William Von Mueffling - Cantillon Capital Management

History Stock Activity Share change % change to portfolio ▼
Q3  2021
≡ TMO - Thermo Fisher Scientific Reduce 1.69% 15,459 0.06
≡ CBRE - CBRE Group Reduce 1.78% 83,394 0.06
≡ AVGO - Broadcom Inc. Reduce 1.50% 16,486 0.05
≡ FIS - Fidelity National Information Services Reduce 1.52% 58,541 0.05
≡ ICE - Intercontinental Exchange Inc. Reduce 1.57% 65,886 0.05
≡ META - Meta Platforms Inc. Reduce 1.60% 19,483 0.05
≡ ZTS - Zoetis Inc. Reduce 1.66% 37,203 0.05
≡ AMAT - Applied Materials Reduce 1.68% 62,502 0.05
≡ ECL - Ecolab Inc. Reduce 1.73% 33,207 0.05
≡ AON - Aon Plc Reduce 1.77% 23,289 0.05
≡ GOOG - Alphabet Inc. CL C Reduce 1.52% 41,420 0.04
≡ CME - CME Group Reduce 1.53% 26,537 0.04
≡ TNET - TriNet Group Reduce 1.54% 58,848 0.04
≡ ADSK - Autodesk Inc. Reduce 1.61% 19,580 0.04
≡ VRSN - Verisign Inc. Reduce 1.61% 28,816 0.04
≡ TSM - Taiwan Semiconductor S.A. Reduce 1.63% 58,286 0.04
≡ WTW - Willis Towers Watson plc Reduce 1.63% 27,680 0.04
≡ MSFT - Microsoft Corp. Reduce 1.86% 18,732 0.04
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 2.04% 79,910 0.04
≡ CTXS-OLD - Citrix Systems Reduce 1.41% 36,834 0.03
≡ ENTG - Entegris Inc. Reduce 1.46% 32,322 0.03
≡ FAST - Fastenal Reduce 1.57% 91,588 0.03
≡ IQV - IQVIA Holdings Inc. Reduce 1.72% 19,687 0.03
≡ BDX - Becton Dickinson Reduce 1.75% 19,883 0.03
≡ MCO - Moody's Corp. Reduce 1.87% 10,501 0.03
≡ CACC - Credit Acceptance Corp. Reduce 2.32% 6,395 0.03
≡ AWI - Armstrong World Industries Inc. Reduce 2.05% 24,688 0.02
≡ PRI - Primerica Inc. Reduce 2.25% 22,414 0.02
≡ IBKR - Interactive Brokers Group Inc. Reduce 1.41% 33,248 0.01
Q2  2021
≡ GRA - WR Grace & Co. Sell 100.00% 1,583,141 0.69
≡ MSFT - Microsoft Corp. Add 56.70% 364,418 0.67
≡ META - Meta Platforms Inc. Add 24.44% 239,288 0.56
≡ IQV - IQVIA Holdings Inc. Add 20.38% 194,305 0.32
≡ ZTS - Zoetis Inc. Reduce 5.77% 137,431 0.17
≡ WTW - Willis Towers Watson plc Reduce 5.53% 99,298 0.15
≡ SPGI - S&P Global Inc. Reduce 1.24% 29,620 0.08
≡ GOOGL - Alphabet Inc. Reduce 1.36% 87,440 0.07
≡ EFX - Equifax Inc. Reduce 1.64% 36,216 0.06
≡ CBRE - CBRE Group Reduce 2.35% 112,548 0.06
≡ ADI - Analog Devices Reduce 1.13% 39,733 0.05
≡ V - Visa Inc. Reduce 1.23% 30,596 0.05
≡ A - Agilent Technologies Reduce 1.36% 50,826 0.05
≡ ICE - Intercontinental Exchange Inc. Reduce 1.03% 43,830 0.04
≡ AMT - American Tower Corp. Reduce 1.12% 22,222 0.04
≡ FIS - Fidelity National Information Services Reduce 1.17% 45,427 0.04
≡ AMAT - Applied Materials Reduce 1.19% 45,110 0.04
≡ AVGO - Broadcom Inc. Reduce 1.25% 13,867 0.04
≡ TMO - Thermo Fisher Scientific Reduce 1.37% 12,734 0.04
≡ GOOG - Alphabet Inc. CL C Reduce 1.12% 31,020 0.03
≡ BC - Brunswick Corp. Reduce 1.14% 44,875 0.03
≡ TSM - Taiwan Semiconductor S.A. Reduce 1.14% 41,400 0.03
≡ ECL - Ecolab Inc. Reduce 1.20% 23,264 0.03
≡ CME - CME Group Reduce 1.24% 21,749 0.03
≡ VRSN - Verisign Inc. Reduce 1.26% 22,794 0.03
≡ ADSK - Autodesk Inc. Reduce 1.27% 15,616 0.03
≡ AON - Aon Plc Reduce 1.54% 20,543 0.03
≡ FAST - Fastenal Reduce 1.58% 93,121 0.03
≡ BDX - Becton Dickinson Reduce 1.03% 11,813 0.02
≡ ENTG - Entegris Inc. Reduce 1.05% 23,553 0.02
≡ MCO - Moody's Corp. Reduce 1.13% 6,450 0.02
≡ TNET - TriNet Group Reduce 1.15% 44,387 0.02
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 1.21% 48,075 0.02
≡ IBKR - Interactive Brokers Group Inc. Reduce 1.59% 38,212 0.02
≡ AWI - Armstrong World Industries Inc. Reduce 0.87% 10,594 0.01
≡ CACC - Credit Acceptance Corp. Reduce 0.97% 2,706 0.01
≡ PRI - Primerica Inc. Reduce 1.10% 11,060 0.01
≡ NLSN-OLD - Nielsen Holdings plc Reduce 1.34% 57,915 0.01
≡ CTXS-OLD - Citrix Systems Add 0.03% 791 0.00
Q1  2021
≡ CTXS-OLD - Citrix Systems Buy 2,619,215 2.68
≡ ADI - Analog Devices Reduce 28.67% 1,408,135 1.59
≡ IQV - IQVIA Holdings Inc. Buy 953,595 1.34
≡ CBRE - CBRE Group Reduce 28.22% 1,883,922 1.08
≡ WTW - Willis Towers Watson plc Reduce 23.03% 537,358 0.89
≡ NLSN-OLD - Nielsen Holdings plc Buy 4,331,115 0.79
≡ ZTS - Zoetis Inc. Reduce 18.18% 529,089 0.61
≡ SPGI - S&P Global Inc. Reduce 7.67% 199,012 0.51
≡ VRSN - Verisign Inc. Add 22.92% 337,833 0.49
≡ GOOG - Alphabet Inc. CL C Reduce 17.57% 588,500 0.44
≡ ECL - Ecolab Inc. Reduce 11.48% 251,489 0.39
≡ A - Agilent Technologies Reduce 8.69% 355,493 0.33
≡ ENTG - Entegris Inc. Reduce 14.27% 372,352 0.30
≡ GOOGL - Alphabet Inc. Reduce 3.71% 248,020 0.19
≡ FIS - Fidelity National Information Services Reduce 3.52% 141,792 0.15
≡ V - Visa Inc. Reduce 3.44% 88,559 0.14
≡ AVGO - Broadcom Inc. Reduce 3.62% 41,837 0.14
≡ ICE - Intercontinental Exchange Inc. Reduce 3.67% 161,751 0.13
≡ AMT - American Tower Corp. Reduce 3.71% 76,675 0.13
≡ TMO - Thermo Fisher Scientific Reduce 3.61% 34,796 0.12
≡ TSM - Taiwan Semiconductor S.A. Reduce 3.65% 137,127 0.12
≡ AMAT - Applied Materials Reduce 2.92% 113,787 0.11
≡ EFX - Equifax Inc. Reduce 3.51% 79,980 0.11
≡ BC - Brunswick Corp. Reduce 3.50% 143,072 0.10
≡ CME - CME Group Reduce 3.20% 58,173 0.09
≡ ADSK - Autodesk Inc. Reduce 3.61% 46,254 0.09
≡ FAST - Fastenal Reduce 3.43% 209,957 0.08
≡ AON - Aon Plc Reduce 3.58% 49,605 0.08
≡ TNET - TriNet Group Reduce 3.64% 145,931 0.08
≡ META - Meta Platforms Inc. Reduce 3.88% 39,542 0.08
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 3.30% 135,615 0.07
≡ BDX - Becton Dickinson Reduce 3.36% 39,998 0.07