William Von Mueffling's Cantillon Capital Management significantly reduced its position in Oracle Corp. (ORCL) during the second quarter of 2026, according to a recent SEC filing. The firm sold off approximately 91.78% of its stake, decreasing its holdings from 1.28 million shares to just over 105,000. The estimated value of the shares sold is $172.60 million.
This trade information comes from a quarterly 13F filing, which is a required disclosure for large investment managers but is released with a delay. Therefore, this activity reflects trading that occurred between April 1 and June 30, 2026. During that period, Oracle reported strong growth in its cloud services, though its total revenue for the quarter ending in May came in slightly below analyst expectations. Cantillon has not publicly commented on the reason for the substantial reduction.