William Von Mueffling - Cantillon Capital Management

History Stock Activity Share change % change to portfolio
Q2  2019
SPGI - S&P Global Inc. Reduce 1.99% 57,332 0.13
ADI - Analog Devices Reduce 1.98% 103,113 0.12
CBRE - CBRE Group Reduce 1.96% 138,633 0.07
ICE - Intercontinental Exchange Inc. Reduce 1.95% 90,777 0.08
FAST - Fastenal Reduce 1.94% 125,091 0.04
GOOGL - Alphabet Inc. Reduce 1.92% 135,620 0.07
FIS - Fidelity National Information Services Reduce 1.92% 81,834 0.10
PRI - Primerica Inc. Reduce 1.89% 17,743 0.02
TNET - TriNet Group Reduce 1.76% 74,734 0.05
IBKR - Interactive Brokers Group Inc. Reduce 1.72% 45,023 0.02
TSM - Taiwan Semiconductor S.A. Reduce 1.67% 66,546 0.03
META - Meta Platforms Inc. Reduce 1.67% 18,017 0.04
INTC - Intel Corp. Sell 100.00% 4,171,211 2.38
Q1  2019
AVGO - Broadcom Inc. Add 9.85% 90,269 0.29
AON - Aon Plc Add 11.28% 148,883 0.27
IBKR - Interactive Brokers Group Inc. Reduce 0.77% 20,282 0.01
BDX - Becton Dickinson Reduce 0.65% 6,851 0.02
META - Meta Platforms Inc. Reduce 0.56% 6,070 0.01
GOOGL - Alphabet Inc. Reduce 0.52% 36,680 0.02
CACC - Credit Acceptance Corp. Reduce 0.51% 1,549 0.01
MCO - Moody's Corp. Reduce 0.51% 3,217 0.01
FIS - Fidelity National Information Services Reduce 0.51% 22,057 0.03
A - Agilent Technologies Reduce 0.50% 17,964 0.02
ZTS - Zoetis Inc. Reduce 0.50% 18,996 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
CBRE - CBRE Group Reduce 0.48% 34,160 0.02
CME - CME Group Reduce 0.48% 9,358 0.02
ADI - Analog Devices Reduce 0.48% 25,057 0.03
INTC - Intel Corp. Reduce 0.47% 19,645 0.01
SPGI - S&P Global Inc. Reduce 0.47% 13,523 0.03
TSM - Taiwan Semiconductor S.A. Reduce 0.45% 18,162 0.01
EFX - Equifax Inc. Reduce 0.42% 10,156 0.01
TNET - TriNet Group Reduce 0.41% 17,663 0.01
PRI - Primerica Inc. Reduce 0.40% 3,749 0.00
ECL - Ecolab Inc. Reduce 0.40% 9,354 0.02
V - Visa Inc. Reduce 0.40% 10,805 0.02
AMT - American Tower Corp. Reduce 0.39% 8,434 0.02
VRSN - Verisign Inc. Reduce 0.38% 6,007 0.01
ICE - Intercontinental Exchange Inc. Reduce 0.36% 16,843 0.01
FAST - Fastenal Reduce 0.33% 21,714 0.01
TMO - Thermo Fisher Scientific Reduce 0.31% 3,185 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
WTW - Willis Towers Watson plc Reduce 0.27% 6,649 0.01
CMPR - Cimpress plc Sell 100.00% 1,200,720 1.50
BIDU - Baidu Inc. Sell 100.00% 855,743 1.64
Q4  2018
ST - Sensata Technologies Holding Add 0.58% 26,462 0.01
TNET - TriNet Group Add 0.65% 27,498 0.01
EFX - Equifax Inc. Add 0.66% 15,943 0.02
FIS - Fidelity National Information Services Add 0.66% 28,118 0.03
GOOG - Alphabet Inc. CL C Add 0.67% 27,400 0.02
CMPR - Cimpress plc Add 0.68% 8,118 0.01
META - Meta Platforms Inc. Add 0.68% 7,289 0.01
A - Agilent Technologies Add 0.69% 24,411 0.02
CBRE - CBRE Group Add 0.70% 49,432 0.02
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
ADI - Analog Devices Add 0.71% 36,772 0.04
AMT - American Tower Corp. Add 0.74% 16,016 0.03
TSM - Taiwan Semiconductor S.A. Add 0.75% 29,864 0.01
ECL - Ecolab Inc. Add 0.75% 17,358 0.03
GOOGL - Alphabet Inc. Add 0.75% 53,020 0.03
PRI - Primerica Inc. Add 0.77% 7,204 0.01
INTC - Intel Corp. Add 0.77% 31,953 0.02
SPGI - S&P Global Inc. Add 0.77% 22,046 0.05
AON - Aon Plc Add 0.78% 10,166 0.02
BDX - Becton Dickinson Add 0.78% 8,166 0.02
IBKR - Interactive Brokers Group Inc. Add 0.90% 23,595 0.02
AVGO - Broadcom Inc. Add 0.93% 8,477 0.03
CACC - Credit Acceptance Corp. Add 0.99% 3,018 0.01
FAST - Fastenal Add 8.09% 485,294 0.15
AWI - Armstrong World Industries Inc. Add 25.40% 271,962 0.19
SSNC - SS&C Technologies Holdings Inc. Add 37.10% 963,878 0.52
VRSN - Verisign Inc. Add 41.28% 456,587 0.82
TMO - Thermo Fisher Scientific Add 91.27% 489,081 1.32
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
IBKR - Interactive Brokers Group Inc. Add 5.73% 141,788 0.09
EFX - Equifax Inc. Add 29.50% 547,986 0.80
INTC - Intel Corp. Add 69.74% 1,708,761 0.91
TMO - Thermo Fisher Scientific Buy 535,849 1.47
TMX-OLD - Terminix Global Holdings Inc. Reduce 80.91% 4,750,506 3.30
AVGO - Broadcom Inc. Reduce 34.82% 485,031 1.35
AWI - Armstrong World Industries Inc. Reduce 6.96% 80,079 0.06
PRI - Primerica Inc. Reduce 6.83% 68,731 0.09
BIDU - Baidu Inc. Reduce 6.76% 111,254 0.29
VRSN - Verisign Inc. Reduce 6.60% 78,191 0.14
CMPR - Cimpress plc Reduce 6.52% 83,128 0.13
CACC - Credit Acceptance Corp. Reduce 6.39% 20,735 0.10
META - Meta Platforms Inc. Reduce 6.36% 73,010 0.14
ECL - Ecolab Inc. Reduce 6.36% 157,255 0.28
CBRE - CBRE Group Reduce 6.34% 478,433 0.24
ADI - Analog Devices Reduce 6.34% 351,093 0.37
FAST - Fastenal Reduce 6.32% 404,942 0.13
GOOGL - Alphabet Inc. Reduce 6.32% 474,680 0.32