William Von Mueffling - Cantillon Capital Management

History Stock Activity ▲ Share change % change to portfolio
Q1  2022
≡ TMO - Thermo Fisher Scientific Add 2.94% 24,611 0.10
≡ CACC - Credit Acceptance Corp. Add 2.95% 7,370 0.03
≡ AVGO - Broadcom Inc. Add 2.96% 29,732 0.13
≡ SSNC - SS&C Technologies Holdings Inc. Add 2.98% 106,690 0.06
≡ AON - Aon Plc Add 2.98% 35,910 0.08
≡ ECL - Ecolab Inc. Add 3.01% 52,751 0.07
≡ TSM - Taiwan Semiconductor S.A. Add 3.03% 98,903 0.07
≡ EDR - Endeavor Group Holdings Inc. Add 3.14% 107,467 0.02
≡ BC - Brunswick Corp. Add 8.13% 309,881 0.18
≡ IQV - IQVIA Holdings Inc. Add 19.15% 237,341 0.39
≡ AWI - Armstrong World Industries Inc. Add 47.57% 575,715 0.37
≡ BLK - BlackRock Inc. Add 124.14% 126,984 0.69
≡ PRI - Primerica Inc. Sell 100.00% 727,292 0.74
Q4  2021
≡ AWI - Armstrong World Industries Inc. Add 2.67% 31,466 0.02
≡ WTW - Willis Towers Watson plc Add 8.31% 138,692 0.22
≡ FIS - Fidelity National Information Services Add 9.16% 347,045 0.25
≡ IQV - IQVIA Holdings Inc. Add 9.87% 111,374 0.21
≡ BLK - BlackRock Inc. Buy 102,295 0.62
≡ EDR - Endeavor Group Holdings Inc. Buy 3,425,337 0.79
≡ PRI - Primerica Inc. Reduce 25.43% 248,028 0.25
≡ ZTS - Zoetis Inc. Reduce 17.24% 380,519 0.61
≡ GOOG - Alphabet Inc. CL C Reduce 11.99% 322,320 0.31
≡ SPGI - S&P Global Inc. Reduce 10.44% 242,899 0.76
≡ AVGO - Broadcom Inc. Reduce 7.08% 76,706 0.34
≡ CACC - Credit Acceptance Corp. Reduce 7.07% 19,013 0.09
≡ TNET - TriNet Group Reduce 7.06% 265,315 0.17
≡ EFX - Equifax Inc. Reduce 7.06% 150,481 0.29
≡ TSM - Taiwan Semiconductor S.A. Reduce 7.04% 247,599 0.20
≡ ECL - Ecolab Inc. Reduce 7.04% 132,459 0.21
≡ IBKR - Interactive Brokers Group Inc. Reduce 7.02% 163,326 0.09
≡ META - Meta Platforms Inc. Reduce 7.02% 84,138 0.19
≡ VRSN - Verisign Inc. Reduce 7.01% 123,410 0.21
≡ ENTG - Entegris Inc. Reduce 6.98% 152,313 0.14
≡ TMO - Thermo Fisher Scientific Reduce 6.98% 62,921 0.28
≡ MCO - Moody's Corp. Reduce 6.97% 38,488 0.10
≡ CME - CME Group Reduce 6.97% 119,147 0.18
≡ BC - Brunswick Corp. Reduce 6.97% 285,460 0.19
≡ AMT - American Tower Corp. Reduce 6.97% 134,825 0.26
≡ A - Agilent Technologies Reduce 6.96% 252,507 0.27
≡ GOOGL - Alphabet Inc. Reduce 6.93% 432,320 0.41
≡ V - Visa Inc. Reduce 6.90% 166,419 0.24
≡ FAST - Fastenal Reduce 6.89% 394,360 0.17
≡ AON - Aon Plc Reduce 6.89% 89,052 0.18
≡ AMAT - Applied Materials Reduce 6.89% 252,732 0.26
≡ ICE - Intercontinental Exchange Inc. Reduce 6.88% 284,605 0.26
≡ ADSK - Autodesk Inc. Reduce 6.83% 81,855 0.15
≡ ADI - Analog Devices Reduce 6.83% 232,593 0.27
≡ CBRE - CBRE Group Reduce 6.81% 313,215 0.22
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 6.79% 260,968 0.14
≡ BDX - Becton Dickinson Reduce 6.78% 75,840 0.13
≡ MSFT - Microsoft Corp. Reduce 6.78% 66,975 0.15
≡ CTXS-OLD - Citrix Systems Sell 100.00% 2,583,172 1.89
Q3  2021
≡ BC - Brunswick Corp. Add 5.15% 200,710 0.13
≡ CACC - Credit Acceptance Corp. Reduce 2.32% 6,395 0.03
≡ PRI - Primerica Inc. Reduce 2.25% 22,414 0.02
≡ AWI - Armstrong World Industries Inc. Reduce 2.05% 24,688 0.02
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 2.04% 79,910 0.04
≡ MCO - Moody's Corp. Reduce 1.87% 10,501 0.03
≡ MSFT - Microsoft Corp. Reduce 1.86% 18,732 0.04
≡ CBRE - CBRE Group Reduce 1.78% 83,394 0.06
≡ AON - Aon Plc Reduce 1.77% 23,289 0.05
≡ BDX - Becton Dickinson Reduce 1.75% 19,883 0.03
≡ ECL - Ecolab Inc. Reduce 1.73% 33,207 0.05
≡ IQV - IQVIA Holdings Inc. Reduce 1.72% 19,687 0.03
≡ ADI - Analog Devices Reduce 1.71% 59,334 0.07
≡ TMO - Thermo Fisher Scientific Reduce 1.69% 15,459 0.06
≡ AMAT - Applied Materials Reduce 1.68% 62,502 0.05
≡ V - Visa Inc. Reduce 1.68% 41,267 0.06
≡ SPGI - S&P Global Inc. Reduce 1.68% 39,655 0.11
≡ ZTS - Zoetis Inc. Reduce 1.66% 37,203 0.05
≡ AMT - American Tower Corp. Reduce 1.66% 32,664 0.06
≡ GOOGL - Alphabet Inc. Reduce 1.65% 104,840 0.10
≡ TSM - Taiwan Semiconductor S.A. Reduce 1.63% 58,286 0.04
≡ WTW - Willis Towers Watson plc Reduce 1.63% 27,680 0.04
≡ ADSK - Autodesk Inc. Reduce 1.61% 19,580 0.04
≡ VRSN - Verisign Inc. Reduce 1.61% 28,816 0.04
≡ EFX - Equifax Inc. Reduce 1.61% 34,817 0.06
≡ META - Meta Platforms Inc. Reduce 1.60% 19,483 0.05
≡ FAST - Fastenal Reduce 1.57% 91,588 0.03
≡ ICE - Intercontinental Exchange Inc. Reduce 1.57% 65,886 0.05
≡ A - Agilent Technologies Reduce 1.57% 57,711 0.06
≡ TNET - TriNet Group Reduce 1.54% 58,848 0.04
≡ CME - CME Group Reduce 1.53% 26,537 0.04
≡ GOOG - Alphabet Inc. CL C Reduce 1.52% 41,420 0.04
≡ FIS - Fidelity National Information Services Reduce 1.52% 58,541 0.05
≡ AVGO - Broadcom Inc. Reduce 1.50% 16,486 0.05
≡ ENTG - Entegris Inc. Reduce 1.46% 32,322 0.03
≡ IBKR - Interactive Brokers Group Inc. Reduce 1.41% 33,248 0.01
≡ CTXS-OLD - Citrix Systems Reduce 1.41% 36,834 0.03
≡ NLSN-OLD - Nielsen Holdings plc Sell 100.00% 4,273,200 0.71
Q2  2021
≡ CTXS-OLD - Citrix Systems Add 0.03% 791 0.00
≡ IQV - IQVIA Holdings Inc. Add 20.38% 194,305 0.32
≡ META - Meta Platforms Inc. Add 24.44% 239,288 0.56
≡ MSFT - Microsoft Corp. Add 56.70% 364,418 0.67
≡ ZTS - Zoetis Inc. Reduce 5.77% 137,431 0.17
≡ WTW - Willis Towers Watson plc Reduce 5.53% 99,298 0.15
≡ CBRE - CBRE Group Reduce 2.35% 112,548 0.06
≡ EFX - Equifax Inc. Reduce 1.64% 36,216 0.06
≡ IBKR - Interactive Brokers Group Inc. Reduce 1.59% 38,212 0.02
≡ FAST - Fastenal Reduce 1.58% 93,121 0.03