William Von Mueffling - Cantillon Capital Management

History Stock Activity ▲ Share change % change to portfolio
Q4  2023
≡ TW - Tradeweb Markets Inc. Add 7.40% 90,800 0.06
≡ CBRE - CBRE Group Add 13.09% 603,771 0.38
≡ AMT - American Tower Corp. Add 14.53% 271,293 0.39
≡ ADSK - Autodesk Inc. Add 35.06% 442,005 0.72
≡ FERG - Ferguson plc Add 58.42% 690,643 0.89
≡ CP - Canadian Pacific Kansas City Add 111.12% 1,259,778 0.66
≡ LYV - Live Nation Inc. Add 146.56% 1,632,749 1.02
≡ BC - Brunswick Corp. Reduce 45.46% 1,996,626 1.29
≡ BDX - Becton Dickinson Reduce 35.19% 471,191 0.77
≡ ECL - Ecolab Inc. Reduce 29.58% 536,183 0.71
≡ BLK - BlackRock Inc. Reduce 2.51% 12,577 0.07
≡ TNET - TriNet Group Reduce 2.47% 84,882 0.07
≡ CACC - Credit Acceptance Corp. Reduce 2.41% 6,204 0.02
≡ TMO - Thermo Fisher Scientific Reduce 2.41% 21,746 0.08
≡ MCO - Moody's Corp. Reduce 2.40% 12,789 0.03
≡ IQV - IQVIA Holdings Inc. Reduce 2.40% 44,333 0.07
≡ A - Agilent Technologies Reduce 2.40% 89,581 0.08
≡ IBKR - Interactive Brokers Group Inc. Reduce 2.38% 90,760 0.05
≡ AON - Aon Plc Reduce 2.38% 29,793 0.06
≡ TSM - Taiwan Semiconductor S.A. Reduce 2.38% 80,539 0.06
≡ VRSN - Verisign Inc. Reduce 2.38% 42,619 0.06
≡ ADI - Analog Devices Reduce 2.38% 78,314 0.10
≡ V - Visa Inc. Reduce 2.38% 55,660 0.10
≡ SPGI - S&P Global Inc. Reduce 2.38% 51,566 0.15
≡ CDW - CDW Corp. Reduce 2.37% 34,315 0.05
≡ EFX - Equifax Inc. Reduce 2.37% 48,837 0.08
≡ AVGO - Broadcom Inc. Reduce 2.37% 22,487 0.17
≡ ZTS - Zoetis Inc. Reduce 2.36% 34,345 0.05
≡ CME - CME Group Reduce 2.36% 44,368 0.06
≡ FAST - Fastenal Reduce 2.36% 131,091 0.06
≡ ICE - Intercontinental Exchange Inc. Reduce 2.36% 94,219 0.08
≡ AMAT - Applied Materials Reduce 2.36% 83,845 0.09
≡ MSFT - Microsoft Corp. Reduce 2.36% 35,732 0.09
≡ GOOGL - Alphabet Inc. Reduce 2.36% 103,030 0.10
≡ ADBE - Adobe Inc. Reduce 2.35% 9,214 0.04
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 2.35% 119,947 0.05
≡ ENTG - Entegris Inc. Reduce 2.34% 61,560 0.05
≡ HAYW - Hayward Holdings Inc Sell 100.00% 5,500,345 0.58
≡ WTW - Willis Towers Watson plc Sell 100.00% 1,875,572 2.91
Q3  2023
≡ BLK - BlackRock Inc. Add 0.47% 2,325 0.01
≡ BDX - Becton Dickinson Add 2.66% 34,697 0.07
≡ CP - Canadian Pacific Kansas City Buy 1,133,714 0.63
≡ ENTG - Entegris Inc. Reduce 14.93% 461,093 0.32
≡ AVGO - Broadcom Inc. Reduce 9.44% 98,954 0.61
≡ TNET - TriNet Group Reduce 1.48% 51,514 0.04
≡ CACC - Credit Acceptance Corp. Reduce 0.39% 1,011 0.00
≡ HAYW - Hayward Holdings Inc Reduce 0.39% 21,716 0.00
≡ MCO - Moody's Corp. Reduce 0.39% 2,079 0.00
≡ TW - Tradeweb Markets Inc. Reduce 0.39% 4,839 0.00
≡ ADBE - Adobe Inc. Reduce 0.39% 1,532 0.01
≡ ADSK - Autodesk Inc. Reduce 0.39% 4,954 0.01
≡ AMAT - Applied Materials Reduce 0.39% 13,921 0.01
≡ AMT - American Tower Corp. Reduce 0.39% 7,313 0.01
≡ AON - Aon Plc Reduce 0.39% 4,881 0.01
≡ BC - Brunswick Corp. Reduce 0.39% 17,094 0.01
≡ CBRE - CBRE Group Reduce 0.39% 18,087 0.01
≡ ECL - Ecolab Inc. Reduce 0.39% 7,122 0.01
≡ EFX - Equifax Inc. Reduce 0.39% 8,094 0.01
≡ FAST - Fastenal Reduce 0.39% 21,598 0.01
≡ IBKR - Interactive Brokers Group Inc. Reduce 0.39% 14,839 0.01
≡ ICE - Intercontinental Exchange Inc. Reduce 0.39% 15,610 0.01
≡ MSFT - Microsoft Corp. Reduce 0.39% 5,876 0.01
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 0.39% 20,074 0.01
≡ TSM - Taiwan Semiconductor S.A. Reduce 0.39% 13,229 0.01
≡ VRSN - Verisign Inc. Reduce 0.39% 7,022 0.01
≡ WTW - Willis Towers Watson plc Reduce 0.39% 7,316 0.01
≡ ZTS - Zoetis Inc. Reduce 0.39% 5,701 0.01
≡ ADI - Analog Devices Reduce 0.39% 12,866 0.02
≡ SPGI - S&P Global Inc. Reduce 0.39% 8,501 0.02
≡ V - Visa Inc. Reduce 0.39% 9,150 0.02
≡ LYV - Live Nation Inc. Reduce 0.38% 4,245 0.00
≡ A - Agilent Technologies Reduce 0.38% 14,221 0.01
≡ CDW - CDW Corp. Reduce 0.38% 5,525 0.01
≡ FERG - Ferguson plc Reduce 0.38% 4,478 0.01
≡ IQV - IQVIA Holdings Inc. Reduce 0.38% 7,015 0.01
≡ TMO - Thermo Fisher Scientific Reduce 0.38% 3,451 0.01
≡ CME - CME Group Reduce 0.37% 6,960 0.01
≡ GOOGL - Alphabet Inc. Reduce 0.36% 15,841 0.02
Q2  2023
≡ TNET - TriNet Group Add 1.96% 66,864 0.04
≡ CACC - Credit Acceptance Corp. Add 6.32% 15,340 0.05
≡ MCO - Moody's Corp. Add 6.34% 31,923 0.08
≡ SSNC - SS&C Technologies Holdings Inc. Add 6.34% 304,968 0.13
≡ ECL - Ecolab Inc. Add 6.34% 108,536 0.14
≡ TSM - Taiwan Semiconductor S.A. Add 6.34% 202,676 0.14
≡ CBRE - CBRE Group Add 6.34% 276,137 0.16
≡ ADSK - Autodesk Inc. Add 6.35% 75,571 0.11
≡ ENTG - Entegris Inc. Add 6.35% 184,469 0.14
≡ AMT - American Tower Corp. Add 6.35% 111,955 0.15
≡ AON - Aon Plc Add 6.35% 74,932 0.18
≡ ICE - Intercontinental Exchange Inc. Add 6.35% 239,735 0.19
≡ WTW - Willis Towers Watson plc Add 6.35% 112,457 0.19
≡ MSFT - Microsoft Corp. Add 6.35% 90,508 0.22
≡ AVGO - Broadcom Inc. Add 6.35% 62,560 0.38
≡ FAST - Fastenal Add 6.36% 332,825 0.14
≡ BC - Brunswick Corp. Add 6.36% 263,477 0.16
≡ EFX - Equifax Inc. Add 6.36% 123,893 0.20
≡ V - Visa Inc. Add 6.36% 140,126 0.23
≡ ADI - Analog Devices Add 6.36% 197,393 0.27
≡ SPGI - S&P Global Inc. Add 6.36% 129,946 0.36
≡ HAYW - Hayward Holdings Inc Add 6.37% 330,738 0.03