William Von Mueffling - Cantillon Capital Management

History Stock Activity ▼ Share change % change to portfolio
Q4  2020
≡ PRI - Primerica Inc. Reduce 1.02% 10,705 0.01
≡ CACC - Credit Acceptance Corp. Reduce 1.60% 4,622 0.01
≡ AWI - Armstrong World Industries Inc. Reduce 1.89% 23,970 0.01
≡ GRA - WR Grace & Co. Reduce 1.96% 32,616 0.01
Q3  2020
≡ MCO - Moody's Corp. Reduce 0.75% 4,520 0.01
≡ TNET - TriNet Group Reduce 0.82% 33,498 0.02
≡ GOOG - Alphabet Inc. CL C Reduce 0.86% 29,180 0.02
≡ META - Meta Platforms Inc. Reduce 0.87% 9,001 0.02
≡ AWI - Armstrong World Industries Inc. Reduce 0.92% 11,800 0.01
≡ WTW - Willis Towers Watson plc Reduce 0.95% 22,401 0.04
≡ A - Agilent Technologies Reduce 0.96% 40,107 0.03
≡ CBRE - CBRE Group Reduce 0.99% 67,395 0.03
≡ FIS - Fidelity National Information Services Reduce 1.00% 40,856 0.05
≡ CME - CME Group Reduce 1.00% 18,491 0.03
≡ TSM - Taiwan Semiconductor S.A. Reduce 1.00% 38,097 0.03
≡ AVGO - Broadcom Inc. Reduce 1.02% 12,034 0.04
≡ EFX - Equifax Inc. Reduce 1.02% 23,590 0.03
≡ BDX - Becton Dickinson Reduce 1.02% 12,325 0.02
≡ IBKR - Interactive Brokers Group Inc. Reduce 1.02% 25,636 0.01
≡ ECL - Ecolab Inc. Reduce 1.04% 23,084 0.04
≡ ADSK - Autodesk Inc. Reduce 1.04% 13,547 0.03
≡ AMT - American Tower Corp. Reduce 1.06% 22,200 0.04
≡ MSFT - Microsoft Corp. Reduce 1.08% 7,316 0.01
≡ GOOGL - Alphabet Inc. Reduce 1.09% 73,620 0.05
≡ AMAT - Applied Materials Reduce 1.10% 43,488 0.02
≡ ADI - Analog Devices Reduce 1.12% 55,905 0.05
≡ AON - Aon Plc Reduce 1.13% 15,963 0.03
≡ FAST - Fastenal Reduce 1.13% 70,173 0.03
≡ V - Visa Inc. Reduce 1.14% 29,839 0.05
≡ ZTS - Zoetis Inc. Reduce 1.14% 33,724 0.05
≡ SPGI - S&P Global Inc. Reduce 1.16% 30,512 0.09
≡ VRSN - Verisign Inc. Reduce 1.17% 17,571 0.03
≡ GRA - WR Grace & Co. Reduce 1.17% 19,739 0.01
≡ ICE - Intercontinental Exchange Inc. Reduce 1.19% 53,476 0.04
≡ TMO - Thermo Fisher Scientific Reduce 1.21% 11,867 0.04
≡ CACC - Credit Acceptance Corp. Reduce 1.22% 3,575 0.01
≡ BC - Brunswick Corp. Reduce 1.28% 53,193 0.03
≡ PRI - Primerica Inc. Reduce 1.33% 14,228 0.01
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 1.41% 59,029 0.03
≡ ENTG - Entegris Inc. Reduce 1.44% 38,193 0.02
Q2  2020
≡ AMAT - Applied Materials Add 62.71% 1,529,635 0.80
≡ BC - Brunswick Corp. Add 10.52% 395,640 0.22
≡ PRI - Primerica Inc. Add 8.15% 80,558 0.08
≡ GRA - WR Grace & Co. Add 1.38% 22,906 0.01
≡ SSNC - SS&C Technologies Holdings Inc. Add 1.24% 51,116 0.03
≡ ICE - Intercontinental Exchange Inc. Add 1.13% 50,170 0.04
≡ AWI - Armstrong World Industries Inc. Add 1.13% 14,278 0.01
≡ TMO - Thermo Fisher Scientific Add 1.06% 10,323 0.03
≡ A - Agilent Technologies Add 1.03% 42,502 0.03
≡ MSFT - Microsoft Corp. Add 1.03% 6,907 0.01
≡ AVGO - Broadcom Inc. Add 1.02% 11,854 0.03
≡ CME - CME Group Add 1.02% 18,660 0.03
≡ CACC - Credit Acceptance Corp. Add 1.02% 2,937 0.01
≡ SPGI - S&P Global Inc. Add 1.01% 26,469 0.08
≡ ZTS - Zoetis Inc. Add 1.01% 29,427 0.04
≡ ADI - Analog Devices Add 0.98% 48,620 0.05
≡ CBRE - CBRE Group Add 0.97% 65,063 0.03
≡ GOOGL - Alphabet Inc. Add 0.96% 64,360 0.04
≡ VRSN - Verisign Inc. Add 0.96% 14,265 0.03
≡ AON - Aon Plc Add 0.96% 13,457 0.02
≡ FIS - Fidelity National Information Services Add 0.95% 38,638 0.05
≡ V - Visa Inc. Add 0.93% 24,213 0.04
≡ AMT - American Tower Corp. Add 0.91% 18,964 0.04
≡ ADSK - Autodesk Inc. Add 0.90% 11,647 0.02
≡ FAST - Fastenal Add 0.90% 55,570 0.02
≡ WTW - Willis Towers Watson plc Add 0.89% 21,012 0.04
≡ ECL - Ecolab Inc. Add 0.88% 19,359 0.03
≡ GOOG - Alphabet Inc. CL C Add 0.87% 29,220 0.02
≡ TNET - TriNet Group Add 0.87% 35,103 0.02
≡ MCO - Moody's Corp. Add 0.87% 5,191 0.01
≡ BDX - Becton Dickinson Add 0.86% 10,390 0.02
≡ EFX - Equifax Inc. Add 0.80% 18,453 0.03
≡ TSM - Taiwan Semiconductor S.A. Add 0.79% 29,791 0.01
≡ META - Meta Platforms Inc. Add 0.76% 7,767 0.02
≡ IBKR - Interactive Brokers Group Inc. Add 0.75% 18,793 0.01
≡ ENTG - Entegris Inc. Add 0.66% 17,543 0.01
Q1  2020
≡ PRI - Primerica Inc. Add 10.24% 91,768 0.09
≡ BC - Brunswick Corp. Add 9.79% 335,353 0.13
≡ AMAT - Applied Materials Buy 2,439,237 1.24
≡ MSFT - Microsoft Corp. Buy 667,460 1.16
≡ GRA - WR Grace & Co. Buy 1,663,100 0.65
≡ AON - Aon Plc Reduce 0.09% 1,197 0.00
≡ TSM - Taiwan Semiconductor S.A. Reduce 0.09% 3,310 0.00
≡ AMT - American Tower Corp. Reduce 0.10% 2,147 0.01
≡ VRSN - Verisign Inc. Reduce 0.11% 1,707 0.00
≡ V - Visa Inc. Reduce 0.13% 3,485 0.01
≡ WTW - Willis Towers Watson plc Reduce 0.13% 2,942 0.01
≡ ADSK - Autodesk Inc. Reduce 0.13% 1,656 0.00
≡ AVGO - Broadcom Inc. Reduce 0.13% 1,463 0.00
≡ AWI - Armstrong World Industries Inc. Reduce 0.13% 1,586 0.00
≡ TMO - Thermo Fisher Scientific Reduce 0.13% 1,256 0.00
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 0.14% 5,944 0.00
≡ ECL - Ecolab Inc. Reduce 0.15% 3,289 0.01
≡ BDX - Becton Dickinson Reduce 0.15% 1,762 0.00
≡ EFX - Equifax Inc. Reduce 0.15% 3,391 0.00
≡ ICE - Intercontinental Exchange Inc. Reduce 0.16% 7,299 0.01
≡ GOOG - Alphabet Inc. CL C Reduce 0.16% 5,320 0.00
≡ CBRE - CBRE Group Reduce 0.17% 11,482 0.00
≡ ADI - Analog Devices Reduce 0.18% 8,992 0.01
≡ GOOGL - Alphabet Inc. Reduce 0.18% 12,440 0.01