William Von Mueffling's Cantillon Capital Management drastically reduced its stake in Microsoft by 93.8% during the second quarter of 2026, a move revealed in its latest SEC disclosure. The firm sold over one million shares, causing the reported value of its holding to fall from $411.73 million to $25.70 million.
This trade should be viewed in the context of a delayed 13F filing, which reports positions held as of June 30, 2026. The sale of Microsoft stock occurred alongside a massive, 95% reduction in Cantillon's total reported 13F assets during the quarter, suggesting the move was part of a broader strategic shift rather than a singular reflection on Microsoft's performance.