reduce	+1.22 pp	−95.4% sh	Q1→Q2
MSFT	Reduce	+1.13 pp	−93.8% sh	Q1→Q2
ORCL	Reduce	+1.07 pp	−91.8% sh	Q1→Q2
ENTG	Reduce	+1.01 pp	−95.4% sh	Q1→Q2
V	Reduce	+0.86 pp	−95.1% sh	Q1→Q2
LYV	Reduce	+0.63 pp	−95.4% sh	Q1→Q2
CME	Reduce	−0.60 pp	−95.4% sh	Q1→Q2
ICE	Reduce	−0.57 pp	−95.4% sh	Q1→Q2
A	Reduce	+0.45 pp	−95.4% sh	Q1→Q2
CP	Reduce	+0.33 pp	−95.4% sh	Q1→Q2
TCOM	Reduce	−0.23 pp	−95.3% sh	Q1→Q2
TW	Reduce	−0.22 pp	−95.4% sh	Q1→Q2
FAST	Reduce	+0.20 pp	−95.4% sh	Q1→Q2
FERG	Reduce	+0.16 pp	−95.4% sh	Q1→Q2
CBRE	Reduce	+0.13 pp	−95.4% sh	Q1→Q2
YUM	Reduce	+0.13 pp	−95.4% sh	Q1→Q2
BLK	Reduce	+0.12 pp	−95.4% sh	Q1→Q2
UBER	Reduce	+0.11 pp	−95.4% sh	Q1→Q2
MCO	Reduce	+0.09 pp	−95.4% sh	Q1→Q2
SSNC	Reduce	−0.07 pp	−95.4% sh	Q1→Q2
SPOT	Reduce	−0.02 pp	−95.4% sh	Q1→Q2
SPGI	Reduce	−0.01 pp	−95.4% sh	Q1→Q2