William Von Mueffling - Cantillon Capital Management
History | Stock | Activity ▲ | Share change | % change to portfolio |
Q4  2015 | ≡ | ECL - Ecolab Inc. | Add 1.72% | 56,000 | 0.12 | ≡ | CME - CME Group | Add 60.22% | 963,568 | 1.64 | ≡ | SPGI - S&P Global Inc. | Add 75.27% | 1,443,767 | 2.68 | ≡ | V - Visa Inc. | Buy | 1,348,665 | 1.97 | ≡ | ZTS - Zoetis Inc. | Buy | 2,258,100 | 2.03 | ≡ | A - Agilent Technologies | Buy | 4,804,300 | 3.78 | ≡ | GOOGL - Alphabet Inc. | Buy | 10,097,900 | 7.39 |
Q3  2015 | ≡ | WTW - Willis Towers Watson plc | Add 6.83% | 532,000 | 0.46 | ≡ | CME - CME Group | Add 9.83% | 143,237 | 0.28 | ≡ | ST - Sensata Technologies Holding | Add 26.33% | 1,244,300 | 1.18 | ≡ | CMPR - Cimpress plc | Add 37.60% | 426,332 | 0.69 | ≡ | BITA - Bitauto Holdings Ltd. | Add 37.96% | 547,765 | 0.35 | ≡ | GOOG - Alphabet Inc. CL C | Add 126.53% | 9,924,300 | 6.61 | ≡ | SPGI - S&P Global Inc. | Add 136.35% | 1,106,500 | 2.04 |
Q2  2015 | ≡ | CMPR - Cimpress plc | Add 14.58% | 144,308 | 0.24 | ≡ | ICE - Intercontinental Exchange Inc. | Add 25.77% | 1,087,750 | 0.97 | ≡ | ST - Sensata Technologies Holding | Add 33.52% | 1,186,132 | 1.25 |
Q1  2015 | ≡ | CMPR - Cimpress plc | Add 0.20% | 2,000 | 0.00 | ≡ | WTW - Willis Towers Watson plc | Add 7.89% | 586,500 | 0.55 | ≡ | ECL - Ecolab Inc. | Add 10.36% | 315,232 | 0.70 | ≡ | ST - Sensata Technologies Holding | Add 29.32% | 802,450 | 0.90 | ≡ | ICE - Intercontinental Exchange Inc. | Add 48.54% | 1,379,150 | 1.26 | ≡ | BITA - Bitauto Holdings Ltd. | Add 62.01% | 566,100 | 0.56 | ≡ | SPGI - S&P Global Inc. | Buy | 827,799 | 1.67 | ≡ | AXP - American Express | Buy | 2,177,450 | 3.33 |
Q4  2014 | ≡ | CACC - Credit Acceptance Corp. | Add 0.19% | 858 | 0.00 | ≡ | ALTR-OLD - Altera Corp. | Add 0.28% | 15,610 | 0.01 | ≡ | SIRO-OLD - Sirona Dental Systems Inc. | Add 0.32% | 7,890 | 0.01 | ≡ | BIDU - Baidu Inc. | Add 0.40% | 9,220 | 0.04 | ≡ | GOOGL - Alphabet Inc. | Add 0.42% | 43,280 | 0.02 | ≡ | ABEV - Ambev S.A. | Add 0.47% | 136,400 | 0.02 | ≡ | WTW - Willis Towers Watson plc | Add 0.55% | 40,815 | 0.04 | ≡ | HOG - Harley-Davidson | Add 0.57% | 35,420 | 0.05 | ≡ | ST - Sensata Technologies Holding | Add 0.58% | 15,720 | 0.02 | ≡ | GOOG - Alphabet Inc. CL C | Add 0.58% | 46,400 | 0.03 | ≡ | FIS - Fidelity National Information Services | Add 0.59% | 48,800 | 0.06 | ≡ | HRB - H&R Block Inc. | Add 0.81% | 19,080 | 0.01 | ≡ | ADI - Analog Devices | Add 18.26% | 1,197,000 | 1.37 | ≡ | ECL - Ecolab Inc. | Add 21.07% | 529,720 | 1.14 | ≡ | GWW - W.W. Grainger Inc. | Add 36.42% | 366,855 | 1.93 | ≡ | MSM - MSC Industrial Direct | Add 144.50% | 1,381,680 | 2.31 | ≡ | CMPR - Cimpress plc | Add 639.71% | 854,056 | 1.31 | ≡ | ICE - Intercontinental Exchange Inc. | Buy | 2,841,050 | 2.57 | ≡ | CME - CME Group | Buy | 1,503,000 | 2.75 |
Q3  2014 | ≡ | WTW - Willis Towers Watson plc | Add 10.46% | 700,000 | 0.65 | ≡ | SLH - Solera Holdings Inc. | Add 19.15% | 525,800 | 0.67 | ≡ | CMPR - Cimpress plc | Buy | 133,507 | 0.17 | ≡ | BITA - Bitauto Holdings Ltd. | Buy | 924,169 | 1.63 | ≡ | ST - Sensata Technologies Holding | Buy | 2,720,900 | 2.74 |
Q2  2014 | ≡ | ABEV - Ambev S.A. | Add 0.10% | 30,000 | 0.00 | ≡ | MSM - MSC Industrial Direct | Add 0.10% | 1,000 | 0.00 | ≡ | CACC - Credit Acceptance Corp. | Add 0.11% | 500 | 0.00 | ≡ | BCO - Brink's Co. | Add 0.13% | 4,000 | 0.00 | ≡ | BIDU - Baidu Inc. | Add 0.13% | 3,000 | 0.01 | ≡ | ECL - Ecolab Inc. | Add 0.15% | 3,828 | 0.01 | ≡ | GWW - W.W. Grainger Inc. | Add 0.17% | 1,700 | 0.01 | ≡ | ADI - Analog Devices | Add 0.18% | 12,000 | 0.02 | ≡ | ALTR-OLD - Altera Corp. | Add 0.20% | 11,300 | 0.01 | ≡ | GOOG - Alphabet Inc. CL C | Add 0.20% | 16,000 | 0.01 | ≡ | FIS - Fidelity National Information Services | Add 8.07% | 625,252 | 0.79 | ≡ | HOG - Harley-Davidson | Add 15.52% | 846,700 | 1.37 | ≡ | GOOGL - Alphabet Inc. | Add 27.24% | 2,211,200 | 1.50 | ≡ | WTW - Willis Towers Watson plc | Add 33.70% | 1,686,500 | 1.69 | ≡ | SIRO-OLD - Sirona Dental Systems Inc. | Add 39.11% | 700,533 | 1.34 | ≡ | SLH - Solera Holdings Inc. | Add 59.27% | 1,021,555 | 1.59 | ≡ | HRB - H&R Block Inc. | Buy | 2,390,709 | 1.86 |
Q1  2014 | ≡ | WTW - Willis Towers Watson plc | Add 32.47% | 1,226,700 | 1.25 | ≡ | ABEV - Ambev S.A. | Add 32.80% | 7,290,168 | 1.25 | ≡ | FIS - Fidelity National Information Services | Add 44.37% | 2,380,245 | 2.94 | ≡ | GWW - W.W. Grainger Inc. | Add 50.81% | 342,582 | 2.00 | ≡ | MSM - MSC Industrial Direct | Add 84.09% | 441,641 | 0.89 | ≡ | SIRO-OLD - Sirona Dental Systems Inc. | Buy | 1,791,067 | 3.09 |
Q4  2013 | ≡ | CACC - Credit Acceptance Corp. | Add 0.10% | 450 | 0.00 | ≡ | WTW - Willis Towers Watson plc | Add 77.71% | 1,652,100 | 1.75 | ≡ | GWW - W.W. Grainger Inc. | Add 95.81% | 329,900 | 2.00 | ≡ | MSM - MSC Industrial Direct | Buy | 525,223 | 1.01 | ≡ | ABEV - Ambev S.A. | Buy | 22,224,010 | 3.87 |
Q3  2013 | ≡ | FIS - Fidelity National Information Services | Add 15.14% | 706,512 | 0.90 | ≡ | BCO - Brink's Co. | Add 19.39% | 509,332 | 0.39 | ≡ | ALTR-OLD - Altera Corp. | Add 24.90% | 1,126,645 | 1.14 | ≡ | HOG - Harley-Davidson | Add 55.72% | 1,969,637 | 3.46 | ≡ | BBD - Banco Bradesco | Buy | 4,985,763 | 1.89 | ≡ | GWW - W.W. Grainger Inc. | Buy | 344,322 | 2.46 | ≡ | WTW - Willis Towers Watson plc | Buy | 2,125,870 | 2.52 |
Q2  2013 | ≡ | SLH - Solera Holdings Inc. | Add 0.42% | 7,300 | 0.01 | ≡ | ADI - Analog Devices | Add 0.48% | 32,000 | 0.05 | ≡ | KO - Coca Cola Co. | Add 0.58% | 42,000 | 0.05 | ≡ | ALTR-OLD - Altera Corp. | Add 0.60% | 27,000 | 0.03 | ≡ | LKQ - LKQ Corp. | Add 0.61% | 44,000 | 0.04 | ≡ | GOOGL - Alphabet Inc. | Add 0.66% | 54,000 | 0.08 | ≡ | BCO - Brink's Co. | Add 0.69% | 18,000 | 0.01 | ≡ | BKNG - Booking Holdings Inc. | Add 0.71% | 2,160 | 0.06 | ≡ | ECL - Ecolab Inc. | Add 0.78% | 20,000 | 0.05 | ≡ | PM - Philip Morris Intl. | Add 0.96% | 11,200 | 0.03 | ≡ | WAT - Waters Corp. | Add 1.13% | 12,000 | 0.04 | ≡ | BIDU - Baidu Inc. | Add 31.90% | 570,800 | 1.74 | ≡ | CACC - Credit Acceptance Corp. | Add 52.98% | 160,870 | 0.54 | ≡ | FIS - Fidelity National Information Services | Add 2883.49% | 4,509,779 | 6.23 | ≡ | HOG - Harley-Davidson | Buy | 3,535,192 | 6.25 |
Q1  2013 | ≡ | OPEN-OLD - OpenTable Inc. | Add 0.00% | 15 | 0.00 |