William Von Mueffling - Cantillon Capital Management

History Stock Activity ▼ Share change % change to portfolio
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
≡ 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