13F filing recap · Q1 2014

What did Cantillon Capital Management buy in Q1 2014?

Reported stock-position changes between this filing and the previous one.

Stock value

$4.32B

Positions

Estimated turnover

18.5%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

SIROSirona Dental Systems Inc$133.74Mreported value+1.79M shares

Increased positions

FISFidelity National Information Services, Inc.$413.95Mreported value+2.38M shares+44.4%GWWW.w. Grainger, Inc.$256.91Mreported value+342.6K shares+50.8%WTWWillis Towers Watson Plc$220.86Mreported value+1.23M shares+32.5%ABEVAmbev S.a.$218.70Mreported value+7.29M shares

Reduced positions

GOOGLAlphabet Inc.$452.32Mreported value-2.0K shares-0.5%HOGHarley-Davidson, Inc.$363.50Mreported value-41.9K shares-0.8%PCLNBooking Holdings Inc$357.01Mreported value-2.6K shares-0.9%BIDUBaidu, Inc.$352.56Mreported value-20.6K shares