William Von Mueffling - Cantillon Capital Management

History Stock Activity Share change % change to portfolio
Q1  2018
TNET - TriNet Group Add 5.77% 225,981 0.12
ADI - Analog Devices Reduce 2.05% 118,991 0.12
FIS - Fidelity National Information Services Reduce 1.94% 92,160 0.10
WTW - Willis Towers Watson plc Reduce 2.13% 58,614 0.10
BIDU - Baidu Inc. Reduce 1.99% 34,194 0.09
GOOGL - Alphabet Inc. Reduce 2.01% 158,620 0.09
ICE - Intercontinental Exchange Inc. Reduce 2.08% 108,197 0.09
AMT - American Tower Corp. Reduce 1.88% 45,629 0.08
V - Visa Inc. Reduce 1.90% 57,497 0.08
ECL - Ecolab Inc. Reduce 1.96% 50,843 0.08
CME - CME Group Reduce 2.02% 43,506 0.08
CBRE - CBRE Group Reduce 2.06% 145,486 0.08
TMX-OLD - Terminix Global Holdings Inc. Reduce 2.03% 125,583 0.07
ST - Sensata Technologies Holding Reduce 2.21% 112,393 0.07
BDX - Becton Dickinson Reduce 2.24% 26,154 0.06
GOOG - Alphabet Inc. CL C Reduce 2.37% 108,520 0.06
EFX - Equifax Inc. Reduce 2.02% 39,380 0.05
CMPR - Cimpress plc Reduce 1.75% 23,381 0.04
AGN - Allergan Plc Reduce 1.89% 19,501 0.04
AON - Aon Plc Reduce 1.86% 17,277 0.03
VRSN - Verisign Inc. Reduce 1.86% 23,136 0.03
CACC - Credit Acceptance Corp. Reduce 1.96% 6,681 0.03
PRI - Primerica Inc. Reduce 1.72% 15,942 0.02
Q4  2017
SPGI - S&P Global Inc. Reduce 6.41% 221,221 0.44
ADI - Analog Devices Reduce 6.52% 405,288 0.43
FIS - Fidelity National Information Services Reduce 6.62% 337,662 0.38
GOOGL - Alphabet Inc. Reduce 6.54% 552,320 0.34
WTW - Willis Towers Watson plc Reduce 6.54% 192,327 0.34
BIDU - Baidu Inc. Reduce 6.67% 122,994 0.34
ZTS - Zoetis Inc. Reduce 6.49% 347,457 0.30
ICE - Intercontinental Exchange Inc. Reduce 6.51% 363,328 0.30
AMT - American Tower Corp. Reduce 6.50% 168,868 0.29
V - Visa Inc. Reduce 6.63% 215,388 0.29
ECL - Ecolab Inc. Reduce 6.42% 177,993 0.28
TMX-OLD - Terminix Global Holdings Inc. Reduce 6.46% 426,231 0.26
CME - CME Group Reduce 6.47% 148,786 0.26
CBRE - CBRE Group Reduce 6.59% 498,585 0.26
A - Agilent Technologies Reduce 6.62% 322,360 0.26
AVGO - Broadcom Inc. Reduce 6.72% 85,865 0.26
ST - Sensata Technologies Holding Reduce 6.55% 356,011 0.22
BDX - Becton Dickinson Reduce 6.51% 81,386 0.21
GOOG - Alphabet Inc. CL C Reduce 6.54% 320,680 0.20
EFX - Equifax Inc. Reduce 6.34% 132,023 0.18
TNET - TriNet Group Reduce 6.60% 276,398 0.15
AGN - Allergan Plc Reduce 6.59% 72,720 0.14
CMPR - Cimpress plc Reduce 6.71% 96,205 0.14
VRSN - Verisign Inc. Reduce 6.67% 88,865 0.12
BITA - Bitauto Holdings Ltd. Reduce 6.37% 287,857 0.11
AON - Aon Plc Reduce 6.43% 63,868 0.10
CACC - Credit Acceptance Corp. Reduce 6.38% 23,261 0.09
TSM - Taiwan Semiconductor S.A. Reduce 6.31% 178,751 0.08
PRI - Primerica Inc. Reduce 6.87% 68,427 0.08
IBKR - Interactive Brokers Group Inc. Reduce 4.93% 105,712 0.07
SSNC - SS&C Technologies Holdings Inc. Reduce 6.64% 116,807 0.06
Q3  2017
NXPI - NXP Semiconductors NV Sell 100.00% 2,795,440 3.82
VRSN - Verisign Inc. Buy 1,332,193 1.65
EFX - Equifax Inc. Add 128.99% 1,173,658 1.45
AVGO - Broadcom Inc. Add 54.62% 451,468 1.28
TSM - Taiwan Semiconductor S.A. Buy 2,831,662 1.24
BITA - Bitauto Holdings Ltd. Add 18.98% 721,394 0.37
FIS - Fidelity National Information Services Reduce 5.47% 295,152 0.32
AGN - Allergan Plc Add 10.03% 100,526 0.24
ADI - Analog Devices Reduce 3.23% 207,561 0.21
SPGI - S&P Global Inc. Reduce 3.06% 108,987 0.20
BIDU - Baidu Inc. Reduce 3.11% 59,258 0.17
WTW - Willis Towers Watson plc Reduce 2.95% 89,292 0.16
GOOGL - Alphabet Inc. Reduce 2.99% 259,840 0.15
ICE - Intercontinental Exchange Inc. Reduce 3.10% 178,687 0.14
AMT - American Tower Corp. Reduce 2.94% 78,742 0.13
ECL - Ecolab Inc. Reduce 3.01% 85,971 0.13
ZTS - Zoetis Inc. Reduce 2.84% 156,387 0.12
IBKR - Interactive Brokers Group Inc. Add 11.42% 219,874 0.11
V - Visa Inc. Reduce 2.70% 90,191 0.11
A - Agilent Technologies Reduce 2.84% 142,582 0.11
TMX-OLD - Terminix Global Holdings Inc. Reduce 2.92% 198,226 0.11
CME - CME Group Reduce 2.80% 66,232 0.10
CBRE - CBRE Group Reduce 3.03% 236,414 0.10
GOOG - Alphabet Inc. CL C Reduce 3.04% 153,900 0.09
BDX - Becton Dickinson Reduce 3.15% 40,707 0.09
ST - Sensata Technologies Holding Reduce 2.44% 135,938 0.08
TNET - TriNet Group Reduce 4.21% 183,973 0.07
AON - Aon Plc Reduce 2.74% 27,986 0.05
CMPR - Cimpress plc Reduce 2.14% 31,414 0.04
CACC - Credit Acceptance Corp. Reduce 3.20% 12,053 0.04
SSNC - SS&C Technologies Holdings Inc. Reduce 2.10% 37,700 0.02
PRI - Primerica Inc. Reduce 2.31% 23,585 0.02
Q2  2017
SABR - Sabre Corp. Sell 100.00% 3,953,120 1.07
IBKR - Interactive Brokers Group Inc. Buy 1,925,891 0.90
SPGI - S&P Global Inc. Reduce 4.16% 154,433 0.28
ADI - Analog Devices Reduce 4.17% 279,649 0.27
FIS - Fidelity National Information Services Reduce 3.98% 223,574 0.24
WTW - Willis Towers Watson plc Reduce 4.16% 131,591 0.24
EFX - Equifax Inc. Add 15.19% 119,982 0.21
GOOGL - Alphabet Inc. Reduce 4.02% 364,120 0.21
ECL - Ecolab Inc. Reduce 4.07% 121,430 0.20
ICE - Intercontinental Exchange Inc. Reduce 4.09% 245,150 0.20
AMT - American Tower Corp. Reduce 4.19% 117,085 0.19
BIDU - Baidu Inc. Reduce 4.25% 84,385 0.19
ZTS - Zoetis Inc. Reduce 4.01% 230,600 0.18
NXPI - NXP Semiconductors NV Reduce 4.43% 129,541 0.18