William Von Mueffling's Cantillon Capital Management fully exited its stake in IQVIA Holdings (IQV), selling all 1.71 million shares. The position was valued at approximately $291.78 million and previously represented nearly 2% of the fund's reported portfolio. Cantillon is known for its long-term, research-intensive investment approach, focusing on high-quality companies with durable competitive advantages.
This trade occurred during the second quarter of 2026 and was made public in a mandatory 13F filing on July 29, 2026. The disclosure came a day after IQVIA reported strong Q2 results, beating earnings estimates and raising its full-year guidance. During the same quarter, IQVIA repurchased $398 million of its own stock.