William Von Mueffling - Cantillon Capital Management

History Stock Activity Share change % change to portfolio ▼
Q4  2023
≡ WTW - Willis Towers Watson plc Sell 100.00% 1,875,572 2.91
≡ BC - Brunswick Corp. Reduce 45.46% 1,996,626 1.29
≡ BDX - Becton Dickinson Reduce 35.19% 471,191 0.77
≡ ECL - Ecolab Inc. Reduce 29.58% 536,183 0.71
≡ HAYW - Hayward Holdings Inc Sell 100.00% 5,500,345 0.58
≡ AVGO - Broadcom Inc. Reduce 2.37% 22,487 0.17
≡ SPGI - S&P Global Inc. Reduce 2.38% 51,566 0.15
≡ GOOGL - Alphabet Inc. Reduce 2.36% 103,030 0.10
≡ ADI - Analog Devices Reduce 2.38% 78,314 0.10
≡ V - Visa Inc. Reduce 2.38% 55,660 0.10
≡ AMAT - Applied Materials Reduce 2.36% 83,845 0.09
≡ MSFT - Microsoft Corp. Reduce 2.36% 35,732 0.09
≡ ICE - Intercontinental Exchange Inc. Reduce 2.36% 94,219 0.08
≡ EFX - Equifax Inc. Reduce 2.37% 48,837 0.08
≡ A - Agilent Technologies Reduce 2.40% 89,581 0.08
≡ TMO - Thermo Fisher Scientific Reduce 2.41% 21,746 0.08
≡ IQV - IQVIA Holdings Inc. Reduce 2.40% 44,333 0.07
≡ TNET - TriNet Group Reduce 2.47% 84,882 0.07
≡ BLK - BlackRock Inc. Reduce 2.51% 12,577 0.07
≡ CME - CME Group Reduce 2.36% 44,368 0.06
≡ FAST - Fastenal Reduce 2.36% 131,091 0.06
≡ AON - Aon Plc Reduce 2.38% 29,793 0.06
≡ TSM - Taiwan Semiconductor S.A. Reduce 2.38% 80,539 0.06
≡ VRSN - Verisign Inc. Reduce 2.38% 42,619 0.06
≡ ENTG - Entegris Inc. Reduce 2.34% 61,560 0.05
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 2.35% 119,947 0.05
≡ ZTS - Zoetis Inc. Reduce 2.36% 34,345 0.05
≡ CDW - CDW Corp. Reduce 2.37% 34,315 0.05
≡ IBKR - Interactive Brokers Group Inc. Reduce 2.38% 90,760 0.05
≡ ADBE - Adobe Inc. Reduce 2.35% 9,214 0.04
≡ MCO - Moody's Corp. Reduce 2.40% 12,789 0.03
≡ CACC - Credit Acceptance Corp. Reduce 2.41% 6,204 0.02
Q3  2023
≡ AVGO - Broadcom Inc. Reduce 9.44% 98,954 0.61
≡ ENTG - Entegris Inc. Reduce 14.93% 461,093 0.32
≡ TNET - TriNet Group Reduce 1.48% 51,514 0.04
≡ GOOGL - Alphabet Inc. Reduce 0.36% 15,841 0.02
≡ ADI - Analog Devices Reduce 0.39% 12,866 0.02
≡ SPGI - S&P Global Inc. Reduce 0.39% 8,501 0.02
≡ V - Visa Inc. Reduce 0.39% 9,150 0.02
≡ CME - CME Group Reduce 0.37% 6,960 0.01
≡ A - Agilent Technologies Reduce 0.38% 14,221 0.01
≡ CDW - CDW Corp. Reduce 0.38% 5,525 0.01
≡ FERG - Ferguson plc Reduce 0.38% 4,478 0.01
≡ IQV - IQVIA Holdings Inc. Reduce 0.38% 7,015 0.01
≡ TMO - Thermo Fisher Scientific Reduce 0.38% 3,451 0.01
≡ ADBE - Adobe Inc. Reduce 0.39% 1,532 0.01
≡ ADSK - Autodesk Inc. Reduce 0.39% 4,954 0.01
≡ AMAT - Applied Materials Reduce 0.39% 13,921 0.01
≡ AMT - American Tower Corp. Reduce 0.39% 7,313 0.01
≡ AON - Aon Plc Reduce 0.39% 4,881 0.01
≡ BC - Brunswick Corp. Reduce 0.39% 17,094 0.01
≡ CBRE - CBRE Group Reduce 0.39% 18,087 0.01
≡ ECL - Ecolab Inc. Reduce 0.39% 7,122 0.01
≡ EFX - Equifax Inc. Reduce 0.39% 8,094 0.01
≡ FAST - Fastenal Reduce 0.39% 21,598 0.01
≡ IBKR - Interactive Brokers Group Inc. Reduce 0.39% 14,839 0.01
≡ ICE - Intercontinental Exchange Inc. Reduce 0.39% 15,610 0.01
≡ MSFT - Microsoft Corp. Reduce 0.39% 5,876 0.01
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 0.39% 20,074 0.01
≡ TSM - Taiwan Semiconductor S.A. Reduce 0.39% 13,229 0.01
≡ VRSN - Verisign Inc. Reduce 0.39% 7,022 0.01
≡ WTW - Willis Towers Watson plc Reduce 0.39% 7,316 0.01
≡ ZTS - Zoetis Inc. Reduce 0.39% 5,701 0.01
≡ LYV - Live Nation Inc. Reduce 0.38% 4,245 0.00
≡ CACC - Credit Acceptance Corp. Reduce 0.39% 1,011 0.00
≡ HAYW - Hayward Holdings Inc Reduce 0.39% 21,716 0.00
≡ MCO - Moody's Corp. Reduce 0.39% 2,079 0.00
≡ TW - Tradeweb Markets Inc. Reduce 0.39% 4,839 0.00
Q2  2023
≡ AWI - Armstrong World Industries Inc. Sell 100.00% 1,886,268 1.09
≡ ZTS - Zoetis Inc. Reduce 18.36% 328,424 0.40
Q1  2023
≡ FIS - Fidelity National Information Services Sell 100.00% 4,115,693 2.37
≡ GOOG - Alphabet Inc. CL C Sell 100.00% 2,346,008 1.76
≡ GOOGL - Alphabet Inc. Reduce 28.65% 1,654,647 1.40
≡ EDR - Endeavor Group Holdings Inc. Sell 100.00% 3,966,332 0.76
≡ SPGI - S&P Global Inc. Reduce 1.62% 33,667 0.09
≡ ADI - Analog Devices Reduce 1.78% 56,262 0.09
≡ AVGO - Broadcom Inc. Reduce 1.57% 15,686 0.08
≡ TMO - Thermo Fisher Scientific Reduce 1.78% 14,827 0.07
≡ V - Visa Inc. Reduce 1.79% 40,200 0.07
≡ WTW - Willis Towers Watson plc Reduce 1.64% 29,486 0.06
≡ AMAT - Applied Materials Reduce 1.68% 57,491 0.06
≡ A - Agilent Technologies Reduce 1.69% 56,858 0.06
≡ ICE - Intercontinental Exchange Inc. Reduce 1.53% 58,582 0.05
≡ EFX - Equifax Inc. Reduce 1.61% 31,905 0.05
≡ AMT - American Tower Corp. Reduce 1.68% 30,104 0.05
≡ AON - Aon Plc Reduce 1.72% 20,670 0.05
≡ VRSN - Verisign Inc. Reduce 1.79% 30,748 0.05
≡ ZTS - Zoetis Inc. Reduce 1.56% 28,371 0.04
≡ TSM - Taiwan Semiconductor S.A. Reduce 1.58% 51,192 0.04
≡ BC - Brunswick Corp. Reduce 1.59% 66,999 0.04
≡ FAST - Fastenal Reduce 1.64% 87,046 0.04
≡ CBRE - CBRE Group Reduce 1.66% 73,422 0.04
≡ ECL - Ecolab Inc. Reduce 1.75% 30,560 0.04
≡ TNET - TriNet Group Reduce 1.76% 61,228 0.04
≡ BLK - BlackRock Inc. Reduce 1.20% 5,272 0.03
≡ ADSK - Autodesk Inc. Reduce 1.58% 19,160 0.03
≡ ENTG - Entegris Inc. Reduce 1.75% 51,733 0.03
≡ AWI - Armstrong World Industries Inc. Reduce 1.64% 31,440 0.02
≡ MCO - Moody's Corp. Reduce 1.74% 8,897 0.02
≡ ADBE - Adobe Inc. Reduce 1.97% 7,444 0.02