William Von Mueffling - Cantillon Capital Management

History Stock Activity ▲ Share change % change to portfolio
Q4  2018
≡ ADI - Analog Devices Add 0.71% 36,772 0.04
≡ AMT - American Tower Corp. Add 0.74% 16,016 0.03
≡ TSM - Taiwan Semiconductor S.A. Add 0.75% 29,864 0.01
≡ ECL - Ecolab Inc. Add 0.75% 17,358 0.03
≡ GOOGL - Alphabet Inc. Add 0.75% 53,020 0.03
≡ PRI - Primerica Inc. Add 0.77% 7,204 0.01
≡ INTC - Intel Corp. Add 0.77% 31,953 0.02
≡ SPGI - S&P Global Inc. Add 0.77% 22,046 0.05
≡ AON - Aon Plc Add 0.78% 10,166 0.02
≡ BDX - Becton Dickinson Add 0.78% 8,166 0.02
≡ IBKR - Interactive Brokers Group Inc. Add 0.90% 23,595 0.02
≡ AVGO - Broadcom Inc. Add 0.93% 8,477 0.03
≡ CACC - Credit Acceptance Corp. Add 0.99% 3,018 0.01
≡ FAST - Fastenal Add 8.09% 485,294 0.15
≡ AWI - Armstrong World Industries Inc. Add 25.40% 271,962 0.19
≡ SSNC - SS&C Technologies Holdings Inc. Add 37.10% 963,878 0.52
≡ VRSN - Verisign Inc. Add 41.28% 456,587 0.82
≡ TMO - Thermo Fisher Scientific Add 91.27% 489,081 1.32
≡ MCO - Moody's Corp. Buy 628,662 1.06
≡ BIDU - Baidu Inc. Reduce 44.26% 679,630 1.30
≡ TMX-OLD - Terminix Global Holdings Inc. Sell 100.00% 1,121,189 0.78
Q3  2018
≡ IBKR - Interactive Brokers Group Inc. Add 5.73% 141,788 0.09
≡ EFX - Equifax Inc. Add 29.50% 547,986 0.80
≡ INTC - Intel Corp. Add 69.74% 1,708,761 0.91
≡ TMO - Thermo Fisher Scientific Buy 535,849 1.47
≡ TMX-OLD - Terminix Global Holdings Inc. Reduce 80.91% 4,750,506 3.30
≡ AVGO - Broadcom Inc. Reduce 34.82% 485,031 1.35
≡ AWI - Armstrong World Industries Inc. Reduce 6.96% 80,079 0.06
≡ PRI - Primerica Inc. Reduce 6.83% 68,731 0.09
≡ BIDU - Baidu Inc. Reduce 6.76% 111,254 0.29
≡ VRSN - Verisign Inc. Reduce 6.60% 78,191 0.14
≡ CMPR - Cimpress plc Reduce 6.52% 83,128 0.13
≡ CACC - Credit Acceptance Corp. Reduce 6.39% 20,735 0.10
≡ META - Meta Platforms Inc. Reduce 6.36% 73,010 0.14
≡ ECL - Ecolab Inc. Reduce 6.36% 157,255 0.28
≡ CBRE - CBRE Group Reduce 6.34% 478,433 0.24
≡ ADI - Analog Devices Reduce 6.34% 351,093 0.37
≡ FAST - Fastenal Reduce 6.32% 404,942 0.13
≡ GOOGL - Alphabet Inc. Reduce 6.32% 474,680 0.32
≡ ICE - Intercontinental Exchange Inc. Reduce 6.31% 313,087 0.26
≡ A - Agilent Technologies Reduce 6.30% 237,601 0.19
≡ AMT - American Tower Corp. Reduce 6.26% 145,112 0.24
≡ FIS - Fidelity National Information Services Reduce 6.26% 284,124 0.35
≡ AON - Aon Plc Reduce 6.25% 87,408 0.15
≡ TNET - TriNet Group Reduce 6.25% 282,273 0.18
≡ ST - Sensata Technologies Holding Reduce 6.24% 301,387 0.17
≡ CME - CME Group Reduce 6.24% 127,986 0.24
≡ BDX - Becton Dickinson Reduce 6.20% 68,907 0.20
≡ V - Visa Inc. Reduce 6.20% 179,282 0.30
≡ TSM - Taiwan Semiconductor S.A. Reduce 6.17% 260,706 0.13
≡ WTW - Willis Towers Watson plc Reduce 6.16% 161,328 0.26
≡ ZTS - Zoetis Inc. Reduce 6.14% 247,129 0.25
≡ SPGI - S&P Global Inc. Reduce 6.03% 184,852 0.41
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 5.99% 165,475 0.11
≡ GOOG - Alphabet Inc. CL C Reduce 5.73% 249,240 0.17
≡ AGN - Allergan Plc Sell 100.00% 204,467 0.37
Q2  2018
≡ CBRE - CBRE Group Add 8.96% 620,039 0.32
≡ TNET - TriNet Group Add 9.04% 374,286 0.23
≡ PRI - Primerica Inc. Add 10.34% 94,295 0.10
≡ AON - Aon Plc Add 53.23% 485,561 0.72
≡ META - Meta Platforms Inc. Add 58.46% 423,798 0.89
≡ AWI - Armstrong World Industries Inc. Buy 1,150,668 0.78
≡ INTC - Intel Corp. Buy 2,450,142 1.31
≡ FAST - Fastenal Buy 6,402,412 1.66
≡ AGN - Allergan Plc Reduce 79.77% 806,289 1.46
≡ CACC - Credit Acceptance Corp. Reduce 3.12% 10,463 0.04
≡ TSM - Taiwan Semiconductor S.A. Reduce 2.95% 128,413 0.05
≡ VRSN - Verisign Inc. Reduce 2.94% 35,887 0.05
≡ TMX-OLD - Terminix Global Holdings Inc. Reduce 2.90% 175,352 0.11
≡ CMPR - Cimpress plc Reduce 2.88% 37,879 0.06
≡ EFX - Equifax Inc. Reduce 2.85% 54,404 0.07
≡ ECL - Ecolab Inc. Reduce 2.85% 72,580 0.11
≡ FIS - Fidelity National Information Services Reduce 2.80% 130,867 0.15
≡ ICE - Intercontinental Exchange Inc. Reduce 2.78% 142,095 0.11
≡ GOOGL - Alphabet Inc. Reduce 2.78% 215,020 0.13
≡ GOOG - Alphabet Inc. CL C Reduce 2.77% 124,000 0.07
≡ SPGI - S&P Global Inc. Reduce 2.76% 86,795 0.19
≡ CME - CME Group Reduce 2.75% 57,982 0.10
≡ ST - Sensata Technologies Holding Reduce 2.74% 136,012 0.07
≡ V - Visa Inc. Reduce 2.74% 81,669 0.12
≡ AMT - American Tower Corp. Reduce 2.73% 64,976 0.10
≡ ADI - Analog Devices Reduce 2.73% 155,198 0.16
≡ BDX - Becton Dickinson Reduce 2.70% 30,860 0.08
≡ ZTS - Zoetis Inc. Reduce 2.70% 111,557 0.10
≡ WTW - Willis Towers Watson plc Reduce 2.70% 72,713 0.12
≡ A - Agilent Technologies Reduce 2.69% 104,156 0.07
≡ IBKR - Interactive Brokers Group Inc. Reduce 2.66% 67,707 0.05
≡ AVGO - Broadcom Inc. Reduce 2.65% 37,865 0.10
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 2.50% 70,919 0.04
≡ BIDU - Baidu Inc. Reduce 2.34% 39,407 0.10
≡ BITA - Bitauto Holdings Ltd. Sell 100.00% 3,550,000 0.85
Q1  2018
≡ TNET - TriNet Group Add 5.77% 225,981 0.12
≡ AVGO - Broadcom Inc. Add 20.02% 238,715 0.64
≡ IBKR - Interactive Brokers Group Inc. Add 24.57% 501,191 0.38
≡ TSM - Taiwan Semiconductor S.A. Add 64.02% 1,698,463 0.84
≡ SSNC - SS&C Technologies Holdings Inc. Add 72.65% 1,192,707 0.73
≡ META - Meta Platforms Inc. Buy 724,909 1.32
≡ ZTS - Zoetis Inc. Reduce 17.47% 875,044 0.83
≡ BITA - Bitauto Holdings Ltd. Reduce 16.16% 684,149 0.16
≡ A - Agilent Technologies Reduce 14.81% 673,382 0.51