William Von Mueffling - Cantillon Capital Management

History Stock Activity Share change % change to portfolio ▲
Q3  2023
≡ AVGO - Broadcom Inc. Reduce 9.44% 98,954 0.61
Q2  2023
≡ ZTS - Zoetis Inc. Reduce 18.36% 328,424 0.40
≡ AWI - Armstrong World Industries Inc. Sell 100.00% 1,886,268 1.09
Q1  2023
≡ CACC - Credit Acceptance Corp. Reduce 1.53% 3,772 0.01
≡ HAYW - Hayward Holdings Inc Reduce 1.03% 54,085 0.01
≡ ADBE - Adobe Inc. Reduce 1.97% 7,444 0.02
≡ MCO - Moody's Corp. Reduce 1.74% 8,897 0.02
≡ AWI - Armstrong World Industries Inc. Reduce 1.64% 31,440 0.02
≡ ENTG - Entegris Inc. Reduce 1.75% 51,733 0.03
≡ ADSK - Autodesk Inc. Reduce 1.58% 19,160 0.03
≡ BLK - BlackRock Inc. Reduce 1.20% 5,272 0.03
≡ TNET - TriNet Group Reduce 1.76% 61,228 0.04
≡ ECL - Ecolab Inc. Reduce 1.75% 30,560 0.04
≡ CBRE - CBRE Group Reduce 1.66% 73,422 0.04
≡ FAST - Fastenal Reduce 1.64% 87,046 0.04
≡ BC - Brunswick Corp. Reduce 1.59% 66,999 0.04
≡ TSM - Taiwan Semiconductor S.A. Reduce 1.58% 51,192 0.04
≡ ZTS - Zoetis Inc. Reduce 1.56% 28,371 0.04
≡ VRSN - Verisign Inc. Reduce 1.79% 30,748 0.05
≡ AON - Aon Plc Reduce 1.72% 20,670 0.05
≡ AMT - American Tower Corp. Reduce 1.68% 30,104 0.05
≡ EFX - Equifax Inc. Reduce 1.61% 31,905 0.05
≡ ICE - Intercontinental Exchange Inc. Reduce 1.53% 58,582 0.05
≡ A - Agilent Technologies Reduce 1.69% 56,858 0.06
≡ AMAT - Applied Materials Reduce 1.68% 57,491 0.06
≡ WTW - Willis Towers Watson plc Reduce 1.64% 29,486 0.06
≡ V - Visa Inc. Reduce 1.79% 40,200 0.07
≡ TMO - Thermo Fisher Scientific Reduce 1.78% 14,827 0.07
≡ AVGO - Broadcom Inc. Reduce 1.57% 15,686 0.08
≡ ADI - Analog Devices Reduce 1.78% 56,262 0.09
≡ SPGI - S&P Global Inc. Reduce 1.62% 33,667 0.09
≡ EDR - Endeavor Group Holdings Inc. Sell 100.00% 3,966,332 0.76
≡ GOOGL - Alphabet Inc. Reduce 28.65% 1,654,647 1.40
≡ GOOG - Alphabet Inc. CL C Sell 100.00% 2,346,008 1.76
≡ FIS - Fidelity National Information Services Sell 100.00% 4,115,693 2.37
Q4  2022
≡ HAYW - Hayward Holdings Inc Reduce 2.90% 156,889 0.01
≡ CACC - Credit Acceptance Corp. Reduce 2.37% 5,987 0.02
≡ ADBE - Adobe Inc. Reduce 1.47% 5,640 0.02
≡ EDR - Endeavor Group Holdings Inc. Reduce 3.26% 133,532 0.03
≡ MCO - Moody's Corp. Reduce 2.06% 10,755 0.03
≡ FAST - Fastenal Reduce 1.59% 86,034 0.03
≡ ADSK - Autodesk Inc. Reduce 2.13% 26,347 0.04
≡ GOOG - Alphabet Inc. CL C Reduce 2.09% 50,010 0.04
≡ TNET - TriNet Group Reduce 2.05% 72,812 0.04
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 1.96% 85,927 0.04
≡ BDX - Becton Dickinson Reduce 1.74% 18,916 0.04
≡ CME - CME Group Reduce 1.70% 27,418 0.04
≡ AMAT - Applied Materials Reduce 1.54% 53,313 0.04
≡ ECL - Ecolab Inc. Reduce 2.27% 40,424 0.05
≡ ZTS - Zoetis Inc. Reduce 2.19% 40,690 0.05
≡ TSM - Taiwan Semiconductor S.A. Reduce 2.17% 72,028 0.05
≡ BC - Brunswick Corp. Reduce 2.05% 87,960 0.05
≡ IQV - IQVIA Holdings Inc. Reduce 2.03% 31,696 0.05
≡ FIS - Fidelity National Information Services Reduce 1.92% 80,608 0.05
≡ MSFT - Microsoft Corp. Reduce 1.87% 22,625 0.05
≡ AON - Aon Plc Reduce 1.75% 21,328 0.05
≡ CBRE - CBRE Group Reduce 1.73% 78,102 0.05
≡ VRSN - Verisign Inc. Reduce 1.67% 29,265 0.05
≡ EFX - Equifax Inc. Reduce 1.78% 35,858 0.06
≡ AMT - American Tower Corp. Reduce 2.10% 38,506 0.07
≡ ICE - Intercontinental Exchange Inc. Reduce 1.94% 75,799 0.07
≡ V - Visa Inc. Reduce 1.65% 37,655 0.07
≡ WTW - Willis Towers Watson plc Reduce 1.97% 36,243 0.08
≡ TMO - Thermo Fisher Scientific Reduce 1.94% 16,490 0.08
≡ A - Agilent Technologies Reduce 1.92% 65,739 0.08
≡ GOOGL - Alphabet Inc. Reduce 1.92% 113,150 0.08
≡ ADI - Analog Devices Reduce 1.76% 56,565 0.08
≡ AVGO - Broadcom Inc. Reduce 2.02% 20,646 0.10
≡ SPGI - S&P Global Inc. Reduce 1.85% 39,241 0.11
≡ META - Meta Platforms Inc. Sell 100.00% 1,133,827 1.39
Q3  2022
≡ HAYW - Hayward Holdings Inc Reduce 1.11% 60,721 0.00
≡ CACC - Credit Acceptance Corp. Reduce 1.16% 2,954 0.01
≡ AWI - Armstrong World Industries Inc. Reduce 0.89% 15,852 0.01
≡ EDR - Endeavor Group Holdings Inc. Reduce 0.88% 36,586 0.01
≡ IBKR - Interactive Brokers Group Inc. Reduce 0.88% 22,039 0.01
≡ MCO - Moody's Corp. Reduce 0.86% 4,545 0.01
≡ META - Meta Platforms Inc. Reduce 0.80% 9,108 0.01
≡ ADBE - Adobe Inc. Reduce 0.77% 2,972 0.01
≡ BDX - Becton Dickinson Reduce 1.11% 12,198 0.02
≡ FAST - Fastenal Reduce 1.04% 57,024 0.02
≡ GOOG - Alphabet Inc. CL C Reduce 0.92% 22,202 0.02
≡ AMAT - Applied Materials Reduce 0.89% 31,175 0.02
≡ CBRE - CBRE Group Reduce 0.88% 39,820 0.02
≡ CME - CME Group Reduce 0.88% 14,374 0.02
≡ IQV - IQVIA Holdings Inc. Reduce 0.88% 13,890 0.02
≡ ADSK - Autodesk Inc. Reduce 0.87% 10,836 0.02
≡ ECL - Ecolab Inc. Reduce 0.83% 15,001 0.02
≡ TSM - Taiwan Semiconductor S.A. Reduce 0.83% 27,836 0.02
≡ EFX - Equifax Inc. Reduce 0.76% 15,483 0.02
≡ TNET - TriNet Group Reduce 0.72% 25,627 0.02
≡ ZTS - Zoetis Inc. Reduce 0.72% 13,566 0.02
≡ WTW - Willis Towers Watson plc Reduce 0.71% 13,163 0.02
≡ VRSN - Verisign Inc. Reduce 0.68% 11,975 0.02
≡ BC - Brunswick Corp. Reduce 1.05% 45,457 0.03
≡ AON - Aon Plc Reduce 0.93% 11,477 0.03
≡ A - Agilent Technologies Reduce 0.89% 30,916 0.03
≡ FIS - Fidelity National Information Services Reduce 0.87% 36,777 0.03
≡ V - Visa Inc. Reduce 0.87% 19,912 0.03
≡ ICE - Intercontinental Exchange Inc. Reduce 0.85% 33,548 0.03
≡ TMO - Thermo Fisher Scientific Reduce 0.79% 6,767 0.03