William Von Mueffling - Cantillon Capital Management

History Stock Activity ▼ Share change % change to portfolio
Q1  2020
≡ FAST - Fastenal Reduce 0.19% 11,856 0.00
≡ CME - CME Group Reduce 0.20% 3,765 0.01
≡ FIS - Fidelity National Information Services Reduce 0.21% 8,557 0.01
≡ SPGI - S&P Global Inc. Reduce 0.21% 5,400 0.01
≡ A - Agilent Technologies Reduce 0.24% 9,704 0.01
≡ META - Meta Platforms Inc. Reduce 0.28% 2,924 0.01
≡ TNET - TriNet Group Reduce 0.28% 11,500 0.00
≡ ENTG - Entegris Inc. Reduce 0.29% 7,739 0.00
≡ IBKR - Interactive Brokers Group Inc. Reduce 0.29% 7,148 0.00
≡ MCO - Moody's Corp. Reduce 0.35% 2,084 0.00
≡ CACC - Credit Acceptance Corp. Reduce 0.40% 1,162 0.00
≡ ZTS - Zoetis Inc. Reduce 12.49% 417,155 0.54
≡ ST - Sensata Technologies Holding Sell 100.00% 1,905,823 0.95
Q4  2019
≡ ENTG - Entegris Inc. Add 23.84% 510,423 0.24
≡ ADSK - Autodesk Inc. Buy 1,288,774 2.20
≡ BC - Brunswick Corp. Reduce 1.89% 66,110 0.04
≡ META - Meta Platforms Inc. Reduce 1.92% 20,133 0.04
≡ MCO - Moody's Corp. Reduce 1.93% 11,772 0.03
≡ BDX - Becton Dickinson Reduce 2.03% 25,019 0.06
≡ AMT - American Tower Corp. Reduce 2.06% 43,818 0.09
≡ FAST - Fastenal Reduce 2.07% 130,520 0.04
≡ IBKR - Interactive Brokers Group Inc. Reduce 2.07% 52,771 0.02
≡ AON - Aon Plc Reduce 2.08% 29,679 0.06
≡ V - Visa Inc. Reduce 2.09% 55,387 0.10
≡ WTW - Willis Towers Watson plc Reduce 2.10% 50,370 0.09
≡ GOOGL - Alphabet Inc. Reduce 2.11% 145,260 0.09
≡ TMO - Thermo Fisher Scientific Reduce 2.12% 21,083 0.06
≡ VRSN - Verisign Inc. Reduce 2.12% 32,129 0.06
≡ TSM - Taiwan Semiconductor S.A. Reduce 2.12% 82,091 0.04
≡ TNET - TriNet Group Reduce 2.14% 88,401 0.05
≡ ADI - Analog Devices Reduce 2.15% 108,625 0.12
≡ AVGO - Broadcom Inc. Reduce 2.15% 25,612 0.08
≡ ECL - Ecolab Inc. Reduce 2.16% 48,795 0.09
≡ CME - CME Group Reduce 2.17% 40,821 0.08
≡ EFX - Equifax Inc. Reduce 2.17% 50,954 0.07
≡ A - Agilent Technologies Reduce 2.18% 91,886 0.07
≡ FIS - Fidelity National Information Services Reduce 2.19% 90,942 0.12
≡ CACC - Credit Acceptance Corp. Reduce 2.19% 6,487 0.03
≡ PRI - Primerica Inc. Reduce 2.22% 20,388 0.02
≡ CBRE - CBRE Group Reduce 2.25% 155,748 0.09
≡ ICE - Intercontinental Exchange Inc. Reduce 2.33% 105,758 0.09
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 2.36% 99,921 0.06
≡ AWI - Armstrong World Industries Inc. Reduce 2.67% 34,738 0.03
≡ SPGI - S&P Global Inc. Reduce 6.86% 192,710 0.49
≡ ZTS - Zoetis Inc. Reduce 9.37% 345,352 0.42
≡ GOOG - Alphabet Inc. CL C Reduce 15.61% 623,760 0.39
≡ ST - Sensata Technologies Holding Reduce 56.95% 2,521,039 1.26
Q3  2019
≡ BC - Brunswick Corp. Add 43.45% 1,057,778 0.54
≡ A - Agilent Technologies Add 6.88% 271,249 0.20
≡ ENTG - Entegris Inc. Buy 2,140,678 0.98
≡ AWI - Armstrong World Industries Inc. Reduce 0.30% 3,938 0.00
≡ ST - Sensata Technologies Holding Reduce 0.39% 17,499 0.01
≡ FAST - Fastenal Reduce 0.44% 27,938 0.01
≡ VRSN - Verisign Inc. Reduce 0.44% 6,728 0.01
≡ CBRE - CBRE Group Reduce 0.47% 32,595 0.02
≡ CME - CME Group Reduce 0.48% 9,103 0.02
≡ CACC - Credit Acceptance Corp. Reduce 0.52% 1,550 0.01
≡ WTW - Willis Towers Watson plc Reduce 0.54% 13,152 0.02
≡ MCO - Moody's Corp. Reduce 0.57% 3,521 0.01
≡ AMT - American Tower Corp. Reduce 0.58% 12,342 0.03
≡ ZTS - Zoetis Inc. Reduce 0.59% 21,828 0.03
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 0.59% 25,254 0.01
≡ EFX - Equifax Inc. Reduce 0.60% 14,139 0.02
≡ FIS - Fidelity National Information Services Reduce 0.61% 25,547 0.03
≡ AON - Aon Plc Reduce 0.61% 8,783 0.02
≡ V - Visa Inc. Reduce 0.62% 16,604 0.03
≡ BDX - Becton Dickinson Reduce 0.63% 7,775 0.02
≡ ADI - Analog Devices Reduce 0.64% 32,625 0.04
≡ AVGO - Broadcom Inc. Reduce 0.65% 7,822 0.02
≡ PRI - Primerica Inc. Reduce 0.66% 6,089 0.01
≡ SPGI - S&P Global Inc. Reduce 0.67% 19,037 0.05
≡ GOOGL - Alphabet Inc. Reduce 0.68% 47,200 0.03
≡ ICE - Intercontinental Exchange Inc. Reduce 0.69% 31,376 0.03
≡ ECL - Ecolab Inc. Reduce 0.71% 16,035 0.03
≡ IBKR - Interactive Brokers Group Inc. Reduce 0.72% 18,406 0.01
≡ GOOG - Alphabet Inc. CL C Reduce 0.81% 32,740 0.02
≡ TMO - Thermo Fisher Scientific Reduce 0.81% 8,117 0.02
≡ TNET - TriNet Group Reduce 0.93% 38,849 0.02
≡ TSM - Taiwan Semiconductor S.A. Reduce 0.95% 37,036 0.02
≡ META - Meta Platforms Inc. Reduce 1.02% 10,820 0.02
Q2  2019
≡ SSNC - SS&C Technologies Holdings Inc. Add 20.04% 711,514 0.41
≡ AVGO - Broadcom Inc. Add 18.98% 191,099 0.56
≡ BDX - Becton Dickinson Add 18.66% 194,717 0.50
≡ A - Agilent Technologies Add 11.46% 405,598 0.31
≡ BC - Brunswick Corp. Buy 2,434,616 1.13
≡ META - Meta Platforms Inc. Reduce 1.67% 18,017 0.04
≡ TSM - Taiwan Semiconductor S.A. Reduce 1.67% 66,546 0.03
≡ IBKR - Interactive Brokers Group Inc. Reduce 1.72% 45,023 0.02
≡ TNET - TriNet Group Reduce 1.76% 74,734 0.05
≡ PRI - Primerica Inc. Reduce 1.89% 17,743 0.02
≡ FIS - Fidelity National Information Services Reduce 1.92% 81,834 0.10
≡ GOOGL - Alphabet Inc. Reduce 1.92% 135,620 0.07
≡ FAST - Fastenal Reduce 1.94% 125,091 0.04
≡ ICE - Intercontinental Exchange Inc. Reduce 1.95% 90,777 0.08
≡ CBRE - CBRE Group Reduce 1.96% 138,633 0.07
≡ ADI - Analog Devices Reduce 1.98% 103,113 0.12
≡ SPGI - S&P Global Inc. Reduce 1.99% 57,332 0.13
≡ ZTS - Zoetis Inc. Reduce 1.99% 75,125 0.09
≡ EFX - Equifax Inc. Reduce 2.00% 48,295 0.07
≡ ST - Sensata Technologies Holding Reduce 2.00% 90,617 0.04