William Von Mueffling - Cantillon Capital Management

History Stock Activity Share change % change to portfolio
Q3  2019
IBKR - Interactive Brokers Group Inc. Reduce 0.72% 18,406 0.01
GOOG - Alphabet Inc. CL C Reduce 0.81% 32,740 0.02
TMO - Thermo Fisher Scientific Reduce 0.81% 8,117 0.02
TNET - TriNet Group Reduce 0.93% 38,849 0.02
TSM - Taiwan Semiconductor S.A. Reduce 0.95% 37,036 0.02
META - Meta Platforms Inc. Reduce 1.02% 10,820 0.02
Q2  2019
META - Meta Platforms Inc. Reduce 1.67% 18,017 0.04
TSM - Taiwan Semiconductor S.A. Reduce 1.67% 66,546 0.03
IBKR - Interactive Brokers Group Inc. Reduce 1.72% 45,023 0.02
TNET - TriNet Group Reduce 1.76% 74,734 0.05
PRI - Primerica Inc. Reduce 1.89% 17,743 0.02
FIS - Fidelity National Information Services Reduce 1.92% 81,834 0.10
GOOGL - Alphabet Inc. Reduce 1.92% 135,620 0.07
FAST - Fastenal Reduce 1.94% 125,091 0.04
ICE - Intercontinental Exchange Inc. Reduce 1.95% 90,777 0.08
CBRE - CBRE Group Reduce 1.96% 138,633 0.07
ADI - Analog Devices Reduce 1.98% 103,113 0.12
SPGI - S&P Global Inc. Reduce 1.99% 57,332 0.13
ZTS - Zoetis Inc. Reduce 1.99% 75,125 0.09
EFX - Equifax Inc. Reduce 2.00% 48,295 0.07
ST - Sensata Technologies Holding Reduce 2.00% 90,617 0.04
AMT - American Tower Corp. Reduce 2.01% 43,954 0.09
CME - CME Group Reduce 2.01% 38,706 0.08
TMO - Thermo Fisher Scientific Reduce 2.03% 20,764 0.06
ECL - Ecolab Inc. Reduce 2.06% 47,932 0.10
MCO - Moody's Corp. Reduce 2.07% 12,964 0.03
V - Visa Inc. Reduce 2.08% 56,607 0.10
VRSN - Verisign Inc. Reduce 2.08% 32,351 0.07
GOOG - Alphabet Inc. CL C Reduce 2.09% 86,220 0.05
WTW - Willis Towers Watson plc Reduce 2.13% 52,606 0.10
AON - Aon Plc Reduce 2.14% 31,497 0.06
AWI - Armstrong World Industries Inc. Reduce 2.17% 29,010 0.03
CACC - Credit Acceptance Corp. Reduce 2.19% 6,667 0.03
INTC - Intel Corp. Sell 100.00% 4,171,211 2.38
Q1  2019
WTW - Willis Towers Watson plc Reduce 0.27% 6,649 0.01
GOOG - Alphabet Inc. CL C Reduce 0.30% 12,400 0.01
SSNC - SS&C Technologies Holdings Inc. Reduce 0.30% 10,808 0.01
TMO - Thermo Fisher Scientific Reduce 0.31% 3,185 0.01
FAST - Fastenal Reduce 0.33% 21,714 0.01
ICE - Intercontinental Exchange Inc. Reduce 0.36% 16,843 0.01
VRSN - Verisign Inc. Reduce 0.38% 6,007 0.01
AMT - American Tower Corp. Reduce 0.39% 8,434 0.02
ECL - Ecolab Inc. Reduce 0.40% 9,354 0.02
V - Visa Inc. Reduce 0.40% 10,805 0.02
PRI - Primerica Inc. Reduce 0.40% 3,749 0.00
TNET - TriNet Group Reduce 0.41% 17,663 0.01
EFX - Equifax Inc. Reduce 0.42% 10,156 0.01
TSM - Taiwan Semiconductor S.A. Reduce 0.45% 18,162 0.01
SPGI - S&P Global Inc. Reduce 0.47% 13,523 0.03
INTC - Intel Corp. Reduce 0.47% 19,645 0.01
ADI - Analog Devices Reduce 0.48% 25,057 0.03
CBRE - CBRE Group Reduce 0.48% 34,160 0.02
CME - CME Group Reduce 0.48% 9,358 0.02
AWI - Armstrong World Industries Inc. Reduce 0.49% 6,527 0.01
ST - Sensata Technologies Holding Reduce 0.49% 22,535 0.01
A - Agilent Technologies Reduce 0.50% 17,964 0.02
ZTS - Zoetis Inc. Reduce 0.50% 18,996 0.02
FIS - Fidelity National Information Services Reduce 0.51% 22,057 0.03
CACC - Credit Acceptance Corp. Reduce 0.51% 1,549 0.01
MCO - Moody's Corp. Reduce 0.51% 3,217 0.01
GOOGL - Alphabet Inc. Reduce 0.52% 36,680 0.02
META - Meta Platforms Inc. Reduce 0.56% 6,070 0.01
BDX - Becton Dickinson Reduce 0.65% 6,851 0.02
IBKR - Interactive Brokers Group Inc. Reduce 0.77% 20,282 0.01
BIDU - Baidu Inc. Sell 100.00% 855,743 1.64
CMPR - Cimpress plc Sell 100.00% 1,200,720 1.50
Q4  2018
BIDU - Baidu Inc. Reduce 44.26% 679,630 1.30
TMX-OLD - Terminix Global Holdings Inc. Sell 100.00% 1,121,189 0.78
Q3  2018
GOOG - Alphabet Inc. CL C Reduce 5.73% 249,240 0.17
SSNC - SS&C Technologies Holdings Inc. Reduce 5.99% 165,475 0.11
SPGI - S&P Global Inc. Reduce 6.03% 184,852 0.41
ZTS - Zoetis Inc. Reduce 6.14% 247,129 0.25
WTW - Willis Towers Watson plc Reduce 6.16% 161,328 0.26
TSM - Taiwan Semiconductor S.A. Reduce 6.17% 260,706 0.13
V - Visa Inc. Reduce 6.20% 179,282 0.30
BDX - Becton Dickinson Reduce 6.20% 68,907 0.20
CME - CME Group Reduce 6.24% 127,986 0.24
ST - Sensata Technologies Holding Reduce 6.24% 301,387 0.17
TNET - TriNet Group Reduce 6.25% 282,273 0.18
AON - Aon Plc Reduce 6.25% 87,408 0.15
FIS - Fidelity National Information Services Reduce 6.26% 284,124 0.35
AMT - American Tower Corp. Reduce 6.26% 145,112 0.24
A - Agilent Technologies Reduce 6.30% 237,601 0.19
ICE - Intercontinental Exchange Inc. Reduce 6.31% 313,087 0.26
GOOGL - Alphabet Inc. Reduce 6.32% 474,680 0.32
FAST - Fastenal Reduce 6.32% 404,942 0.13
ADI - Analog Devices Reduce 6.34% 351,093 0.37
CBRE - CBRE Group Reduce 6.34% 478,433 0.24
ECL - Ecolab Inc. Reduce 6.36% 157,255 0.28
META - Meta Platforms Inc. Reduce 6.36% 73,010 0.14
CACC - Credit Acceptance Corp. Reduce 6.39% 20,735 0.10
CMPR - Cimpress plc Reduce 6.52% 83,128 0.13
VRSN - Verisign Inc. Reduce 6.60% 78,191 0.14
BIDU - Baidu Inc. Reduce 6.76% 111,254 0.29
PRI - Primerica Inc. Reduce 6.83% 68,731 0.09
AWI - Armstrong World Industries Inc. Reduce 6.96% 80,079 0.06
AVGO - Broadcom Inc. Reduce 34.82% 485,031 1.35
TMX-OLD - Terminix Global Holdings Inc. Reduce 80.91% 4,750,506 3.30
AGN - Allergan Plc Sell 100.00% 204,467 0.37
Q2  2018
BIDU - Baidu Inc. Reduce 2.34% 39,407 0.10