William Von Mueffling - Cantillon Capital Management

History Stock Activity ▼ Share change % change to portfolio
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
≡ LYV - Live Nation Inc. Reduce 2.90% 88,409 0.06
≡ 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
≡ MCO - Moody's Corp. Reduce 2.90% 14,072 0.04
≡ CDW - CDW Corp. Reduce 2.91% 38,405 0.05
≡ CME - CME Group Reduce 2.94% 50,497 0.07
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 2.94% 136,431 0.06
≡ ORCL - Oracle Corp. Reduce 2.94% 27,593 0.03
≡ CACC - Credit Acceptance Corp. Reduce 2.94% 6,887 0.02
≡ BLK - BlackRock Inc. Reduce 4.49% 22,990 0.13
≡ AVGO - Broadcom Inc. Reduce 5.04% 389,377 0.41
≡ ADI - Analog Devices Reduce 23.26% 696,330 0.98
≡ TNET - TriNet Group Sell 100.00% 763,352 0.51
Q2  2024
≡ IQV - IQVIA Holdings Inc. Add 7.23% 127,789 0.18
≡ BLK - BlackRock Inc. Add 6.84% 32,772 0.17
≡ TCOM - Trip.com Group Ltd Buy 4,238,875 1.33
≡ TME - Tencent Music Entertainment Grp Buy 13,190,802 1.24
≡ UBER - Uber Technologies Inc. Buy 2,435,442 1.18
≡ FLUT - Flutter Entertainment Plc Buy 61,037 0.07
≡ ADBE - Adobe Inc. Reduce 4.35% 19,986 0.07
≡ AMT - American Tower Corp. Reduce 4.83% 101,165 0.13
≡ FERG - Ferguson Enterprises Inc. Reduce 4.83% 88,693 0.11
≡ AMAT - Applied Materials Reduce 4.84% 164,780 0.26
≡ ICE - Intercontinental Exchange Inc. Reduce 4.84% 185,325 0.17
≡ EFX - Equifax Inc. Reduce 4.84% 95,668 0.16
≡ A - Agilent Technologies Reduce 4.84% 172,954 0.15
≡ TMO - Thermo Fisher Scientific Reduce 4.84% 41,876 0.15
≡ 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
≡ GOOGL - Alphabet Inc. Reduce 4.85% 234,482 0.29
≡ ADI - Analog Devices Reduce 4.85% 152,611 0.23
≡ MSFT - Microsoft Corp. Reduce 4.85% 70,166 0.21
≡ V - Visa Inc. Reduce 4.85% 108,378 0.19
≡ TSM - Taiwan Semiconductor S.A. Reduce 4.85% 157,221 0.18
≡ IBKR - Interactive Brokers Group Inc. Reduce 4.85% 177,129 0.15
≡ ENTG - Entegris Inc. Reduce 4.85% 122,028 0.11
≡ 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
≡ CP - Canadian Pacific Kansas City Reduce 4.85% 173,128 0.09
≡ ZTS - Zoetis Inc. Reduce 4.85% 67,506 0.08
≡ CBRE - CBRE Group Reduce 4.86% 248,564 0.15
≡ LYV - Live Nation Inc. Reduce 4.86% 155,765 0.10
≡ MCO - Moody's Corp. Reduce 4.86% 24,789 0.07
≡ ORCL - Oracle Corp. Reduce 4.86% 47,975 0.05
≡ TW - Tradeweb Markets Inc. Reduce 4.86% 62,772 0.04
≡ CACC - Credit Acceptance Corp. Reduce 4.87% 11,987 0.04
≡ AVGO - Broadcom Inc. Reduce 4.88% 396,100 0.43
≡ YUM - Yum! Brands Inc. Reduce 4.90% 70,950 0.06
≡ SPGI - S&P Global Inc. Reduce 7.59% 157,193 0.47
≡ TNET - TriNet Group Reduce 73.95% 2,166,674 1.45
≡ ADSK - Autodesk Inc. Sell 100.00% 1,668,662 2.73
≡ VRSN - Verisign Inc. Sell 100.00% 1,715,147 2.04
Q1  2024
≡ CP - Canadian Pacific Kansas City Add 49.06% 1,174,200 0.65
≡ ADBE - Adobe Inc. Add 20.22% 77,309 0.25
≡ LYV - Live Nation Inc. Add 16.71% 458,893 0.30
≡ GOOGL - Alphabet Inc. Add 13.25% 565,218 0.54
≡ YUM - Yum! Brands Inc. Buy 1,447,300 1.26
≡ ORCL - Oracle Corp. Buy 987,952 0.78
≡ V - Visa Inc. Reduce 1.96% 44,743 0.08
≡ A - Agilent Technologies Reduce 1.96% 71,421 0.07
≡ EFX - Equifax Inc. Reduce 1.96% 39,573 0.07
≡ TMO - Thermo Fisher Scientific Reduce 1.96% 17,303 0.06
≡ CME - CME Group Reduce 1.96% 36,107 0.05
≡ IBKR - Interactive Brokers Group Inc. Reduce 1.96% 73,165 0.05
≡ 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
≡ SPGI - S&P Global Inc. Reduce 1.97% 41,532 0.11
≡ ADI - Analog Devices Reduce 1.97% 63,233 0.08
≡ MSFT - Microsoft Corp. Reduce 1.97% 29,005 0.08
≡ CBRE - CBRE Group Reduce 1.97% 102,655 0.06
≡ AMT - American Tower Corp. Reduce 1.97% 42,054 0.05