Cantillon Capital Management

William Von Mueffling

$665.1M Portfolio Value
27 Stocks
+16.57% YTD Return
Jul 29, 2026 Last Updated
Portfolio Value Over Time

Current Holdings for Cantillon Capital Management

Stock Click to search
Shares Value % of Portfolio Change Est. Return
AVGO|Broadcom Inc
186.8K $70.5M
10.61%
TRIM -95.4% +233.35%
GOOGL|Alphabet Inc
171.1K $61.1M
9.19%
TRIM -95.4%
TSM|Taiwan Semiconductor Manufac
114.8K $54.8M
8.24%
TRIM -95.4%
IBKR|Interactive Brokers Group In
517.8K $45.1M
6.78%
TRIM -95.4%
AMAT|Applied Matls Inc
50.2K $36.3M
5.45%
TRIM -96.7% +263.05%
ADI|Analog Devices Inc
88.0K $35.0M
5.26%
TRIM -95.4%
SPGI|S&P Global Inc
71.2K $29.0M
4.36%
TRIM -95.4%
V|Visa Inc
83.6K $28.7M
4.32%
TRIM -95.1%
MSFT|Microsoft Corp
68.9K $25.7M
3.86%
TRIM -93.8% +112.34%
CBRE|Cbre Group Inc
181.1K $24.4M
3.67%
TRIM -95.4%
LYV|Live Nation Entertainment In
113.5K $20.8M
3.12%
TRIM -95.4% +106.85%
BLK|Blackrock Inc
20.9K $20.1M
3.02%
TRIM -95.4% +14.59%
FERG|Ferguson Enterprises Inc
80.5K $19.1M
2.87%
TRIM -95.4% +14.40%
FAST|Fastenal Co
376.0K $18.1M
2.72%
TRIM -95.4% +31.05%
ENTG|Entegris Inc
99.8K $17.9M
2.70%
TRIM -95.4% +120.49%
CP|Canadian Pacific Kansas City
199.9K $17.3M
2.60%
TRIM -95.4% +18.57%
UBER|Uber Technologies Inc
239.0K $17.2M
2.59%
TRIM -95.4% +7.53%
AG8|Agilent Technologies Inc
126.4K $16.8M
2.52%
TRIM -95.4%
ICE|Intercontinental Exchange In
135.5K $16.7M
2.51%
TRIM -95.4%
ORCL|Oracle Corp
105.5K $15.5M
2.32%
TRIM -91.8% +16.88%
CME|Cme Group Inc
63.8K $14.1M
2.12%
TRIM -95.4%
YUM|Yum Brands Inc
83.4K $13.3M
2.00%
TRIM -95.4% +11.31%
TW|Tradeweb Mkts Inc
109.0K $10.9M
1.63%
TRIM -95.4% +1.43%
SSNC|SS&C Tech Hldgs
172.8K $10.7M
1.61%
TRIM -95.4%
SPOT|Spotify Technology S A
20.2K $9.3M
1.40%
TRIM -95.4% +4.22%
TCOM|Trip Com Group Ltd
214.2K $8.5M
1.28%
TRIM -95.3% -16.41%
MCO|Moodys Corp
18.1K $8.2M
1.23%
TRIM -95.4% +182.90%

Trading Activity for Cantillon Capital Management

Stock Click to search
Action Change Shares After Value Est. Return
2026-Q2
AVGO|Broadcom Inc
SELL -95.40% 186.8K $71M +652.4%
GOOGL|Alphabet Inc
SELL -95.40% 171.1K $61M
TSM|Taiwan Semiconductor Manufac
SELL -95.40% 114.8K $55M
IBKR|Interactive Brokers Group In
SELL -95.40% 517.8K $45M
SPGI|S&P Global Inc
SELL -95.40% 71.2K $29M
ADI|Analog Devices Inc
SELL -95.40% 88.0K $35M
CBRE|Cbre Group Inc
SELL -95.39% 181.1K $24M
AMAT|Applied Matls Inc
SELL -96.70% 50.2K $36M +232.7%
V|Visa Inc
SELL -95.13% 83.6K $29M
ICE|Intercontinental Exchange In
SELL -95.40% 135.5K $17M
BLK|Blackrock Inc
SELL -95.40% 20.9K $20M +2.7%
MSFT|Microsoft Corp
SELL -93.81% 68.9K $26M +77.6%
CME|Cme Group Inc
SELL -95.40% 63.8K $14M
FERG|Ferguson Enterprises Inc
SELL -95.40% 80.5K $19M +16.8%
FAST|Fastenal Co
SELL -95.40% 376.0K $18M +26.0%
TMO|Thermo Fisher Scientific Inc
SELL EXIT +57.5%
LYV|Live Nation Entertainment In
SELL -95.40% 113.5K $21M +89.0%
UBER|Uber Technologies Inc
SELL -95.40% 239.0K $17M +2.4%
AON|Aon PLC
SELL EXIT +49.0%
CP|Canadian Pacific Kansas City
SELL -95.40% 199.9K $17M +8.8%
EFX|Equifax Inc
SELL EXIT
AG8|Agilent Technologies Inc
SELL -95.40% 126.4K $17M
IQV|Iqvia Hldgs Inc
SELL EXIT -15.5%
YUM|Yum Brands Inc
SELL -95.40% 83.4K $13M +14.0%
TW|Tradeweb Mkts Inc
SELL -95.40% 109.0K $11M +7.4%
AMT|American Tower Corp
SELL EXIT
ENTG|Entegris Inc
SELL -95.40% 99.8K $18M +132.2%
SSNC|SS&C Tech Hldgs
SELL -95.40% 172.8K $11M
ADBE|Adobe Inc
SELL EXIT -40.2%
TCOM|Trip Com Group Ltd
SELL -95.33% 214.2K $9M -5.4%
SPOT|Spotify Technology S A
SELL -95.40% 20.2K $9M -4.5%
ALC|Alcon AG
SELL EXIT -22.1%
ORCL|Oracle Corp
SELL -91.78% 105.5K $15M +43.4%
MCO|Moodys Corp
SELL -95.40% 18.1K $8M +161.0%
FLUT|Flutter Entmt PLC
SELL EXIT -50.1%
TME|Tencent Music Entmt Group
SELL EXIT -31.8%
LPLA|Lpl Finl Hldgs Inc
SELL EXIT -17.0%
FWONA|Liberty Media Corp
SELL EXIT -9.1%
2026-Q1
AVGO|Broadcom Inc
SELL -35.69% 4.1M $1.3B +512.8%
GOOGL|Alphabet Inc
SELL -14.64% 3.7M $1.1B
SPGI|S&P Global Inc
SELL -14.64% 1.5M $658M
TSM|Taiwan Semiconductor Manufac
SELL -14.64% 2.5M $843M
IBKR|Interactive Brokers Group In
BUY +241.42% 11.2M $754M +35.0%
V|Visa Inc
SELL -14.65% 1.7M $519M
ADI|Analog Devices Inc
SELL -14.65% 1.9M $608M
CBRE|Cbre Group Inc
SELL -14.63% 3.9M $533M
ICE|Intercontinental Exchange In
SELL -14.64% 2.9M $463M
AMAT|Applied Matls Inc
SELL -0.87% 1.5M $520M +160.2%
FLUT|Flutter Entmt PLC
SELL -41.15% 1.4M $140M -39.5%
AON|Aon PLC
SELL -14.64% 1.1M $354M +53.8%
MSFT|Microsoft Corp
SELL -14.64% 1.1M $412M +74.3%
TMO|Thermo Fisher Scientific Inc
SELL -14.65% 769.7K $378M +72.8%
BLK|Blackrock Inc
SELL -3.11% 453.3K $436M +5.5%
EFX|Equifax Inc
BUY +0.64% 1.8M $323M -4.5%
CME|Cme Group Inc
SELL -14.64% 1.4M $409M
AMT|American Tower Corp
SELL -14.65% 1.6M $278M
FERG|Ferguson Enterprises Inc
SELL -14.64% 1.7M $408M +21.9%
UBER|Uber Technologies Inc
SELL -2.16% 5.2M $374M +5.2%
FAST|Fastenal Co
BUY +70.71% 8.2M $379M +13.3%
LYV|Live Nation Entertainment In
SELL -14.65% 2.5M $376M +72.0%
AG8|Agilent Technologies Inc
SELL -14.65% 2.7M $313M
SSNC|SS&C Tech Hldgs
SELL -14.65% 3.8M $254M
IQV|Iqvia Hldgs Inc
SELL -14.64% 1.7M $292M -13.1%
CP|Canadian Pacific Kansas City
BUY +20.23% 4.3M $342M +18.0%
ADBE|Adobe Inc
BUY +27.96% 1.0M $248M +6.9%
YUM|Yum Brands Inc
SELL -0.70% 1.8M $282M +17.4%
ECL|Ecolab Inc Com Stk USD1 LLC
SELL EXIT
TW|Tradeweb Mkts Inc
BUY +103.49% 2.4M $279M -7.0%
TME|Tencent Music Entmt Group
SELL -30.45% 13.4M $124M +13.9%
ENTG|Entegris Inc
SELL -14.65% 2.2M $254M +91.3%
TCOM|Trip Com Group Ltd
BUY +28.32% 4.6M $229M -20.0%
MCO|Moodys Corp
SELL -14.64% 392.5K $171M +168.7%
SPOT|Spotify Technology S A
BUY NEW 439.4K $213M +4.2%
ZTS|Zoetis Inc Com USD0.01 Cl 'a' LLC
SELL EXIT
ALC|Alcon AG
BUY +71.19% 2.5M $189M -10.1%
ORCL|Oracle Corp
BUY +44.37% 1.3M $189M -2.6%
LPLA|Lpl Finl Hldgs Inc
SELL -11.96% 324.9K $98M -7.0%
FWONA|Liberty Media Corp
SELL -11.19% 1.0M $88M -12.0%
ICLR|Icon PLC Com LLC
SELL EXIT -39.6%
2025-Q4
AVGO|Broadcom Inc Com LLC
BUY +34.20% 6.3M $1.1B +5.8%
GOOGL|Alphabet Inc Capital Stock USD0.001 Cl A LLC
BUY +4.04% 4.4M $673M +19.5%
SPGI|S&P Global Inc Com LLC
BUY +4.04% 1.8M $921M -11.8%
IBKR|Interactive Brokers Group Inc Cl Com LLC
SELL -73.99% 3.3M $545M
TSM|ADR Taiwan Semiconductor Manufacturing A LLC
BUY +4.04% 2.9M $485M +45.5%
V|Visa Inc Com Cl A Stk LLC
BUY +4.04% 2.0M $705M +10.6%
CBRE|Cbre Group Inc Cl A Cl A LLC
BUY +4.04% 4.6M $602M -6.1%
MSFT|Microsoft Corp Com LLC
BUY +4.04% 1.3M $489M +0.4%
AMAT|Applied Materials, Inc., Common Stock, LLC
BUY +4.04% 3.1M $446M +107.4%
BLK|Blackrock Inc New Com LLC
SELL -8.34% 467.9K $443M +6.3%
ICE|Intercontinental Exchange Inc Com LLC
BUY +4.04% 3.4M $595M +2.5%
FLUT|Flutter Entertainment PLC Ord EUR0.09 LLC
BUY +4.04% 2.3M $518M -57.2%
ADI|Analog Devices, Inc., Common Stock, LLC
BUY +4.04% 2.2M $452M +55.0%
AON|Aon PLC LLC
BUY +4.04% 1.3M $512M -0.1%
UBER|Uber Technologies Inc Com USD0.00001 LLC
BUY +4.05% 5.3M $387M -16.5%
LYV|Live Nation Entertainment Inc LLC
BUY +4.04% 2.9M $377M +26.2%
FAST|Fastenal Co Com LLC
SELL -47.98% 4.8M $371M +26.1%
TMO|Thermo Fisher Scientific Inc Com USD1 LLC
BUY +4.04% 901.8K $449M +10.6%
FERG|Ferguson Enterprises Inc USD0.0001 LLC
BUY +4.04% 2.0M $328M -2.9%
EFX|Equifax Inc Com LLC
BUY +4.04% 1.8M $434M -12.7%
CME|Cme Group Inc Com Stk LLC
BUY +4.04% 1.6M $431M +3.5%
TME|ADR Tencent Music Entmt Group Ads LLC
BUY +4.27% 19.2M $277M -54.3%
AMT|American Tower Corp LLC
BUY +4.04% 1.9M $411M -3.5%
AG8|Agilent Technologies Inc Com LLC
BUY +4.04% 3.2M $376M
SSNC|SS&C Technologies Hldgs Inc Com LLC
BUY +4.04% 4.4M $367M -2.4%
IQV|Iqvia Hldgs Inc Com USD0.01 LLC
BUY +4.02% 2.0M $353M +20.1%
ADBE|Adobe Inc Com LLC
SELL -20.34% 796.9K $306M -22.1%
TCOM|ADR Trip Com Grp Ltd LLC
SELL -22.35% 3.6M $227M +36.5%
CP|Canadian Pac Kans City Ltd LLC
SELL -13.43% 3.6M $254M -6.2%
YUM|Yum Brands Inc Com LLC
SELL -10.57% 1.8M $287M +9.7%
ECL|Ecolab Inc Com Stk USD1 LLC
BUY NEW 1.1M $286M +8.0%
ORCL|Oracle Corporation Com LLC
BUY +4.04% 888.8K $124M -32.6%
ENTG|Entegris Inc Com LLC
BUY +4.04% 2.5M $222M +65.2%
TW|Tradeweb Mkts Inc Cl A Cl A LLC
SELL -39.87% 1.2M $173M +14.2%
MCO|Moodys Corp Com LLC
BUY +4.04% 459.9K $214M +4.6%
ALC|Alcon AG Com USD0.04 Wi LLC
SELL -48.13% 1.5M $139M -14.2%
ZTS|Zoetis Inc Com USD0.01 Cl 'a' LLC
BUY +4.04% 1.3M $207M -40.2%
FWONA|Liberty Media Corp
BUY +46.37% 1.7M $168M +5.9%
LPLA|Lpl Finl Hldgs Inc
BUY NEW 369.1K $132M +1.5%
ICLR|Icon PLC Com LLC
BUY NEW 465.2K $68M -6.9%
2025-Q3
AVGO|Broadcom Inc
SELL -14.25% 4.7M $1.6B +990.1%
GOOGL|Alphabet Inc
SELL -1.09% 4.2M $1.0B
SPGI|S&P Global Inc
SELL -1.09% 1.7M $848M
IBKR|Interactive Brokers Group In
SELL -1.09% 12.7M $871M
TSM|Taiwan Semiconductor Mfg Ltd
SELL -1.09% 2.8M $784M
CBRE|Cbre Group Inc
SELL -1.09% 4.4M $698M
V|Visa Inc
SELL -1.09% 1.9M $661M
FLUT|Flutter Entmt PLC
SELL -1.09% 2.2M $571M +41.7%
MSFT|Microsoft Corp
SELL -1.09% 1.3M $649M +127.2%
ICE|Intercontinental Exchange In
SELL -1.09% 3.3M $558M
AMAT|Applied Matls Inc
SELL -1.09% 3.0M $604M +191.7%
BLK|Blackrock Inc
SELL -1.09% 510.4K $595M +9.8%
ADI|Analog Devices Inc
SELL -1.09% 2.2M $529M
UBER|Uber Technologies Inc
SELL -1.09% 5.1M $500M +32.4%
LYV|Live Nation Entertainment In
SELL -1.09% 2.8M $454M +89.2%
FAST|Fastenal Co
SELL -1.09% 9.2M $451M +44.1%
EFX|Equifax Inc
SELL -1.08% 1.7M $439M
AON|Aon PLC
SELL -1.09% 1.2M $440M +69.6%
FERG|Ferguson Enterprises Inc
SELL -1.09% 2.0M $442M +11.5%
CME|Cme Group Inc
SELL -1.09% 1.6M $422M
TME|Tencent Music Entmt Group
SELL -1.26% 18.5M $431M +78.5%
TMO|Thermo Fisher Scientific Inc
SELL -1.08% 866.8K $420M +62.0%
AMT|American Tower Corp
SELL -1.09% 1.8M $349M
AG8|Agilent Technologies Inc
SELL -1.09% 3.1M $397M
SSNC|SS&C Technologies Hldgs Inc
SELL -1.09% 4.2M $375M
IQV|Iqvia Hldgs Inc
BUY +27.30% 1.9M $366M +41.1%
ADBE|Adobe Inc
BUY +16.77% 1.0M $353M -19.4%
TCOM|Trip Com Group Ltd
BUY +12.42% 4.6M $346M -29.9%
CP|Canadian Pacific Kansas City
SELL -1.09% 4.2M $311M -4.0%
YUM|Yum Brands Inc
SELL -1.11% 2.0M $310M +8.6%
ECL|Ecolab Inc
SELL -92.83% 78.5K $22M
ALC|Alcon AG
SELL -1.06% 2.8M $210M -4.2%
ORCL|Oracle Corp
SELL -1.08% 854.3K $240M +114.3%
ENTG|Entegris Inc
SELL -1.06% 2.4M $226M +42.4%
MCO|Moodys Corp
SELL -1.09% 442.0K $211M +209.4%
TW|Tradeweb Mkts Inc
BUY +71.19% 1.9M $215M -17.2%
ZTS|Zoetis Inc
SELL -1.10% 1.2M $176M
FWONA|Liberty Media Corp
BUY NEW 1.2M $122M +2.9%
ICLR|Icon PLC
SELL EXIT +19.2%
2025-Q2
AVGO|Broadcom Inc
SELL -13.10% 5.5M $1.5B +736.0%
SPGI|S&P Global Inc
SELL -2.82% 1.8M $929M
GOOGL|Alphabet Inc
SELL -2.82% 4.2M $745M
IBKR|Interactive Brokers Group In
BUY +288.72% 12.8M $709M +91.0%
V|Visa Inc
SELL -2.82% 2.0M $695M
FLUT|Flutter Entmt PLC
SELL -2.82% 2.3M $649M +17.9%
TSM|Taiwan Semiconductor Mfg Ltd
SELL -2.82% 2.8M $643M
MSFT|Microsoft Corp
SELL -2.82% 1.3M $630M +100.9%
CBRE|Cbre Group Inc
SELL -2.82% 4.5M $627M
ICE|Intercontinental Exchange In
SELL -2.82% 3.3M $615M
AMAT|Applied Matls Inc
SELL -2.82% 3.0M $546M +148.5%
BLK|Blackrock Inc
BUY +10.30% 516.0K $541M +21.2%
ADI|Analog Devices Inc
SELL -2.82% 2.2M $518M
AON|Aon PLC
SELL -2.82% 1.2M $445M +69.3%
UBER|Uber Technologies Inc
SELL -2.83% 5.2M $481M +18.7%
TMO|Thermo Fisher Scientific Inc
SELL -2.83% 876.3K $355M +41.1%
EFX|Equifax Inc
SELL -2.83% 1.7M $449M
CME|Cme Group Inc
SELL -2.82% 1.6M $435M
FERG|Ferguson Enterprises Inc
SELL -2.82% 2.0M $434M -12.6%
LYV|Live Nation Entertainment In
SELL -2.82% 2.8M $425M +61.3%
AMT|American Tower Corp
SELL -2.82% 1.8M $406M
FAST|Fastenal Co
BUY +94.35% 9.3M $391M +25.3%
AG8|Agilent Technologies Inc
SELL -2.82% 3.1M $369M
SSNC|SS&C Technologies Hldgs Inc
SELL -2.82% 4.3M $354M
TME|Tencent Music Entmt Group
SELL -2.87% 18.7M $364M +23.6%
IQV|Iqvia Hldgs Inc
SELL -24.48% 1.5M $239M -27.6%
CP|Canadian Pacific Kansas City
BUY +16.79% 4.2M $335M +19.9%
ADBE|Adobe Inc
BUY +7.50% 856.6K $331M -24.7%
YUM|Yum Brands Inc
BUY +13.08% 2.1M $306M +3.6%
ECL|Ecolab Inc
SELL -2.83% 1.1M $295M
ALC|Alcon AG
BUY +94.84% 2.9M $252M -18.5%
TCOM|Trip Com Group Ltd
BUY +14.55% 4.1M $240M -26.4%
MCO|Moodys Corp
SELL -2.82% 446.9K $224M +187.1%
ENTG|Entegris Inc
SELL -2.85% 2.5M $199M +25.9%
ZTS|Zoetis Inc
SELL -2.82% 1.2M $190M
ORCL|Oracle Corp
SELL -2.84% 863.6K $189M +37.8%
TW|Tradeweb Mkts Inc
SELL -2.86% 1.1M $165M +93.5%
ICLR|Icon PLC
BUY NEW 465.2K $68M +18.7%
2025-Q1
AVGO|Broadcom Inc
SELL -14.44% 6.3M $1.1B +695.9%
SPGI|S&P Global Inc
SELL -3.00% 1.8M $921M
GOOGL|Alphabet Inc
SELL -3.00% 4.4M $673M
V|Visa Inc
SELL -3.00% 2.0M $705M
CBRE|Cbre Group Inc
SELL -3.00% 4.6M $602M
FLUT|Flutter Entmt PLC
SELL -3.00% 2.3M $518M +27.1%
IBKR|Interactive Brokers Group In
SELL -3.00% 3.3M $545M
TSM|Taiwan Semiconductor Mfg Ltd
SELL -3.00% 2.9M $485M
ICE|Intercontinental Exchange In
SELL -3.00% 3.4M $595M
MSFT|Microsoft Corp
SELL -3.00% 1.3M $489M +82.8%
AMAT|Applied Matls Inc
SELL -3.00% 3.1M $446M +170.8%
AON|Aon PLC
SELL -3.00% 1.3M $512M +83.3%
BLK|Blackrock Inc
SELL -3.29% 467.9K $443M -4.9%
ADI|Analog Devices Inc
SELL -3.02% 2.2M $452M
TMO|Thermo Fisher Scientific Inc
SELL -3.02% 901.8K $449M +81.8%
EFX|Equifax Inc
SELL -3.00% 1.8M $434M
AG8|Agilent Technologies Inc
SELL -3.00% 3.2M $376M
CME|Cme Group Inc
SELL -3.00% 1.6M $431M
AMT|American Tower Corp
SELL -3.00% 1.9M $411M
IQV|Iqvia Hldgs Inc
SELL -2.99% 2.0M $353M -6.2%
UBER|Uber Technologies Inc
BUY +31.26% 5.3M $387M +5.8%
LYV|Live Nation Entertainment In
SELL -3.00% 2.9M $377M +62.4%
FAST|Fastenal Co
SELL -3.00% 4.8M $371M +164.6%
SSNC|SS&C Technologies Hldgs Inc
SELL -3.00% 4.4M $367M
FERG|Ferguson Enterprises Inc
SELL -2.95% 2.0M $328M -13.5%
TCOM|Trip Com Group Ltd
SELL -24.68% 3.6M $227M +30.7%
ADBE|Adobe Inc
BUY +29.60% 796.9K $306M -33.9%
YUM|Yum Brands Inc
SELL -2.97% 1.8M $287M +10.5%
ECL|Ecolab Inc
SELL -3.00% 1.1M $286M
TME|Tencent Music Entmt Group
SELL -11.91% 19.2M $277M -6.0%
CP|Canadian Pacific Kansas City
SELL -3.00% 3.6M $254M -3.4%
ENTG|Entegris Inc
SELL -2.99% 2.5M $222M +66.8%
MCO|Moodys Corp
SELL -3.00% 459.9K $214M +193.8%
ZTS|Zoetis Inc
SELL -3.00% 1.3M $207M
TW|Tradeweb Mkts Inc
SELL -3.00% 1.2M $173M +81.8%
ORCL|Oracle Corp
SELL -3.13% 888.8K $124M +43.0%
ALC|Alcon AG
BUY NEW 1.5M $139M -19.8%
2024-Q4
AVGO|Broadcom Inc
BUY +0.54% 7.4M $1.7B +110.3%
SPGI|S&P Global Inc
BUY +0.53% 1.9M $931M -14.7%
GOOGL|Alphabet Inc
BUY +0.53% 4.5M $849M +98.8%
V|Visa Inc
BUY +0.53% 2.1M $656M +23.1%
AMAT|Applied Matls Inc
BUY +0.53% 3.2M $515M +163.9%
CBRE|Cbre Group Inc
BUY +0.53% 4.7M $623M +11.7%
FLUT|Flutter Entmt PLC
BUY +0.53% 2.4M $623M -63.2%
IBKR|Interactive Brokers Group In
BUY +0.53% 3.4M $600M -45.1%
TSM|Taiwan Semiconductor Mfg Ltd
BUY +0.53% 3.0M $595M +120.2%
MSFT|Microsoft Corp
BUY +0.53% 1.3M $566M +19.3%
ICE|Intercontinental Exchange In
BUY +0.53% 3.6M $529M +2.1%
EFX|Equifax Inc
BUY +0.53% 1.8M $468M -28.4%
ADI|Analog Devices Inc
BUY +0.53% 2.3M $491M +69.9%
BLK|Blackrock Inc
BUY NEW 483.8K $496M +13.9%
TMO|Thermo Fisher Scientific Inc
BUY +16.38% 929.9K $484M +16.6%
AG8|Agilent Technologies Inc
BUY +0.53% 3.3M $446M
AON|Aon PLC
BUY +0.53% 1.3M $475M -3.6%
BLK|Blackrock Inc
SELL EXIT +38.2%
AMT|American Tower Corp
BUY +0.53% 1.9M $357M -16.2%
IQV|Iqvia Hldgs Inc
BUY +12.28% 2.1M $406M +27.1%
CME|Cme Group Inc
BUY +0.58% 1.7M $389M +23.5%
LYV|Live Nation Entertainment In
BUY +0.54% 3.0M $386M +40.0%
FERG|Ferguson Enterprises Inc
BUY +24.46% 2.1M $367M +17.4%
FAST|Fastenal Co
BUY +0.54% 4.9M $355M -34.5%
SSNC|SS&C Technologies Hldgs Inc
BUY +0.57% 4.5M $344M +10.7%
TCOM|Trip Com Group Ltd
SELL -2.46% 4.7M $326M +30.2%
CP|Canadian Pacific Kansas City
BUY +0.54% 3.7M $270M +22.1%
UBER|Uber Technologies Inc
BUY +0.54% 4.0M $244M +6.8%
ECL|Ecolab Inc
BUY +0.54% 1.2M $272M +15.1%
CDW|Cdw Corp
SELL EXIT -0.4%
ADBE|Adobe Inc
BUY +18.33% 614.9K $273M -42.1%
ENTG|Entegris Inc
BUY +12.56% 2.6M $259M +37.7%
YUM|Yum Brands Inc
BUY +31.68% 1.9M $252M +11.9%
ZTS|Zoetis Inc
BUY +0.54% 1.3M $211M -57.6%
TME|Tencent Music Entmt Group
BUY +18.34% 21.8M $248M -26.4%
MCO|Moodys Corp
BUY +0.54% 474.1K $224M +7.1%
TW|Tradeweb Mkts Inc
BUY +0.54% 1.2M $157M -18.6%
ORCL|Oracle Corp
BUY +0.56% 917.5K $153M -13.3%
CACC|Credit Accep Corp Mich
SELL EXIT
2024-Q3
AVGO|Broadcom Inc
SELL -5.04% 7.3M $1.3B +498.1%
SPGI|S&P Global Inc
SELL -2.89% 1.9M $960M
GOOGL|Alphabet Inc
SELL -2.90% 4.5M $740M
AMAT|Applied Matls Inc
SELL -2.90% 3.1M $636M +218.2%
ADI|Analog Devices Inc
SELL -23.26% 2.3M $529M
MSFT|Microsoft Corp
SELL -2.89% 1.3M $575M +90.3%
CBRE|Cbre Group Inc
SELL -2.90% 4.7M $588M
FLUT|Flutter Entmt PLC
BUY NEW 2.4M $569M -54.1%
ICE|Intercontinental Exchange In
SELL -2.90% 3.5M $568M
V|Visa Inc
SELL -2.90% 2.1M $568M
EFX|Equifax Inc
SELL -2.90% 1.8M $536M
TSM|Taiwan Semiconductor Mfg Ltd
SELL -2.90% 3.0M $520M
TMO|Thermo Fisher Scientific Inc
SELL -2.90% 799.0K $494M +128.5%
AG8|Agilent Technologies Inc
SELL -2.90% 3.3M $490M
IBKR|Interactive Brokers Group In
SELL -2.90% 3.4M $471M
BLK|Blackrock Inc
SELL -4.49% 488.7K $464M +16.7%
AON|Aon PLC
BUY +15.63% 1.3M $455M +5.6%
AMT|American Tower Corp
SELL -2.90% 1.9M $451M
IQV|Iqvia Hldgs Inc
SELL -2.90% 1.8M $436M +14.7%
CME|Cme Group Inc
SELL -2.94% 1.7M $367M
FAST|Fastenal Co
SELL -2.90% 4.9M $350M +141.0%
FERG|Ferguson PLC
SELL EXIT +35.9%
FERG|Ferguson Enterprises Inc
BUY NEW 1.7M $337M +14.7%
SSNC|SS&C Technologies Hldgs Inc
SELL -2.94% 4.5M $334M
LYV|Live Nation Entertainment In
SELL -2.90% 3.0M $324M +12.7%
ENTG|Entegris Inc
SELL -2.90% 2.3M $262M +97.6%
CP|Canadian Pacific Kansas City
BUY +9.15% 3.7M $317M +13.7%
UBER|Uber Technologies Inc
BUY +65.17% 4.0M $302M +7.9%
CDW|Cdw Corp
SELL -2.91% 1.3M $290M +18.6%
ECL|Ecolab Inc
SELL -2.90% 1.2M $295M
TCOM|Trip Com Group Ltd
BUY +14.85% 4.9M $289M -4.5%
ADBE|Adobe Inc
BUY +18.17% 519.6K $269M -47.9%
ZTS|Zoetis Inc
SELL -2.90% 1.3M $251M
MCO|Moodys Corp
SELL -2.90% 471.5K $224M +186.0%
TME|Tencent Music Entmt Group
BUY +39.92% 18.5M $222M -29.4%
YUM|Yum Brands Inc
BUY +3.76% 1.4M $200M +13.0%
ORCL|Oracle Corp
SELL -2.94% 912.4K $155M +23.2%
TW|Tradeweb Mkts Inc
SELL -2.89% 1.2M $148M +59.1%
CACC|Credit Accep Corp Mich
SELL -2.94% 227.1K $101M
TNET|Trinet Group Inc
SELL EXIT
2024-Q2
AVGO|Broadcom Inc
SELL -4.88% 772.1K $1.2B +399.6%
SPGI|S&P Global Inc
SELL -7.59% 1.9M $854M
GOOGL|Alphabet Inc
SELL -4.85% 4.6M $837M
AMAT|Applied Matls Inc
SELL -4.84% 3.2M $765M +237.1%
ADI|Analog Devices Inc
SELL -4.85% 3.0M $683M
V|Visa Inc
SELL -4.85% 2.1M $558M
MSFT|Microsoft Corp
SELL -4.85% 1.4M $615M +89.0%
TSM|Taiwan Semiconductor Mfg Ltd
SELL -4.85% 3.1M $536M
EFX|Equifax Inc
SELL -4.84% 1.9M $456M
ICE|Intercontinental Exchange In
SELL -4.84% 3.6M $498M
AG8|Agilent Technologies Inc
SELL -4.84% 3.4M $440M
TMO|Thermo Fisher Scientific Inc
SELL -4.84% 822.8K $455M +116.4%
CBRE|Cbre Group Inc
SELL -4.86% 4.9M $433M
IQV|Iqvia Hldgs Inc
BUY +7.23% 1.9M $401M +15.0%
ADSK|Autodesk Inc
SELL EXIT +24.7%
IBKR|Interactive Brokers Group In
SELL -4.85% 3.5M $426M
AMT|American Tower Corp
SELL -4.83% 2.0M $388M
FAST|Fastenal Co
SELL -4.84% 5.1M $317M +137.8%
BLK|Blackrock Inc
BUY +6.84% 511.7K $403M +49.5%
FERG|Ferguson PLC
SELL -4.83% 1.7M $338M +40.8%
AON|Aon PLC
SELL -4.84% 1.1M $334M +47.9%
TNET|Trinet Group Inc
SELL -73.95% 763.4K $76M
CME|Cme Group Inc
SELL -4.84% 1.7M $337M
CDW|Cdw Corp
SELL -4.85% 1.3M $295M +21.2%
ENTG|Entegris Inc
SELL -4.85% 2.4M $324M +130.8%
LYV|Live Nation Entertainment In
SELL -4.86% 3.0M $286M +10.3%
VRSN|Verisign Inc
SELL EXIT
CP|Canadian Pacific Kansas City
SELL -4.85% 3.4M $267M +2.4%
SSNC|SS&C Technologies Hldgs Inc
SELL -4.85% 4.6M $291M
ECL|Ecolab Inc
SELL -4.85% 1.2M $283M
ADBE|Adobe Inc
SELL -4.35% 439.7K $244M +11.6%
ZTS|Zoetis Inc
SELL -4.85% 1.3M $230M
MCO|Moodys Corp
SELL -4.86% 485.6K $204M +145.3%
YUM|Yum Brands Inc
SELL -4.90% 1.4M $182M +2.8%
TCOM|Trip Com Group Ltd
BUY NEW 4.2M $199M -11.6%
TME|Tencent Music Entmt Group
BUY NEW 13.2M $185M -38.1%
UBER|Uber Technologies Inc
BUY NEW 2.4M $177M +11.0%
CACC|Credit Accep Corp Mich
SELL -4.87% 233.9K $120M
TW|Tradeweb Mkts Inc
SELL -4.86% 1.2M $130M +45.8%
ORCL|Oracle Corp
SELL -4.86% 940.0K $133M +8.1%
FLUT|Flutter Entmt PLC
BUY NEW 61.0K $11M -50.0%
2024-Q1
AVGO|Broadcom Inc
SELL -12.37% 811.7K $1.1B +363.1%
SPGI|S&P Global Inc
SELL -1.97% 2.1M $881M
GOOGL|Alphabet Inc
BUY +13.25% 4.8M $729M +138.8%
AMAT|Applied Matls Inc
SELL -1.98% 3.4M $703M +196.0%
ADI|Analog Devices Inc
SELL -1.97% 3.1M $622M
V|Visa Inc
SELL -1.96% 2.2M $624M
MSFT|Microsoft Corp
SELL -1.97% 1.4M $608M +82.1%
EFX|Equifax Inc
SELL -1.96% 2.0M $528M
ICE|Intercontinental Exchange In
SELL -2.00% 3.8M $526M
AG8|Agilent Technologies Inc
SELL -1.96% 3.6M $520M
TMO|Thermo Fisher Scientific Inc
SELL -1.96% 864.7K $503M +108.6%
CBRE|Cbre Group Inc
SELL -1.97% 5.1M $497M
AMT|American Tower Corp
SELL -1.97% 2.1M $414M
IQV|Iqvia Hldgs Inc
SELL -1.98% 1.8M $447M +13.5%
TSM|Taiwan Semiconductor Mfg Ltd
SELL -1.98% 3.2M $441M
ADSK|Autodesk Inc
SELL -1.99% 1.7M $435M +45.9%
FAST|Fastenal Co
SELL -1.98% 5.3M $410M +149.7%
IBKR|Interactive Brokers Group In
SELL -1.96% 3.7M $408M
FERG|Ferguson PLC
SELL -1.99% 1.8M $401M +32.5%
BLK|Blackrock Inc
SELL -2.09% 478.9K $399M +8.2%
AON|Aon PLC
SELL -1.97% 1.2M $399M +57.4%
TNET|Trinet Group Inc
SELL -12.43% 2.9M $388M
CME|Cme Group Inc
SELL -1.96% 1.8M $388M
VRSN|Verisign Inc
SELL -1.96% 1.7M $325M
CDW|Cdw Corp
SELL -1.96% 1.4M $355M +29.4%
ENTG|Entegris Inc
SELL -1.96% 2.5M $354M +129.7%
LYV|Live Nation Entertainment In
BUY +16.71% 3.2M $339M +97.5%
CP|Canadian Pacific Kansas City
BUY +49.06% 3.6M $315M +10.4%
SSNC|SS&C Technologies Hldgs Inc
SELL -1.98% 4.9M $314M
ECL|Ecolab Inc
SELL -2.00% 1.3M $289M
ZTS|Zoetis Inc
SELL -1.97% 1.4M $236M
ADBE|Adobe Inc
BUY +20.22% 459.7K $232M -49.6%
BC|Brunswick Corp
SELL EXIT +55.3%
BDX|Becton Dickinson & Co
SELL EXIT
MCO|Moodys Corp
SELL -1.97% 510.4K $201M +136.5%
YUM|Yum Brands Inc
BUY NEW 1.4M $201M +12.5%
CACC|Credit Accep Corp Mich
SELL -1.98% 245.9K $136M
TW|Tradeweb Mkts Inc
SELL -2.09% 1.3M $134M +41.7%
ORCL|Oracle Corp
BUY NEW 988.0K $124M +33.6%
2023-Q4
AVGO|Broadcom Inc
SELL -2.37% 926.3K $1.0B +241.2%
SPGI|S&P Global Inc
SELL -2.38% 2.1M $931M
ADI|Analog Devices Inc
SELL -2.38% 3.2M $637M
GOOGL|Alphabet Inc
SELL -2.36% 4.3M $596M
V|Visa Inc
SELL -2.38% 2.3M $593M
AMAT|Applied Matls Inc
SELL -2.36% 3.5M $563M +134.8%
MSFT|Microsoft Corp
SELL -2.36% 1.5M $555M +65.2%
AG8|Agilent Technologies Inc
SELL -2.40% 3.6M $506M
ICE|Intercontinental Exchange In
SELL -2.36% 3.9M $501M
EFX|Equifax Inc
SELL -2.37% 2.0M $498M
CBRE|Cbre Group Inc
BUY +13.09% 5.2M $486M +89.0%
TMO|Thermo Fisher Scientific Inc
SELL -2.41% 882.0K $468M +84.8%
AMT|American Tower Corp
BUY +14.53% 2.1M $462M -10.3%
IQV|Iqvia Hldgs Inc
SELL -2.40% 1.8M $417M -1.1%
ADSK|Autodesk Inc
BUY +35.06% 1.7M $415M +27.3%
AON|Aon PLC
SELL -2.38% 1.2M $355M +63.9%
TNET|Trinet Group Inc
SELL -2.47% 3.3M $398M
BLK|Blackrock Inc
SELL -2.51% 489.1K $397M -5.6%
WTW|Willis Towers Watson PLC Ltd
SELL EXIT
CME|Cme Group Inc
SELL -2.36% 1.8M $387M
VRSN|Verisign Inc
SELL -2.38% 1.7M $360M
FERG|Ferguson PLC
BUY +58.42% 1.9M $362M +39.9%
FAST|Fastenal Co
SELL -2.36% 5.4M $351M +113.9%
BC|Brunswick Corp
SELL -45.46% 2.4M $232M +35.2%
BDX|Becton Dickinson & Co
SELL -35.19% 867.8K $212M
TSM|Taiwan Semiconductor Mfg Ltd
SELL -2.38% 3.3M $344M
IBKR|Interactive Brokers Group In
SELL -2.38% 3.7M $309M
CDW|Cdw Corp
SELL -2.37% 1.4M $322M +13.3%
ENTG|Entegris Inc
SELL -2.34% 2.6M $307M +76.1%
ECL|Ecolab Inc
SELL -29.58% 1.3M $253M
SSNC|SS&C Technologies Hldgs Inc
SELL -2.35% 5.0M $304M
ZTS|Zoetis Inc
SELL -2.36% 1.4M $280M
LYV|Live Nation Entertainment In
BUY +146.56% 2.7M $257M +109.7%
ADBE|Adobe Inc
SELL -2.35% 382.4K $228M +45.5%
MCO|Moodys Corp
SELL -2.40% 520.7K $203M +115.2%
CP|Canadian Pacific Kansas City
BUY +111.12% 2.4M $189M +28.8%
CACC|Credit Accep Corp Mich
SELL -2.41% 250.9K $134M
TW|Tradeweb Mkts Inc
BUY +7.40% 1.3M $120M +19.4%
HAYW|Hayward Hldgs Inc
SELL EXIT -17.8%
2023-Q3
AVGO|Broadcom Inc
SELL -9.44% 948.8K $788M +220.1%
SPGI|S&P Global Inc
SELL -0.39% 2.2M $791M
ADI|Analog Devices Inc
SELL -0.39% 3.3M $576M
GOOGL|Alphabet Inc
SELL -0.36% 4.4M $572M
V|Visa Inc
SELL -0.39% 2.3M $537M
AMAT|Applied Matls Inc
SELL -0.39% 3.6M $493M +126.9%
MSFT|Microsoft Corp
SELL -0.39% 1.5M $477M +47.4%
EFX|Equifax Inc
SELL -0.39% 2.1M $378M
TMO|Thermo Fisher Scientific Inc
SELL -0.38% 903.8K $457M +100.8%
ICE|Intercontinental Exchange In
SELL -0.39% 4.0M $440M
AG8|Agilent Technologies Inc
SELL -0.38% 3.7M $417M
WTW|Willis Towers Watson PLC Ltd
SELL -0.39% 1.9M $392M
AON|Aon PLC
SELL -0.39% 1.2M $405M +68.4%
IQV|Iqvia Hldgs Inc
SELL -0.38% 1.8M $363M +5.8%
VRSN|Verisign Inc
SELL -0.39% 1.8M $363M
TNET|Trinet Group Inc
SELL -1.48% 3.4M $400M
BC|Brunswick Corp
SELL -0.39% 4.4M $347M +47.1%
CME|Cme Group Inc
SELL -0.37% 1.9M $377M
CBRE|Cbre Group Inc
SELL -0.39% 4.6M $341M
AMT|American Tower Corp
SELL -0.39% 1.9M $307M
BDX|Becton Dickinson & Co
BUY +2.66% 1.3M $346M -29.6%
BLK|Blackrock Inc
BUY +0.47% 501.7K $324M +67.8%
TSM|Taiwan Semiconductor Mfg Ltd
SELL -0.39% 3.4M $294M
ENTG|Entegris Inc
SELL -14.93% 2.6M $247M +75.0%
ECL|Ecolab Inc
SELL -0.39% 1.8M $307M
IBKR|Interactive Brokers Group In
SELL -0.39% 3.8M $331M
FAST|Fastenal Co
SELL -0.39% 5.5M $303M +103.8%
SSNC|SS&C Technologies Hldgs Inc
SELL -0.39% 5.1M $268M
CDW|Cdw Corp
SELL -0.38% 1.4M $292M +7.9%
ADSK|Autodesk Inc
SELL -0.39% 1.3M $261M +28.0%
ZTS|Zoetis Inc
SELL -0.39% 1.5M $253M
ADBE|Adobe Inc
SELL -0.39% 391.6K $200M +28.7%
FERG|Ferguson PLC
SELL -0.38% 1.2M $194M +13.2%
MCO|Moodys Corp
SELL -0.39% 533.5K $169M +108.3%
CACC|Credit Accep Corp Mich
SELL -0.39% 257.1K $118M
LYV|Live Nation Entertainment In
SELL -0.38% 1.1M $93M +6.7%
TW|Tradeweb Mkts Inc
SELL -0.39% 1.2M $98M +15.9%
CP|Canadian Pacific Kansas City
BUY NEW 1.1M $84M +18.2%
HAYW|Hayward Hldgs Inc
SELL -0.39% 5.5M $78M -8.9%
2023-Q2
AVGO|Broadcom Inc
BUY +6.35% 1.0M $909M -42.2%
SPGI|S&P Global Inc
BUY +6.36% 2.2M $871M +20.6%
ADI|Analog Devices Inc
BUY +6.36% 3.3M $643M +101.2%
V|Visa Inc
BUY +6.36% 2.3M $557M +66.2%
GOOGL|Alphabet Inc
BUY +6.39% 4.4M $525M +187.9%
AMAT|Applied Matls Inc
BUY +6.38% 3.6M $517M +296.3%
MSFT|Microsoft Corp
BUY +6.35% 1.5M $517M +61.7%
EFX|Equifax Inc
BUY +6.36% 2.1M $488M -7.5%
TMO|Thermo Fisher Scientific Inc
BUY +10.62% 907.2K $473M +19.2%
AG8|Agilent Technologies Inc
BUY +13.33% 3.7M $450M
ICE|Intercontinental Exchange In
BUY +6.35% 4.0M $454M +49.0%
WTW|Willis Towers Watson PLC Ltd
BUY +6.35% 1.9M $443M +47.8%
AON|Aon PLC
BUY +6.35% 1.3M $433M +7.6%
IQV|Iqvia Hldgs Inc
BUY +14.27% 1.9M $417M +31.6%
VRSN|Verisign Inc
BUY +6.38% 1.8M $407M +33.5%
BC|Brunswick Corp
BUY +6.36% 4.4M $382M -5.4%
CBRE|Cbre Group Inc
BUY +6.34% 4.6M $374M +96.2%
AMT|American Tower Corp
BUY +6.35% 1.9M $364M -10.0%
CME|Cme Group Inc
BUY +6.39% 1.9M $350M +52.4%
BLK|Blackrock Inc
BUY +15.50% 499.4K $345M +74.1%
BDX|Becton Dickinson & Co
BUY +12.22% 1.3M $344M -25.7%
TSM|Taiwan Semiconductor Mfg Ltd
BUY +6.34% 3.4M $343M +372.5%
ENTG|Entegris Inc
BUY +6.35% 3.1M $342M +55.5%
ECL|Ecolab Inc
BUY +6.34% 1.8M $340M +65.4%
TNET|Trinet Group Inc
BUY +1.96% 3.5M $331M -21.8%
FAST|Fastenal Co
BUY +6.36% 5.6M $329M -6.1%
IBKR|Interactive Brokers Group In
BUY +6.38% 3.8M $319M +21.5%
SSNC|SS&C Technologies Hldgs Inc
BUY +6.34% 5.1M $310M +47.7%
ZTS|Zoetis Inc
SELL -18.36% 1.5M $251M
CDW|Cdw Corp
BUY +19.08% 1.5M $267M -14.0%
ADSK|Autodesk Inc
BUY +6.35% 1.3M $259M +37.0%
ADBE|Adobe Systems Incorporated
BUY +6.40% 393.2K $192M -23.8%
FERG|Ferguson PLC
BUY +14.31% 1.2M $187M +61.2%
MCO|Moodys Corp
BUY +6.34% 535.5K $186M +63.6%
AWI|Armstrong World Inds Inc
SELL EXIT +58.0%
CACC|Credit Accep Corp Mich
BUY +6.32% 258.1K $131M +26.4%
LYV|Live Nation Entertainment In
BUY NEW 1.1M $102M +125.2%
TW|Tradeweb Mkts Inc
BUY NEW 1.2M $84M +53.1%
HAYW|Hayward Hldgs Inc
BUY +6.37% 5.5M $71M +33.3%
2023-Q1
SPGI|S&P Global Inc
SELL -1.62% 2.0M $704M
AVGO|Broadcom Inc
SELL -1.57% 985.2K $632M +133.1%
ADI|Analog Devices Inc
SELL -1.78% 3.1M $612M
GOOGL|Alphabet Inc
SELL -28.65% 4.1M $428M
AG8|Agilent Technologies Inc
SELL -1.69% 3.3M $457M
V|Visa Inc
SELL -1.79% 2.2M $497M
TMO|Thermo Fisher Scientific Inc
SELL -1.78% 820.1K $473M +129.9%
WTW|Willis Towers Watson PLC Ltd
SELL -1.64% 1.8M $411M
AMAT|Applied Matls Inc
SELL -1.68% 3.4M $413M +93.9%
MSFT|Microsoft Corp
BUY +20.39% 1.4M $411M +99.1%
EFX|Equifax Inc
SELL -1.61% 1.9M $395M
ICE|Intercontinental Exchange In
SELL -1.53% 3.8M $394M
AMT|American Tower Corp
SELL -1.68% 1.8M $360M
AON|Aon PLC
SELL -1.72% 1.2M $372M +61.6%
VRSN|Verisign Inc
SELL -1.79% 1.7M $357M
CBRE|Cbre Group Inc
SELL -1.66% 4.4M $317M
CME|Cme Group Inc
BUY +11.93% 1.8M $340M +54.4%
BC|Brunswick Corp
SELL -1.59% 4.1M $340M +46.0%
IQV|Iqvia Hldgs Inc
BUY +6.17% 1.6M $323M +21.7%
BLK|Blackrock Inc
SELL -1.20% 432.4K $289M -4.9%
ZTS|Zoetis Inc
SELL -1.56% 1.8M $298M
IBKR|Interactive Brokers Group In
BUY +11.93% 3.6M $298M +20.3%
TSM|Taiwan Semiconductor Mfg Ltd
SELL -1.58% 3.2M $298M
BDX|Becton Dickinson & Co
BUY +8.99% 1.2M $288M -23.1%
ECL|Ecolab Inc
SELL -1.75% 1.7M $283M
FAST|Fastenal Co
SELL -1.64% 5.2M $282M +92.7%
FIS|Fidelity Natl Information Sv
SELL EXIT
TNET|Trinet Group Inc
SELL -1.76% 3.4M $275M
SSNC|SS&C Technologies Hldgs Inc
BUY +11.93% 4.8M $272M +44.1%
ADSK|Autodesk Inc
SELL -1.58% 1.2M $248M +24.0%
ENTG|Entegris Inc
SELL -1.75% 2.9M $238M +47.8%
CDW|Cdw Corp
BUY +142.43% 1.2M $238M -24.4%
GOOG|Alphabet Inc
SELL EXIT
MCO|Moodys Corp
SELL -1.74% 503.6K $154M +91.8%
ADBE|Adobe Systems Incorporated
SELL -1.97% 369.5K $142M -12.5%
FERG|Ferguson PLC
BUY NEW 1.0M $139M +67.7%
AWI|Armstrong World Inds Inc
SELL -1.64% 1.9M $134M +74.1%
CACC|Credit Accep Corp Mich
SELL -1.53% 242.8K $106M
0C3|Endeavor Group Hldgs Inc
SELL EXIT
HAYW|Hayward Hldgs Inc
SELL -1.03% 5.2M $61M -20.1%
2022-Q4
SPGI|S&P Global Inc
SELL -1.85% 2.1M $696M
GOOGL|Alphabet Inc
SELL -1.92% 5.8M $510M
AVGO|Broadcom Inc
SELL -2.02% 1.0M $560M +99.9%
ADI|Analog Devices Inc
SELL -1.76% 3.2M $518M
AG8|Agilent Technologies Inc
SELL -1.92% 3.4M $503M
V|Visa Inc
SELL -1.65% 2.2M $466M
TMO|Thermo Fisher Scientific Inc
SELL -1.94% 834.9K $460M +120.2%
WTW|Willis Towers Watson PLC Ltd
SELL -1.97% 1.8M $440M
AMT|American Tower Corp
SELL -2.10% 1.8M $380M
ICE|Intercontinental Exchange In
SELL -1.94% 3.8M $393M
EFX|Equifax Inc
SELL -1.78% 2.0M $385M
AON|Aon PLC
SELL -1.75% 1.2M $360M +53.4%
VRSN|Verisign Inc
SELL -1.67% 1.7M $354M
CBRE|Cbre Group Inc
SELL -1.73% 4.4M $341M
AMAT|Applied Matls Inc
SELL -1.54% 3.4M $333M +62.8%
FIS|Fidelity Natl Information Sv
SELL -1.92% 4.1M $279M
IQV|Iqvia Hldgs Inc
SELL -2.03% 1.5M $313M -1.2%
BLK|Blackrock Inc
BUY +2.81% 437.6K $310M +66.7%
BC|Brunswick Corp
SELL -2.05% 4.2M $304M +29.6%
CME|Cme Group Inc
SELL -1.70% 1.6M $267M
MSFT|Microsoft Corp
SELL -1.87% 1.2M $284M +14.2%
ZTS|Zoetis Inc
SELL -2.19% 1.8M $266M
BDX|Becton Dickinson & Co
SELL -1.74% 1.1M $271M
ECL|Ecolab Inc
SELL -2.27% 1.7M $254M
TNET|Trinet Group Inc
SELL -2.05% 3.5M $236M
FAST|Fastenal Co
SELL -1.59% 5.3M $252M +80.0%
TSM|Taiwan Semiconductor Mfg Ltd
SELL -2.17% 3.3M $242M
IBKR|Interactive Brokers Group In
BUY +30.33% 3.2M $233M +28.5%
ADSK|Autodesk Inc
SELL -2.13% 1.2M $226M +22.3%
GOOG|Alphabet Inc
SELL -2.09% 2.3M $208M
SSNC|SS&C Technologies Hldgs Inc
SELL -1.96% 4.3M $224M
ENTG|Entegris Inc
BUY +15.63% 3.0M $194M +96.1%
META|Meta Platforms Inc
SELL EXIT -43.1%
MCO|Moodys Corp
SELL -2.06% 512.5K $143M +78.8%
AWI|Armstrong World Inds Inc
BUY +8.66% 1.9M $132M +132.5%
ADBE|Adobe Systems Incorporated
SELL -1.47% 376.9K $127M -19.4%
CACC|Credit Accep Corp Mich
SELL -2.37% 246.6K $117M
CDW|Cdw Corp
BUY NEW 503.9K $90M -16.5%
0C3|Endeavor Group Hldgs Inc
SELL -3.26% 4.0M $89M
HAYW|Hayward Hldgs Inc
SELL -2.90% 5.2M $49M -40.0%
2022-Q3
SPGI|S&P Global Inc
SELL -0.88% 2.1M $646M
GOOGL|Alphabet Inc
SELL -0.96% 5.9M $563M
AVGO|Broadcom Inc
SELL -0.93% 1.0M $454M +99.0%
ADI|Analog Devices Inc
SELL -0.86% 3.2M $448M
AMT|American Tower Corp
SELL -0.71% 1.8M $393M
TMO|Thermo Fisher Scientific Inc
SELL -0.79% 851.4K $432M +129.3%
V|Visa Inc
SELL -0.87% 2.3M $405M
AG8|Agilent Technologies Inc
SELL -0.89% 3.4M $417M
FIS|Fidelity Natl Information Sv
SELL -0.87% 4.2M $317M
EFX|Equifax Inc
SELL -0.76% 2.0M $346M
ICE|Intercontinental Exchange In
SELL -0.85% 3.9M $353M
WTW|Willis Towers Watson PLC Ltd
SELL -0.71% 1.8M $369M
IQV|Iqvia Hldgs Inc
SELL -0.88% 1.6M $283M +5.9%
CBRE|Cbre Group Inc
SELL -0.88% 4.5M $304M
CME|Cme Group Inc
SELL -0.88% 1.6M $286M
AON|Aon PLC
SELL -0.93% 1.2M $327M +46.7%
ZTS|Zoetis Inc
SELL -0.72% 1.9M $275M
AMAT|Applied Matls Inc
SELL -0.89% 3.5M $284M +61.0%
VRSN|Verisign Inc
SELL -0.68% 1.8M $304M
BC|Brunswick Corp
SELL -1.05% 4.3M $281M +35.6%
MSFT|Microsoft Corp
BUY +13.04% 1.2M $281M +92.1%
TNET|Trinet Group Inc
SELL -0.72% 3.5M $253M
ECL|Ecolab Inc
SELL -0.83% 1.8M $257M
TSM|Taiwan Semiconductor Mfg Ltd
SELL -0.83% 3.3M $228M
FAST|Fastenal Co
SELL -1.04% 5.4M $249M +88.0%
BDX|Becton Dickinson & Co
SELL -1.11% 1.1M $242M
GOOG|Alphabet Inc
SELL -0.92% 2.4M $230M
BLK|Blackrock Inc
BUY +14.47% 425.7K $234M +77.4%
ADSK|Autodesk Inc
SELL -0.87% 1.2M $231M +24.5%
SSNC|SS&C Technologies Hldgs Inc
BUY +19.66% 4.4M $209M +41.9%
ENTG|Entegris Inc
BUY +22.70% 2.6M $212M +49.9%
META|Meta Platforms Inc
SELL -0.80% 1.1M $154M -20.7%
IBKR|Interactive Brokers Group In
SELL -0.88% 2.5M $158M
MCO|Moodys Corp
SELL -0.86% 523.3K $127M +86.6%
ADBE|Adobe Systems Incorporated
SELL -0.77% 382.6K $105M -5.7%
AWI|Armstrong World Inds Inc
SELL -0.89% 1.8M $140M +106.3%
CACC|Credit Accep Corp Mich
SELL -1.16% 252.5K $111M
0C3|Endeavor Group Hldgs Inc
SELL -0.88% 4.1M $83M
HAYW|Hayward Hldgs Inc
SELL -1.11% 5.4M $48M -25.1%
2022-Q2
SPGI|S&P Global Inc
SELL -0.39% 2.1M $720M
GOOGL|Alphabet Inc
SELL -0.44% 297.3K $648M
AVGO|Broadcom Inc
SELL -0.45% 1.0M $501M +123.1%
ADI|Analog Devices Inc
SELL -0.52% 3.2M $474M
ICE|Intercontinental Exchange In
SELL -0.47% 3.9M $371M
V|Visa Inc
SELL -0.48% 2.3M $453M
TMO|Thermo Fisher Scientific Inc
SELL -0.54% 858.2K $466M +126.2%
EFX|Equifax Inc
SELL -0.32% 2.0M $371M
AMT|American Tower Corp
SELL -0.45% 1.8M $471M
AMAT|Applied Matls Inc
SELL -0.29% 3.5M $319M +88.1%
AG8|Agilent Technologies Inc
SELL -0.32% 3.5M $411M
WTW|Willis Towers Watson PLC Ltd
SELL -0.53% 1.8M $365M
FIS|Fidelity Natl Information Sv
SELL -0.53% 4.2M $388M
AON|Aon PLC
SELL -0.53% 1.2M $333M +45.2%
CBRE|Cbre Group Inc
BUY +3.25% 4.5M $335M +82.2%
CME|Cme Group Inc
SELL -0.44% 1.6M $333M
VRSN|Verisign Inc
BUY +4.88% 1.8M $295M +68.9%
ZTS|Zoetis Inc
SELL -0.40% 1.9M $322M
TNET|Trinet Group Inc
SELL -0.51% 3.6M $278M
TSM|Taiwan Semiconductor Mfg Ltd
SELL -0.54% 3.4M $274M
IQV|Iqvia Hldgs Inc
BUY +6.57% 1.6M $342M +21.9%
GOOG|Alphabet Inc
SELL -0.57% 120.9K $264M
BC|Brunswick Corp
BUY +5.42% 4.3M $284M +4.0%
FAST|Fastenal Co
SELL -0.24% 5.5M $273M +100.5%
ECL|Ecolab Inc
SELL -0.30% 1.8M $276M
MSFT|Microsoft Corp
BUY +12.68% 1.1M $274M +86.9%
BDX|Becton Dickinson & Co
BUY +2.50% 1.1M $271M -25.6%
SSNC|SS&C Technologies Hldgs Inc
SELL -0.59% 3.7M $213M
ENTG|Entegris Inc
SELL -0.09% 2.1M $192M +142.6%
META|Meta Platforms Inc
SELL -0.39% 1.1M $184M -5.7%
ADSK|Autodesk Inc
BUY +8.85% 1.2M $214M +40.0%
BLK|Blackrock Inc
BUY +62.20% 371.9K $226M +81.6%
MCO|Moodys Corp
SELL -0.24% 527.8K $144M +88.1%
AWI|Armstrong World Inds Inc
SELL -0.29% 1.8M $133M +105.4%
IBKR|Interactive Brokers Group In
BUY +12.07% 2.5M $137M +63.9%
CACC|Credit Accep Corp Mich
SELL -0.67% 255.5K $121M
ADBE|Adobe Systems Incorporated
BUY NEW 385.6K $141M -29.0%
0C3|Endeavor Group Hldgs Inc
BUY +17.09% 4.1M $85M
HAYW|Hayward Hldgs Inc
BUY NEW 5.5M $79M -1.5%
2022-Q1
SPGI|S&P Global Inc
BUY +2.82% 2.1M $879M +7.3%
GOOGL|Alphabet Inc
BUY +2.84% 298.6K $831M -87.4%
AVGO|Broadcom Inc
BUY +2.96% 1.0M $652M -37.2%
EFX|Equifax Inc
BUY +2.91% 2.0M $483M -18.6%
TMO|Thermo Fisher Scientific Inc
BUY +2.94% 862.9K $510M +9.8%
ADI|Analog Devices Inc
BUY +2.83% 3.3M $539M +132.0%
AG8|Agilent Technologies Inc
BUY +2.77% 3.5M $459M
AMAT|Applied Matls Inc
BUY +2.80% 3.5M $463M +255.4%
ICE|Intercontinental Exchange In
BUY +2.85% 4.0M $523M +25.5%
AMT|American Tower Corp
BUY +2.93% 1.9M $465M -28.2%
V|Visa Inc
BUY +2.92% 2.3M $513M +74.9%
CBRE|Cbre Group Inc
BUY +2.77% 4.4M $403M +49.3%
FIS|Fidelity Natl Information Sv
BUY +2.93% 4.3M $427M -60.6%
ZTS|Zoetis Inc
BUY +2.89% 1.9M $354M -61.7%
WTW|Willis Towers Watson PLC Ltd
BUY +2.87% 1.9M $439M +48.6%
VRSN|Verisign Inc
BUY +2.72% 1.7M $374M +36.3%
ECL|Ecolab Inc
BUY +3.01% 1.8M $318M +56.3%
AON|Aon PLC
BUY +2.98% 1.2M $404M +21.4%
TSM|Taiwan Semiconductor Mfg Ltd
BUY +3.03% 3.4M $351M +256.8%
CME|Cme Group Inc
BUY +2.82% 1.6M $389M +18.8%
BC|Brunswick Corp
BUY +8.13% 4.1M $333M -15.6%
META|Meta Platforms Inc
BUY +2.94% 1.1M $255M +157.5%
TNET|Trinet Group Inc
BUY +2.82% 3.6M $353M -17.5%
IQV|Iqvia Hldgs Inc
BUY +19.15% 1.5M $341M +12.4%
GOOG|Alphabet Inc
BUY +2.79% 121.6K $340M -87.6%
FAST|Fastenal Co
BUY +2.74% 5.5M $325M -8.4%
ADSK|Autodesk Inc
BUY +2.58% 1.1M $245M +19.1%
MSFT|Microsoft Corp
BUY +2.88% 948.0K $292M +68.1%
SSNC|SS&C Technologies Hldgs Inc
BUY +2.98% 3.7M $277M +7.7%
BDX|Becton Dickinson & Co
BUY +2.70% 1.1M $285M -27.0%
ENTG|Entegris Inc
BUY +2.78% 2.1M $274M +11.6%
MCO|Moodys Corp
BUY +2.93% 529.1K $179M +53.8%
BLK|Blackrock Inc
BUY +124.14% 229.3K $175M +50.2%
CACC|Credit Accep Corp Mich
BUY +2.95% 257.2K $142M +11.4%
IBKR|Interactive Brokers Group In
BUY +2.87% 2.2M $147M +41.6%
AWI|Armstrong World Inds Inc
SELL -1.62% 1.8M $161M +133.8%
0C3|Endeavor Group Hldgs Inc
BUY +3.14% 3.5M $104M
PRI|Primerica Inc
SELL EXIT
2021-Q4
SPGI|S&P Global Inc
SELL -10.44% 2.1M $984M
GOOGL|Alphabet Inc
SELL -6.93% 290.4K $841M
AVGO|Broadcom Inc
SELL -7.08% 1.0M $669M +121.2%
EFX|Equifax Inc
SELL -7.06% 2.0M $580M
AG8|Agilent Technologies Inc
SELL -6.96% 3.4M $539M
ADI|Analog Devices Inc
SELL -6.83% 3.2M $557M
TMO|Thermo Fisher Scientific Inc
SELL -6.98% 838.3K $559M +168.7%
V|Visa Inc
SELL -6.90% 2.2M $487M
AMAT|Applied Matls Inc
SELL -6.89% 3.4M $538M +153.9%
ICE|Intercontinental Exchange In
SELL -6.88% 3.9M $527M
AMT|American Tower Corp
SELL -6.97% 1.8M $526M
CBRE|Cbre Group Inc
SELL -6.81% 4.3M $465M
FIS|Fidelity Natl Information Sv
BUY +9.16% 4.1M $451M -63.4%
ZTS|Zoetis Inc
SELL -17.24% 1.8M $446M
WTW|Willis Towers Watson PLC Ltd
BUY +8.31% 1.8M $429M +44.4%
VRSN|Verisign Inc
SELL -7.01% 1.6M $415M
ECL|Ecolab Inc
SELL -7.04% 1.7M $411M
META|Meta Platforms Inc
SELL -7.02% 1.1M $375M +62.0%
TSM|Taiwan Semiconductor Mfg Ltd
SELL -7.04% 3.3M $393M
BC|Brunswick Corp
SELL -6.97% 3.8M $384M +90.7%
AON|Aon PLC
SELL -6.89% 1.2M $362M +57.4%
CME|Cme Group Inc
SELL -6.97% 1.6M $364M
GOOG|Alphabet Inc
SELL -11.99% 118.3K $342M
TNET|Trinet Group Inc
SELL -7.06% 3.5M $333M
IQV|Iqvia Hldgs Inc
BUY +9.87% 1.2M $350M +1.3%
ADSK|Autodesk Inc
SELL -6.83% 1.1M $314M +78.9%
FAST|Fastenal Co
SELL -6.89% 5.3M $342M +126.0%
MSFT|Microsoft Corp
SELL -6.78% 921.4K $310M +69.0%
SSNC|SS&C Technologies Hldgs Inc
SELL -6.79% 3.6M $294M
ENTG|Entegris Inc
SELL -6.98% 2.0M $281M +227.5%
CTXSEUR|Citrix Sys Inc
SELL EXIT
BDX|Becton Dickinson & Co
SELL -6.78% 1.0M $262M
MCO|Moodys Corp
SELL -6.97% 514.0K $201M +156.7%
CACC|Credit Accep Corp Mich
SELL -7.07% 249.9K $172M
IBKR|Interactive Brokers Group In
SELL -7.02% 2.2M $172M
PRI|Primerica Inc
SELL -25.43% 727.3K $111M
AWI|Armstrong World Inds Inc
BUY +2.67% 1.2M $141M +59.6%
0C3|Endeavor Group Hldgs Inc
BUY NEW 3.4M $120M
BLK|Blackrock Inc
BUY NEW 102.3K $94M +27.3%
2021-Q3
SPGI|S&P Global Inc
SELL -1.68% 2.3M $989M
GOOGL|Alphabet Inc
SELL -1.65% 312.0K $834M
ADI|Analog Devices Inc
SELL -1.71% 3.4M $570M
V|Visa Inc
SELL -1.68% 2.4M $538M
AG8|Agilent Technologies Inc
SELL -1.57% 3.6M $572M
FIS|Fidelity Natl Information Sv
SELL -1.52% 3.8M $461M
EFX|Equifax Inc
SELL -1.61% 2.1M $540M
AMT|American Tower Corp
SELL -1.66% 1.9M $513M
AMAT|Applied Matls Inc
SELL -1.68% 3.7M $472M +134.7%
AVGO|Broadcom Inc
SELL -1.50% 1.1M $525M +93.5%
TMO|Thermo Fisher Scientific Inc
SELL -1.69% 901.2K $515M +131.3%
ICE|Intercontinental Exchange In
SELL -1.57% 4.1M $475M
CBRE|Cbre Group Inc
SELL -1.78% 4.6M $448M
TSM|Taiwan Semiconductor Mfg Ltd
SELL -1.63% 3.5M $393M
ZTS|Zoetis Inc
SELL -1.66% 2.2M $428M
META|Facebook Inc
SELL -1.60% 1.2M $407M +74.8%
VRSN|Verisign Inc
SELL -1.61% 1.8M $361M
ECL|Ecolab Inc
SELL -1.73% 1.9M $393M
BC|Brunswick Corp
BUY +5.15% 4.1M $390M -21.4%
WTW|Willis Towers Watson PLC Ltd
SELL -1.63% 1.7M $388M
AON|Aon PLC
SELL -1.77% 1.3M $370M +46.5%
CME|Cme Group Inc
SELL -1.53% 1.7M $331M
GOOG|Alphabet Inc
SELL -1.52% 134.4K $358M
TNET|Trinet Group Inc
SELL -1.54% 3.8M $356M
ADSK|Autodesk Inc
SELL -1.61% 1.2M $342M +88.0%
CTXSEUR|Citrix Sys Inc
SELL -1.41% 2.6M $277M
FAST|Fastenal Co
SELL -1.57% 5.7M $296M +106.4%
SSNC|SS&C Technologies Hldgs Inc
SELL -2.04% 3.8M $267M
MSFT|Microsoft Corp
SELL -1.86% 988.4K $279M +48.1%
IQV|Iqvia Hldgs Inc
SELL -1.72% 1.1M $270M +27.8%
BDX|Becton Dickinson & Co
SELL -1.75% 1.1M $275M
ENTG|Entegris Inc
SELL -1.46% 2.2M $275M +175.5%
MCO|Moodys Corp
SELL -1.87% 552.5K $196M +149.8%
CACC|Credit Accep Corp Mich
SELL -2.32% 268.9K $157M
IBKR|Interactive Brokers Group In
SELL -1.41% 2.3M $145M
PRI|Primerica Inc
SELL -2.25% 975.3K $150M
AWI|Armstrong World Inds Inc
SELL -2.05% 1.2M $113M +75.4%
NLSN|Nielsen Hldgs PLC
SELL EXIT
2021-Q2
SPGI|S&P Global Inc
SELL -1.24% 2.4M $972M
GOOGL|Alphabet Inc
SELL -1.36% 317.2K $775M
ADI|Analog Devices Inc
SELL -1.13% 3.5M $596M
V|Visa Inc
SELL -1.23% 2.5M $574M
FIS|Fidelity Natl Information Sv
SELL -1.17% 3.8M $545M
AG8|Agilent Technologies Inc
SELL -1.36% 3.7M $545M
AMT|American Tower Corp
SELL -1.12% 2.0M $531M
AMAT|Applied Matls Inc
SELL -1.19% 3.7M $531M +133.3%
AVGO|Broadcom Inc
SELL -1.25% 1.1M $524M +85.2%
EFX|Equifax Inc
SELL -1.64% 2.2M $519M
ICE|Intercontinental Exchange In
SELL -1.03% 4.2M $499M
TMO|Thermo Fisher Scientific Inc
SELL -1.37% 916.7K $462M +99.0%
TSM|Taiwan Semiconductor Mfg Ltd
SELL -1.14% 3.6M $430M
META|Facebook Inc
BUY +24.44% 1.2M $424M +79.1%
ZTS|Zoetis Inc
SELL -5.77% 2.2M $418M
ECL|Ecolab Inc
SELL -1.20% 1.9M $395M
WTW|Willis Towers Watson PLC Ltd
SELL -5.53% 1.7M $390M
VRSN|Verisign Inc
SELL -1.26% 1.8M $407M
CBRE|Cbre Group Inc
SELL -2.35% 4.7M $401M
BC|Brunswick Corp
SELL -1.14% 3.9M $388M +106.2%
CME|Cme Group Inc
SELL -1.24% 1.7M $369M
CTXSEUR|Citrix Sys Inc
BUY +0.03% 2.6M $307M
ADSK|Autodesk Inc
SELL -1.27% 1.2M $355M +80.3%
GOOG|Alphabet Inc
SELL -1.12% 136.5K $342M
AON|Aon PLC
SELL -1.54% 1.3M $314M +29.9%
FAST|Fastenal Co
SELL -1.58% 5.8M $303M +98.7%
TNET|Trinet Group Inc
SELL -1.15% 3.8M $277M
SSNC|SS&C Technologies Hldgs Inc
SELL -1.21% 3.9M $283M
BDX|Becton Dickinson & Co
SELL -1.03% 1.1M $277M
IQV|Iqvia Hldgs Inc
BUY +20.38% 1.1M $278M +12.1%
MSFT|Microsoft Corp
BUY +56.70% 1.0M $273M +99.7%
ENTG|Entegris Inc
SELL -1.05% 2.2M $272M +164.2%
MCO|Moodys Corp
SELL -1.13% 563.0K $204M +117.7%
IBKR|Interactive Brokers Group In
SELL -1.59% 2.4M $155M
PRI|Primerica Inc
SELL -1.10% 997.7K $153M
AWI|Armstrong World Inds Inc
SELL -0.87% 1.2M $129M +73.5%
CACC|Credit Accep Corp Mich
SELL -0.97% 275.3K $125M
NLSN|Nielsen Hldgs PLC
SELL -1.34% 4.3M $105M
GRA1EUR|Grace W R & Co
SELL EXIT
2021-Q1
SPGI|S&P Global Inc
SELL -7.67% 2.4M $846M
ADI|Analog Devices Inc
SELL -28.67% 3.5M $543M
GOOGL|Alphabet Inc
SELL -3.71% 321.6K $663M
FIS|Fidelity Natl Information Sv
SELL -3.52% 3.9M $547M
V|Visa Inc
SELL -3.44% 2.5M $526M
AVGO|Broadcom Inc
SELL -3.62% 1.1M $516M +85.1%
ICE|Intercontinental Exchange In
SELL -3.67% 4.2M $474M
AMAT|Applied Matls Inc
SELL -2.92% 3.8M $505M +94.6%
WTW|Willis Towers Watson PLC Ltd
SELL -23.03% 1.8M $411M
AG8|Agilent Technologies Inc
SELL -8.69% 3.7M $475M
ZTS|Zoetis Inc
SELL -18.18% 2.4M $375M
AMT|American Tower Corp
SELL -3.71% 2.0M $476M
ECL|Ecolab Inc
SELL -11.48% 1.9M $415M
TMO|Thermo Fisher Scientific Inc
SELL -3.61% 929.4K $424M +104.1%
EFX|Equifax Inc
SELL -3.51% 2.2M $399M
TSM|Taiwan Semiconductor Mfg Ltd
SELL -3.65% 3.6M $428M
CBRE|Cbre Group Inc
SELL -28.22% 4.8M $379M
ADSK|Autodesk Inc
SELL -3.61% 1.2M $342M +84.5%
BC|Brunswick Corp
SELL -3.50% 3.9M $376M +84.0%
CTXSEUR|Citrix Sys Inc
BUY NEW 2.6M $368M
VRSN|Verisign Inc
BUY +22.92% 1.8M $360M +50.4%
CME|Cme Group Inc
SELL -3.20% 1.8M $359M
TNET|Trinet Group Inc
SELL -3.64% 3.9M $301M
AON|Aon PLC
SELL -3.58% 1.3M $308M +19.3%
FAST|Fastenal Co
SELL -3.43% 5.9M $297M +81.3%
SSNC|SS&C Technologies Hldgs Inc
SELL -3.30% 4.0M $277M
BDX|Becton Dickinson & Co
SELL -3.36% 1.2M $280M
GOOG|Alphabet Inc
SELL -17.57% 138.0K $286M
META|Facebook Inc
SELL -3.88% 979.0K $288M +46.9%
ENTG|Entegris Inc
SELL -14.27% 2.2M $250M +137.1%
IQV|Iqvia Hldgs Inc
BUY NEW 953.6K $184M +39.0%
IBKR|Interactive Brokers Group In
SELL -3.27% 2.4M $175M
MCO|Moodys Corp
SELL -3.74% 569.5K $170M +83.9%
MSFT|Microsoft Corp
SELL -3.22% 642.7K $152M +41.8%
PRI|Primerica Inc
SELL -3.37% 1.0M $149M
AWI|Armstrong World Inds Inc
SELL -2.51% 1.2M $109M +38.3%
NLSN|Nielsen Hldgs PLC
BUY NEW 4.3M $109M
CACC|Credit Accep Corp Mich
SELL -2.11% 278.0K $100M
GRA1EUR|Grace W R & Co
SELL -3.09% 1.6M $95M
2020-Q4
SPGI|S&P Global Inc
SELL -0.49% 2.6M $853M
ADI|Analog Devices Inc
SELL -0.49% 4.9M $725M
FIS|Fidelity Natl Information Sv
SELL -0.47% 4.0M $571M
GOOGL|Alphabet Inc
SELL -0.42% 334.0K $585M
V|Visa Inc
SELL -0.42% 2.6M $563M
ICE|Intercontinental Exchange In
SELL -0.48% 4.4M $508M
AVGO|Broadcom Inc
SELL -0.68% 1.2M $506M +51.8%
AMT|American Tower Corp
SELL -0.49% 2.1M $464M
WTW|Willis Towers Watson PLC Ltd
SELL -0.60% 2.3M $492M
AG8|Agilent Technologies Inc
SELL -0.60% 4.1M $485M
ZTS|Zoetis Inc
SELL -0.32% 2.9M $482M
ECL|Ecolab Inc
SELL -0.56% 2.2M $474M
TMO|Thermo Fisher Scientific Inc
SELL -0.49% 964.2K $449M +98.3%
EFX|Equifax Inc
SELL -0.34% 2.3M $440M
CBRE|Cbre Group Inc
SELL -0.93% 6.7M $419M
TSM|Taiwan Semiconductor Mfg Ltd
SELL -0.61% 3.8M $409M
ADSK|Autodesk Inc
SELL -0.44% 1.3M $391M +62.2%
AMAT|Applied Matls Inc
SELL -0.89% 3.9M $336M +25.6%
CME|Cme Group Inc
SELL -0.95% 1.8M $331M
TNET|Trinet Group Inc
SELL -0.53% 4.0M $323M
VRSN|Verisign Inc
SELL -0.45% 1.5M $319M
BC|Brunswick Corp
SELL -0.45% 4.1M $311M +43.1%
FAST|Fastenal Co
SELL -0.47% 6.1M $299M +80.6%
SSNC|SS&C Technologies Hldgs Inc
SELL -0.44% 4.1M $299M
BDX|Becton Dickinson & Co
SELL -0.99% 1.2M $298M
GOOG|Alphabet Inc
SELL -0.54% 167.5K $293M
AON|Aon PLC
SELL -0.65% 1.4M $293M +9.4%
META|Facebook Inc
SELL -0.51% 1.0M $278M +51.2%
ENTG|Entegris Inc
SELL -0.49% 2.6M $251M +102.0%
MCO|Moodys Corp
SELL -0.71% 591.6K $172M +84.0%
IBKR|Interactive Brokers Group In
SELL -0.40% 2.5M $151M
MSFT|Microsoft Corp
SELL -0.44% 664.1K $148M +30.3%
PRI|Primerica Inc
SELL -1.02% 1.0M $140M
CACC|Credit Accep Corp Mich
SELL -1.60% 284.0K $98M
AWI|Armstrong World Inds Inc
SELL -1.89% 1.2M $93M +22.0%
GRA1EUR|Grace W R & Co
SELL -1.96% 1.6M $90M
2020-Q3
SPGI|S&P Global Inc
SELL -1.16% 2.6M $941M
ADI|Analog Devices Inc
SELL -1.12% 4.9M $576M
FIS|Fidelity Natl Information Sv
SELL -1.00% 4.1M $597M
AMT|American Tower Corp
SELL -1.06% 2.1M $502M
V|Visa Inc
SELL -1.14% 2.6M $517M
GOOGL|Alphabet Inc
SELL -1.09% 335.4K $492M
WTW|Willis Towers Watson PLC Ltd
SELL -0.95% 2.3M $490M
ZTS|Zoetis Inc
SELL -1.14% 2.9M $483M
ICE|Intercontinental Exchange In
SELL -1.19% 4.4M $443M
ECL|Ecolab Inc
SELL -1.04% 2.2M $440M
TMO|Thermo Fisher Scientific Inc
SELL -1.21% 969.0K $428M +76.9%
AVGO|Broadcom Inc
SELL -1.02% 1.2M $424M +31.2%
AG8|Agilent Technologies Inc
SELL -0.96% 4.1M $416M
EFX|Equifax Inc
SELL -1.02% 2.3M $359M
CBRE|Cbre Group Inc
SELL -0.99% 6.7M $317M
ADSK|Autodesk Inc
SELL -1.04% 1.3M $297M +50.1%
VRSN|Verisign Inc
SELL -1.17% 1.5M $303M
CME|Cme Group Inc
SELL -1.00% 1.8M $307M
TSM|Taiwan Semiconductor Mfg Ltd
SELL -1.00% 3.8M $306M
BDX|Becton Dickinson & Co
SELL -1.02% 1.2M $280M
AON|Aon PLC
SELL -1.13% 1.4M $288M +5.9%
FAST|Fastenal Co
SELL -1.13% 6.2M $277M +74.5%
META|Facebook Inc
SELL -0.87% 1.0M $268M +39.8%
BC|Brunswick Corp
SELL -1.28% 4.1M $242M +29.6%
SSNC|SS&C Technologies Hldgs Inc
SELL -1.41% 4.1M $250M
TNET|Trinet Group Inc
SELL -0.82% 4.0M $239M
GOOG|Alphabet Inc
SELL -0.86% 168.4K $247M
AMAT|Applied Matls Inc
SELL -1.10% 3.9M $233M +7.9%
ENTG|Entegris Inc
SELL -1.44% 2.6M $195M +57.0%
MCO|Moodys Corp
SELL -0.75% 595.8K $173M +88.0%
MSFT|Microsoft Corp
SELL -1.08% 667.1K $140M +26.8%
PRI|Primerica Inc
SELL -1.33% 1.1M $119M
CACC|Credit Accep Corp Mich
SELL -1.22% 288.6K $98M
IBKR|Interactive Brokers Group In
SELL -1.02% 2.5M $120M
AWI|Armstrong World Inds Inc
SELL -0.92% 1.3M $87M +22.9%
GRA1EUR|Grace W R & Co
SELL -1.17% 1.7M $67M
2020-Q2
SPGI|S&P Global Inc
BUY +1.01% 2.6M $869M +44.2%
ADI|Analog Devices Inc
BUY +0.98% 5.0M $612M +243.6%
FIS|Fidelity Natl Information Sv
BUY +0.95% 4.1M $549M -69.3%
AMT|American Tower Corp
BUY +0.91% 2.1M $543M -30.0%
V|Visa Inc
BUY +0.93% 2.6M $505M +106.0%
GOOGL|Alphabet Inc
BUY +0.96% 339.1K $481M -75.2%
WTW|Willis Towers Watson PLC Ltd
BUY +0.89% 2.4M $467M +75.2%
ECL|Ecolab Inc
BUY +0.88% 2.2M $443M +45.8%
ICE|Intercontinental Exchange In
BUY +1.13% 4.5M $410M +73.7%
ZTS|Zoetis Inc
BUY +1.01% 3.0M $405M -42.4%
EFX|Equifax Inc
BUY +0.80% 2.3M $398M +29.8%
AVGO|Broadcom Inc
BUY +1.02% 1.2M $371M +35.5%
AG8|Agilent Technologies Inc
BUY +1.03% 4.2M $367M
TMO|Thermo Fisher Scientific Inc
BUY +1.06% 980.8K $355M +87.0%
CME|Cme Group Inc
BUY +1.02% 1.9M $301M +56.7%
ADSK|Autodesk Inc
BUY +0.90% 1.3M $311M +44.3%
VRSN|Verisign Inc
BUY +0.96% 1.5M $310M +40.4%
CBRE|Cbre Group Inc
BUY +0.97% 6.8M $308M +243.1%
BDX|Becton Dickinson & Co
BUY +0.86% 1.2M $291M -21.6%
AON|Aon PLC
BUY NEW 1.4M $272M +85.1%
FAST|Fastenal Co
BUY +0.90% 6.2M $267M +31.9%
BC|Brunswick Corp
BUY +10.52% 4.2M $266M +54.1%
TNET|Trinet Group Inc
BUY +0.87% 4.1M $248M +45.8%
GOOG|Alphabet Inc
BUY +0.87% 169.8K $240M -75.4%
AMAT|Applied Matls Inc
BUY +62.71% 4.0M $240M +787.5%
SSNC|SS&C Technologies Hldgs Inc
BUY +1.24% 4.2M $236M +49.8%
META|Facebook Inc
BUY +0.76% 1.0M $235M +168.4%
AON|Aon PLC
SELL EXIT
TSM|Taiwan Semiconductor Mfg Ltd
BUY +0.79% 3.8M $217M +716.0%
MCO|Moodys Corp
BUY +0.87% 600.3K $165M +100.5%
ENTG|Entegris Inc
BUY +0.66% 2.7M $157M +155.7%
MSFT|Microsoft Corp
BUY +1.03% 674.4K $137M +176.5%
PRI|Primerica Inc
BUY +8.15% 1.1M $125M +174.1%
CACC|Credit Accep Corp Mich
BUY +1.02% 292.2K $122M +79.9%
IBKR|Interactive Brokers Group In
BUY +0.75% 2.5M $105M +131.0%
AWI|Armstrong World Inds Inc
BUY +1.13% 1.3M $100M +131.4%
GRA1EUR|Grace W R & Co
BUY +1.38% 1.7M $86M
2020-Q1
SPGI|S&P Global Inc
SELL -0.21% 2.6M $640M
ADI|Analog Devices Inc
SELL -0.18% 4.9M $443M
FIS|Fidelity Natl Information Sv
SELL -0.21% 4.1M $493M
V|Visa Inc
SELL -0.13% 2.6M $417M
AMT|American Tower Corp
SELL -0.10% 2.1M $453M
WTW|Willis Towers Watson PLC Ltd
SELL -0.13% 2.3M $399M
GOOGL|Alphabet Inc
SELL -0.18% 335.9K $390M
ZTS|Zoetis Inc
SELL -12.49% 2.9M $344M
ECL|Ecolab Inc
SELL -0.15% 2.2M $344M
CBRE|Cbre Group Inc
SELL -0.17% 6.7M $254M
ICE|Intercontinental Exchange In
SELL -0.16% 4.4M $358M
CME|Cme Group Inc
SELL -0.20% 1.8M $317M
AVGO|Broadcom Inc
SELL -0.13% 1.2M $276M +21.7%
AG8|Agilent Technologies Inc
SELL -0.24% 4.1M $295M
BDX|Becton Dickinson & Co
SELL -0.15% 1.2M $277M
EFX|Equifax Inc
SELL -0.15% 2.3M $274M
TMO|Thermo Fisher Scientific Inc
SELL -0.13% 970.5K $275M +39.0%
AON|Aon PLC
SELL -0.09% 1.4M $231M
VRSN|Verisign Inc
SELL -0.11% 1.5M $267M
SSNC|SS&C Technologies Hldgs Inc
SELL -0.14% 4.1M $181M
ADSK|Autodesk Inc
SELL -0.13% 1.3M $201M +20.9%
TNET|Trinet Group Inc
SELL -0.28% 4.0M $152M
FAST|Fastenal Co
SELL -0.19% 6.2M $193M +37.5%
GOOG|Alphabet Inc
SELL -0.16% 168.4K $196M
TSM|Taiwan Semiconductor Mfg Ltd
SELL -0.09% 3.8M $181M
META|Facebook Inc
SELL -0.28% 1.0M $171M +15.1%
BC|Brunswick Corp
BUY +9.79% 3.8M $133M +32.2%
MCO|Moodys Corp
SELL -0.35% 595.1K $126M +67.9%
ENTG|Entegris Inc
SELL -0.29% 2.6M $118M +23.0%
CACC|Credit Accep Corp Mich
SELL -0.40% 289.2K $74M
AWI|Armstrong World Inds Inc
SELL -0.13% 1.3M $101M +69.4%
PRI|Primerica Inc
BUY +10.24% 988.3K $87M +140.0%
IBKR|Interactive Brokers Group In
SELL -0.29% 2.5M $108M
AMAT|Applied Matls Inc
BUY NEW 2.4M $112M +700.6%
MSFT|Microsoft Corp
BUY NEW 667.5K $105M +207.0%
ST|Sensata Technologies Hldng P
SELL EXIT -10.8%
GRA1EUR|Grace W R & Co
BUY NEW 1.7M $59M
2019-Q4
SPGI|S&P Global Inc
SELL -6.86% 2.6M $715M
ADI|Analog Devices Inc
SELL -2.15% 5.0M $588M
FIS|Fidelity Natl Information Sv
SELL -2.19% 4.1M $565M
V|Visa Inc
SELL -2.09% 2.6M $487M
AMT|American Tower Corp
SELL -2.06% 2.1M $478M
WTW|Willis Towers Watson Pub Ltd
SELL -2.10% 2.4M $475M
ZTS|Zoetis Inc
SELL -9.37% 3.3M $442M
GOOGL|Alphabet Inc
SELL -2.11% 336.5K $451M
ECL|Ecolab Inc
SELL -2.16% 2.2M $426M
ICE|Intercontinental Exchange In
SELL -2.33% 4.4M $411M
CBRE|Cbre Group Inc
SELL -2.25% 6.8M $414M
CME|Cme Group Inc
SELL -2.17% 1.8M $369M
AVGO|Broadcom Inc
SELL -2.15% 1.2M $368M +24.3%
AG8|Agilent Technologies Inc
SELL -2.18% 4.1M $352M
EFX|Equifax Inc
SELL -2.17% 2.3M $322M
BDX|Becton Dickinson & Co
SELL -2.03% 1.2M $328M
TMO|Thermo Fisher Scientific Inc
SELL -2.12% 971.8K $316M +28.7%
AON|Aon PLC
SELL -2.08% 1.4M $291M
VRSN|Verisign Inc
SELL -2.12% 1.5M $286M
TNET|Trinet Group Inc
SELL -2.14% 4.0M $229M
SSNC|SS&C Technologies Hldgs Inc
SELL -2.36% 4.1M $254M
GOOG|Alphabet Inc
SELL -15.61% 168.6K $225M
ADSK|Autodesk Inc
BUY NEW 1.3M $236M +71.1%
FAST|Fastenal Co
SELL -2.07% 6.2M $228M +38.5%
ST|Sensata Technologies Hldng P
SELL -56.95% 1.9M $103M -3.2%
TSM|Taiwan Semiconductor Mfg Ltd
SELL -2.12% 3.8M $220M
META|Facebook Inc
SELL -1.92% 1.0M $211M +6.7%
BC|Brunswick Corp
SELL -1.89% 3.4M $206M +22.2%
MCO|Moodys Corp
SELL -1.93% 597.2K $142M +46.3%
IBKR|Interactive Brokers Group In
SELL -2.07% 2.5M $117M
CACC|Credit Accep Corp Mich
SELL -2.19% 290.4K $128M
ENTG|Entegris Inc
BUY +23.84% 2.7M $133M +202.9%
AWI|Armstrong World Inds Inc
SELL -2.67% 1.3M $119M +58.4%
PRI|Primerica Inc
SELL -2.22% 896.5K $117M
2019-Q3
SPGI|S&P Global Inc
SELL -0.67% 2.8M $689M
ADI|Analog Devices Inc
SELL -0.64% 5.1M $565M
FIS|Fidelity Natl Information Sv
SELL -0.61% 4.2M $551M
AMT|American Tower Corp
SELL -0.58% 2.1M $470M
WTW|Willis Towers Watson Pub Ltd
SELL -0.54% 2.4M $463M
V|Visa Inc
SELL -0.62% 2.6M $456M
ZTS|Zoetis Inc
SELL -0.59% 3.7M $459M
ECL|Ecolab Inc
SELL -0.71% 2.3M $447M
GOOGL|Alphabet Inc
SELL -0.68% 343.8K $420M
ICE|Intercontinental Exchange In
SELL -0.69% 4.5M $419M
CME|Cme Group Inc
SELL -0.48% 1.9M $397M
CBRE|Cbre Group Inc
SELL -0.47% 6.9M $366M
AVGO|Broadcom Inc
SELL -0.65% 1.2M $329M +13.4%
EFX|Equifax Inc
SELL -0.60% 2.3M $330M
AG8|Agilent Technologies Inc
BUY +6.88% 4.2M $323M
VRSN|Verisign Inc
SELL -0.44% 1.5M $286M
BDX|Becton Dickinson & Co
SELL -0.63% 1.2M $311M
TMO|Thermo Fisher Scientific Inc
SELL -0.81% 992.9K $289M +22.5%
TNET|Trinet Group Inc
SELL -0.93% 4.1M $257M
AON|Aon PLC
SELL -0.61% 1.4M $277M
SSNC|SS&C Technologies Hldgs Inc
SELL -0.59% 4.2M $219M
GOOG|Alphabet Inc
SELL -0.81% 199.8K $244M
ST|Sensata Technologies Hldng P
SELL -0.39% 4.4M $222M -11.3%
FAST|Fastenal Co
SELL -0.44% 6.3M $206M +18.4%
META|Facebook Inc
SELL -1.02% 1.0M $187M +3.3%
BC|Brunswick Corp
BUY +43.45% 3.5M $182M +66.3%
TSM|Taiwan Semiconductor Mfg Ltd
SELL -0.95% 3.9M $180M
CACC|Credit Accep Corp Mich
SELL -0.52% 296.9K $137M
IBKR|Interactive Brokers Group In
SELL -0.72% 2.6M $137M
AWI|Armstrong World Inds Inc
SELL -0.30% 1.3M $126M +59.8%
MCO|Moodys Corp
SELL -0.57% 609.0K $125M +40.9%
PRI|Primerica Inc
SELL -0.66% 916.9K $117M
ENTG|Entegris Inc
BUY NEW 2.1M $101M +243.8%
2019-Q2
SPGI|S&P Global Inc
SELL -1.99% 2.8M $645M
ADI|Analog Devices Inc
SELL -1.98% 5.1M $575M
FIS|Fidelity Natl Information Sv
SELL -1.92% 4.2M $513M
V|Visa Inc
SELL -2.08% 2.7M $463M
WTW|Willis Towers Watson Pub Ltd
SELL -2.13% 2.4M $463M
ECL|Ecolab Inc
SELL -2.06% 2.3M $449M
AMT|American Tower Corp
SELL -2.01% 2.1M $437M
ZTS|Zoetis Inc
SELL -1.99% 3.7M $421M
GOOGL|Alphabet Inc
SELL -1.92% 346.1K $375M
ICE|Intercontinental Exchange In
SELL -1.95% 4.6M $393M
CME|Cme Group Inc
SELL -2.01% 1.9M $366M
CBRE|Cbre Group Inc
SELL -1.96% 6.9M $356M
AVGO|Broadcom Inc
BUY +18.98% 1.2M $345M +25.0%
EFX|Equifax Inc
SELL -2.00% 2.4M $320M
VRSN|Verisign Inc
SELL -2.08% 1.5M $319M
BDX|Becton Dickinson & Co
BUY +18.66% 1.2M $312M -18.6%
AG8|Agilent Technologies Inc
BUY +11.46% 3.9M $295M
TMO|Thermo Fisher Scientific Inc
SELL -2.03% 1.0M $294M +17.3%
TNET|Trinet Group Inc
SELL -1.76% 4.2M $283M
AON|Aon PLC
SELL -2.14% 1.4M $277M
SSNC|SS&C Technologies Hldgs Inc
BUY +20.04% 4.3M $246M +42.1%
GOOG|Alphabet Inc
SELL -2.09% 201.5K $218M
INTC|Intel Corp
SELL EXIT -7.3%
ST|Sensata Technologies Hldng P
SELL -2.00% 4.4M $218M -10.2%
FAST|Fastenal Co
SELL -1.94% 6.3M $206M +24.8%
META|Facebook Inc
SELL -1.67% 1.1M $204M +0.3%
TSM|Taiwan Semiconductor Mfg Ltd
SELL -1.67% 3.9M $153M
CACC|Credit Accep Corp Mich
SELL -2.19% 298.4K $144M
IBKR|Interactive Brokers Group In
SELL -1.72% 2.6M $139M
AWI|Armstrong World Inds Inc
SELL -2.17% 1.3M $127M +46.6%
MCO|Moodys Corp
SELL -2.07% 612.5K $120M +25.5%
PRI|Primerica Inc
SELL -1.89% 923.0K $111M
BC|Brunswick Corp
BUY NEW 2.4M $112M +58.6%
2019-Q1
SPGI|S&P Global Inc
SELL -0.47% 2.9M $608M
ADI|Analog Devices Inc
SELL -0.48% 5.2M $547M
FIS|Fidelity Natl Information Sv
SELL -0.51% 4.3M $482M
WTW|Willis Towers Watson Pub Ltd
SELL -0.27% 2.5M $433M
AMT|American Tower Corp
SELL -0.39% 2.2M $430M
V|Visa Inc
SELL -0.40% 2.7M $425M
GOOGL|Alphabet Inc
SELL -0.52% 352.9K $415M
ECL|Ecolab Inc
SELL -0.40% 2.3M $410M
ZTS|Zoetis Inc
SELL -0.50% 3.8M $381M
CME|Cme Group Inc
SELL -0.48% 1.9M $317M
ICE|Intercontinental Exchange In
SELL -0.36% 4.7M $355M
CBRE|Cbre Group Inc
SELL -0.48% 7.1M $350M
AVGO|Broadcom Inc
BUY +9.85% 1.0M $303M +36.9%
EFX|Equifax Inc
SELL -0.42% 2.4M $286M
AG8|Agilent Technologies Inc
SELL -0.50% 3.5M $285M
VRSN|Verisign Inc
SELL -0.38% 1.6M $283M
TMO|Thermo Fisher Scientific Inc
SELL -0.31% 1.0M $280M +5.9%
BDX|Becton Dickinson & Co
SELL -0.65% 1.0M $261M
TNET|Trinet Group Inc
SELL -0.41% 4.2M $253M
AON|Aon PLC
BUY +11.28% 1.5M $251M +109.6%
GOOG|Alphabet Inc
SELL -0.30% 205.8K $241M
SSNC|SS&C Technologies Hldgs Inc
SELL -0.30% 3.6M $226M
INTC|Intel Corp
SELL -0.47% 4.2M $224M -0.8%
FAST|Fastenal Co
SELL -0.33% 3.2M $208M +18.1%
ST|Sensata Technologies Hldng P
SELL -0.49% 4.5M $204M -11.0%
META|Facebook Inc
SELL -0.56% 1.1M $180M -9.9%
TSM|Taiwan Semiconductor Mfg Ltd
SELL -0.45% 4.0M $163M
IBKR|Interactive Brokers Group In
SELL -0.77% 2.6M $136M
CACC|Credit Accep Corp Mich
SELL -0.51% 305.1K $138M
BIDUN|Baidu Inc
SELL EXIT
CMPR|Cimpress N V
SELL EXIT
PRI|Primerica Inc
SELL -0.40% 940.8K $115M
MCO|Moodys Corp
SELL -0.51% 625.4K $113M +9.2%
AWI|Armstrong World Inds Inc
SELL -0.49% 1.3M $106M +15.5%
2018-Q4
SPGI|S&P Global Inc
BUY +0.77% 2.9M $493M +141.6%
ADI|Analog Devices Inc
BUY +0.71% 5.2M $448M +330.7%
FIS|Fidelity Natl Information Sv
BUY +0.66% 4.3M $439M -61.1%
GOOGL|Alphabet Inc
BUY +0.75% 354.7K $371M -68.2%
V|Visa Inc
BUY +0.70% 2.7M $361M +172.9%
WTW|Willis Towers Watson Pub Ltd
BUY +0.70% 2.5M $376M +124.4%
CME|Cme Group Inc
BUY +0.70% 1.9M $364M +51.7%
ECL|Ecolab Inc
BUY +0.75% 2.3M $344M +84.9%
ICE|Intercontinental Exchange In
BUY +0.70% 4.7M $353M +111.6%
BIDUN|Baidu Inc
SELL -44.26% 855.7K $136M
AMT|American Tower Corp
BUY +0.74% 2.2M $346M +9.7%
ZTS|Zoetis Inc
BUY +0.70% 3.8M $325M -17.2%
EFX|Equifax Inc
BUY +0.66% 2.4M $226M +87.1%
CBRE|Cbre Group Inc
BUY +0.70% 7.1M $285M +256.2%
BDX|Becton Dickinson & Co
BUY +0.78% 1.1M $237M -19.0%
AG8|Agilent Technologies Inc
BUY +0.69% 3.6M $240M
GOOG|Alphabet Inc
BUY +0.67% 206.4K $214M -68.2%
TNET|Trinet Group Inc
BUY +0.65% 4.3M $179M +56.0%
AVGO|Broadcom Inc
BUY +0.93% 916.5K $233M +57.9%
VRSN|Verisign Inc
BUY +41.28% 1.6M $232M +95.8%
TMO|Thermo Fisher Scientific Inc
BUY +91.27% 1.0M $229M +168.4%
ST|Sensata Technologies Hldng P
BUY +0.58% 4.6M $204M -7.1%
AON|Aon PLC
BUY +0.78% 1.3M $192M +123.8%
INTC|Intel Corp
BUY +0.77% 4.2M $197M +95.6%
META|Facebook Inc
BUY +0.68% 1.1M $142M +295.6%
TSM|Taiwan Semiconductor Mfg Ltd
BUY +0.75% 4.0M $147M +1033.9%
FAST|Fastenal Co
BUY +8.09% 3.2M $169M -5.9%
CMPR|Cimpress N V
BUY +0.68% 1.2M $124M -16.1%
SSNC|SS&C Technologies Hldgs Inc
BUY +37.10% 3.6M $161M +72.4%
IBKR|Interactive Brokers Group In
BUY +0.90% 2.6M $144M +80.1%
CACC|Credit Accep Corp Mich
BUY +0.99% 306.6K $117M +46.7%
PRI|Primerica Inc
BUY +0.77% 944.5K $92M +156.2%
MCO|Moodys Corp
BUY NEW 628.7K $88M +237.8%
AWI|Armstrong World Inds Inc
BUY +25.40% 1.3M $78M +172.3%
SERVUSD|Servicemaster Global Hldgs I
SELL EXIT
2018-Q3
SPGI|S&P Global Inc
SELL -6.03% 2.9M $562M
ADI|Analog Devices Inc
SELL -6.34% 5.2M $479M
FIS|Fidelity Natl Information Sv
SELL -6.26% 4.3M $464M
GOOGL|Alphabet Inc
SELL -6.32% 352.1K $425M
V|Visa Inc
SELL -6.20% 2.7M $407M
BIDUN|Baidu Inc
SELL -6.76% 1.5M $351M
WTW|Willis Towers Watson Pub Ltd
SELL -6.16% 2.5M $346M
ICE|Intercontinental Exchange In
SELL -6.31% 4.7M $348M
ECL|Ecolab Inc
SELL -6.36% 2.3M $363M
CBRE|Cbre Group Inc
SELL -6.34% 7.1M $312M
SERVUSD|Servicemaster Global Hldgs I
SELL -80.91% 1.1M $70M
ZTS|Zoetis Inc
SELL -6.14% 3.8M $346M
AVGO|Broadcom Inc
SELL -34.82% 908.0K $224M -9.7%
CME|Cme Group Inc
SELL -6.24% 1.9M $327M
AMT|American Tower Corp
SELL -6.26% 2.2M $316M
EFX|Equifax Inc
BUY +29.50% 2.4M $314M +47.0%
BDX|Becton Dickinson & Co
SELL -6.20% 1.0M $272M
TNET|Trinet Group Inc
SELL -6.25% 4.2M $238M
AG8|Agilent Technologies Inc
SELL -6.30% 3.5M $249M
GOOG|Alphabet Inc
SELL -5.73% 205.0K $245M
ST|Sensata Technologies Hldng P
SELL -6.24% 4.5M $225M -1.9%
META|Facebook Inc
SELL -6.36% 1.1M $177M -3.5%
AON|Aon PLC
SELL -6.25% 1.3M $201M
INTC|Intel Corp
BUY +69.74% 4.2M $197M +90.9%
CMPR|Cimpress N V
SELL -6.52% 1.2M $163M
VRSN|Verisign Inc
SELL -6.60% 1.1M $177M
TSM|Taiwan Semiconductor Mfg Ltd
SELL -6.17% 4.0M $175M
FAST|Fastenal Co
SELL -6.32% 3.0M $174M +10.8%
IBKR|Interactive Brokers Group In
BUY +5.73% 2.6M $145M +58.1%
SSNC|SS&C Technologies Hldgs Inc
SELL -5.99% 2.6M $148M
CACC|Credit Accep Corp Mich
SELL -6.39% 303.6K $133M
TMO|Thermo Fisher Scientific Inc
BUY NEW 535.8K $131M +169.5%
PRI|Primerica Inc
SELL -6.83% 937.3K $113M
AWI|Armstrong World Inds Inc
SELL -6.96% 1.1M $75M +17.9%
AGN|Allergan PLC
SELL EXIT
2018-Q2
SPGI|S&P Global Inc
SELL -2.76% 3.1M $625M
ADI|Analog Devices Inc
SELL -2.73% 5.5M $531M
FIS|Fidelity Natl Information Sv
SELL -2.80% 4.5M $481M
GOOGL|Alphabet Inc
SELL -2.78% 375.8K $424M
WTW|Willis Towers Watson Pub Ltd
SELL -2.70% 2.6M $397M
BIDUN|Baidu Inc
SELL -2.34% 1.6M $400M
V|Visa Inc
SELL -2.74% 2.9M $383M
ICE|Intercontinental Exchange In
SELL -2.78% 5.0M $365M
CBRE|Cbre Group Inc
BUY +8.96% 7.5M $360M +211.4%
SERVUSD|Servicemaster Global Hldgs I
SELL -2.90% 5.9M $349M
ECL|Ecolab Inc
SELL -2.85% 2.5M $347M
AMT|American Tower Corp
SELL -2.73% 2.3M $334M
ZTS|Zoetis Inc
SELL -2.70% 4.0M $343M
CME|Cme Group Inc
SELL -2.75% 2.1M $336M
AVGO|Broadcom Inc
BUY NEW 1.4M $338M +52.8%
AVGO|Broadcom Ltd
SELL EXIT
BDX|Becton Dickinson & Co
SELL -2.70% 1.1M $266M
AG8|Agilent Technologies Inc
SELL -2.69% 3.8M $233M
ST|Sensata Technologies Hldng P
SELL -2.74% 4.8M $230M -2.2%
TNET|Trinet Group Inc
BUY +9.04% 4.5M $253M +35.3%
GOOG|Alphabet Inc
SELL -2.77% 217.5K $243M
EFX|Equifax Inc
SELL -2.85% 1.9M $232M
META|Facebook Inc
BUY +58.46% 1.1M $223M +210.3%
CMPR|Cimpress N V
SELL -2.88% 1.3M $185M
AON|Aon PLC
BUY +53.23% 1.4M $192M +148.0%
TSM|Taiwan Semiconductor Mfg Ltd
SELL -2.95% 4.2M $154M
IBKR|Interactive Brokers Group In
SELL -2.66% 2.5M $159M
AGN|Allergan PLC
SELL -79.77% 204.5K $34M
VRSN|Verisign Inc
SELL -2.94% 1.2M $163M
FAST|Fastenal Co
BUY NEW 3.2M $154M -1.9%
SSNC|SS&C Technologies Hldgs Inc
SELL -2.50% 2.8M $143M
INTC|Intel Corp
BUY NEW 2.5M $122M +72.7%
CACC|Credit Accep Corp Mich
SELL -3.12% 324.4K $115M
PRI|Primerica Inc
BUY +10.34% 1.0M $100M +198.8%
BITA|Bitauto Hldgs Ltd
SELL EXIT
AWI|Armstrong World Inds Inc
BUY NEW 1.2M $73M +197.5%
2018-Q1
SPGI|S&P Global Inc
SELL -2.43% 3.2M $602M
ADI|Analog Devices Inc
SELL -2.05% 5.7M $519M
FIS|Fidelity Natl Information Sv
SELL -1.94% 4.7M $450M
GOOGL|Alphabet Inc
SELL -2.01% 386.6K $401M
WTW|Willis Towers Watson Pub Ltd
SELL -2.13% 2.7M $410M
BIDUN|Baidu Inc
SELL -1.99% 1.7M $376M
ICE|Intercontinental Exchange In
SELL -2.08% 5.1M $370M
ZTS|Zoetis Inc
SELL -17.47% 4.1M $345M
V|Visa Inc
SELL -1.90% 3.0M $356M
ECL|Ecolab Inc
SELL -1.96% 2.5M $349M
AMT|American Tower Corp
SELL -1.88% 2.4M $347M
CME|Cme Group Inc
SELL -2.02% 2.1M $341M
AVGO|Broadcom Ltd
BUY +20.02% 1.4M $337M +49.0%
CBRE|Cbre Group Inc
SELL -2.06% 6.9M $327M
SERVUSD|Servicemaster Global Hldgs I
SELL -2.03% 6.0M $307M
AG8|Agilent Technologies Inc
SELL -14.81% 3.9M $259M
ST|Sensata Technologies Hldg NV
SELL EXIT
ST|Sensata Technologies Hldng P
BUY NEW 5.0M $258M -20.3%
BDX|Becton Dickinson & Co
SELL -2.24% 1.1M $248M
GOOG|Alphabet Inc
SELL -2.37% 223.7K $231M
EFX|Equifax Inc
SELL -2.02% 1.9M $225M
CMPR|Cimpress N V
SELL -1.75% 1.3M $203M
TNET|Trinet Group Inc
BUY +5.77% 4.1M $192M +64.1%
TSM|Taiwan Semiconductor Mfg Ltd
BUY +64.02% 4.4M $190M +880.3%
IBKR|Interactive Brokers Group In
BUY +24.57% 2.5M $171M +45.8%
AGN|Allergan PLC
SELL -1.89% 1.0M $170M
SSNC|SS&C Technologies Hldgs Inc
BUY +72.65% 2.8M $152M +66.5%
VRSN|Verisign Inc
SELL -1.86% 1.2M $145M
BITA|Bitauto Hldgs Ltd
SELL -16.16% 3.5M $75M
AON|Aon PLC
SELL -1.86% 912.1K $128M
META|Facebook Inc
BUY NEW 724.9K $116M +215.0%
CACC|Credit Accep Corp Mich
SELL -1.96% 334.8K $111M
PRI|Primerica Inc
SELL -1.72% 911.7K $88M

Closed Positions for Cantillon Capital Management

Stock Click to search
Held Period Cost Basis Sale Proceeds Realized Gain Return CAGR
TMO|Thermo Fisher Scientific Inc
2018-Q3 → 2026-Q2 (7.7y) $394.7M $641.0M $+246.2M +62.4% +6.5%
AON|Aon PLC
2020-Q2 → 2026-Q2 (6.0y) $380.2M $556.9M $+176.7M +46.5% +6.6%
IQV|Iqvia Hldgs Inc
2021-Q1 → 2026-Q2 (5.2y) $566.7M $481.3M $-85.4M -15.1% -3.1%
ADBE|Adobe Inc
2022-Q2 → 2026-Q2 (4.0y) $516.6M $338.5M $-178.0M -34.5% -10.1%
FLUT|Flutter Entmt PLC
2024-Q2 → 2026-Q2 (2.0y) $519.1M $305.8M $-213.3M -41.1% -23.3%
ALC|Alcon AG
2025-Q1 → 2026-Q2 (1.2y) $338.7M $276.4M $-62.3M -18.4% -15.1%
TME|Tencent Music Entmt Group
2024-Q2 → 2026-Q2 (2.0y) $304.0M $259.4M $-44.7M -14.7% -7.7%
LPLA|Lpl Finl Hldgs Inc
2025-Q4 → 2026-Q2 (0.5y) $131.4M $110.7M $-20.7M -15.8% -29.1%
FWONA|Liberty Media Corp
2025-Q3 → 2026-Q2 (0.7y) $154.6M $95.7M $-58.9M -38.1% -47.4%
ICLR|Icon PLC
2025-Q2 → 2025-Q3 (0.2y) $66.5M $79.3M $+12.8M +19.2% +19.2%
BLK|Blackrock Inc
2021-Q4 → 2024-Q4 (3.0y) $400.2M $541.3M $+141.2M +35.3% +10.6%
CDW|Cdw Corp
2022-Q4 → 2024-Q4 (2.0y) $271.8M $277.2M $+5.5M +2.0% +1.0%
FERG|Ferguson PLC
2023-Q1 → 2024-Q3 (1.5y) $281.0M $382.0M $+101.0M +35.9% +22.8%
ADSK|Autodesk Inc
2019-Q4 → 2024-Q2 (4.5y) $340.9M $437.1M $+96.1M +28.2% +5.7%
BC|Brunswick Corp
2019-Q2 → 2024-Q1 (4.7y) $294.7M $433.0M $+138.3M +46.9% +8.5%
HAYW|Hayward Hldgs Inc
2022-Q2 → 2023-Q4 (1.5y) $88.1M $71.9M $-16.2M -18.4% -12.7%
AWI|Armstrong World Inds Inc
2018-Q2 → 2023-Q2 (5.0y) $101.5M $156.7M $+55.2M +54.4% +9.1%
META|Meta Platforms Inc
2018-Q1 → 2022-Q4 (4.7y) $295.7M $208.2M $-87.5M -29.6% -7.2%
ST|Sensata Technologies Hldng P
2018-Q1 → 2020-Q1 (2.0y) $266.2M $249.7M $-16.4M -6.2% -3.1%
INTC|Intel Corp
2018-Q2 → 2019-Q2 (1.0y) $214.6M $199.0M $-15.6M -7.3% -7.3%