In a significant portfolio shift, William Von Mueffling's Cantillon Capital Management drastically reduced its stake in Visa Inc. (V) by 95.13% during the second quarter of 2026. The firm sold off an estimated 1.64 million shares, taking its position down from 1.72 million shares to just 83,643. This liquidation reduced the reported value of Cantillon's Visa holding from over $519 million to approximately $28.7 million.
This trade information comes from a quarterly 13F filing submitted to the SEC on July 29, 2026, which discloses positions held as of June 30, 2026, and does not reflect trading activity since that date. The reduction in Visa was part of a broader move by Cantillon to significantly decrease its overall reported 13F portfolio value during the quarter. No specific motive for the large sale has been publicly disclosed by the investor.