William Von Mueffling - Cantillon Capital Management

History Stock Activity ▼ Share change % change to portfolio
Q1  2024
≡ CP - Canadian Pacific Kansas City Add 49.06% 1,174,200 0.65
≡ ADBE - Adobe Inc. Add 20.22% 77,309 0.25
≡ LYV - Live Nation Inc. Add 16.71% 458,893 0.30
≡ GOOGL - Alphabet Inc. Add 13.25% 565,218 0.54
≡ YUM - Yum! Brands Inc. Buy 1,447,300 1.26
≡ ORCL - Oracle Corp. Buy 987,952 0.78
≡ 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
≡ LYV - Live Nation Inc. Add 146.56% 1,632,749 1.02
≡ CP - Canadian Pacific Kansas City Add 111.12% 1,259,778 0.66
≡ FERG - Ferguson plc Add 58.42% 690,643 0.89
≡ ADSK - Autodesk Inc. Add 35.06% 442,005 0.72
≡ AMT - American Tower Corp. Add 14.53% 271,293 0.39
≡ CBRE - CBRE Group Add 13.09% 603,771 0.38
≡ TW - Tradeweb Markets Inc. Add 7.40% 90,800 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
≡ 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
≡ BDX - Becton Dickinson Add 2.66% 34,697 0.07
≡ BLK - BlackRock Inc. Add 0.47% 2,325 0.01
≡ CP - Canadian Pacific Kansas City Buy 1,133,714 0.63
≡ 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