William Von Mueffling - Cantillon Capital Management

History Stock Activity Share change % change to portfolio
Q4  2018
AON - Aon Plc Add 0.78% 10,166 0.02
BDX - Becton Dickinson Add 0.78% 8,166 0.02
INTC - Intel Corp. Add 0.77% 31,953 0.02
CBRE - CBRE Group Add 0.70% 49,432 0.02
A - Agilent Technologies Add 0.69% 24,411 0.02
GOOG - Alphabet Inc. CL C Add 0.67% 27,400 0.02
EFX - Equifax Inc. Add 0.66% 15,943 0.02
CACC - Credit Acceptance Corp. Add 0.99% 3,018 0.01
PRI - Primerica Inc. Add 0.77% 7,204 0.01
TSM - Taiwan Semiconductor S.A. Add 0.75% 29,864 0.01
CMPR - Cimpress plc Add 0.68% 8,118 0.01
META - Meta Platforms Inc. Add 0.68% 7,289 0.01
TNET - TriNet Group Add 0.65% 27,498 0.01
ST - Sensata Technologies Holding Add 0.58% 26,462 0.01
Q3  2018
TMO - Thermo Fisher Scientific Buy 535,849 1.47
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
Q2  2018
FAST - Fastenal Buy 6,402,412 1.66
INTC - Intel Corp. Buy 2,450,142 1.31
META - Meta Platforms Inc. Add 58.46% 423,798 0.89
AWI - Armstrong World Industries Inc. Buy 1,150,668 0.78
AON - Aon Plc Add 53.23% 485,561 0.72
CBRE - CBRE Group Add 8.96% 620,039 0.32
TNET - TriNet Group Add 9.04% 374,286 0.23
PRI - Primerica Inc. Add 10.34% 94,295 0.10
Q1  2018
META - Meta Platforms Inc. Buy 724,909 1.32
TSM - Taiwan Semiconductor S.A. Add 64.02% 1,698,463 0.84
SSNC - SS&C Technologies Holdings Inc. Add 72.65% 1,192,707 0.73
AVGO - Broadcom Inc. Add 20.02% 238,715 0.64
IBKR - Interactive Brokers Group Inc. Add 24.57% 501,191 0.38
TNET - TriNet Group Add 5.77% 225,981 0.12
Q3  2017
VRSN - Verisign Inc. Buy 1,332,193 1.65
EFX - Equifax Inc. Add 128.99% 1,173,658 1.45
AVGO - Broadcom Inc. Add 54.62% 451,468 1.28
TSM - Taiwan Semiconductor S.A. Buy 2,831,662 1.24
BITA - Bitauto Holdings Ltd. Add 18.98% 721,394 0.37
AGN - Allergan Plc Add 10.03% 100,526 0.24
IBKR - Interactive Brokers Group Inc. Add 11.42% 219,874 0.11
Q2  2017
IBKR - Interactive Brokers Group Inc. Buy 1,925,891 0.90
EFX - Equifax Inc. Add 15.19% 119,982 0.21
BITA - Bitauto Holdings Ltd. Add 10.44% 359,377 0.13
Q1  2017
AVGO - Broadcom Inc. Buy 864,926 2.42
SABR - Sabre Corp. Buy 3,953,120 1.07
AON - Aon Plc Add 106.01% 547,434 0.83
BDX - Becton Dickinson Add 30.34% 312,926 0.73
V - Visa Inc. Add 14.83% 450,069 0.51
EFX - Equifax Inc. Add 56.42% 284,929 0.50
AGN - Allergan Plc Add 9.47% 90,331 0.28
Q4  2016
AMT - American Tower Corp. Add 148.45% 1,683,925 2.49
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
ICE - Intercontinental Exchange Inc. Add 16.79% 869,175 0.69
TNET - TriNet Group Add 67.06% 1,826,671 0.65
A - Agilent Technologies Add 17.40% 780,567 0.50
TMX-OLD - Terminix Global Holdings Inc. Add 8.99% 589,367 0.31
NXPI - NXP Semiconductors NV Add 8.01% 217,852 0.30
ST - Sensata Technologies Holding Add 8.79% 473,251 0.26
SSNC - SS&C Technologies Holdings Inc. Add 43.48% 573,320 0.23
BITA - Bitauto Holdings Ltd. Add 25.08% 698,967 0.18
Q3  2016
NXPI - NXP Semiconductors NV Buy 2,719,461 3.98
V - Visa Inc. Add 37.98% 862,100 1.02
AGN - Allergan Plc Add 34.04% 250,540 0.83
TNET - TriNet Group Add 522.60% 2,286,409 0.71
WTW - Willis Towers Watson plc Add 11.53% 340,400 0.65
SSNC - SS&C Technologies Holdings Inc. Buy 1,318,666 0.61
CBRE - CBRE Group Add 15.13% 1,115,818 0.45
TMX-OLD - Terminix Global Holdings Inc. Add 14.38% 823,839 0.40
BITA - Bitauto Holdings Ltd. Add 20.67% 477,370 0.20
Q2  2016
AGN - Allergan Plc Buy 736,010 2.86
CBRE - CBRE Group Add 93.82% 3,569,932 1.59
PRI - Primerica Inc. Buy 1,110,739 1.07
TMX-OLD - Terminix Global Holdings Inc. Add 25.01% 1,146,200 0.77
AMT - American Tower Corp. Add 50.58% 382,360 0.73
CME - CME Group Add 4.59% 113,000 0.19
CMPR - Cimpress plc Add 6.22% 93,698 0.15
TNET - TriNet Group Buy 437,507 0.15
ICE - Intercontinental Exchange Inc. Add 2.11% 107,250 0.09
Q1  2016
ZTS - Zoetis Inc. Add 172.07% 3,885,553 3.02
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
V - Visa Inc. Add 72.84% 982,363 1.31
SPGI - S&P Global Inc. Add 18.43% 619,592 1.07
ST - Sensata Technologies Holding Add 4.06% 243,241 0.17
BITA - Bitauto Holdings Ltd. Add 18.19% 363,195 0.16
Q4  2015
GOOGL - Alphabet Inc. Buy 10,097,900 7.39
A - Agilent Technologies Buy 4,804,300 3.78
SPGI - S&P Global Inc. Add 75.27% 1,443,767 2.68
ZTS - Zoetis Inc. Buy 2,258,100 2.03
V - Visa Inc. Buy 1,348,665 1.97
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
ICE - Intercontinental Exchange Inc. Add 0.31% 16,500 0.02
ADI - Analog Devices Add 0.30% 22,400 0.02
FIS - Fidelity National Information Services Add 0.22% 17,900 0.02