William Von Mueffling - Cantillon Capital Management

History Stock Activity Share change % change to portfolio
Q1  2024
V - Visa Inc. Reduce 1.96% 44,743 0.08
A - Agilent Technologies Reduce 1.96% 71,421 0.07
EFX - Equifax Inc. Reduce 1.96% 39,573 0.07
TMO - Thermo Fisher Scientific Reduce 1.96% 17,303 0.06
CME - CME Group Reduce 1.96% 36,107 0.05
IBKR - Interactive Brokers Group Inc. Reduce 1.96% 73,165 0.05
CDW - CDW Corp. Reduce 1.96% 27,731 0.04
ENTG - Entegris Inc. Reduce 1.96% 50,406 0.04
VRSN - Verisign Inc. Reduce 1.96% 34,285 0.04
SPGI - S&P Global Inc. Reduce 1.97% 41,532 0.11
ADI - Analog Devices Reduce 1.97% 63,233 0.08
MSFT - Microsoft Corp. Reduce 1.97% 29,005 0.08
CBRE - CBRE Group Reduce 1.97% 102,655 0.06
AMT - American Tower Corp. Reduce 1.97% 42,054 0.05
AON - Aon Plc Reduce 1.97% 23,984 0.05
MCO - Moody's Corp. Reduce 1.97% 10,264 0.03
ZTS - Zoetis Inc. Reduce 1.97% 27,958 0.03
AMAT - Applied Materials Reduce 1.98% 68,901 0.09
IQV - IQVIA Holdings Inc. Reduce 1.98% 35,616 0.06
TSM - Taiwan Semiconductor S.A. Reduce 1.98% 65,656 0.06
FAST - Fastenal Reduce 1.98% 106,979 0.05
SSNC - SS&C Technologies Holdings Inc. Reduce 1.98% 98,544 0.04
CACC - Credit Acceptance Corp. Reduce 1.98% 4,979 0.02
ADSK - Autodesk Inc. Reduce 1.99% 33,946 0.06
FERG - Ferguson plc Reduce 1.99% 37,260 0.05
ICE - Intercontinental Exchange Inc. Reduce 2.00% 78,012 0.07
ECL - Ecolab Inc. Reduce 2.00% 25,487 0.04
BLK - BlackRock Inc. Reduce 2.09% 10,207 0.05
TW - Tradeweb Markets Inc. Reduce 2.09% 27,547 0.02
AVGO - Broadcom Inc. Reduce 12.37% 114,589 0.96
TNET - TriNet Group Reduce 12.43% 415,917 0.35
BC - Brunswick Corp. Sell 100.00% 2,395,715 1.55
BDX - Becton Dickinson Sell 100.00% 867,764 1.41
Q4  2023
ENTG - Entegris Inc. Reduce 2.34% 61,560 0.05
SSNC - SS&C Technologies Holdings Inc. Reduce 2.35% 119,947 0.05
ADBE - Adobe Inc. Reduce 2.35% 9,214 0.04
GOOGL - Alphabet Inc. Reduce 2.36% 103,030 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
CME - CME Group Reduce 2.36% 44,368 0.06
FAST - Fastenal Reduce 2.36% 131,091 0.06
ZTS - Zoetis Inc. Reduce 2.36% 34,345 0.05
AVGO - Broadcom Inc. Reduce 2.37% 22,487 0.17
EFX - Equifax Inc. Reduce 2.37% 48,837 0.08
CDW - CDW Corp. Reduce 2.37% 34,315 0.05
SPGI - S&P Global Inc. Reduce 2.38% 51,566 0.15
ADI - Analog Devices Reduce 2.38% 78,314 0.10
V - Visa Inc. Reduce 2.38% 55,660 0.10
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
IBKR - Interactive Brokers Group Inc. Reduce 2.38% 90,760 0.05
A - Agilent Technologies Reduce 2.40% 89,581 0.08
IQV - IQVIA Holdings Inc. Reduce 2.40% 44,333 0.07
MCO - Moody's Corp. Reduce 2.40% 12,789 0.03
TMO - Thermo Fisher Scientific Reduce 2.41% 21,746 0.08
CACC - Credit Acceptance Corp. Reduce 2.41% 6,204 0.02
TNET - TriNet Group Reduce 2.47% 84,882 0.07
BLK - BlackRock Inc. Reduce 2.51% 12,577 0.07
ECL - Ecolab Inc. Reduce 29.58% 536,183 0.71
BDX - Becton Dickinson Reduce 35.19% 471,191 0.77
BC - Brunswick Corp. Reduce 45.46% 1,996,626 1.29
WTW - Willis Towers Watson plc Sell 100.00% 1,875,572 2.91
HAYW - Hayward Holdings Inc Sell 100.00% 5,500,345 0.58
Q3  2023
GOOGL - Alphabet Inc. Reduce 0.36% 15,841 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
LYV - Live Nation Inc. Reduce 0.38% 4,245 0.00
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
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
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
TNET - TriNet Group Reduce 1.48% 51,514 0.04
AVGO - Broadcom Inc. Reduce 9.44% 98,954 0.61