Cantillon Capital Management LLC activity

Every position William Von Mueffling opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.

2026 Q2 vs 2026 Q1, filed 29 Jul. Sitewide activity

Reduce 27

Exit 11

38 shown

Ticker	Action	Δ weight	Detail	Period
TMO	Exit	2.5% to 0%	$378M	Q1→Q2
AON	Exit	2.4% to 0%	$354M	Q1→Q2
EFX	Exit	2.1% to 0%	$323M	Q1→Q2
IQV	Exit	1.9% to 0%	$292M	Q1→Q2
AMT	Exit	1.9% to 0%	$278M	Q1→Q2
ADBE	Exit	1.7% to 0%	$248M	Q1→Q2
ALC	Exit	1.3% to 0%	$189M	Q1→Q2
FLUT	Exit	0.93% to 0%	$140M	Q1→Q2
TME	Exit	0.83% to 0%	$124M	Q1→Q2
LPLA	Exit	0.65% to 0%	$98M	Q1→Q2
FWONK	Exit	0.59% to 0%	$88M	Q1→Q2
TSM	Reduce	5.6% to 8.2%	−95.4% sh	Q1→Q2
AVGO	Reduce	8.3% to 10.6%	−95.4% sh	Q1→Q2
GOOGL	Reduce	7.1% to 9.2%	−95.4% sh	Q1→Q2
AMAT	Reduce	3.5% to 5.5%	−96.7% sh	Q1→Q2
IBKR	Reduce	5.0% to 6.8%	−95.4% sh	Q1→Q2
ADI	Reduce	4.0% to 5.3%	−95.4% sh	Q1→Q2
MSFT	Reduce	2.7% to 3.9%	−93.8% sh	Q1→Q2
ORCL	Reduce	1.3% to 2.3%	−91.8% sh	Q1→Q2
ENTG	Reduce	1.7% to 2.7%	−95.4% sh	Q1→Q2
V	Reduce	3.5% to 4.3%	−95.1% sh	Q1→Q2
LYV	Reduce	2.5% to 3.1%	−95.4% sh	Q1→Q2
CME	Reduce	2.7% to 2.1%	−95.4% sh	Q1→Q2
ICE	Reduce	3.1% to 2.5%	−95.4% sh	Q1→Q2
A	Reduce	2.1% to 2.5%	−95.4% sh	Q1→Q2
CP	Reduce	2.3% to 2.6%	−95.4% sh	Q1→Q2
TCOM	Reduce	1.5% to 1.3%	−95.3% sh	Q1→Q2
TW	Reduce	1.9% to 1.6%	−95.4% sh	Q1→Q2
FAST	Reduce	2.5% to 2.7%	−95.4% sh	Q1→Q2
FERG	Reduce	2.7% to 2.9%	−95.4% sh	Q1→Q2
CBRE	Reduce	3.5% to 3.7%	−95.4% sh	Q1→Q2
YUM	Reduce	1.9% to 2.0%	−95.4% sh	Q1→Q2
BLK	Reduce	2.9% to 3.0%	−95.4% sh	Q1→Q2
UBER	Reduce	2.5% to 2.6%	−95.4% sh	Q1→Q2
MCO	Reduce	1.1% to 1.2%	−95.4% sh	Q1→Q2
SSNC	Reduce	1.7% to 1.6%	−95.4% sh	Q1→Q2
SPOT	Reduce	1.4% to 1.4%	−95.4% sh	Q1→Q2
SPGI	Reduce	4.4% to 4.4%	−95.4% sh	Q1→Q2