William Von Mueffling - Cantillon Capital Management

History Stock Activity Share change % change to portfolio
Q4  2016
AMT - American Tower Corp. Add 148.45% 1,683,925 2.49
TNET - TriNet Group Add 67.06% 1,826,671 0.65
SSNC - SS&C Technologies Holdings Inc. Add 43.48% 573,320 0.23
BITA - Bitauto Holdings Ltd. Add 25.08% 698,967 0.18
A - Agilent Technologies Add 17.40% 780,567 0.50
ICE - Intercontinental Exchange Inc. Add 16.79% 869,175 0.69
SERV - ServiceMaster Global Holdings Add 8.99% 589,367 0.31
ST - Sensata Technologies Holding Add 8.79% 473,251 0.26
NXPI - NXP Semiconductors NV Add 8.01% 217,852 0.30
BDX - Becton Dickinson Buy 1,031,501 2.39
EFX - Equifax Inc. Buy 504,990 0.84
AON - Aon Corp. Buy 516,406 0.81
Q3  2016
TNET - TriNet Group Add 522.60% 2,286,409 0.71
V - Visa Inc. Add 37.98% 862,100 1.02
AGN - Allergan Plc Add 34.04% 250,540 0.83
BITA - Bitauto Holdings Ltd. Add 20.67% 477,370 0.20
CBG - CBRE Group Add 15.13% 1,115,818 0.45
SERV - ServiceMaster Global Holdings Add 14.38% 823,839 0.40
WLTW - Willis Towers Watson Public Ltd Add 11.53% 340,400 0.65
NXPI - NXP Semiconductors NV Buy 2,719,461 3.98
SSNC - SS&C Technologies Holdings Inc. Buy 1,318,666 0.61
Q2  2016
CBG - CBRE Group Add 93.82% 3,569,932 1.59
AMT - American Tower Corp. Add 50.58% 382,360 0.73
SERV - ServiceMaster Global Holdings Add 25.01% 1,146,200 0.77
CMPR - Cimpress N.V. Add 6.22% 93,698 0.15
CME - CME Group Add 4.59% 113,000 0.19
ICE - Intercontinental Exchange Inc. Add 2.11% 107,250 0.09
AGN - Allergan Plc Buy 736,010 2.86
PRI - Primerica, Inc. Buy 1,110,739 1.07
TNET - TriNet Group Buy 437,507 0.15
Q1  2016
ZTS - Zoetis Inc. Add 172.07% 3,885,553 3.02
V - Visa Inc. Add 72.84% 982,363 1.31
SPGI - S&P Global Inc. Add 18.43% 619,592 1.07
BITA - Bitauto Holdings Ltd. Add 18.19% 363,195 0.16
ST - Sensata Technologies Holding Add 4.06% 243,241 0.17
SERV - ServiceMaster Global Holdings Buy 4,583,123 3.02
CBG - CBRE Group Buy 3,805,012 1.92
AMT - American Tower Corp. Buy 755,900 1.35
Q4  2015
SPGI - S&P Global Inc. Add 75.27% 1,443,767 2.68
CME - CME Group Add 60.22% 963,568 1.64