William Von Mueffling - Cantillon Capital Management

History Stock Activity ▼ Share change % change to portfolio
Q4  2025
≡ FWONK - Liberty Media Corp Formula One Series C Add 46.37% 540,760 0.29
≡ TW - Tradeweb Markets Inc. Add 38.98% 753,923 0.44
≡ ADBE - Adobe Inc. Add 15.69% 156,929 0.30
≡ TME - Tencent Music Entertainment Grp Add 1.39% 256,286 0.02
≡ TCOM - Trip.com Group Ltd Add 1.38% 63,637 0.02
≡ AMT - American Tower Corp. Add 0.81% 14,709 0.01
≡ CP - Canadian Pacific Kansas City Add 0.81% 33,849 0.01
≡ ENTG - Entegris Inc. Add 0.80% 19,434 0.01
≡ LYV - Live Nation Inc. Add 0.77% 21,246 0.02
≡ ALC - Alcon Inc. Add 0.77% 21,799 0.01
≡ MCO - Moody's Corp. Add 0.77% 3,395 0.01
≡ YUM - Yum! Brands Inc. Add 0.77% 15,649 0.01
≡ GOOGL - Alphabet Inc. Add 0.76% 31,702 0.05
≡ SPGI - S&P Global Inc. Add 0.76% 13,209 0.04
≡ TSM - Taiwan Semiconductor S.A. Add 0.76% 21,307 0.04
≡ AMAT - Applied Materials Add 0.76% 22,401 0.03
≡ CBRE - CBRE Group Add 0.76% 33,565 0.03
≡ IBKR - Interactive Brokers Group Inc. Add 0.76% 95,878 0.03
≡ V - Visa Inc. Add 0.76% 14,646 0.03
≡ A - Agilent Technologies Add 0.76% 23,493 0.02
≡ ADI - Analog Devices Add 0.76% 16,274 0.02
≡ CME - CME Group Add 0.76% 11,844 0.02
≡ EFX - Equifax Inc. Add 0.76% 12,995 0.02
≡ FAST - Fastenal Add 0.76% 70,183 0.02
≡ FERG - Ferguson Enterprises Inc. Add 0.76% 14,963 0.02
≡ ICE - Intercontinental Exchange Inc. Add 0.76% 25,032 0.02
≡ MSFT - Microsoft Corp. Add 0.76% 9,495 0.02
≡ SSNC - SS&C Technologies Holdings Inc. Add 0.76% 32,136 0.02
≡ TMO - Thermo Fisher Scientific Add 0.76% 6,552 0.02
≡ UBER - Uber Technologies Inc. Add 0.76% 38,605 0.02
≡ AON - Aon Plc Add 0.75% 9,277 0.02
≡ BLK - BlackRock Inc. Add 0.75% 3,850 0.02
≡ FLUT - Flutter Entertainment Plc Add 0.75% 16,929 0.02
≡ ORCL - Oracle Corp. Add 0.75% 6,419 0.01
≡ IQV - IQVIA Holdings Inc. Add 0.74% 14,210 0.02
≡ LPLA - LPL Financial Holdings Inc. Buy 369,068 0.71
≡ AVGO - Broadcom Inc. Reduce 2.03% 95,438 0.18
≡ ZTS - Zoetis Inc. Sell 100.00% 1,205,716 0.97
≡ ECL - Ecolab Inc. Sell 100.00% 78,513 0.12
Q3  2025
≡ TW - Tradeweb Markets Inc. Add 71.19% 804,413 0.49
≡ IQV - IQVIA Holdings Inc. Add 27.30% 413,256 0.43
≡ ADBE - Adobe Inc. Add 16.77% 143,679 0.28
≡ TCOM - Trip.com Group Ltd Add 12.42% 508,890 0.21
≡ FWONK - Liberty Media Corp Formula One Series C Buy 1,166,139 0.67
≡ ALC - Alcon Inc. Reduce 1.06% 30,152 0.01
≡ ENTG - Entegris Inc. Reduce 1.06% 26,054 0.01
≡ EFX - Equifax Inc. Reduce 1.08% 18,768 0.03
≡ TMO - Thermo Fisher Scientific Reduce 1.08% 9,495 0.03
≡ ORCL - Oracle Corp. Reduce 1.08% 9,315 0.01
≡ GOOGL - Alphabet Inc. Reduce 1.09% 46,058 0.06
≡ IBKR - Interactive Brokers Group Inc. Reduce 1.09% 139,605 0.05
≡ SPGI - S&P Global Inc. Reduce 1.09% 19,189 0.05
≡ TSM - Taiwan Semiconductor S.A. Reduce 1.09% 30,952 0.05
≡ AMAT - Applied Materials Reduce 1.09% 32,480 0.04
≡ BLK - BlackRock Inc. Reduce 1.09% 5,625 0.04
≡ CBRE - CBRE Group Reduce 1.09% 48,802 0.04
≡ MSFT - Microsoft Corp. Reduce 1.09% 13,800 0.04
≡ V - Visa Inc. Reduce 1.09% 21,321 0.04
≡ ADI - Analog Devices Reduce 1.09% 23,729 0.03
≡ AON - Aon Plc Reduce 1.09% 13,613 0.03
≡ CME - CME Group Reduce 1.09% 17,177 0.03
≡ FAST - Fastenal Reduce 1.09% 101,328 0.03
≡ FERG - Ferguson Enterprises Inc. Reduce 1.09% 21,670 0.03
≡ FLUT - Flutter Entertainment Plc Reduce 1.09% 24,761 0.03
≡ ICE - Intercontinental Exchange Inc. Reduce 1.09% 36,483 0.03
≡ LYV - Live Nation Inc. Reduce 1.09% 30,626 0.03
≡ UBER - Uber Technologies Inc. Reduce 1.09% 56,168 0.03
≡ A - Agilent Technologies Reduce 1.09% 34,138 0.02
≡ AMT - American Tower Corp. Reduce 1.09% 20,035 0.02
≡ CP - Canadian Pacific Kansas City Reduce 1.09% 45,902 0.02
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 1.09% 46,590 0.02
≡ MCO - Moody's Corp. Reduce 1.09% 4,884 0.01
≡ ZTS - Zoetis Inc. Reduce 1.10% 13,379 0.01
≡ YUM - Yum! Brands Inc. Reduce 1.11% 22,945 0.02
≡ TME - Tencent Music Entertainment Grp Reduce 1.26% 235,779 0.03
≡ AVGO - Broadcom Inc. Reduce 14.25% 781,041 1.42
≡ ECL - Ecolab Inc. Reduce 92.83% 1,016,637 1.55
≡ ICLR - ICON plc Sell 100.00% 465,197 0.39
Q2  2025
≡ ALC - Alcon Inc. Add 94.84% 1,388,941 0.71
≡ CP - Canadian Pacific Kansas City Add 16.79% 606,519 0.28
≡ TCOM - Trip.com Group Ltd Add 14.55% 520,438 0.18
≡ YUM - Yum! Brands Inc. Add 13.08% 238,615 0.20
≡ BLK - BlackRock Inc. Add 10.30% 48,173 0.29
≡ ADBE - Adobe Inc. Add 7.50% 59,743 0.13
≡ ICLR - ICON plc Buy 465,197 0.39
≡ SPGI - S&P Global Inc. Reduce 2.82% 51,160 0.16
≡ GOOGL - Alphabet Inc. Reduce 2.82% 122,838 0.13
≡ IBKR - Interactive Brokers Group Inc. Reduce 2.82% 371,673 0.12
≡ V - Visa Inc. Reduce 2.82% 56,809 0.12
≡ CBRE - CBRE Group Reduce 2.82% 129,942 0.11
≡ FLUT - Flutter Entertainment Plc Reduce 2.82% 65,941 0.11
≡ MSFT - Microsoft Corp. Reduce 2.82% 36,766 0.11
≡ TSM - Taiwan Semiconductor S.A. Reduce 2.82% 82,413 0.11
≡ ICE - Intercontinental Exchange Inc. Reduce 2.82% 97,263 0.10
≡ ADI - Analog Devices Reduce 2.82% 63,214 0.09
≡ AMAT - Applied Materials Reduce 2.82% 86,690 0.09
≡ AMT - American Tower Corp. Reduce 2.82% 53,339 0.07
≡ AON - Aon Plc Reduce 2.82% 36,194 0.07
≡ CME - CME Group Reduce 2.82% 45,856 0.07
≡ FAST - Fastenal Reduce 2.82% 270,063 0.07