William Von Mueffling - Cantillon Capital Management

History Stock Activity Share change % change to portfolio
Q3  2019
SSNC - SS&C Technologies Holdings Inc. Reduce 0.59% 25,254 0.01
EFX - Equifax Inc. Reduce 0.60% 14,139 0.02
FIS - Fidelity National Information Services Reduce 0.61% 25,547 0.03
AON - Aon Plc Reduce 0.61% 8,783 0.02
V - Visa Inc. Reduce 0.62% 16,604 0.03
BDX - Becton Dickinson Reduce 0.63% 7,775 0.02
ADI - Analog Devices Reduce 0.64% 32,625 0.04
AVGO - Broadcom Inc. Reduce 0.65% 7,822 0.02
PRI - Primerica Inc. Reduce 0.66% 6,089 0.01
SPGI - S&P Global Inc. Reduce 0.67% 19,037 0.05
GOOGL - Alphabet Inc. Reduce 0.68% 47,200 0.03
ICE - Intercontinental Exchange Inc. Reduce 0.69% 31,376 0.03
ECL - Ecolab Inc. Reduce 0.71% 16,035 0.03
IBKR - Interactive Brokers Group Inc. Reduce 0.72% 18,406 0.01
GOOG - Alphabet Inc. CL C Reduce 0.81% 32,740 0.02
TMO - Thermo Fisher Scientific Reduce 0.81% 8,117 0.02
TNET - TriNet Group Reduce 0.93% 38,849 0.02
TSM - Taiwan Semiconductor S.A. Reduce 0.95% 37,036 0.02
META - Meta Platforms Inc. Reduce 1.02% 10,820 0.02
Q2  2019
SSNC - SS&C Technologies Holdings Inc. Add 20.04% 711,514 0.41
AVGO - Broadcom Inc. Add 18.98% 191,099 0.56
BDX - Becton Dickinson Add 18.66% 194,717 0.50
A - Agilent Technologies Add 11.46% 405,598 0.31
BC - Brunswick Corp. Buy 2,434,616 1.13
META - Meta Platforms Inc. Reduce 1.67% 18,017 0.04
TSM - Taiwan Semiconductor S.A. Reduce 1.67% 66,546 0.03
IBKR - Interactive Brokers Group Inc. Reduce 1.72% 45,023 0.02
TNET - TriNet Group Reduce 1.76% 74,734 0.05
PRI - Primerica Inc. Reduce 1.89% 17,743 0.02
FIS - Fidelity National Information Services Reduce 1.92% 81,834 0.10
GOOGL - Alphabet Inc. Reduce 1.92% 135,620 0.07
FAST - Fastenal Reduce 1.94% 125,091 0.04
ICE - Intercontinental Exchange Inc. Reduce 1.95% 90,777 0.08
CBRE - CBRE Group Reduce 1.96% 138,633 0.07
ADI - Analog Devices Reduce 1.98% 103,113 0.12
SPGI - S&P Global Inc. Reduce 1.99% 57,332 0.13
ZTS - Zoetis Inc. Reduce 1.99% 75,125 0.09
EFX - Equifax Inc. Reduce 2.00% 48,295 0.07
ST - Sensata Technologies Holding Reduce 2.00% 90,617 0.04
AMT - American Tower Corp. Reduce 2.01% 43,954 0.09
CME - CME Group Reduce 2.01% 38,706 0.08
TMO - Thermo Fisher Scientific Reduce 2.03% 20,764 0.06
ECL - Ecolab Inc. Reduce 2.06% 47,932 0.10
MCO - Moody's Corp. Reduce 2.07% 12,964 0.03
V - Visa Inc. Reduce 2.08% 56,607 0.10
VRSN - Verisign Inc. Reduce 2.08% 32,351 0.07
GOOG - Alphabet Inc. CL C Reduce 2.09% 86,220 0.05
WTW - Willis Towers Watson plc Reduce 2.13% 52,606 0.10
AON - Aon Plc Reduce 2.14% 31,497 0.06
AWI - Armstrong World Industries Inc. Reduce 2.17% 29,010 0.03
CACC - Credit Acceptance Corp. Reduce 2.19% 6,667 0.03
INTC - Intel Corp. Sell 100.00% 4,171,211 2.38
Q1  2019
AON - Aon Plc Add 11.28% 148,883 0.27
AVGO - Broadcom Inc. Add 9.85% 90,269 0.29
WTW - Willis Towers Watson plc Reduce 0.27% 6,649 0.01
GOOG - Alphabet Inc. CL C Reduce 0.30% 12,400 0.01
SSNC - SS&C Technologies Holdings Inc. Reduce 0.30% 10,808 0.01
TMO - Thermo Fisher Scientific Reduce 0.31% 3,185 0.01
FAST - Fastenal Reduce 0.33% 21,714 0.01
ICE - Intercontinental Exchange Inc. Reduce 0.36% 16,843 0.01
VRSN - Verisign Inc. Reduce 0.38% 6,007 0.01
AMT - American Tower Corp. Reduce 0.39% 8,434 0.02
ECL - Ecolab Inc. Reduce 0.40% 9,354 0.02
V - Visa Inc. Reduce 0.40% 10,805 0.02
PRI - Primerica Inc. Reduce 0.40% 3,749 0.00
TNET - TriNet Group Reduce 0.41% 17,663 0.01
EFX - Equifax Inc. Reduce 0.42% 10,156 0.01
TSM - Taiwan Semiconductor S.A. Reduce 0.45% 18,162 0.01
SPGI - S&P Global Inc. Reduce 0.47% 13,523 0.03
INTC - Intel Corp. Reduce 0.47% 19,645 0.01
ADI - Analog Devices Reduce 0.48% 25,057 0.03
CBRE - CBRE Group Reduce 0.48% 34,160 0.02
CME - CME Group Reduce 0.48% 9,358 0.02
AWI - Armstrong World Industries Inc. Reduce 0.49% 6,527 0.01
ST - Sensata Technologies Holding Reduce 0.49% 22,535 0.01
A - Agilent Technologies Reduce 0.50% 17,964 0.02
ZTS - Zoetis Inc. Reduce 0.50% 18,996 0.02
FIS - Fidelity National Information Services Reduce 0.51% 22,057 0.03
CACC - Credit Acceptance Corp. Reduce 0.51% 1,549 0.01
MCO - Moody's Corp. Reduce 0.51% 3,217 0.01
GOOGL - Alphabet Inc. Reduce 0.52% 36,680 0.02
META - Meta Platforms Inc. Reduce 0.56% 6,070 0.01
BDX - Becton Dickinson Reduce 0.65% 6,851 0.02
IBKR - Interactive Brokers Group Inc. Reduce 0.77% 20,282 0.01
BIDU - Baidu Inc. Sell 100.00% 855,743 1.64
CMPR - Cimpress plc Sell 100.00% 1,200,720 1.50
Q4  2018
TMO - Thermo Fisher Scientific Add 91.27% 489,081 1.32
VRSN - Verisign Inc. Add 41.28% 456,587 0.82
SSNC - SS&C Technologies Holdings Inc. Add 37.10% 963,878 0.52
AWI - Armstrong World Industries Inc. Add 25.40% 271,962 0.19
FAST - Fastenal Add 8.09% 485,294 0.15
CACC - Credit Acceptance Corp. Add 0.99% 3,018 0.01
AVGO - Broadcom Inc. Add 0.93% 8,477 0.03
IBKR - Interactive Brokers Group Inc. Add 0.90% 23,595 0.02
AON - Aon Plc Add 0.78% 10,166 0.02
BDX - Becton Dickinson Add 0.78% 8,166 0.02
SPGI - S&P Global Inc. Add 0.77% 22,046 0.05
INTC - Intel Corp. Add 0.77% 31,953 0.02
PRI - Primerica Inc. Add 0.77% 7,204 0.01
ECL - Ecolab Inc. Add 0.75% 17,358 0.03