William Von Mueffling - Cantillon Capital Management

History Stock Activity ▼ Share change % change to portfolio
Q4  2023
≡ 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 Enterprises Inc. 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% 989,540 0.61
≡ ENTG - Entegris Inc. Reduce 14.93% 461,093 0.32
Q2  2023
≡ CDW - CDW Corp. Add 19.08% 233,157 0.30
≡ BLK - BlackRock Inc. Add 15.50% 67,000 0.32
≡ FERG - Ferguson Enterprises Inc. Add 14.31% 148,527 0.16
≡ IQV - IQVIA Holdings Inc. Add 14.27% 231,602 0.36
≡ A - Agilent Technologies Add 13.33% 440,438 0.37
≡ BDX - Becton Dickinson Add 12.22% 142,018 0.26
≡ TMO - Thermo Fisher Scientific Add 10.62% 87,092 0.32
≡ ADBE - Adobe Inc. Add 6.40% 23,646 0.08
≡ GOOGL - Alphabet Inc. Add 6.39% 263,218 0.22
≡ CME - CME Group Add 6.39% 113,463 0.15
≡ AMAT - Applied Materials Add 6.38% 214,238 0.22
≡ VRSN - Verisign Inc. Add 6.38% 107,824 0.17
≡ IBKR - Interactive Brokers Group Inc. Add 6.38% 230,068 0.13
≡ HAYW - Hayward Holdings Inc Add 6.37% 330,738 0.03
≡ SPGI - S&P Global Inc. Add 6.36% 129,946 0.36
≡ ADI - Analog Devices Add 6.36% 197,393 0.27
≡ V - Visa Inc. Add 6.36% 140,126 0.23
≡ EFX - Equifax Inc. Add 6.36% 123,893 0.20
≡ BC - Brunswick Corp. Add 6.36% 263,477 0.16
≡ FAST - Fastenal Add 6.36% 332,825 0.14
≡ AVGO - Broadcom Inc. Add 6.35% 625,600 0.38
≡ MSFT - Microsoft Corp. Add 6.35% 90,508 0.22
≡ ICE - Intercontinental Exchange Inc. Add 6.35% 239,735 0.19
≡ WTW - Willis Towers Watson plc Add 6.35% 112,457 0.19
≡ AON - Aon Plc Add 6.35% 74,932 0.18
≡ AMT - American Tower Corp. Add 6.35% 111,955 0.15
≡ ENTG - Entegris Inc. Add 6.35% 184,469 0.14
≡ ADSK - Autodesk Inc. Add 6.35% 75,571 0.11
≡ CBRE - CBRE Group Add 6.34% 276,137 0.16
≡ ECL - Ecolab Inc. Add 6.34% 108,536 0.14
≡ TSM - Taiwan Semiconductor S.A. Add 6.34% 202,676 0.14
≡ SSNC - SS&C Technologies Holdings Inc. Add 6.34% 304,968 0.13
≡ MCO - Moody's Corp. Add 6.34% 31,923 0.08
≡ CACC - Credit Acceptance Corp. Add 6.32% 15,340 0.05
≡ TNET - TriNet Group Add 1.96% 66,864 0.04
≡ LYV - Live Nation Inc. Buy 1,118,297 0.71
≡ TW - Tradeweb Markets Inc. Buy 1,232,665 0.59
≡ ZTS - Zoetis Inc. Reduce 18.36% 328,424 0.40
≡ AWI - Armstrong World Industries Inc. Sell 100.00% 1,886,268 1.09
Q1  2023
≡ CDW - CDW Corp. Add 142.43% 717,782 1.14
≡ MSFT - Microsoft Corp. Add 20.39% 241,558 0.57
≡ CME - CME Group Add 11.93% 189,319 0.30