13F filing recap · Q1 2021

What did Cantillon Capital Management buy in Q1 2021?

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

Stock value

$13.74B

Positions

Estimated turnover

14.0%

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

CTXSCitrix Systems Inc$367.63Mreported value+2.62M shares IQVIqvia Holdings Inc.$184.18Mreported value+953.6K shares NLSNNielsen Holdings Plc$108.93Mreported value+4.33M shares

Increased positions

VRSNVeriSign Inc/ca$360.08Mreported value+337.8K shares+22.9%

Reduced positions

SPGIS&P Global Inc.$845.72Mreported value-199.0K shares-7.7%GOOGLAlphabet Inc.$663.31Mreported value-12.4K shares-3.7%FISFidelity National Information Services, Inc.$547.16Mreported value-141.8K shares-3.5%ADIAnalog Devices, Inc.$543.17Mreported value-1.41M shares