William Von Mueffling's Cantillon Capital Management drastically cut its position in Moody's Corporation by 95% during the second quarter of 2026. The firm sold off over 374,000 shares, reducing its holding from a value of $171.23 million to just $8.19 million. This significant reduction occurred during a period where Moody's reported strong financial results, beating analyst expectations with a 15% increase in revenue and a 57% rise in diluted earnings per share.
This trade information was disclosed in a quarterly 13F filing with the SEC, which details positions held as of June 30, 2026, and does not necessarily reflect the firm's current holdings. The sale is notable as it came after Moody's raised its full-year share repurchase guidance and narrowed its earnings per share guidance to the upside. No specific reason for the sale was publicly disclosed by Cantillon or Von Mueffling.