William Von Mueffling - Cantillon Capital Management – Largest Position Reductions (2025 Q3)
This report summarizes the most meaningful reductions and sell-offs made by William Von Mueffling - Cantillon Capital Management in 2025 Q3. The analysis highlights which positions were trimmed or exited, providing insight into how the investor adjusted risk exposure and portfolio strategy.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| CP | 4,174,009 | $74.49 | Reduced | -1.09% | 1.71% | $310.92M | 2025 Q3 |
| YUM | 2,040,234 | $152 | Reduced | -1.11% | 1.70% | $310.12M | 2025 Q3 |
| ORCL | 854,258 | $281.24 | Reduced | -1.08% | 1.32% | $240.25M | 2025 Q3 |
| ENTG | 2,439,719 | $92.46 | Reduced | -1.06% | 1.24% | $225.58M | 2025 Q3 |
| MCO | 442,005 | $476.48 | Reduced | -1.09% | 1.16% | $210.61M | 2025 Q3 |
| ALC | 2,823,322 | $74.51 | Reduced | -1.06% | 1.16% | $210.37M | 2025 Q3 |
| ZTS | 1,205,716 | $146.32 | Reduced | -1.10% | 0.97% | $176.42M | 2025 Q3 |
| ECL | 78,513 | $273.87 | Reduced | -92.83% | 0.12% | $21.5M | 2025 Q3 |