13F filing recap · Q4 2017
What did Cantillon Capital Management buy in Q4 2017?
Reported stock-position changes between this filing and the previous one.
Stock value
$8.44B
Positions
31
Estimated turnover
6.9%
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.
Reduced positions
SPGIS&P Global Inc.$546.91Mreported value-221.2K shares-6.4%ADIAnalog Devices, Inc.$517.20Mreported value-405.3K shares-6.5%FISFidelity National Information Services, Inc.$448.10Mreported value-337.7K shares-6.6%GOOGLAlphabet Inc.$415.58Mreported value-27.6K shares-6.5%WTWWillis Towers Watson Plc$414.37Mreported value-192.3K shares-6.5%BIDUBaidu, Inc.$402.89Mreported value-123.0K shares-6.7%ICEIntercontinental Exchange, Inc.$367.88Mreported value-363.3K shares-6.5%ZTSZoetis Inc.$360.90Mreported value-347.5K shares-6.5%ECLEcolab Inc.$348.20Mreported value-178.0K shares-6.4%AMTAmerican Tower Corp /ma/$346.70Mreported value-168.9K shares-6.5%VVisa Inc.$345.79Mreported value-215.4K shares-6.6%SERVServicemaster Global Holdings Inc.$316.47Mreported value-426.2K shares-6.5%CMECme Group Inc.$314.33Mreported value-148.8K shares-6.5%AVGOBroadcom Inc.$306.28Mreported value-85.9K shares-6.7%CBRECbre Group, Inc.$306.15Mreported value-498.6K shares-6.6%AAgilent Technologies, Inc.$304.60Mreported value-322.4K shares-6.6%STSensata Technologies Holding Plc$259.68Mreported value-356.0K shares-6.5%BDXBecton Dickinson & Co$250.09Mreported value-81.4K shares-6.5%GOOGAlphabet Inc.$239.75Mreported value-16.0K shares-6.5%EFXEquifax Inc$230.13Mreported value-132.0K shares-6.3%TNETTrinet Group, Inc.$173.57Mreported value-276.4K shares-6.6%AGNAllergan Plc$168.53Mreported value-72.7K shares-6.6%CMPRCimpress Plc$160.28Mreported value-96.2K shares-6.7%VRSNVeriSign Inc/ca$142.29Mreported value-88.9K shares-6.7%BITABitauto Holdings Limited$134.65Mreported value-287.9K shares-6.4%AONAon Plc$124.54Mreported value-63.9K shares-6.4%IBKRInteractive Brokers Group, Inc.$120.79Mreported value-105.7K shares-4.9%CACCCredit Acceptance Corp$110.47Mreported value-23.3K shares-6.4%TSMTaiwan Semiconductor Manufacturing$105.19Mreported value-178.8K shares-6.3%PRIPrimerica, Inc.$94.21Mreported value-68.4K shares-6.9%SSNCSS&C Technologies Holdings, Inc.$66.46Mreported value-116.8K shares-6.6%