13F filing recap · Q4 2019

What did Cantillon Capital Management buy in Q4 2019?

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

Stock value

$10.75B

Positions

Estimated turnover

7.0%

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

ADSKAutodesk, Inc.$236.44Mreported value+1.29M shares

Increased positions

ENTGEntegris, Inc.$132.79Mreported value+510.4K shares+23.8%

Reduced positions

SPGIS&P Global Inc.$714.80Mreported value-192.7K shares-6.9%ADIAnalog Devices, Inc.$588.41Mreported value-108.6K shares-2.1%FISFidelity National Information Services, Inc.$565.13Mreported value-90.9K shares-2.2%VVisa Inc.$487.38Mreported value-55.4K shares