William Von Mueffling - Cantillon Capital Management

History Stock Activity ▲ Share change % change to portfolio
Q4  2020
≡ VRSN - Verisign Inc. Reduce 0.45% 6,674 0.01
≡ MSFT - Microsoft Corp. Reduce 0.44% 2,938 0.00
≡ ADSK - Autodesk Inc. Reduce 0.44% 5,646 0.01
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 0.44% 18,183 0.01
≡ GOOGL - Alphabet Inc. Reduce 0.42% 28,380 0.02
≡ V - Visa Inc. Reduce 0.42% 10,947 0.02
≡ IBKR - Interactive Brokers Group Inc. Reduce 0.40% 10,026 0.00
≡ EFX - Equifax Inc. Reduce 0.34% 7,835 0.01
≡ ZTS - Zoetis Inc. Reduce 0.32% 9,381 0.01
Q3  2020
≡ ENTG - Entegris Inc. Reduce 1.44% 38,193 0.02
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 1.41% 59,029 0.03
≡ PRI - Primerica Inc. Reduce 1.33% 14,228 0.01
≡ BC - Brunswick Corp. Reduce 1.28% 53,193 0.03
≡ CACC - Credit Acceptance Corp. Reduce 1.22% 3,575 0.01
≡ TMO - Thermo Fisher Scientific Reduce 1.21% 11,867 0.04
≡ ICE - Intercontinental Exchange Inc. Reduce 1.19% 53,476 0.04
≡ GRA - WR Grace & Co. Reduce 1.17% 19,739 0.01
≡ VRSN - Verisign Inc. Reduce 1.17% 17,571 0.03
≡ SPGI - S&P Global Inc. Reduce 1.16% 30,512 0.09
≡ V - Visa Inc. Reduce 1.14% 29,839 0.05
≡ ZTS - Zoetis Inc. Reduce 1.14% 33,724 0.05
≡ AON - Aon Plc Reduce 1.13% 15,963 0.03
≡ FAST - Fastenal Reduce 1.13% 70,173 0.03
≡ ADI - Analog Devices Reduce 1.12% 55,905 0.05
≡ AMAT - Applied Materials Reduce 1.10% 43,488 0.02
≡ GOOGL - Alphabet Inc. Reduce 1.09% 73,620 0.05
≡ MSFT - Microsoft Corp. Reduce 1.08% 7,316 0.01
≡ AMT - American Tower Corp. Reduce 1.06% 22,200 0.04
≡ ADSK - Autodesk Inc. Reduce 1.04% 13,547 0.03
≡ ECL - Ecolab Inc. Reduce 1.04% 23,084 0.04
≡ IBKR - Interactive Brokers Group Inc. Reduce 1.02% 25,636 0.01
≡ BDX - Becton Dickinson Reduce 1.02% 12,325 0.02
≡ EFX - Equifax Inc. Reduce 1.02% 23,590 0.03
≡ 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