13F filing recap · Q2 2015

What did Cantillon Capital Management buy in Q2 2015?

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

Stock value

$5.01B

Positions

Estimated turnover

4.9%

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.

Increased positions

STSensata Technologies Holding Plc$249.21Mreported value+1.19M shares+33.5%ICEIntercontinental Exchange, Inc.$237.38Mreported value+217.6K shares+25.8%CMPRCimpress Plc$95.43Mreported value+144.3K shares+14.6%

Reduced positions

FISFidelity National Information Services, Inc.$499.25Mreported value-233.6K shares-2.8%ADIAnalog Devices, Inc.$482.54Mreported value-217.7K shares-2.8%BIDUBaidu, Inc.$442.00Mreported value-66.3K shares-2.9%ECLEcolab Inc.$368.80Mreported value-97.2K shares