William Von Mueffling - Cantillon Capital Management

History Stock Activity ▼ Share change % change to portfolio
Q1  2025
≡ UBER - Uber Technologies Inc. Add 31.26% 1,264,215 0.60
≡ ADBE - Adobe Inc. Add 29.60% 182,024 0.45
≡ ALC - Alcon Inc. Buy 1,464,533 0.90
≡ FERG - Ferguson Enterprises Inc. Reduce 2.95% 62,262 0.06
≡ YUM - Yum! Brands Inc. Reduce 2.97% 55,815 0.06
≡ IQV - IQVIA Holdings Inc. Reduce 2.99% 61,710 0.07
≡ ENTG - Entegris Inc. Reduce 2.99% 78,179 0.04
≡ SPGI - S&P Global Inc. Reduce 3.00% 56,050 0.18
≡ V - Visa Inc. Reduce 3.00% 62,223 0.14
≡ GOOGL - Alphabet Inc. Reduce 3.00% 134,610 0.13
≡ CBRE - CBRE Group Reduce 3.00% 142,621 0.12
≡ ICE - Intercontinental Exchange Inc. Reduce 3.00% 106,604 0.12
≡ IBKR - Interactive Brokers Group Inc. Reduce 3.00% 101,864 0.11
≡ AON - Aon Plc Reduce 3.00% 39,680 0.10
≡ FLUT - Flutter Entertainment Plc Reduce 3.00% 72,380 0.10
≡ MSFT - Microsoft Corp. Reduce 3.00% 40,310 0.10
≡ TSM - Taiwan Semiconductor S.A. Reduce 3.00% 90,328 0.10
≡ AMAT - Applied Materials Reduce 3.00% 94,972 0.09
≡ CME - CME Group Reduce 3.00% 50,232 0.09
≡ EFX - Equifax Inc. Reduce 3.00% 55,035 0.09
≡ A - Agilent Technologies Reduce 3.00% 99,488 0.08
≡ AMT - American Tower Corp. Reduce 3.00% 58,405 0.08
≡ LYV - Live Nation Inc. Reduce 3.00% 89,339 0.08
≡ FAST - Fastenal Reduce 3.00% 147,880 0.07
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 3.00% 135,934 0.07
≡ ECL - Ecolab Inc. Reduce 3.00% 34,870 0.06
≡ CP - Canadian Pacific Kansas City Reduce 3.00% 111,631 0.05
≡ MCO - Moody's Corp. Reduce 3.00% 14,225 0.04
≡ ZTS - Zoetis Inc. Reduce 3.00% 38,786 0.04
≡ TW - Tradeweb Markets Inc. Reduce 3.00% 35,978 0.03
≡ ADI - Analog Devices Reduce 3.02% 69,817 0.09
≡ TMO - Thermo Fisher Scientific Reduce 3.02% 28,097 0.09
≡ ORCL - Oracle Corp. Reduce 3.13% 28,720 0.03
≡ BLK - BlackRock Inc. Reduce 3.29% 15,939 0.10
≡ TME - Tencent Music Entertainment Grp Reduce 11.91% 2,600,496 0.24
≡ AVGO - Broadcom Inc. Reduce 14.44% 1,063,996 1.15
≡ TCOM - Trip.com Group Ltd Reduce 24.68% 1,171,953 0.48
Q4  2024
≡ YUM - Yum! Brands Inc. Add 31.68% 452,339 0.37
≡ FERG - Ferguson Enterprises Inc. Add 24.46% 415,002 0.44
≡ TME - Tencent Music Entertainment Grp Add 18.34% 3,384,230 0.23
≡ ADBE - Adobe Inc. Add 18.33% 95,235 0.26
≡ TMO - Thermo Fisher Scientific Add 16.38% 130,870 0.41
≡ ENTG - Entegris Inc. Add 12.56% 291,893 0.18
≡ IQV - IQVIA Holdings Inc. Add 12.28% 226,017 0.27
≡ CME - CME Group Add 0.58% 9,622 0.01
≡ SSNC - SS&C Technologies Holdings Inc. Add 0.57% 25,895 0.01
≡ ORCL - Oracle Corp. Add 0.56% 5,131 0.01
≡ AVGO - Broadcom Inc. Add 0.54% 39,477 0.06
≡ CP - Canadian Pacific Kansas City Add 0.54% 19,871 0.01
≡ ECL - Ecolab Inc. Add 0.54% 6,207 0.01
≡ FAST - Fastenal Add 0.54% 26,254 0.01
≡ LYV - Live Nation Inc. Add 0.54% 15,891 0.01
≡ MCO - Moody's Corp. Add 0.54% 2,537 0.01
≡ TW - Tradeweb Markets Inc. Add 0.54% 6,408 0.01
≡ UBER - Uber Technologies Inc. Add 0.54% 21,594 0.01
≡ ZTS - Zoetis Inc. Add 0.54% 6,920 0.01
≡ GOOGL - Alphabet Inc. Add 0.53% 23,790 0.03
≡ SPGI - S&P Global Inc. Add 0.53% 9,880 0.03
≡ ADI - Analog Devices Add 0.53% 12,156 0.02
≡ AMAT - Applied Materials Add 0.53% 16,804 0.02
≡ AON - Aon Plc Add 0.53% 7,010 0.02
≡ CBRE - CBRE Group Add 0.53% 25,142 0.02
≡ FLUT - Flutter Entertainment Plc Add 0.53% 12,794 0.02
≡ IBKR - Interactive Brokers Group Inc. Add 0.53% 18,047 0.02
≡ ICE - Intercontinental Exchange Inc. Add 0.53% 18,854 0.02
≡ MSFT - Microsoft Corp. Add 0.53% 7,129 0.02
≡ TSM - Taiwan Semiconductor S.A. Add 0.53% 15,977 0.02
≡ V - Visa Inc. Add 0.53% 10,977 0.02
≡ A - Agilent Technologies Add 0.53% 17,627 0.01
≡ AMT - American Tower Corp. Add 0.53% 10,343 0.01
≡ EFX - Equifax Inc. Add 0.53% 9,702 0.01
≡ BLK - BlackRock Inc. Reduce 1.00% 4,906 0.03
≡ TCOM - Trip.com Group Ltd Reduce 2.46% 119,617 0.05
≡ CDW - CDW Corp. Sell 100.00% 1,281,644 1.77
≡ CACC - Credit Acceptance Corp. Sell 100.00% 227,057 0.62
Q3  2024
≡ FLUT - Flutter Entertainment Plc Add 3827.76% 2,336,347 3.39
≡ UBER - Uber Technologies Inc. Add 65.17% 1,587,208 0.73
≡ TME - Tencent Music Entertainment Grp Add 39.92% 5,265,783 0.39
≡ ADBE - Adobe Inc. Add 18.17% 79,898 0.25
≡ AON - Aon Plc Add 15.63% 177,956 0.38
≡ TCOM - Trip.com Group Ltd Add 14.85% 629,508 0.23
≡ CP - Canadian Pacific Kansas City Add 9.15% 310,588 0.16
≡ YUM - Yum! Brands Inc. Add 3.76% 51,690 0.04
≡ FERG - Ferguson Enterprises Inc. Reduce 2.88% 50,239 0.06
≡ SPGI - S&P Global Inc. Reduce 2.89% 55,405 0.17
≡ MSFT - Microsoft Corp. Reduce 2.89% 39,835 0.10
≡ TW - Tradeweb Markets Inc. Reduce 2.89% 35,537 0.03
≡ GOOGL - Alphabet Inc. Reduce 2.90% 133,164 0.14
≡ AMAT - Applied Materials Reduce 2.90% 93,972 0.12
≡ CBRE - CBRE Group Reduce 2.90% 141,047 0.11
≡ 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
≡ 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
≡ AMT - American Tower Corp. Reduce 2.90% 57,953 0.08
≡ IQV - IQVIA Holdings Inc. Reduce 2.90% 55,002 0.08
≡ FAST - Fastenal Reduce 2.90% 146,462 0.06