William Von Mueffling - Cantillon Capital Management

History Stock Activity Share change % change to portfolio ▲
Q2  2020
≡ A - Agilent Technologies Add 1.03% 42,502 0.03
≡ TMO - Thermo Fisher Scientific Add 1.06% 10,323 0.03
≡ SSNC - SS&C Technologies Holdings Inc. Add 1.24% 51,116 0.03
≡ WTW - Willis Towers Watson plc Add 0.89% 21,012 0.04
≡ AMT - American Tower Corp. Add 0.91% 18,964 0.04
≡ V - Visa Inc. Add 0.93% 24,213 0.04
≡ GOOGL - Alphabet Inc. Add 0.96% 64,360 0.04
≡ ZTS - Zoetis Inc. Add 1.01% 29,427 0.04
≡ ICE - Intercontinental Exchange Inc. Add 1.13% 50,170 0.04
≡ FIS - Fidelity National Information Services Add 0.95% 38,638 0.05
≡ ADI - Analog Devices Add 0.98% 48,620 0.05
≡ SPGI - S&P Global Inc. Add 1.01% 26,469 0.08
≡ PRI - Primerica Inc. Add 8.15% 80,558 0.08
≡ BC - Brunswick Corp. Add 10.52% 395,640 0.22
≡ AMAT - Applied Materials Add 62.71% 1,529,635 0.80
Q1  2020
≡ CACC - Credit Acceptance Corp. Reduce 0.40% 1,162 0.00
≡ MCO - Moody's Corp. Reduce 0.35% 2,084 0.00
≡ ENTG - Entegris Inc. Reduce 0.29% 7,739 0.00
≡ IBKR - Interactive Brokers Group Inc. Reduce 0.29% 7,148 0.00
≡ TNET - TriNet Group Reduce 0.28% 11,500 0.00
≡ FAST - Fastenal Reduce 0.19% 11,856 0.00
≡ CBRE - CBRE Group Reduce 0.17% 11,482 0.00
≡ GOOG - Alphabet Inc. CL C Reduce 0.16% 5,320 0.00
≡ BDX - Becton Dickinson Reduce 0.15% 1,762 0.00
≡ EFX - Equifax Inc. Reduce 0.15% 3,391 0.00
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 0.14% 5,944 0.00
≡ ADSK - Autodesk Inc. Reduce 0.13% 1,656 0.00
≡ AVGO - Broadcom Inc. Reduce 0.13% 1,463 0.00
≡ AWI - Armstrong World Industries Inc. Reduce 0.13% 1,586 0.00
≡ TMO - Thermo Fisher Scientific Reduce 0.13% 1,256 0.00
≡ VRSN - Verisign Inc. Reduce 0.11% 1,707 0.00
≡ AON - Aon Plc Reduce 0.09% 1,197 0.00
≡ TSM - Taiwan Semiconductor S.A. Reduce 0.09% 3,310 0.00
≡ META - Meta Platforms Inc. Reduce 0.28% 2,924 0.01
≡ A - Agilent Technologies Reduce 0.24% 9,704 0.01
≡ FIS - Fidelity National Information Services Reduce 0.21% 8,557 0.01
≡ SPGI - S&P Global Inc. Reduce 0.21% 5,400 0.01
≡ CME - CME Group Reduce 0.20% 3,765 0.01
≡ ADI - Analog Devices Reduce 0.18% 8,992 0.01
≡ GOOGL - Alphabet Inc. Reduce 0.18% 12,440 0.01
≡ ICE - Intercontinental Exchange Inc. Reduce 0.16% 7,299 0.01
≡ ECL - Ecolab Inc. Reduce 0.15% 3,289 0.01
≡ V - Visa Inc. Reduce 0.13% 3,485 0.01
≡ WTW - Willis Towers Watson plc Reduce 0.13% 2,942 0.01
≡ AMT - American Tower Corp. Reduce 0.10% 2,147 0.01
≡ PRI - Primerica Inc. Add 10.24% 91,768 0.09
≡ BC - Brunswick Corp. Add 9.79% 335,353 0.13
≡ ZTS - Zoetis Inc. Reduce 12.49% 417,155 0.54
≡ GRA - WR Grace & Co. Buy 1,663,100 0.65
≡ ST - Sensata Technologies Holding Sell 100.00% 1,905,823 0.95
≡ MSFT - Microsoft Corp. Buy 667,460 1.16
≡ AMAT - Applied Materials Buy 2,439,237 1.24
Q4  2019
≡ PRI - Primerica Inc. Reduce 2.22% 20,388 0.02
≡ IBKR - Interactive Brokers Group Inc. Reduce 2.07% 52,771 0.02
≡ AWI - Armstrong World Industries Inc. Reduce 2.67% 34,738 0.03
≡ CACC - Credit Acceptance Corp. Reduce 2.19% 6,487 0.03
≡ MCO - Moody's Corp. Reduce 1.93% 11,772 0.03
≡ TSM - Taiwan Semiconductor S.A. Reduce 2.12% 82,091 0.04
≡ FAST - Fastenal Reduce 2.07% 130,520 0.04
≡ META - Meta Platforms Inc. Reduce 1.92% 20,133 0.04
≡ BC - Brunswick Corp. Reduce 1.89% 66,110 0.04
≡ TNET - TriNet Group Reduce 2.14% 88,401 0.05
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 2.36% 99,921 0.06
≡ TMO - Thermo Fisher Scientific Reduce 2.12% 21,083 0.06
≡ VRSN - Verisign Inc. Reduce 2.12% 32,129 0.06
≡ AON - Aon Plc Reduce 2.08% 29,679 0.06
≡ BDX - Becton Dickinson Reduce 2.03% 25,019 0.06
≡ A - Agilent Technologies Reduce 2.18% 91,886 0.07
≡ EFX - Equifax Inc. Reduce 2.17% 50,954 0.07
≡ CME - CME Group Reduce 2.17% 40,821 0.08
≡ AVGO - Broadcom Inc. Reduce 2.15% 25,612 0.08
≡ ICE - Intercontinental Exchange Inc. Reduce 2.33% 105,758 0.09
≡ CBRE - CBRE Group Reduce 2.25% 155,748 0.09
≡ ECL - Ecolab Inc. Reduce 2.16% 48,795 0.09
≡ GOOGL - Alphabet Inc. Reduce 2.11% 145,260 0.09
≡ WTW - Willis Towers Watson plc Reduce 2.10% 50,370 0.09
≡ AMT - American Tower Corp. Reduce 2.06% 43,818 0.09
≡ V - Visa Inc. Reduce 2.09% 55,387 0.10
≡ FIS - Fidelity National Information Services Reduce 2.19% 90,942 0.12
≡ ADI - Analog Devices Reduce 2.15% 108,625 0.12
≡ ENTG - Entegris Inc. Add 23.84% 510,423 0.24
≡ GOOG - Alphabet Inc. CL C Reduce 15.61% 623,760 0.39
≡ ZTS - Zoetis Inc. Reduce 9.37% 345,352 0.42
≡ SPGI - S&P Global Inc. Reduce 6.86% 192,710 0.49
≡ ST - Sensata Technologies Holding Reduce 56.95% 2,521,039 1.26
≡ ADSK - Autodesk Inc. Buy 1,288,774 2.20
Q3  2019
≡ AWI - Armstrong World Industries Inc. Reduce 0.30% 3,938 0.00
≡ IBKR - Interactive Brokers Group Inc. Reduce 0.72% 18,406 0.01
≡ PRI - Primerica Inc. Reduce 0.66% 6,089 0.01
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 0.59% 25,254 0.01
≡ MCO - Moody's Corp. Reduce 0.57% 3,521 0.01
≡ CACC - Credit Acceptance Corp. Reduce 0.52% 1,550 0.01
≡ FAST - Fastenal Reduce 0.44% 27,938 0.01
≡ VRSN - Verisign Inc. Reduce 0.44% 6,728 0.01
≡ ST - Sensata Technologies Holding Reduce 0.39% 17,499 0.01
≡ META - Meta Platforms Inc. Reduce 1.02% 10,820 0.02
≡ TSM - Taiwan Semiconductor S.A. Reduce 0.95% 37,036 0.02
≡ TNET - TriNet Group Reduce 0.93% 38,849 0.02
≡ GOOG - Alphabet Inc. CL C Reduce 0.81% 32,740 0.02
≡ TMO - Thermo Fisher Scientific Reduce 0.81% 8,117 0.02