William Von Mueffling - Cantillon Capital Management
History | Stock | Activity ▼ | Share change | % change to portfolio |
Q1  2013 | ≡ | ALTR-OLD - Altera Corp. | Add 88.03% | 2,106,000 | 2.37 | ≡ | ECL - Ecolab Inc. | Add 75.32% | 1,100,744 | 2.81 | ≡ | LKQ - LKQ Corp. | Add 64.46% | 2,833,828 | 1.96 | ≡ | BIDU - Baidu Inc. | Add 36.88% | 482,158 | 1.34 | ≡ | ORCL - Oracle Corp. | Add 29.08% | 2,371,980 | 2.44 | ≡ | BCO - Brink's Co. | Add 21.28% | 457,686 | 0.41 | ≡ | BKNG - Booking Holdings Inc. | Add 13.28% | 35,510 | 0.78 | ≡ | BBD - Banco Bradesco | Add 10.01% | 455,004 | 0.25 | ≡ | ADI - Analog Devices | Add 8.23% | 508,513 | 0.75 | ≡ | GOOGL - Alphabet Inc. | Add 0.30% | 24,840 | 0.03 | ≡ | KO - Coca Cola Co. | Add 0.22% | 16,000 | 0.02 | ≡ | PM - Philip Morris Intl. | Add 0.14% | 1,625 | 0.00 | ≡ | CL - Colgate-Palmolive | Add 0.11% | 4,030 | 0.01 | ≡ | OPEN-OLD - OpenTable Inc. | Add 0.00% | 15 | 0.00 | ≡ | FIS - Fidelity National Information Services | Buy | 156,400 | 0.20 |
Q4  2012 | ≡ | BIDU - Baidu Inc. | Add 77.09% | 569,100 | 2.16 | ≡ | AMZN - Amazon.com Inc. | Add 38.86% | 3,472,800 | 1.65 | ≡ | BKNG - Booking Holdings Inc. | Add 25.67% | 54,612 | 1.28 | ≡ | LKQ - LKQ Corp. | Buy | 4,396,258 | 3.51 | ≡ | BCO - Brink's Co. | Buy | 2,150,533 | 2.32 | ≡ | OPEN-OLD - OpenTable Inc. | Buy | 1,066,136 | 1.97 | ≡ | CLB - Core Laboratories Inc. | Buy | 384,003 | 1.59 |
Q3  2012 | ≡ | BIDU - Baidu Inc. | Buy | 738,260 | 3.71 |
Q2  2012 | ≡ | CACC - Credit Acceptance Corp. | Add 523.33% | 263,336 | 1.02 | ≡ | ALTR-OLD - Altera Corp. | Add 101.00% | 1,242,500 | 1.93 | ≡ | WAT - Waters Corp. | Add 46.11% | 346,850 | 1.27 | ≡ | BKNG - Booking Holdings Inc. | Add 28.73% | 48,400 | 1.48 | ≡ | BBD - Banco Bradesco | Add 0.17% | 7,800 | 0.01 | ≡ | ADI - Analog Devices | Add 0.16% | 10,000 | 0.02 | ≡ | SLH - Solera Holdings Inc. | Add 0.16% | 2,800 | 0.01 | ≡ | ORCL - Oracle Corp. | Add 0.11% | 9,000 | 0.01 | ≡ | GOOGL - Alphabet Inc. | Add 0.01% | 1,200 | 0.00 | ≡ | ECL - Ecolab Inc. | Buy | 1,509,000 | 4.75 |
Q1  2012 | ≡ | WAT - Waters Corp. | Add 4.56% | 32,800 | 0.15 | ≡ | ABV-OLD - Companhia De Bebidas OLD | Add 4.09% | 82,970 | 0.17 | ≡ | ADI - Analog Devices | Add 4.08% | 249,790 | 0.49 | ≡ | KO - Coca Cola Co. | Add 4.07% | 290,280 | 0.52 | ≡ | ORCL - Oracle Corp. | Add 4.05% | 327,380 | 0.47 | ≡ | BBD - Banco Bradesco | Add 4.05% | 182,640 | 0.16 | ≡ | BKNG - Booking Holdings Inc. | Add 4.03% | 6,520 | 0.23 | ≡ | GOOGL - Alphabet Inc. | Add 4.02% | 327,200 | 0.51 | ≡ | PM - Philip Morris Intl. | Add 3.99% | 93,960 | 0.41 | ≡ | CL - Colgate-Palmolive | Add 3.93% | 146,540 | 0.35 | ≡ | ALTR-OLD - Altera Corp. | Add 3.92% | 46,400 | 0.09 | ≡ | SLH - Solera Holdings Inc. | Add 3.79% | 65,850 | 0.15 | ≡ | AMZN - Amazon.com Inc. | Buy | 9,122,800 | 4.50 | ≡ | CACC - Credit Acceptance Corp. | Buy | 50,319 | 0.25 |
Q4  2011 | ≡ | ALTR-OLD - Altera Corp. | Add 7.60% | 83,650 | 0.16 | ≡ | PM - Philip Morris Intl. | Add 6.81% | 150,200 | 0.62 | ≡ | WTW - Willis Towers Watson plc | Add 6.81% | 271,500 | 0.56 | ≡ | BBD - Banco Bradesco | Add 6.77% | 286,000 | 0.25 | ≡ | SLH - Solera Holdings Inc. | Add 6.71% | 109,285 | 0.26 | ≡ | ABV-OLD - Companhia De Bebidas OLD | Add 6.71% | 127,610 | 0.24 | ≡ | WAT - Waters Corp. | Add 6.60% | 44,520 | 0.17 | ≡ | KO - Coca Cola Co. | Add 6.59% | 440,600 | 0.82 | ≡ | ORCL - Oracle Corp. | Add 6.51% | 494,450 | 0.67 | ≡ | GOOGL - Alphabet Inc. | Add 5.55% | 427,200 | 0.73 | ≡ | CL - Colgate-Palmolive | Add 5.26% | 186,200 | 0.45 | ≡ | ADI - Analog Devices | Add 5.24% | 304,850 | 0.58 | ≡ | BKNG - Booking Holdings Inc. | Buy | 161,921 | 4.01 | ≡ | OPEN-OLD - OpenTable Inc. | Buy | 530,118 | 1.10 |
Q3  2011 | ≡ | PM - Philip Morris Intl. | Add 87.27% | 1,028,360 | 4.13 | ≡ | WTW - Willis Towers Watson plc | Add 70.16% | 1,642,768 | 3.64 | ≡ | CL - Colgate-Palmolive | Add 1.86% | 64,498 | 0.18 | ≡ | ADI - Analog Devices | Add 1.72% | 98,097 | 0.20 | ≡ | GOOGL - Alphabet Inc. | Add 1.12% | 85,040 | 0.14 | ≡ | KO - Coca Cola Co. | Add 0.36% | 24,114 | 0.05 | ≡ | ORCL - Oracle Corp. | Add 0.34% | 25,785 | 0.05 | ≡ | SLH - Solera Holdings Inc. | Add 0.01% | 237 | 0.00 | ≡ | WAT - Waters Corp. | Buy | 674,900 | 3.28 | ≡ | ALTR-OLD - Altera Corp. | Buy | 1,100,200 | 2.23 |
Q2  2011 | ≡ | CL - Colgate-Palmolive | Add 47.22% | 1,114,014 | 3.06 | ≡ | ORCL - Oracle Corp. | Add 29.41% | 1,720,675 | 3.56 | ≡ | ADI - Analog Devices | Add 28.19% | 1,256,660 | 3.09 | ≡ | GOOGL - Alphabet Inc. | Add 21.97% | 1,371,820 | 2.18 | ≡ | SLH - Solera Holdings Inc. | Add 16.00% | 224,609 | 0.84 | ≡ | BBD - Banco Bradesco | Add 9.85% | 888,800 | 1.15 | ≡ | ABV-OLD - Companhia De Bebidas OLD | Add 9.76% | 169,920 | 0.36 | ≡ | KO - Coca Cola Co. | Add 8.54% | 524,130 | 1.11 |
Q1  2011 | ≡ | GOOGL - Alphabet Inc. | Add 45.07% | 1,940,200 | 3.76 | ≡ | CL - Colgate-Palmolive | Add 21.27% | 413,800 | 1.10 | ≡ | ORCL - Oracle Corp. | Add 20.64% | 1,000,800 | 2.21 | ≡ | ADI - Analog Devices | Add 20.45% | 756,800 | 1.97 | ≡ | ABV-OLD - Companhia De Bebidas OLD | Add 20.11% | 291,500 | 0.55 | ≡ | BBD - Banco Bradesco | Add 20.03% | 1,505,200 | 2.06 | ≡ | BAP - Credicorp Ltd. | Add 19.99% | 121,800 | 0.84 | ≡ | KO - Coca Cola Co. | Add 19.89% | 1,018,800 | 2.23 | ≡ | PM - Philip Morris Intl. | Add 19.47% | 293,900 | 1.27 | ≡ | SLH - Solera Holdings Inc. | Add 12.40% | 154,900 | 0.52 |
Q4  2010 | ≡ | ABV-OLD - Companhia De Bebidas OLD | Add 472.48% | 1,196,365 | 2.72 | ≡ | ADI - Analog Devices | Add 71.33% | 1,541,059 | 4.25 | ≡ | KO - Coca Cola Co. | Add 34.07% | 1,301,600 | 3.13 | ≡ | WTW - Willis Towers Watson plc | Add 33.97% | 1,275,800 | 3.24 | ≡ | ORCL - Oracle Corp. | Add 15.62% | 655,208 | 1.50 | ≡ | GOOGL - Alphabet Inc. | Add 15.38% | 574,000 | 1.25 | ≡ | CL - Colgate-Palmolive | Add 15.30% | 258,150 | 0.76 | ≡ | BBD - Banco Bradesco | Add 15.19% | 991,100 | 1.47 | ≡ | PM - Philip Morris Intl. | Add 15.17% | 198,800 | 0.85 | ≡ | SLH - Solera Holdings Inc. | Add 15.09% | 163,800 | 0.62 | ≡ | BAP - Credicorp Ltd. | Add 14.76% | 78,369 | 0.68 |