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Tracking William Von Mueffling's Cantillon Capital Management Portfolio - Q4 2014 Update

2015-02-10 13:53:30| Industrial Machines - Topix.net

Mueffling substantially increased positions in Analog Devices, Cimpress, Ecolab, W.W. Grainger, & MSC Industrial while dropping Brink's, Coca-Cola, and Solera. The portfolio continues to be very concentrated with the top-five positions accounting for ~50% of the US long portfolio.

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Tracking William Von Mueffling's Cantillon Capital Management Portfolio - Q4 2014 Update

2015-02-10 13:52:46| Semiconductors - Topix.net

Mueffling substantially increased positions in Analog Devices, Cimpress, Ecolab, W.W. Grainger, & MSC Industrial while dropping Brink's, Coca-Cola, and Solera. The portfolio continues to be very concentrated with the top-five positions accounting for ~50% of the US long portfolio.

Tags: von management update capital

 
 

Tracking William Von Mueffling's Cantillon Capital Management Portfolio - Q4 2014 Update

2015-02-10 13:38:19| Chemicals - Topix.net

Mueffling substantially increased positions in Analog Devices, Cimpress, Ecolab, W.W. Grainger, & MSC Industrial while dropping Brink's, Coca-Cola, and Solera. The portfolio continues to be very concentrated with the top-five positions accounting for ~50% of the US long portfolio.

Tags: von management update capital

 

Tracking William Von Mueffling's Cantillon Capital Management Portfolio - Q4 2014 Update

2015-02-10 13:13:21| Automakers - Topix.net

Mueffling substantially increased positions in Analog Devices, Cimpress, Ecolab, W.W. Grainger, & MSC Industrial while dropping Brink's, Coca-Cola, and Solera. The portfolio continues to be very concentrated with the top-five positions accounting for ~50% of the US long portfolio.

Tags: von management update capital

 

Tracking William Von Mueffling's Cantillon Capital Management Portfolio - Q2 2014 Update

2014-08-08 12:03:57| Electronics - Topix.net

Mueffling substantially increased positions in Fidelity National Information Svcs, Google, Harley Davidson, Sirona Dental, Solera, & Willis Group while reducing Colgate Palmolive & Priceline.

Tags: von management update capital

 

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