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
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
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
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
Q4  2023
≡ LYV - Live Nation Inc. Add 146.56% 1,632,749 1.02
≡ CP - Canadian Pacific Kansas City Add 111.12% 1,259,778 0.66
≡ FERG - Ferguson Enterprises Inc. Add 58.42% 690,643 0.89
≡ ADSK - Autodesk Inc. Add 35.06% 442,005 0.72
≡ AMT - American Tower Corp. Add 14.53% 271,293 0.39
≡ CBRE - CBRE Group Add 13.09% 603,771 0.38
≡ TW - Tradeweb Markets Inc. Add 7.40% 90,800 0.06
Q3  2023
≡ BDX - Becton Dickinson Add 2.66% 34,697 0.07
≡ BLK - BlackRock Inc. Add 0.47% 2,325 0.01
≡ CP - Canadian Pacific Kansas City Buy 1,133,714 0.63
Q2  2023
≡ CDW - CDW Corp. Add 19.08% 233,157 0.30
≡ BLK - BlackRock Inc. Add 15.50% 67,000 0.32
≡ FERG - Ferguson Enterprises Inc. Add 14.31% 148,527 0.16
≡ IQV - IQVIA Holdings Inc. Add 14.27% 231,602 0.36
≡ A - Agilent Technologies Add 13.33% 440,438 0.37
≡ BDX - Becton Dickinson Add 12.22% 142,018 0.26
≡ TMO - Thermo Fisher Scientific Add 10.62% 87,092 0.32
≡ ADBE - Adobe Inc. Add 6.40% 23,646 0.08
≡ GOOGL - Alphabet Inc. Add 6.39% 263,218 0.22
≡ CME - CME Group Add 6.39% 113,463 0.15
≡ AMAT - Applied Materials Add 6.38% 214,238 0.22
≡ VRSN - Verisign Inc. Add 6.38% 107,824 0.17
≡ IBKR - Interactive Brokers Group Inc. Add 6.38% 230,068 0.13
≡ HAYW - Hayward Holdings Inc Add 6.37% 330,738 0.03
≡ SPGI - S&P Global Inc. Add 6.36% 129,946 0.36
≡ ADI - Analog Devices Add 6.36% 197,393 0.27
≡ V - Visa Inc. Add 6.36% 140,126 0.23
≡ EFX - Equifax Inc. Add 6.36% 123,893 0.20
≡ BC - Brunswick Corp. Add 6.36% 263,477 0.16
≡ FAST - Fastenal Add 6.36% 332,825 0.14
≡ AVGO - Broadcom Inc. Add 6.35% 625,600 0.38
≡ MSFT - Microsoft Corp. Add 6.35% 90,508 0.22
≡ ICE - Intercontinental Exchange Inc. Add 6.35% 239,735 0.19
≡ WTW - Willis Towers Watson plc Add 6.35% 112,457 0.19
≡ AON - Aon Plc Add 6.35% 74,932 0.18
≡ AMT - American Tower Corp. Add 6.35% 111,955 0.15
≡ ENTG - Entegris Inc. Add 6.35% 184,469 0.14
≡ ADSK - Autodesk Inc. Add 6.35% 75,571 0.11
≡ CBRE - CBRE Group Add 6.34% 276,137 0.16
≡ ECL - Ecolab Inc. Add 6.34% 108,536 0.14
≡ TSM - Taiwan Semiconductor S.A. Add 6.34% 202,676 0.14
≡ SSNC - SS&C Technologies Holdings Inc. Add 6.34% 304,968 0.13
≡ MCO - Moody's Corp. Add 6.34% 31,923 0.08
≡ CACC - Credit Acceptance Corp. Add 6.32% 15,340 0.05
≡ TNET - TriNet Group Add 1.96% 66,864 0.04
≡ LYV - Live Nation Inc. Buy 1,118,297 0.71