In a significant portfolio shift, William Von Mueffling's Cantillon Capital Management fully divested its stake in Thermo Fisher Scientific during the second quarter of 2026. According to regulatory filings, the firm sold all 769,700 of its shares, a position valued at approximately $378.3 million at the end of March. The sale liquidated a holding that previously accounted for about 2.51% of Cantillon's reported portfolio.
This move is subject to the usual reporting delay for 13F filings, reflecting the firm's position as of June 30, 2026, and not necessarily its current holdings. The exit from Thermo Fisher, a position held since 2018, was part of a broader reduction in Cantillon's disclosed U.S. equity portfolio during the quarter.