Cantillon Capital Management William Von Mueffling
Top positions activity
Value History
Quarterly report: Q3 2023
Total portfolio value: $13.5T
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
SPGI
|
S&P Global Inc | 791.0B 5.86% | 2.2M | -8.5K ↓0.39% | |
|
AVGO
|
Broadcom Inc | 788.0B 5.84% | 948.8K | -99.0K ↓9.44% | |
|
ADI
|
Analog Devices Inc. | 575.6B 4.26% | 3.3M | -12.9K ↓0.39% | |
|
GOOGL
|
Alphabet Inc - Class A | 571.7B 4.24% | 4.4M | -15.8K ↓0.36% | |
|
V
|
Visa Inc - Class A | 537.0B 3.98% | 2.3M | -9.2K ↓0.39% | |
|
AMAT
|
Applied Materials Inc. | 492.9B 3.65% | 3.6M | -13.9K ↓0.39% | |
|
MSFT
|
Microsoft Corporation | 477.1B 3.53% | 1.5M | -5.9K ↓0.39% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 457.5B 3.39% | 903.8K | -3.5K ↓0.38% | |
|
ICE
|
Intercontinental Exchange Inc | 439.8B 3.26% | 4.0M | -15.6K ↓0.39% | |
|
A
|
Agilent Technologies Inc. | 417.3B 3.09% | 3.7M | -14.2K ↓0.38% | |
|
AON
|
Aon plc. - Class A | 405.3B 3% | 1.2M | -4.9K ↓0.39% | |
|
TNET
|
TriNet Group Inc | 399.6B 2.96% | 3.4M | -51.5K ↓1.48% | |
|
WTW
|
Willis Towers Watson Public Limited Co | 391.9B 2.9% | 1.9M | -7.3K ↓0.39% | |
|
EFX
|
Equifax, Inc. | 378.1B 2.8% | 2.1M | -8.1K ↓0.39% | |
|
CME
|
CME Group Inc - Class A | 377.0B 2.79% | 1.9M | -7.0K ↓0.37% | |
|
IQV
|
IQVIA Holdings Inc | 363.5B 2.69% | 1.8M | -7.0K ↓0.38% | |
|
VRSN
|
Verisign Inc. | 362.9B 2.69% | 1.8M | -7.0K ↓0.39% | |
|
BC
|
Brunswick Corp. | 347.0B 2.57% | 4.4M | -17.1K ↓0.39% | |
|
BDX
|
Becton, Dickinson And Co. | 346.2B 2.56% | 1.3M | +34.7K ↑2.66% | |
|
CBRE
|
CBRE Group Inc - Class A | 340.6B 2.52% | 4.6M | -18.1K ↓0.39% | |
|
IBKR
|
Interactive Brokers Group Inc - Class A | 330.6B 2.45% | 3.8M | -14.8K ↓0.39% | |
|
BLK
|
Blackrock Inc. | 324.3B 2.4% | 501.7K | +2.3K ↑0.47% | |
|
ECL
|
Ecolab, Inc. | 307.1B 2.27% | 1.8M | -7.1K ↓0.39% | |
|
AMT
|
American Tower Corp. | 307.0B 2.27% | 1.9M | -7.3K ↓0.39% | |
|
FAST
|
Fastenal Co. | 303.1B 2.24% | 5.5M | -21.6K ↓0.39% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 294.5B 2.18% | 3.4M | -13.2K ↓0.39% | |
|
CDW
|
CDW Corp | 292.4B 2.16% | 1.4M | -5.5K ↓0.38% | |
|
SSNC
|
SS&C Technologies Holdings Inc | 267.9B 1.98% | 5.1M | -20.1K ↓0.39% | |
|
ADSK
|
Autodesk Inc. | 260.8B 1.93% | 1.3M | -5.0K ↓0.39% | |
|
ZTS
|
Zoetis Inc - Class A | 253.1B 1.87% | 1.5M | -5.7K ↓0.39% | |
|
ENTG
|
Entegris Inc | 246.8B 1.83% | 2.6M | -461.1K ↓14.93% | |
|
ADBE
|
Adobe Inc | 199.7B 1.48% | 391.6K | -1.5K ↓0.39% | |
|
FERG
|
Ferguson Plc. | 194.4B 1.44% | 1.2M | -4.5K ↓0.38% | |
|
MCO
|
Moody`s Corp. | 168.7B 1.25% | 533.5K | -2.1K ↓0.39% | |
|
CACC
|
Credit Acceptance Corp. | 118.3B 0.87% | 257.1K | -1.0K ↓0.39% | |
|
TW
|
Tradeweb Markets Inc Cls A | 98.5B 0.73% | 1.2M | -4.8K ↓0.39% | |
|
LYV
|
Live Nation Entertainment Inc | 92.5B 0.68% | 1.1M | -4.2K ↓0.38% | |
|
CP
|
Canadian Pacific Railway Ltd | 84.4B 0.62% | 1.1M | +1.1M Newly Added | |
|
HAYW
|
Hayward Holdings Inc | 77.6B 0.57% | 5.5M | -21.7K ↓0.39% |