William Von Mueffling - Cantillon Capital Management

History Stock Activity Share change % change to portfolio
Q2  2019
AMT - American Tower Corp. Reduce 2.01% 43,954 0.09
CME - CME Group Reduce 2.01% 38,706 0.08
TMO - Thermo Fisher Scientific Reduce 2.03% 20,764 0.06
ECL - Ecolab Inc. Reduce 2.06% 47,932 0.10
MCO - Moody's Corp. Reduce 2.07% 12,964 0.03
V - Visa Inc. Reduce 2.08% 56,607 0.10
VRSN - Verisign Inc. Reduce 2.08% 32,351 0.07
GOOG - Alphabet Inc. CL C Reduce 2.09% 86,220 0.05
WTW - Willis Towers Watson plc Reduce 2.13% 52,606 0.10
AON - Aon Plc Reduce 2.14% 31,497 0.06
AWI - Armstrong World Industries Inc. Reduce 2.17% 29,010 0.03
CACC - Credit Acceptance Corp. Reduce 2.19% 6,667 0.03
INTC - Intel Corp. Sell 100.00% 4,171,211 2.38
Q1  2019
AON - Aon Plc Add 11.28% 148,883 0.27
AVGO - Broadcom Inc. Add 9.85% 90,269 0.29
WTW - Willis Towers Watson plc Reduce 0.27% 6,649 0.01
GOOG - Alphabet Inc. CL C Reduce 0.30% 12,400 0.01
SSNC - SS&C Technologies Holdings Inc. Reduce 0.30% 10,808 0.01
TMO - Thermo Fisher Scientific Reduce 0.31% 3,185 0.01
FAST - Fastenal Reduce 0.33% 21,714 0.01
ICE - Intercontinental Exchange Inc. Reduce 0.36% 16,843 0.01
VRSN - Verisign Inc. Reduce 0.38% 6,007 0.01
AMT - American Tower Corp. Reduce 0.39% 8,434 0.02
ECL - Ecolab Inc. Reduce 0.40% 9,354 0.02
V - Visa Inc. Reduce 0.40% 10,805 0.02
PRI - Primerica Inc. Reduce 0.40% 3,749 0.00
TNET - TriNet Group Reduce 0.41% 17,663 0.01
EFX - Equifax Inc. Reduce 0.42% 10,156 0.01
TSM - Taiwan Semiconductor S.A. Reduce 0.45% 18,162 0.01
SPGI - S&P Global Inc. Reduce 0.47% 13,523 0.03
INTC - Intel Corp. Reduce 0.47% 19,645 0.01
ADI - Analog Devices Reduce 0.48% 25,057 0.03
CBRE - CBRE Group Reduce 0.48% 34,160 0.02
CME - CME Group Reduce 0.48% 9,358 0.02
AWI - Armstrong World Industries Inc. Reduce 0.49% 6,527 0.01
ST - Sensata Technologies Holding Reduce 0.49% 22,535 0.01
A - Agilent Technologies Reduce 0.50% 17,964 0.02
ZTS - Zoetis Inc. Reduce 0.50% 18,996 0.02
FIS - Fidelity National Information Services Reduce 0.51% 22,057 0.03
CACC - Credit Acceptance Corp. Reduce 0.51% 1,549 0.01
MCO - Moody's Corp. Reduce 0.51% 3,217 0.01
GOOGL - Alphabet Inc. Reduce 0.52% 36,680 0.02
META - Meta Platforms Inc. Reduce 0.56% 6,070 0.01
BDX - Becton Dickinson Reduce 0.65% 6,851 0.02
IBKR - Interactive Brokers Group Inc. Reduce 0.77% 20,282 0.01
BIDU - Baidu Inc. Sell 100.00% 855,743 1.64
CMPR - Cimpress plc Sell 100.00% 1,200,720 1.50
Q4  2018
TMO - Thermo Fisher Scientific Add 91.27% 489,081 1.32
VRSN - Verisign Inc. Add 41.28% 456,587 0.82
SSNC - SS&C Technologies Holdings Inc. Add 37.10% 963,878 0.52
AWI - Armstrong World Industries Inc. Add 25.40% 271,962 0.19
FAST - Fastenal Add 8.09% 485,294 0.15
CACC - Credit Acceptance Corp. Add 0.99% 3,018 0.01
AVGO - Broadcom Inc. Add 0.93% 8,477 0.03
IBKR - Interactive Brokers Group Inc. Add 0.90% 23,595 0.02
AON - Aon Plc Add 0.78% 10,166 0.02
BDX - Becton Dickinson Add 0.78% 8,166 0.02
SPGI - S&P Global Inc. Add 0.77% 22,046 0.05
INTC - Intel Corp. Add 0.77% 31,953 0.02
PRI - Primerica Inc. Add 0.77% 7,204 0.01
ECL - Ecolab Inc. Add 0.75% 17,358 0.03
GOOGL - Alphabet Inc. Add 0.75% 53,020 0.03
TSM - Taiwan Semiconductor S.A. Add 0.75% 29,864 0.01
AMT - American Tower Corp. Add 0.74% 16,016 0.03
ADI - Analog Devices Add 0.71% 36,772 0.04
CME - CME Group Add 0.70% 13,400 0.03
ICE - Intercontinental Exchange Inc. Add 0.70% 32,616 0.03
V - Visa Inc. Add 0.70% 18,985 0.03
WTW - Willis Towers Watson plc Add 0.70% 17,097 0.03
ZTS - Zoetis Inc. Add 0.70% 26,430 0.03
CBRE - CBRE Group Add 0.70% 49,432 0.02
A - Agilent Technologies Add 0.69% 24,411 0.02
CMPR - Cimpress plc Add 0.68% 8,118 0.01
META - Meta Platforms Inc. Add 0.68% 7,289 0.01
GOOG - Alphabet Inc. CL C Add 0.67% 27,400 0.02
FIS - Fidelity National Information Services Add 0.66% 28,118 0.03
EFX - Equifax Inc. Add 0.66% 15,943 0.02
TNET - TriNet Group Add 0.65% 27,498 0.01
ST - Sensata Technologies Holding Add 0.58% 26,462 0.01
MCO - Moody's Corp. Buy 628,662 1.06
BIDU - Baidu Inc. Reduce 44.26% 679,630 1.30
TMX-OLD - Terminix Global Holdings Inc. Sell 100.00% 1,121,189 0.78
Q3  2018
INTC - Intel Corp. Add 69.74% 1,708,761 0.91
EFX - Equifax Inc. Add 29.50% 547,986 0.80
IBKR - Interactive Brokers Group Inc. Add 5.73% 141,788 0.09
TMO - Thermo Fisher Scientific Buy 535,849 1.47
GOOG - Alphabet Inc. CL C Reduce 5.73% 249,240 0.17
SSNC - SS&C Technologies Holdings Inc. Reduce 5.99% 165,475 0.11
SPGI - S&P Global Inc. Reduce 6.03% 184,852 0.41
ZTS - Zoetis Inc. Reduce 6.14% 247,129 0.25
WTW - Willis Towers Watson plc Reduce 6.16% 161,328 0.26
TSM - Taiwan Semiconductor S.A. Reduce 6.17% 260,706 0.13
V - Visa Inc. Reduce 6.20% 179,282 0.30
BDX - Becton Dickinson Reduce 6.20% 68,907 0.20
CME - CME Group Reduce 6.24% 127,986 0.24
ST - Sensata Technologies Holding Reduce 6.24% 301,387 0.17
TNET - TriNet Group Reduce 6.25% 282,273 0.18
AON - Aon Plc Reduce 6.25% 87,408 0.15
FIS - Fidelity National Information Services Reduce 6.26% 284,124 0.35
AMT - American Tower Corp. Reduce 6.26% 145,112 0.24