13F filing recap · Q3 2021

What did Cantillon Capital Management buy in Q3 2021?

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

Stock value

$14.67B

Positions

Estimated turnover

2.5%

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.

Increased positions

BCBrunswick Corporation$390.45Mreported value+200.7K shares+5.1%

Reduced positions

SPGIS&P Global Inc.$988.90Mreported value-39.7K shares-1.7%GOOGLAlphabet Inc.$834.11Mreported value-5.2K shares-1.7%AAgilent Technologies, Inc.$571.63Mreported value-57.7K shares-1.6%ADIAnalog Devices, Inc.$570.01Mreported value-59.3K shares

Exited positions

NLSNNielsen Holdings Plc$105.42Mprior reported value-4.27M shares-100.0%