William Von Mueffling - Cantillon Capital Management

History Stock Activity Share change % change to portfolio ▼
Q2  2019
≡ TMO - Thermo Fisher Scientific Reduce 2.03% 20,764 0.06
≡ AON - Aon Plc Reduce 2.14% 31,497 0.06
≡ TNET - TriNet Group Reduce 1.76% 74,734 0.05
≡ GOOG - Alphabet Inc. CL C Reduce 2.09% 86,220 0.05
≡ META - Meta Platforms Inc. Reduce 1.67% 18,017 0.04
≡ FAST - Fastenal Reduce 1.94% 125,091 0.04
≡ ST - Sensata Technologies Holding Reduce 2.00% 90,617 0.04
≡ TSM - Taiwan Semiconductor S.A. Reduce 1.67% 66,546 0.03
≡ MCO - Moody's Corp. Reduce 2.07% 12,964 0.03
≡ AWI - Armstrong World Industries Inc. Reduce 2.17% 29,010 0.03
≡ CACC - Credit Acceptance Corp. Reduce 2.19% 6,667 0.03
≡ IBKR - Interactive Brokers Group Inc. Reduce 1.72% 45,023 0.02
≡ PRI - Primerica Inc. Reduce 1.89% 17,743 0.02
Q1  2019
≡ BIDU - Baidu Inc. Sell 100.00% 855,743 1.64
≡ CMPR - Cimpress plc Sell 100.00% 1,200,720 1.50
≡ AVGO - Broadcom Inc. Add 9.85% 90,269 0.29
≡ AON - Aon Plc Add 11.28% 148,883 0.27
≡ SPGI - S&P Global Inc. Reduce 0.47% 13,523 0.03
≡ ADI - Analog Devices Reduce 0.48% 25,057 0.03
≡ FIS - Fidelity National Information Services Reduce 0.51% 22,057 0.03
≡ AMT - American Tower Corp. Reduce 0.39% 8,434 0.02
≡ ECL - Ecolab Inc. Reduce 0.40% 9,354 0.02
≡ V - Visa Inc. Reduce 0.40% 10,805 0.02
≡ CBRE - CBRE Group Reduce 0.48% 34,160 0.02
≡ CME - CME Group Reduce 0.48% 9,358 0.02
≡ A - Agilent Technologies Reduce 0.50% 17,964 0.02
≡ ZTS - Zoetis Inc. Reduce 0.50% 18,996 0.02
≡ GOOGL - Alphabet Inc. Reduce 0.52% 36,680 0.02
≡ BDX - Becton Dickinson Reduce 0.65% 6,851 0.02
≡ WTW - Willis Towers Watson plc Reduce 0.27% 6,649 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
≡ TMO - Thermo Fisher Scientific Reduce 0.31% 3,185 0.01
≡ FAST - Fastenal Reduce 0.33% 21,714 0.01
≡ ICE - Intercontinental Exchange Inc. Reduce 0.36% 16,843 0.01
≡ VRSN - Verisign Inc. Reduce 0.38% 6,007 0.01
≡ TNET - TriNet Group Reduce 0.41% 17,663 0.01
≡ EFX - Equifax Inc. Reduce 0.42% 10,156 0.01
≡ TSM - Taiwan Semiconductor S.A. Reduce 0.45% 18,162 0.01
≡ INTC - Intel Corp. Reduce 0.47% 19,645 0.01
≡ AWI - Armstrong World Industries Inc. Reduce 0.49% 6,527 0.01
≡ ST - Sensata Technologies Holding Reduce 0.49% 22,535 0.01
≡ CACC - Credit Acceptance Corp. Reduce 0.51% 1,549 0.01
≡ MCO - Moody's Corp. Reduce 0.51% 3,217 0.01
≡ META - Meta Platforms Inc. Reduce 0.56% 6,070 0.01
≡ IBKR - Interactive Brokers Group Inc. Reduce 0.77% 20,282 0.01
≡ PRI - Primerica Inc. Reduce 0.40% 3,749 0.00
Q4  2018
≡ TMO - Thermo Fisher Scientific Add 91.27% 489,081 1.32
≡ BIDU - Baidu Inc. Reduce 44.26% 679,630 1.30
≡ MCO - Moody's Corp. Buy 628,662 1.06
≡ VRSN - Verisign Inc. Add 41.28% 456,587 0.82
≡ TMX-OLD - Terminix Global Holdings Inc. Sell 100.00% 1,121,189 0.78
≡ SSNC - SS&C Technologies Holdings Inc. Add 37.10% 963,878 0.52
≡ AWI - Armstrong World Industries Inc. Add 25.40% 271,962 0.19
≡ FAST - Fastenal Add 8.09% 485,294 0.15
≡ SPGI - S&P Global Inc. Add 0.77% 22,046 0.05
≡ ADI - Analog Devices Add 0.71% 36,772 0.04
≡ AVGO - Broadcom Inc. Add 0.93% 8,477 0.03
≡ ECL - Ecolab Inc. Add 0.75% 17,358 0.03
≡ GOOGL - Alphabet Inc. Add 0.75% 53,020 0.03
≡ AMT - American Tower Corp. Add 0.74% 16,016 0.03
≡ 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
≡ FIS - Fidelity National Information Services Add 0.66% 28,118 0.03
≡ IBKR - Interactive Brokers Group Inc. Add 0.90% 23,595 0.02
≡ AON - Aon Plc Add 0.78% 10,166 0.02
≡ BDX - Becton Dickinson Add 0.78% 8,166 0.02
≡ INTC - Intel Corp. Add 0.77% 31,953 0.02
≡ CBRE - CBRE Group Add 0.70% 49,432 0.02
≡ A - Agilent Technologies Add 0.69% 24,411 0.02
≡ GOOG - Alphabet Inc. CL C Add 0.67% 27,400 0.02
≡ EFX - Equifax Inc. Add 0.66% 15,943 0.02
≡ CACC - Credit Acceptance Corp. Add 0.99% 3,018 0.01
≡ PRI - Primerica Inc. Add 0.77% 7,204 0.01
≡ TSM - Taiwan Semiconductor S.A. Add 0.75% 29,864 0.01
≡ CMPR - Cimpress plc Add 0.68% 8,118 0.01
≡ META - Meta Platforms Inc. Add 0.68% 7,289 0.01
≡ TNET - TriNet Group Add 0.65% 27,498 0.01
≡ ST - Sensata Technologies Holding Add 0.58% 26,462 0.01
Q3  2018
≡ TMX-OLD - Terminix Global Holdings Inc. Reduce 80.91% 4,750,506 3.30
≡ TMO - Thermo Fisher Scientific Buy 535,849 1.47
≡ AVGO - Broadcom Inc. Reduce 34.82% 485,031 1.35
≡ INTC - Intel Corp. Add 69.74% 1,708,761 0.91
≡ EFX - Equifax Inc. Add 29.50% 547,986 0.80
≡ SPGI - S&P Global Inc. Reduce 6.03% 184,852 0.41
≡ ADI - Analog Devices Reduce 6.34% 351,093 0.37
≡ AGN - Allergan Plc Sell 100.00% 204,467 0.37
≡ FIS - Fidelity National Information Services Reduce 6.26% 284,124 0.35
≡ GOOGL - Alphabet Inc. Reduce 6.32% 474,680 0.32
≡ V - Visa Inc. Reduce 6.20% 179,282 0.30
≡ BIDU - Baidu Inc. Reduce 6.76% 111,254 0.29
≡ ECL - Ecolab Inc. Reduce 6.36% 157,255 0.28
≡ WTW - Willis Towers Watson plc Reduce 6.16% 161,328 0.26
≡ ICE - Intercontinental Exchange Inc. Reduce 6.31% 313,087 0.26
≡ ZTS - Zoetis Inc. Reduce 6.14% 247,129 0.25
≡ CME - CME Group Reduce 6.24% 127,986 0.24
≡ AMT - American Tower Corp. Reduce 6.26% 145,112 0.24