William Von Mueffling - Cantillon Capital Management

History Stock Activity Share change % change to portfolio
Q3  2020
AVGO - Broadcom Inc. Reduce 1.02% 12,034 0.04
CME - CME Group Reduce 1.00% 18,491 0.03
TSM - Taiwan Semiconductor S.A. Reduce 1.00% 38,097 0.03
FIS - Fidelity National Information Services Reduce 1.00% 40,856 0.05
CBRE - CBRE Group Reduce 0.99% 67,395 0.03
A - Agilent Technologies Reduce 0.96% 40,107 0.03
WTW - Willis Towers Watson plc Reduce 0.95% 22,401 0.04
AWI - Armstrong World Industries Inc. Reduce 0.92% 11,800 0.01
META - Meta Platforms Inc. Reduce 0.87% 9,001 0.02
GOOG - Alphabet Inc. CL C Reduce 0.86% 29,180 0.02
TNET - TriNet Group Reduce 0.82% 33,498 0.02
MCO - Moody's Corp. Reduce 0.75% 4,520 0.01
Q1  2020
ZTS - Zoetis Inc. Reduce 12.49% 417,155 0.54
CACC - Credit Acceptance Corp. Reduce 0.40% 1,162 0.00
MCO - Moody's Corp. Reduce 0.35% 2,084 0.00
ENTG - Entegris Inc. Reduce 0.29% 7,739 0.00
IBKR - Interactive Brokers Group Inc. Reduce 0.29% 7,148 0.00
TNET - TriNet Group Reduce 0.28% 11,500 0.00
META - Meta Platforms Inc. Reduce 0.28% 2,924 0.01
A - Agilent Technologies Reduce 0.24% 9,704 0.01
FIS - Fidelity National Information Services Reduce 0.21% 8,557 0.01
SPGI - S&P Global Inc. Reduce 0.21% 5,400 0.01
CME - CME Group Reduce 0.20% 3,765 0.01
FAST - Fastenal Reduce 0.19% 11,856 0.00
ADI - Analog Devices Reduce 0.18% 8,992 0.01
GOOGL - Alphabet Inc. Reduce 0.18% 12,440 0.01
CBRE - CBRE Group Reduce 0.17% 11,482 0.00
GOOG - Alphabet Inc. CL C Reduce 0.16% 5,320 0.00
ICE - Intercontinental Exchange Inc. Reduce 0.16% 7,299 0.01
BDX - Becton Dickinson Reduce 0.15% 1,762 0.00
EFX - Equifax Inc. Reduce 0.15% 3,391 0.00
ECL - Ecolab Inc. Reduce 0.15% 3,289 0.01
SSNC - SS&C Technologies Holdings Inc. Reduce 0.14% 5,944 0.00
ADSK - Autodesk Inc. Reduce 0.13% 1,656 0.00
AVGO - Broadcom Inc. Reduce 0.13% 1,463 0.00
AWI - Armstrong World Industries Inc. Reduce 0.13% 1,586 0.00
TMO - Thermo Fisher Scientific Reduce 0.13% 1,256 0.00
V - Visa Inc. Reduce 0.13% 3,485 0.01
WTW - Willis Towers Watson plc Reduce 0.13% 2,942 0.01
VRSN - Verisign Inc. Reduce 0.11% 1,707 0.00
AMT - American Tower Corp. Reduce 0.10% 2,147 0.01
AON - Aon Plc Reduce 0.09% 1,197 0.00
TSM - Taiwan Semiconductor S.A. Reduce 0.09% 3,310 0.00
ST - Sensata Technologies Holding Sell 100.00% 1,905,823 0.95
Q4  2019
ST - Sensata Technologies Holding Reduce 56.95% 2,521,039 1.26
GOOG - Alphabet Inc. CL C Reduce 15.61% 623,760 0.39
ZTS - Zoetis Inc. Reduce 9.37% 345,352 0.42
SPGI - S&P Global Inc. Reduce 6.86% 192,710 0.49
AWI - Armstrong World Industries Inc. Reduce 2.67% 34,738 0.03
SSNC - SS&C Technologies Holdings Inc. Reduce 2.36% 99,921 0.06
ICE - Intercontinental Exchange Inc. Reduce 2.33% 105,758 0.09
CBRE - CBRE Group Reduce 2.25% 155,748 0.09
PRI - Primerica Inc. Reduce 2.22% 20,388 0.02
CACC - Credit Acceptance Corp. Reduce 2.19% 6,487 0.03
FIS - Fidelity National Information Services Reduce 2.19% 90,942 0.12
A - Agilent Technologies Reduce 2.18% 91,886 0.07
EFX - Equifax Inc. Reduce 2.17% 50,954 0.07
CME - CME Group Reduce 2.17% 40,821 0.08
ECL - Ecolab Inc. Reduce 2.16% 48,795 0.09
AVGO - Broadcom Inc. Reduce 2.15% 25,612 0.08
ADI - Analog Devices Reduce 2.15% 108,625 0.12
TNET - TriNet Group Reduce 2.14% 88,401 0.05
TSM - Taiwan Semiconductor S.A. Reduce 2.12% 82,091 0.04
TMO - Thermo Fisher Scientific Reduce 2.12% 21,083 0.06
VRSN - Verisign Inc. Reduce 2.12% 32,129 0.06
GOOGL - Alphabet Inc. Reduce 2.11% 145,260 0.09
WTW - Willis Towers Watson plc Reduce 2.10% 50,370 0.09
V - Visa Inc. Reduce 2.09% 55,387 0.10
AON - Aon Plc Reduce 2.08% 29,679 0.06
IBKR - Interactive Brokers Group Inc. Reduce 2.07% 52,771 0.02
FAST - Fastenal Reduce 2.07% 130,520 0.04
AMT - American Tower Corp. Reduce 2.06% 43,818 0.09
BDX - Becton Dickinson Reduce 2.03% 25,019 0.06
MCO - Moody's Corp. Reduce 1.93% 11,772 0.03
META - Meta Platforms Inc. Reduce 1.92% 20,133 0.04
BC - Brunswick Corp. Reduce 1.89% 66,110 0.04
Q3  2019
META - Meta Platforms Inc. Reduce 1.02% 10,820 0.02
TSM - Taiwan Semiconductor S.A. Reduce 0.95% 37,036 0.02
TNET - TriNet Group Reduce 0.93% 38,849 0.02
GOOG - Alphabet Inc. CL C Reduce 0.81% 32,740 0.02
TMO - Thermo Fisher Scientific Reduce 0.81% 8,117 0.02
IBKR - Interactive Brokers Group Inc. Reduce 0.72% 18,406 0.01
ECL - Ecolab Inc. Reduce 0.71% 16,035 0.03
ICE - Intercontinental Exchange Inc. Reduce 0.69% 31,376 0.03
GOOGL - Alphabet Inc. Reduce 0.68% 47,200 0.03
SPGI - S&P Global Inc. Reduce 0.67% 19,037 0.05
PRI - Primerica Inc. Reduce 0.66% 6,089 0.01
AVGO - Broadcom Inc. Reduce 0.65% 7,822 0.02
ADI - Analog Devices Reduce 0.64% 32,625 0.04
BDX - Becton Dickinson Reduce 0.63% 7,775 0.02
V - Visa Inc. Reduce 0.62% 16,604 0.03
AON - Aon Plc Reduce 0.61% 8,783 0.02
FIS - Fidelity National Information Services Reduce 0.61% 25,547 0.03
EFX - Equifax Inc. Reduce 0.60% 14,139 0.02
SSNC - SS&C Technologies Holdings Inc. Reduce 0.59% 25,254 0.01
ZTS - Zoetis Inc. Reduce 0.59% 21,828 0.03
AMT - American Tower Corp. Reduce 0.58% 12,342 0.03
MCO - Moody's Corp. Reduce 0.57% 3,521 0.01
WTW - Willis Towers Watson plc Reduce 0.54% 13,152 0.02
CACC - Credit Acceptance Corp. Reduce 0.52% 1,550 0.01