William Von Mueffling - Cantillon Capital Management

History Stock Activity ▲ Share change % change to portfolio
Q3  2024
≡ ADI - Analog Devices Reduce 23.26% 696,330 0.98
≡ AVGO - Broadcom Inc. Reduce 5.04% 389,377 0.41
≡ BLK - BlackRock Inc. Reduce 4.49% 22,990 0.13
≡ CACC - Credit Acceptance Corp. Reduce 2.94% 6,887 0.02
≡ ORCL - Oracle Corp. Reduce 2.94% 27,593 0.03
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 2.94% 136,431 0.06
≡ CME - CME Group Reduce 2.94% 50,497 0.07
≡ CDW - CDW Corp. Reduce 2.91% 38,405 0.05
≡ MCO - Moody's Corp. Reduce 2.90% 14,072 0.04
≡ ECL - Ecolab Inc. Reduce 2.90% 34,501 0.05
≡ ENTG - Entegris Inc. Reduce 2.90% 69,402 0.05
≡ ZTS - Zoetis Inc. Reduce 2.90% 38,425 0.05
≡ FAST - Fastenal Reduce 2.90% 146,462 0.06
≡ LYV - Live Nation Inc. Reduce 2.90% 88,409 0.06
≡ AMT - American Tower Corp. Reduce 2.90% 57,953 0.08
≡ IQV - IQVIA Holdings Inc. Reduce 2.90% 55,002 0.08
≡ A - Agilent Technologies Reduce 2.90% 98,574 0.09
≡ IBKR - Interactive Brokers Group Inc. Reduce 2.90% 100,932 0.09
≡ TMO - Thermo Fisher Scientific Reduce 2.90% 23,838 0.09
≡ TSM - Taiwan Semiconductor S.A. Reduce 2.90% 89,406 0.09
≡ EFX - Equifax Inc. Reduce 2.90% 54,434 0.10
≡ ICE - Intercontinental Exchange Inc. Reduce 2.90% 105,375 0.10
≡ V - Visa Inc. Reduce 2.90% 61,550 0.10
≡ CBRE - CBRE Group Reduce 2.90% 141,047 0.11
≡ AMAT - Applied Materials Reduce 2.90% 93,972 0.12
≡ GOOGL - Alphabet Inc. Reduce 2.90% 133,164 0.14
≡ TW - Tradeweb Markets Inc. Reduce 2.89% 35,537 0.03
≡ MSFT - Microsoft Corp. Reduce 2.89% 39,835 0.10
≡ SPGI - S&P Global Inc. Reduce 2.89% 55,405 0.17
≡ FERG - Ferguson Enterprises Inc. Reduce 2.88% 50,239 0.06
≡ TNET - TriNet Group Sell 100.00% 763,352 0.51
Q2  2024
≡ TNET - TriNet Group Reduce 73.95% 2,166,674 1.45
≡ SPGI - S&P Global Inc. Reduce 7.59% 157,193 0.47
≡ YUM - Yum! Brands Inc. Reduce 4.90% 70,950 0.06
≡ AVGO - Broadcom Inc. Reduce 4.88% 396,100 0.43
≡ CACC - Credit Acceptance Corp. Reduce 4.87% 11,987 0.04
≡ TW - Tradeweb Markets Inc. Reduce 4.86% 62,772 0.04
≡ ORCL - Oracle Corp. Reduce 4.86% 47,975 0.05
≡ MCO - Moody's Corp. Reduce 4.86% 24,789 0.07
≡ LYV - Live Nation Inc. Reduce 4.86% 155,765 0.10
≡ CBRE - CBRE Group Reduce 4.86% 248,564 0.15
≡ ZTS - Zoetis Inc. Reduce 4.85% 67,506 0.08
≡ CP - Canadian Pacific Kansas City Reduce 4.85% 173,128 0.09
≡ CDW - CDW Corp. Reduce 4.85% 67,262 0.10
≡ ECL - Ecolab Inc. Reduce 4.85% 60,680 0.10
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 4.85% 236,646 0.10
≡ ENTG - Entegris Inc. Reduce 4.85% 122,028 0.11
≡ IBKR - Interactive Brokers Group Inc. Reduce 4.85% 177,129 0.15
≡ TSM - Taiwan Semiconductor S.A. Reduce 4.85% 157,221 0.18
≡ V - Visa Inc. Reduce 4.85% 108,378 0.19
≡ MSFT - Microsoft Corp. Reduce 4.85% 70,166 0.21
≡ ADI - Analog Devices Reduce 4.85% 152,611 0.23
≡ GOOGL - Alphabet Inc. Reduce 4.85% 234,482 0.29
≡ AON - Aon Plc Reduce 4.84% 57,928 0.11
≡ CME - CME Group Reduce 4.84% 87,278 0.11
≡ FAST - Fastenal Reduce 4.84% 257,190 0.11
≡ A - Agilent Technologies Reduce 4.84% 172,954 0.15
≡ TMO - Thermo Fisher Scientific Reduce 4.84% 41,876 0.15
≡ EFX - Equifax Inc. Reduce 4.84% 95,668 0.16
≡ ICE - Intercontinental Exchange Inc. Reduce 4.84% 185,325 0.17
≡ AMAT - Applied Materials Reduce 4.84% 164,780 0.26
≡ FERG - Ferguson Enterprises Inc. Reduce 4.83% 88,693 0.11
≡ AMT - American Tower Corp. Reduce 4.83% 101,165 0.13
≡ ADBE - Adobe Inc. Reduce 4.35% 19,986 0.07
≡ VRSN - Verisign Inc. Sell 100.00% 1,715,147 2.04
≡ ADSK - Autodesk Inc. Sell 100.00% 1,668,662 2.73
Q1  2024
≡ TNET - TriNet Group Reduce 12.43% 415,917 0.35
≡ AVGO - Broadcom Inc. Reduce 12.37% 1,145,890 0.96
≡ TW - Tradeweb Markets Inc. Reduce 2.09% 27,547 0.02
≡ BLK - BlackRock Inc. Reduce 2.09% 10,207 0.05
≡ ECL - Ecolab Inc. Reduce 2.00% 25,487 0.04
≡ ICE - Intercontinental Exchange Inc. Reduce 2.00% 78,012 0.07
≡ FERG - Ferguson Enterprises Inc. Reduce 1.99% 37,260 0.05
≡ ADSK - Autodesk Inc. Reduce 1.99% 33,946 0.06
≡ CACC - Credit Acceptance Corp. Reduce 1.98% 4,979 0.02
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 1.98% 98,544 0.04
≡ FAST - Fastenal Reduce 1.98% 106,979 0.05
≡ IQV - IQVIA Holdings Inc. Reduce 1.98% 35,616 0.06
≡ TSM - Taiwan Semiconductor S.A. Reduce 1.98% 65,656 0.06
≡ AMAT - Applied Materials Reduce 1.98% 68,901 0.09
≡ MCO - Moody's Corp. Reduce 1.97% 10,264 0.03
≡ ZTS - Zoetis Inc. Reduce 1.97% 27,958 0.03
≡ AMT - American Tower Corp. Reduce 1.97% 42,054 0.05
≡ AON - Aon Plc Reduce 1.97% 23,984 0.05
≡ CBRE - CBRE Group Reduce 1.97% 102,655 0.06
≡ ADI - Analog Devices Reduce 1.97% 63,233 0.08
≡ MSFT - Microsoft Corp. Reduce 1.97% 29,005 0.08
≡ SPGI - S&P Global Inc. Reduce 1.97% 41,532 0.11
≡ 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
≡ CME - CME Group Reduce 1.96% 36,107 0.05
≡ IBKR - Interactive Brokers Group Inc. Reduce 1.96% 73,165 0.05
≡ TMO - Thermo Fisher Scientific Reduce 1.96% 17,303 0.06
≡ A - Agilent Technologies Reduce 1.96% 71,421 0.07
≡ EFX - Equifax Inc. Reduce 1.96% 39,573 0.07
≡ V - Visa Inc. Reduce 1.96% 44,743 0.08
≡ BDX - Becton Dickinson Sell 100.00% 867,764 1.41
≡ BC - Brunswick Corp. Sell 100.00% 2,395,715 1.55
Q4  2023
≡ BC - Brunswick Corp. Reduce 45.46% 1,996,626 1.29