The PBV (price-to-book value) ratios of Sirona Dental Systems, Danaher Corporation, Align Technology, and Patterson Companies are 4.7x, 2.9x, 6.7x, and 3.2x, respectively.
Cantillon increased its position in Fidelity National Information Services Inc. (FIS), which now accounts for 9.58% of its total portfolio in 1Q 2014 from 6.8% in the prior quarter.
Cantillon’s 3.9% position in AmBev SA (ABEV) in 4Q 2013 increased to 5.06% in 1Q 2014. Companhia de Bebidas das Americas (AmBev) is a Brazil-based company and a unit of Anheuser-Busch InBev NV.
The New York–based Cantillon Capital Management filed its 13F for the first quarter of 2014. The size of the U.S. long portfolio slightly increased in the quarter, from $4.22 billion to $4.32 billion.