William Von Mueffling - Cantillon Capital Management

History Stock Activity Share change % change to portfolio ▼
Q3  2022
≡ BLK - BlackRock Inc. Add 14.47% 53,808 0.27
≡ SPGI - S&P Global Inc. Reduce 0.88% 18,778 0.05
≡ GOOGL - Alphabet Inc. Reduce 0.96% 56,874 0.05
≡ ADI - Analog Devices Reduce 0.86% 27,784 0.04
≡ AVGO - Broadcom Inc. Reduce 0.93% 9,583 0.04
≡ AMT - American Tower Corp. Reduce 0.71% 13,128 0.03
≡ TMO - Thermo Fisher Scientific Reduce 0.79% 6,767 0.03
≡ ICE - Intercontinental Exchange Inc. Reduce 0.85% 33,548 0.03
≡ FIS - Fidelity National Information Services Reduce 0.87% 36,777 0.03
≡ V - Visa Inc. Reduce 0.87% 19,912 0.03
≡ A - Agilent Technologies Reduce 0.89% 30,916 0.03
≡ AON - Aon Plc Reduce 0.93% 11,477 0.03
≡ BC - Brunswick Corp. Reduce 1.05% 45,457 0.03
≡ VRSN - Verisign Inc. Reduce 0.68% 11,975 0.02
≡ WTW - Willis Towers Watson plc Reduce 0.71% 13,163 0.02
≡ TNET - TriNet Group Reduce 0.72% 25,627 0.02
≡ ZTS - Zoetis Inc. Reduce 0.72% 13,566 0.02
≡ EFX - Equifax Inc. Reduce 0.76% 15,483 0.02
≡ ECL - Ecolab Inc. Reduce 0.83% 15,001 0.02
≡ TSM - Taiwan Semiconductor S.A. Reduce 0.83% 27,836 0.02
≡ ADSK - Autodesk Inc. Reduce 0.87% 10,836 0.02
≡ CBRE - CBRE Group Reduce 0.88% 39,820 0.02
≡ CME - CME Group Reduce 0.88% 14,374 0.02
≡ IQV - IQVIA Holdings Inc. Reduce 0.88% 13,890 0.02
≡ AMAT - Applied Materials Reduce 0.89% 31,175 0.02
≡ GOOG - Alphabet Inc. CL C Reduce 0.92% 22,202 0.02
≡ FAST - Fastenal Reduce 1.04% 57,024 0.02
≡ BDX - Becton Dickinson Reduce 1.11% 12,198 0.02
≡ ADBE - Adobe Inc. Reduce 0.77% 2,972 0.01
≡ META - Meta Platforms Inc. Reduce 0.80% 9,108 0.01
≡ MCO - Moody's Corp. Reduce 0.86% 4,545 0.01
≡ EDR - Endeavor Group Holdings Inc. Reduce 0.88% 36,586 0.01
≡ IBKR - Interactive Brokers Group Inc. Reduce 0.88% 22,039 0.01
≡ AWI - Armstrong World Industries Inc. Reduce 0.89% 15,852 0.01
≡ CACC - Credit Acceptance Corp. Reduce 1.16% 2,954 0.01
≡ HAYW - Hayward Holdings Inc Reduce 1.11% 60,721 0.00
Q2  2022
≡ ADBE - Adobe Inc. Buy 385,562 1.18
≡ BLK - BlackRock Inc. Add 62.20% 142,602 0.72
≡ HAYW - Hayward Holdings Inc Buy 5,463,018 0.66
≡ MSFT - Microsoft Corp. Add 12.68% 120,166 0.26
≡ IQV - IQVIA Holdings Inc. Add 6.57% 97,001 0.18
≡ ADSK - Autodesk Inc. Add 8.85% 101,299 0.15
≡ IBKR - Interactive Brokers Group Inc. Add 12.07% 268,408 0.12
≡ BC - Brunswick Corp. Add 5.42% 223,574 0.12
≡ VRSN - Verisign Inc. Add 4.88% 82,074 0.11
≡ EDR - Endeavor Group Holdings Inc. Add 17.09% 603,646 0.10
≡ CBRE - CBRE Group Add 3.25% 143,044 0.09
≡ BDX - Becton Dickinson Add 2.50% 26,806 0.06
≡ SPGI - S&P Global Inc. Reduce 0.39% 8,359 0.02
≡ GOOGL - Alphabet Inc. Reduce 0.44% 26,220 0.02
≡ AMT - American Tower Corp. Reduce 0.45% 8,318 0.02
≡ AVGO - Broadcom Inc. Reduce 0.45% 4,660 0.02
≡ V - Visa Inc. Reduce 0.48% 11,132 0.02
≡ ADI - Analog Devices Reduce 0.52% 16,973 0.02
≡ FIS - Fidelity National Information Services Reduce 0.53% 22,612 0.02
≡ WTW - Willis Towers Watson plc Reduce 0.53% 9,864 0.02
≡ TMO - Thermo Fisher Scientific Reduce 0.54% 4,695 0.02
≡ FAST - Fastenal Reduce 0.24% 13,293 0.01
≡ AMAT - Applied Materials Reduce 0.29% 10,066 0.01
≡ ECL - Ecolab Inc. Reduce 0.30% 5,487 0.01
≡ A - Agilent Technologies Reduce 0.32% 11,014 0.01
≡ EFX - Equifax Inc. Reduce 0.32% 6,538 0.01
≡ META - Meta Platforms Inc. Reduce 0.39% 4,524 0.01
≡ ZTS - Zoetis Inc. Reduce 0.40% 7,573 0.01
≡ CME - CME Group Reduce 0.44% 7,226 0.01
≡ ICE - Intercontinental Exchange Inc. Reduce 0.47% 18,628 0.01
≡ TNET - TriNet Group Reduce 0.51% 18,162 0.01
≡ AON - Aon Plc Reduce 0.53% 6,609 0.01
≡ TSM - Taiwan Semiconductor S.A. Reduce 0.54% 18,082 0.01
≡ GOOG - Alphabet Inc. CL C Reduce 0.57% 13,900 0.01
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 0.59% 21,646 0.01
≡ CACC - Credit Acceptance Corp. Reduce 0.67% 1,733 0.01
≡ ENTG - Entegris Inc. Reduce 0.09% 1,929 0.00
≡ MCO - Moody's Corp. Reduce 0.24% 1,250 0.00
≡ AWI - Armstrong World Industries Inc. Reduce 0.29% 5,158 0.00
Q1  2022
≡ PRI - Primerica Inc. Sell 100.00% 727,292 0.74
≡ BLK - BlackRock Inc. Add 124.14% 126,984 0.69
≡ IQV - IQVIA Holdings Inc. Add 19.15% 237,341 0.39
≡ AWI - Armstrong World Industries Inc. Add 47.57% 575,715 0.37
≡ BC - Brunswick Corp. Add 8.13% 309,881 0.18
≡ SPGI - S&P Global Inc. Add 2.82% 58,703 0.17
≡ GOOGL - Alphabet Inc. Add 2.84% 164,760 0.16
≡ AVGO - Broadcom Inc. Add 2.96% 29,732 0.13
≡ ADI - Analog Devices Add 2.83% 89,781 0.11
≡ TMO - Thermo Fisher Scientific Add 2.94% 24,611 0.10
≡ V - Visa Inc. Add 2.92% 65,519 0.10
≡ EFX - Equifax Inc. Add 2.91% 57,617 0.10
≡ ICE - Intercontinental Exchange Inc. Add 2.85% 109,713 0.10
≡ AMT - American Tower Corp. Add 2.93% 52,784 0.09
≡ FIS - Fidelity National Information Services Add 2.93% 121,300 0.09
≡ WTW - Willis Towers Watson plc Add 2.87% 51,787 0.09
≡ AMAT - Applied Materials Add 2.80% 95,630 0.09
≡ A - Agilent Technologies Add 2.77% 93,555 0.09
≡ AON - Aon Plc Add 2.98% 35,910 0.08
≡ CME - CME Group Add 2.82% 44,806 0.08
≡ CBRE - CBRE Group Add 2.77% 118,543 0.08
≡ TSM - Taiwan Semiconductor S.A. Add 3.03% 98,903 0.07
≡ ECL - Ecolab Inc. Add 3.01% 52,751 0.07
≡ ZTS - Zoetis Inc. Add 2.89% 52,845 0.07
≡ TNET - TriNet Group Add 2.82% 98,408 0.07