William Von Mueffling - Cantillon Capital Management

History Stock Activity Share change % change to portfolio
Q4  2017
WTW - Willis Towers Watson plc Reduce 6.54% 192,327 0.34
GOOG - Alphabet Inc. CL C Reduce 6.54% 320,680 0.20
ST - Sensata Technologies Holding Reduce 6.55% 356,011 0.22
CBRE - CBRE Group Reduce 6.59% 498,585 0.26
AGN - Allergan Plc Reduce 6.59% 72,720 0.14
TNET - TriNet Group Reduce 6.60% 276,398 0.15
FIS - Fidelity National Information Services Reduce 6.62% 337,662 0.38
A - Agilent Technologies Reduce 6.62% 322,360 0.26
V - Visa Inc. Reduce 6.63% 215,388 0.29
SSNC - SS&C Technologies Holdings Inc. Reduce 6.64% 116,807 0.06
BIDU - Baidu Inc. Reduce 6.67% 122,994 0.34
VRSN - Verisign Inc. Reduce 6.67% 88,865 0.12
CMPR - Cimpress plc Reduce 6.71% 96,205 0.14
AVGO - Broadcom Inc. Reduce 6.72% 85,865 0.26
PRI - Primerica Inc. Reduce 6.87% 68,427 0.08
Q3  2017
EFX - Equifax Inc. Add 128.99% 1,173,658 1.45
AVGO - Broadcom Inc. Add 54.62% 451,468 1.28
BITA - Bitauto Holdings Ltd. Add 18.98% 721,394 0.37
IBKR - Interactive Brokers Group Inc. Add 11.42% 219,874 0.11
AGN - Allergan Plc Add 10.03% 100,526 0.24
VRSN - Verisign Inc. Buy 1,332,193 1.65
TSM - Taiwan Semiconductor S.A. Buy 2,831,662 1.24
SSNC - SS&C Technologies Holdings Inc. Reduce 2.10% 37,700 0.02
CMPR - Cimpress plc Reduce 2.14% 31,414 0.04
PRI - Primerica Inc. Reduce 2.31% 23,585 0.02
ST - Sensata Technologies Holding Reduce 2.44% 135,938 0.08
V - Visa Inc. Reduce 2.70% 90,191 0.11
AON - Aon Plc Reduce 2.74% 27,986 0.05
CME - CME Group Reduce 2.80% 66,232 0.10
ZTS - Zoetis Inc. Reduce 2.84% 156,387 0.12
A - Agilent Technologies Reduce 2.84% 142,582 0.11
TMX-OLD - Terminix Global Holdings Inc. Reduce 2.92% 198,226 0.11
AMT - American Tower Corp. Reduce 2.94% 78,742 0.13
WTW - Willis Towers Watson plc Reduce 2.95% 89,292 0.16
GOOGL - Alphabet Inc. Reduce 2.99% 259,840 0.15
ECL - Ecolab Inc. Reduce 3.01% 85,971 0.13
CBRE - CBRE Group Reduce 3.03% 236,414 0.10
GOOG - Alphabet Inc. CL C Reduce 3.04% 153,900 0.09
SPGI - S&P Global Inc. Reduce 3.06% 108,987 0.20
ICE - Intercontinental Exchange Inc. Reduce 3.10% 178,687 0.14
BIDU - Baidu Inc. Reduce 3.11% 59,258 0.17
BDX - Becton Dickinson Reduce 3.15% 40,707 0.09
CACC - Credit Acceptance Corp. Reduce 3.20% 12,053 0.04
ADI - Analog Devices Reduce 3.23% 207,561 0.21
TNET - TriNet Group Reduce 4.21% 183,973 0.07
FIS - Fidelity National Information Services Reduce 5.47% 295,152 0.32
NXPI - NXP Semiconductors NV Sell 100.00% 2,795,440 3.82
Q2  2017
EFX - Equifax Inc. Add 15.19% 119,982 0.21
BITA - Bitauto Holdings Ltd. Add 10.44% 359,377 0.13
IBKR - Interactive Brokers Group Inc. Buy 1,925,891 0.90
TNET - TriNet Group Reduce 2.70% 121,231 0.05
PRI - Primerica Inc. Reduce 3.81% 40,380 0.04
CACC - Credit Acceptance Corp. Reduce 3.82% 14,969 0.05
FIS - Fidelity National Information Services Reduce 3.98% 223,574 0.24
AON - Aon Plc Reduce 4.00% 42,580 0.07
ZTS - Zoetis Inc. Reduce 4.01% 230,600 0.18
GOOGL - Alphabet Inc. Reduce 4.02% 364,120 0.21
AGN - Allergan Plc Reduce 4.02% 42,000 0.13
BDX - Becton Dickinson Reduce 4.02% 54,000 0.13
A - Agilent Technologies Reduce 4.04% 211,000 0.16
ECL - Ecolab Inc. Reduce 4.07% 121,430 0.20
ICE - Intercontinental Exchange Inc. Reduce 4.09% 245,150 0.20
TMX-OLD - Terminix Global Holdings Inc. Reduce 4.10% 290,586 0.14
CME - CME Group Reduce 4.13% 101,900 0.16
ST - Sensata Technologies Holding Reduce 4.14% 240,394 0.13
GOOG - Alphabet Inc. CL C Reduce 4.15% 218,800 0.12
SPGI - S&P Global Inc. Reduce 4.16% 154,433 0.28
WTW - Willis Towers Watson plc Reduce 4.16% 131,591 0.24
ADI - Analog Devices Reduce 4.17% 279,649 0.27
AMT - American Tower Corp. Reduce 4.19% 117,085 0.19
V - Visa Inc. Reduce 4.20% 146,200 0.17
BIDU - Baidu Inc. Reduce 4.25% 84,385 0.19
CBRE - CBRE Group Reduce 4.26% 347,172 0.16
SSNC - SS&C Technologies Holdings Inc. Reduce 4.31% 80,895 0.04
NXPI - NXP Semiconductors NV Reduce 4.43% 129,541 0.18
AVGO - Broadcom Inc. Reduce 4.43% 38,320 0.11
CMPR - Cimpress plc Reduce 4.46% 68,338 0.08
SABR - Sabre Corp. Sell 100.00% 3,953,120 1.07
Q1  2017
AON - Aon Plc Add 106.01% 547,434 0.83
EFX - Equifax Inc. Add 56.42% 284,929 0.50
BDX - Becton Dickinson Add 30.34% 312,926 0.73
V - Visa Inc. Add 14.83% 450,069 0.51
AGN - Allergan Plc Add 9.47% 90,331 0.28
AVGO - Broadcom Inc. Buy 864,926 2.42
SABR - Sabre Corp. Buy 3,953,120 1.07
NXPI - NXP Semiconductors NV Reduce 0.42% 12,332 0.02
CME - CME Group Reduce 0.68% 16,984 0.03
CBRE - CBRE Group Reduce 0.68% 55,651 0.02
GOOGL - Alphabet Inc. Reduce 0.70% 63,720 0.03
WTW - Willis Towers Watson plc Reduce 0.71% 22,778 0.04
BIDU - Baidu Inc. Reduce 0.71% 14,307 0.03
ECL - Ecolab Inc. Reduce 0.73% 22,057 0.04
CMPR - Cimpress plc Reduce 0.73% 11,266 0.01
ICE - Intercontinental Exchange Inc. Reduce 0.74% 44,764 0.03
ADI - Analog Devices Reduce 0.77% 52,158 0.05
ST - Sensata Technologies Holding Reduce 0.77% 45,023 0.03
TMX-OLD - Terminix Global Holdings Inc. Reduce 0.77% 54,856 0.03
SPGI - S&P Global Inc. Reduce 0.78% 29,316 0.05
SSNC - SS&C Technologies Holdings Inc. Reduce 0.78% 14,826 0.01
A - Agilent Technologies Reduce 0.79% 41,702 0.03