William Von Mueffling - Cantillon Capital Management

History Stock Activity ▲ Share change % change to portfolio
Q2  2023
≡ IBKR - Interactive Brokers Group Inc. Add 6.38% 230,068 0.13
≡ VRSN - Verisign Inc. Add 6.38% 107,824 0.17
≡ AMAT - Applied Materials Add 6.38% 214,238 0.22
≡ CME - CME Group Add 6.39% 113,463 0.15
≡ GOOGL - Alphabet Inc. Add 6.39% 263,218 0.22
≡ ADBE - Adobe Inc. Add 6.40% 23,646 0.08
≡ TMO - Thermo Fisher Scientific Add 10.62% 87,092 0.32
≡ BDX - Becton Dickinson Add 12.22% 142,018 0.26
≡ A - Agilent Technologies Add 13.33% 440,438 0.37
≡ IQV - IQVIA Holdings Inc. Add 14.27% 231,602 0.36
≡ FERG - Ferguson plc Add 14.31% 148,527 0.16
≡ BLK - BlackRock Inc. Add 15.50% 67,000 0.32
≡ CDW - CDW Corp. Add 19.08% 233,157 0.30
≡ TW - Tradeweb Markets Inc. Buy 1,232,665 0.59
≡ LYV - Live Nation Inc. Buy 1,118,297 0.71
≡ ZTS - Zoetis Inc. Reduce 18.36% 328,424 0.40
≡ AWI - Armstrong World Industries Inc. Sell 100.00% 1,886,268 1.09
Q1  2023
≡ IQV - IQVIA Holdings Inc. Add 6.17% 94,359 0.15
≡ BDX - Becton Dickinson Add 8.99% 95,900 0.19
≡ SSNC - SS&C Technologies Holdings Inc. Add 11.93% 513,068 0.24
≡ IBKR - Interactive Brokers Group Inc. Add 11.93% 384,186 0.26
≡ CME - CME Group Add 11.93% 189,319 0.30
≡ MSFT - Microsoft Corp. Add 20.39% 241,558 0.57
≡ CDW - CDW Corp. Add 142.43% 717,782 1.14
≡ FERG - Ferguson plc Buy 1,038,171 1.13
≡ GOOGL - Alphabet Inc. Reduce 28.65% 1,654,647 1.40
≡ ADBE - Adobe Inc. Reduce 1.97% 7,444 0.02
≡ VRSN - Verisign Inc. Reduce 1.79% 30,748 0.05
≡ V - Visa Inc. Reduce 1.79% 40,200 0.07
≡ TMO - Thermo Fisher Scientific Reduce 1.78% 14,827 0.07
≡ ADI - Analog Devices Reduce 1.78% 56,262 0.09
≡ TNET - TriNet Group Reduce 1.76% 61,228 0.04
≡ ENTG - Entegris Inc. Reduce 1.75% 51,733 0.03
≡ ECL - Ecolab Inc. Reduce 1.75% 30,560 0.04
≡ MCO - Moody's Corp. Reduce 1.74% 8,897 0.02
≡ AON - Aon Plc Reduce 1.72% 20,670 0.05
≡ A - Agilent Technologies Reduce 1.69% 56,858 0.06
≡ AMT - American Tower Corp. Reduce 1.68% 30,104 0.05
≡ AMAT - Applied Materials Reduce 1.68% 57,491 0.06
≡ CBRE - CBRE Group Reduce 1.66% 73,422 0.04
≡ AWI - Armstrong World Industries Inc. Reduce 1.64% 31,440 0.02
≡ FAST - Fastenal Reduce 1.64% 87,046 0.04
≡ WTW - Willis Towers Watson plc Reduce 1.64% 29,486 0.06
≡ SPGI - S&P Global Inc. Reduce 1.62% 33,667 0.09
≡ EFX - Equifax Inc. Reduce 1.61% 31,905 0.05
≡ BC - Brunswick Corp. Reduce 1.59% 66,999 0.04
≡ ADSK - Autodesk Inc. Reduce 1.58% 19,160 0.03
≡ TSM - Taiwan Semiconductor S.A. Reduce 1.58% 51,192 0.04
≡ AVGO - Broadcom Inc. Reduce 1.57% 15,686 0.08
≡ ZTS - Zoetis Inc. Reduce 1.56% 28,371 0.04
≡ CACC - Credit Acceptance Corp. Reduce 1.53% 3,772 0.01
≡ ICE - Intercontinental Exchange Inc. Reduce 1.53% 58,582 0.05
≡ BLK - BlackRock Inc. Reduce 1.20% 5,272 0.03
≡ HAYW - Hayward Holdings Inc Reduce 1.03% 54,085 0.01
≡ EDR - Endeavor Group Holdings Inc. Sell 100.00% 3,966,332 0.76
≡ GOOG - Alphabet Inc. CL C Sell 100.00% 2,346,008 1.76
≡ FIS - Fidelity National Information Services Sell 100.00% 4,115,693 2.37
Q4  2022
≡ BLK - BlackRock Inc. Add 2.81% 11,959 0.07
≡ AWI - Armstrong World Industries Inc. Add 8.66% 152,796 0.09
≡ ENTG - Entegris Inc. Add 15.63% 399,570 0.22
≡ IBKR - Interactive Brokers Group Inc. Add 30.33% 749,342 0.46
≡ CDW - CDW Corp. Buy 503,943 0.76
≡ EDR - Endeavor Group Holdings Inc. Reduce 3.26% 133,532 0.03
≡ HAYW - Hayward Holdings Inc Reduce 2.90% 156,889 0.01
≡ CACC - Credit Acceptance Corp. Reduce 2.37% 5,987 0.02
≡ ECL - Ecolab Inc. Reduce 2.27% 40,424 0.05
≡ ZTS - Zoetis Inc. Reduce 2.19% 40,690 0.05
≡ TSM - Taiwan Semiconductor S.A. Reduce 2.17% 72,028 0.05
≡ ADSK - Autodesk Inc. Reduce 2.13% 26,347 0.04
≡ AMT - American Tower Corp. Reduce 2.10% 38,506 0.07
≡ GOOG - Alphabet Inc. CL C Reduce 2.09% 50,010 0.04
≡ MCO - Moody's Corp. Reduce 2.06% 10,755 0.03
≡ TNET - TriNet Group Reduce 2.05% 72,812 0.04
≡ BC - Brunswick Corp. Reduce 2.05% 87,960 0.05
≡ IQV - IQVIA Holdings Inc. Reduce 2.03% 31,696 0.05
≡ AVGO - Broadcom Inc. Reduce 2.02% 20,646 0.10
≡ WTW - Willis Towers Watson plc Reduce 1.97% 36,243 0.08
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 1.96% 85,927 0.04
≡ ICE - Intercontinental Exchange Inc. Reduce 1.94% 75,799 0.07
≡ TMO - Thermo Fisher Scientific Reduce 1.94% 16,490 0.08
≡ FIS - Fidelity National Information Services Reduce 1.92% 80,608 0.05
≡ A - Agilent Technologies Reduce 1.92% 65,739 0.08
≡ GOOGL - Alphabet Inc. Reduce 1.92% 113,150 0.08
≡ MSFT - Microsoft Corp. Reduce 1.87% 22,625 0.05
≡ SPGI - S&P Global Inc. Reduce 1.85% 39,241 0.11
≡ EFX - Equifax Inc. Reduce 1.78% 35,858 0.06
≡ ADI - Analog Devices Reduce 1.76% 56,565 0.08
≡ AON - Aon Plc Reduce 1.75% 21,328 0.05
≡ BDX - Becton Dickinson Reduce 1.74% 18,916 0.04
≡ CBRE - CBRE Group Reduce 1.73% 78,102 0.05
≡ CME - CME Group Reduce 1.70% 27,418 0.04
≡ VRSN - Verisign Inc. Reduce 1.67% 29,265 0.05
≡ V - Visa Inc. Reduce 1.65% 37,655 0.07
≡ FAST - Fastenal Reduce 1.59% 86,034 0.03
≡ AMAT - Applied Materials Reduce 1.54% 53,313 0.04
≡ ADBE - Adobe Inc. Reduce 1.47% 5,640 0.02
≡ META - Meta Platforms Inc. Sell 100.00% 1,133,827 1.39
Q3  2022
≡ MSFT - Microsoft Corp. Add 13.04% 139,323 0.29
≡ BLK - BlackRock Inc. Add 14.47% 53,808 0.27
≡ SSNC - SS&C Technologies Holdings Inc. Add 19.66% 720,803 0.31