William Von Mueffling - Cantillon Capital Management
History | Stock | Activity ▼ | Share change | % change to portfolio |
Q4  2018 | ≡ | 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 | ≡ | CBRE - CBRE Group | Add 0.70% | 49,432 | 0.02 | ≡ | A - Agilent Technologies | Add 0.69% | 24,411 | 0.02 | ≡ | CMPR - Cimpress plc | Add 0.68% | 8,118 | 0.01 | ≡ | META - Meta Platforms Inc. | Add 0.68% | 7,289 | 0.01 | ≡ | GOOG - Alphabet Inc. CL C | Add 0.67% | 27,400 | 0.02 | ≡ | FIS - Fidelity National Information Services | Add 0.66% | 28,118 | 0.03 | ≡ | EFX - Equifax Inc. | Add 0.66% | 15,943 | 0.02 | ≡ | TNET - TriNet Group | Add 0.65% | 27,498 | 0.01 | ≡ | ST - Sensata Technologies Holding | Add 0.58% | 26,462 | 0.01 | ≡ | MCO - Moody's Corp. | Buy | 628,662 | 1.06 |
Q3  2018 | ≡ | INTC - Intel Corp. | Add 69.74% | 1,708,761 | 0.91 | ≡ | EFX - Equifax Inc. | Add 29.50% | 547,986 | 0.80 | ≡ | IBKR - Interactive Brokers Group Inc. | Add 5.73% | 141,788 | 0.09 | ≡ | TMO - Thermo Fisher Scientific | Buy | 535,849 | 1.47 |
Q2  2018 | ≡ | META - Meta Platforms Inc. | Add 58.46% | 423,798 | 0.89 | ≡ | AON - Aon Plc | Add 53.23% | 485,561 | 0.72 | ≡ | PRI - Primerica Inc. | Add 10.34% | 94,295 | 0.10 | ≡ | TNET - TriNet Group | Add 9.04% | 374,286 | 0.23 | ≡ | CBRE - CBRE Group | Add 8.96% | 620,039 | 0.32 | ≡ | FAST - Fastenal | Buy | 6,402,412 | 1.66 | ≡ | INTC - Intel Corp. | Buy | 2,450,142 | 1.31 | ≡ | AWI - Armstrong World Industries Inc. | Buy | 1,150,668 | 0.78 |
Q1  2018 | ≡ | SSNC - SS&C Technologies Holdings Inc. | Add 72.65% | 1,192,707 | 0.73 | ≡ | TSM - Taiwan Semiconductor S.A. | Add 64.02% | 1,698,463 | 0.84 | ≡ | IBKR - Interactive Brokers Group Inc. | Add 24.57% | 501,191 | 0.38 | ≡ | AVGO - Broadcom Inc. | Add 20.02% | 238,715 | 0.64 | ≡ | TNET - TriNet Group | Add 5.77% | 225,981 | 0.12 | ≡ | META - Meta Platforms Inc. | Buy | 724,909 | 1.32 |
Q3  2017 | ≡ | EFX - Equifax Inc. | Add 128.99% | 1,173,658 | 1.45 | ≡ | AVGO - Broadcom Inc. | Add 54.62% | 451,468 | 1.28 | ≡ | BITA - Bitauto Holdings Ltd. | Add 18.98% | 721,394 | 0.37 | ≡ | IBKR - Interactive Brokers Group Inc. | Add 11.42% | 219,874 | 0.11 | ≡ | AGN - Allergan Plc | Add 10.03% | 100,526 | 0.24 | ≡ | VRSN - Verisign Inc. | Buy | 1,332,193 | 1.65 | ≡ | TSM - Taiwan Semiconductor S.A. | Buy | 2,831,662 | 1.24 |
Q2  2017 | ≡ | EFX - Equifax Inc. | Add 15.19% | 119,982 | 0.21 | ≡ | BITA - Bitauto Holdings Ltd. | Add 10.44% | 359,377 | 0.13 | ≡ | IBKR - Interactive Brokers Group Inc. | Buy | 1,925,891 | 0.90 |
Q1  2017 | ≡ | AON - Aon Plc | Add 106.01% | 547,434 | 0.83 | ≡ | EFX - Equifax Inc. | Add 56.42% | 284,929 | 0.50 | ≡ | BDX - Becton Dickinson | Add 30.34% | 312,926 | 0.73 | ≡ | V - Visa Inc. | Add 14.83% | 450,069 | 0.51 | ≡ | AGN - Allergan Plc | Add 9.47% | 90,331 | 0.28 | ≡ | AVGO - Broadcom Inc. | Buy | 864,926 | 2.42 | ≡ | SABR - Sabre Corp. | Buy | 3,953,120 | 1.07 |
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 | ≡ | TMX-OLD - Terminix Global Holdings Inc. | 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 Plc | 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 | ≡ | CBRE - CBRE Group | Add 15.13% | 1,115,818 | 0.45 | ≡ | TMX-OLD - Terminix Global Holdings Inc. | Add 14.38% | 823,839 | 0.40 | ≡ | WTW - Willis Towers Watson plc | 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 | ≡ | CBRE - CBRE Group | Add 93.82% | 3,569,932 | 1.59 | ≡ | AMT - American Tower Corp. | Add 50.58% | 382,360 | 0.73 | ≡ | TMX-OLD - Terminix Global Holdings Inc. | Add 25.01% | 1,146,200 | 0.77 | ≡ | CMPR - Cimpress plc | 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 | ≡ | TMX-OLD - Terminix Global Holdings Inc. | Buy | 4,583,123 | 3.02 | ≡ | CBRE - 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 | ≡ | ECL - Ecolab Inc. | Add 1.72% | 56,000 | 0.12 | ≡ | WTW - Willis Towers Watson plc | Add 0.58% | 47,895 | 0.04 | ≡ | BIDU - Baidu Inc. | Add 0.50% | 11,097 | 0.04 | ≡ | ST - Sensata Technologies Holding | Add 0.47% | 27,984 | 0.02 | ≡ | AXP - American Express | Add 0.32% | 6,800 | 0.01 | ≡ | ICE - Intercontinental Exchange Inc. | Add 0.31% | 16,500 | 0.02 | ≡ | ADI - Analog Devices | Add 0.30% | 22,400 | 0.02 | ≡ | CACC - Credit Acceptance Corp. | Add 0.29% | 1,300 | 0.01 | ≡ | ABEV - Ambev S.A. | Add 0.29% | 35,400 | 0.00 | ≡ | BITA - Bitauto Holdings Ltd. | Add 0.28% | 5,655 | 0.00 | ≡ | MSM - MSC Industrial Direct | Add 0.27% | 6,170 | 0.01 |