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William von Mueffling - Cantillon Capital Management

375 trades · 337 closed · 38 open · Win rate: 57.1% · Avg return: +45.2% · Median return: +4.9%

⚠ 1 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
CLB - Core Laboratories Inc.	Q4 2012	$109.31	Q1 2013	$137.92	+26.17%	Closed	History

6684 - D Hewlett-Packard Co Com Stk Common Stock	Q1 2007	$40.14	Q4 2007	$50.48	+25.76%	Closed	History

SLH - D Solera Holdings Inc Com Stk Common Stock	Q2 2007	$19.38	Q1 2008	$24.36	+25.70%	Closed	History

SKM - D Sk Telecom Co Ltd Ad R (sponso Adrs Stocks	Q4 2003	$30.71	Q1 2007	$38.58	+25.64%	Closed	History

BK - D Bank New York Inc Com Common Stock	Q4 2003	$33.12	Q2 2007	$41.44	+25.12%	Closed	History

DPZ - Domino's Pizza, Inc.	Q4 2004	$17.80	Q2 2005	$22.26	+25.06%	Closed	History

SIRO - Sirona Dental Systems Inc	Q1 2014	$74.67	Q3 2015	$93.34	+25.00%	Closed	History

LKQ - LKQ Corp.	Q4 2012	$21.10	Q1 2014	$26.35	+24.88%	Closed	History

IRGI - D Inveresk Rsch Common Stock	Q4 2003	$24.74	Q2 2004	$30.84	+24.66%	Closed	History

MET - MetLife, Inc.	Q2 2005	$40.05	Q3 2008	$49.91	+24.61%	Closed	History

WYE - D Wyeth Shs Common Stock	Q4 2005	$46.07	Q2 2007	$57.34	+24.46%	Closed	History

CANUY - D Compania Anonima Nacional Tele Adrs Stocks	Q4 2003	$15.25	Q2 2005	$18.94	+24.20%	Closed	History

STXG - D Seagate Technology Common Stock	Q1 2004	$16.13	Q4 2005	$19.99	+23.93%	Closed	History

FDS - FactSet Research Systems Inc.	Q4 2003	$25.45	Q2 2004	$31.50	+23.76%	Closed	History

CP - Canadian Pacific Kansas City Ltd.	Q3 2023	$74.41	Open	$91.35	+22.77%	Open	History

STO - D Statoilhydro Asa Adrs Stocks	Q4 2007	$30.52	Q2 2008	$37.38	+22.48%	Closed	History

81KX - D Reed Elsevier Plc Adr Adrs Stocks	Q4 2006	$44.04	Q4 2007	$53.90	+22.39%	Closed	History

AAIG - D Amer Intl Group Inc Com Common Stock	Q1 2005	$55.41	Q3 2007	$67.65	+22.09%	Closed	History

BAC - Bank of America Corp.	Q4 2003	$40.22	Q2 2007	$48.89	+21.57%	Closed	History

UAPH - D Uap Hldg Corp Com Stk Common Stock	Q1 2007	$25.85	Q3 2007	$31.36	+21.32%	Closed	History

MNT - D Mentor Corp Minn Com Common Stock	Q2 2004	$34.29	Q2 2005	$41.48	+20.97%	Closed	History

NNDS - D Nds Group Plc Spons Adr Adrs Stocks	Q4 2003	$22.32	Q3 2004	$27.00	+20.97%	Closed	History

STPFQ - D Suntech Pwr Hldgs Co Ltd Adr Adrs Stocks	Q2 2006	$28.25	Q4 2006	$34.01	+20.39%	Closed	History

GCO - Genesco Inc.	Q2 2004	$23.63	Q1 2005	$28.42	+20.27%	Closed	History

HSY - The Hershey Co.	Q2 2004	$46.27	Q4 2004	$55.54	+20.03%	Closed	History

MS - Morgan Stanley	Q2 2004	$52.78	Q3 2007	$63.00	+19.36%	Closed	History

KCGEUR - D Knight Capital Group Inc Cl A Common Stock	Q1 2006	$13.93	Q2 2007	$16.60	+19.17%	Closed	History

HUB - D Chubb Corp Common Stock	Q1 2009	$42.32	Q3 2009	$50.41	+19.12%	Closed	History

CL - Colgate-Palmolive Co.	Q2 2013	$57.29	Q2 2014	$68.18	+19.01%	Closed	History

41IS - D Unilever Plc Adr Adrs Stocks	Q2 2008	$28.41	Q2 2012	$33.73	+18.73%	Closed	History

RNR - RenaissanceRe Holdings Ltd.	Q3 2005	$43.73	Q1 2008	$51.91	+18.71%	Closed	History

ORCL - Oracle Corp.	Q4 2005	$12.21	Q2 2006	$14.49	+18.67%	Closed	History

DECK - Deckers Outdoor Corp.	Q4 2006	$3.33	Q1 2007	$3.95	+18.47%	Closed	History

AO5 - NAME OF ISSUER TITLE OF CLASS CUSIP x($1000) PRN AMT PRN CALL DISCRETN MANAGERS SOLE SHARED NONE D AEROPOSTALE COM STK COMMON STOCK	Q1 2008	$27.11	Q3 2008	$32.11	+18.44%	Closed	History

URBN - Urban Outfitters, Inc.	Q4 2006	$23.03	Q4 2007	$27.26	+18.37%	Closed	History

AMGN - Amgen Inc.	Q2 2004	$54.57	Q4 2004	$64.15	+17.56%	Closed	History

PZJ - D Par Pharmaceutical Cos Inc Common Stock	Q2 2004	$35.21	Q4 2004	$41.38	+17.52%	Closed	History

YCC - D Yankee Candle Co Com Stk Common Stock	Q4 2003	$27.33	Q2 2005	$32.10	+17.45%	Closed	History

KMB - Kimberly-Clark Corp.	Q4 2003	$56.65	Q4 2007	$66.48	+17.35%	Closed	History

ALR - Altera Corp Common Stock	Q3 2011	$31.53	Q4 2014	$36.94	+17.16%	Closed	History

SGI - Somnigroup International Inc.	Q2 2005	$5.55	Q4 2007	$6.49	+17.09%	Closed	History

MO - Altria Group, Inc.	Q2 2005	$64.67	Q4 2007	$75.58	+16.87%	Closed	History

SIE - D Sierra Health Svcs I Nc Com St Common Stock	Q4 2006	$36.04	Q4 2007	$41.96	+16.43%	Closed	History

MTD - Mettler-Toledo International Inc.	Q4 2003	$42.21	Q2 2004	$49.14	+16.42%	Closed	History

JNJ - Johnson & Johnson	Q4 2003	$51.66	Q2 2006	$59.92	+15.99%	Closed	History

GT - The Goodyear Tire & Rubber Co.	Q4 2003	$7.86	Q2 2004	$9.09	+15.65%	Closed	History

LNWO - D Scientific Games Com Stk Common Stock	Q2 2005	$26.93	Q3 2005	$31.00	+15.11%	Closed	History

SSL - D SAsol Ltd Adr Adrs Stocks	Q3 2007	$42.99	Q4 2007	$49.47	+15.07%	Closed	History

EMC - D Emc Corp Mass Com Stk Common Stock	Q2 2007	$18.10	Q3 2007	$20.80	+14.92%	Closed	History

9ST - Sensata Technologies Hldg NV	Q3 2014	$44.53	Q4 2017	$51.11	+14.78%	Closed	History

ABT - Abbott Laboratories	Q1 2006	$20.38	Q4 2006	$23.37	+14.69%	Closed	History

RGC - D Regal Entmt Grp Common Stock	Q2 2004	$0.48	Q4 2004	$0.55	+14.59%	Closed	History

FQX - D Forest Labs Inc Com Common Stock	Q3 2005	$38.96	Q1 2006	$44.63	+14.55%	Closed	History

EXC - Exelon Corp.	Q1 2006	$37.73	Q3 2006	$43.18	+14.44%	Closed	History

YUM - Yum! Brands, Inc.	Q1 2024	$138.65	Open	$158.18	+14.09%	Open	History

NCC - D National City Corp Com Common Stock	Q4 2003	$33.94	Q3 2004	$38.62	+13.79%	Closed	History

PKX - D Posco Spons Adr Adrs Stocks	Q3 2005	$56.55	Q1 2006	$63.80	+12.82%	Closed	History

AWI - Armstrong World Industries, Inc.	Q2 2018	$63.20	Q1 2023	$71.24	+12.72%	Closed	History

ORCL - Oracle Corp.	Q1 2007	$18.13	Q3 2008	$20.31	+12.02%	Closed	History

BLK - BlackRock, Inc.	Q4 2021	$915.56	Open	$1,025.44	+12.00%	Open	History

EG - Everest Group, Ltd.	Q2 2004	$80.38	Q1 2008	$89.53	+11.38%	Closed	History

GCO - Genesco Inc.	Q4 2006	$37.30	Q1 2007	$41.53	+11.34%	Closed	History

DLTR - Dollar Tree, Inc.	Q2 2008	$10.90	Q3 2008	$12.12	+11.23%	Closed	History

PBH - Prestige Consumer Healthcare Inc.	Q1 2005	$17.65	Q2 2005	$19.50	+10.48%	Closed	History

BNY - The Bank of New York Mellon Cor	Q3 2007	$44.14	Q4 2007	$48.76	+10.47%	Closed	History

DLCA - D Dell Inc Com Common Stock	Q2 2004	$35.83	Q2 2005	$39.46	+10.13%	Closed	History

3O9 - Opentable Inc	Q2 2013	$63.95	Q3 2013	$70.00	+9.46%	Closed	History

CREE - D Cree Resh Inc Com Common Stock	Q1 2005	$21.75	Q2 2006	$23.76	+9.24%	Closed	History

PPMIQ - D Pmi Group Inc Com Common Stock	Q4 2003	$37.23	Q3 2004	$40.58	+9.00%	Closed	History

GGQ7 - Google Inc	Q2 2014	$575.28	Q3 2015	$625.18	+8.67%	Closed	History

AAP - Advance Auto Parts, Inc.	Q1 2004	$27.11	Q2 2004	$29.45	+8.63%	Closed	History

PG - The Procter & Gamble Co.	Q1 2009	$47.09	Q2 2009	$51.10	+8.52%	Closed	History

CHL - D China Mobile Hk Ltd Sp-Adr Adrs Stocks	Q4 2004	$17.16	Q2 2005	$18.59	+8.33%	Closed	History

INTC - Intel Corp.	Q2 2018	$49.71	Q1 2019	$53.70	+8.03%	Closed	History

BRX - Brixmor Property Group Inc.	Q1 2017	$218.96	Q1 2018	$235.65	+7.62%	Closed	History

IQV - IQVIA Holdings Inc.	Q1 2021	$193.14	Open	$207.83	+7.61%	Open	History

MRKC - D Merck & Co Inc Com Common Stock	Q1 2004	$44.17	Q2 2004	$47.48	+7.49%	Closed	History

IFF - International Flavors & Fragrances Inc.	Q1 2009	$30.46	Q2 2009	$32.72	+7.42%	Closed	History

BEC - D Beckman Coulter Inc Com Common Stock	Q4 2003	$50.83	Q1 2006	$54.57	+7.36%	Closed	History

NXPI - NXP Semiconductors N.V.	Q3 2016	$102.01	Q2 2017	$109.45	+7.29%	Closed	History

GEZ - D Genzyme Corp Genl Div Com Common Stock	Q3 2004	$54.42	Q4 2004	$58.07	+6.71%	Closed	History

SIM - D Grupo Simec SAb De C.v Adr Adrs Stocks	Q3 2007	$10.44	Q1 2008	$11.13	+6.61%	Closed	History

HOG - Harley-Davidson, Inc.	Q2 2013	$54.82	Q4 2016	$58.34	+6.42%	Closed	History

ISE - D International Securi Ties Exch Common Stock	Q1 2005	$26.00	Q4 2005	$27.53	+5.88%	Closed	History

AXP - American Express Co.	Q3 2006	$56.08	Q3 2007	$59.37	+5.87%	Closed	History

TYI - D Tyco International Ltd Com Common Stock	Q4 2003	$26.50	Q3 2006	$27.99	+5.62%	Closed	History

RMK - D ARAMARK CORPORATION Cl B COMMON STOCK	Q4 2003	$27.42	Q2 2004	$28.76	+4.89%	Closed	History

BSX - Boston Scientific Corp.	Q3 2005	$23.35	Q4 2005	$24.49	+4.88%	Closed	History

TPGA - D Tnt N V Adr Adrs Stocks	Q4 2006	$43.08	Q2 2007	$45.15	+4.81%	Closed	History

NBL - D Noble Affiliates Inc Com Stk Common Stock	Q2 2006	$46.86	Q4 2006	$49.07	+4.72%	Closed	History

FDCP - D First Data Corp Com Common Stock	Q4 2003	$41.09	Q4 2005	$43.01	+4.67%	Closed	History

NXTP - D Nextel Partnrs Cl A Com Stk Common Stock	Q2 2004	$318.40	Q3 2004	$331.60	+4.15%	Closed	History

ST - Sensata Technologies Holdings plc	Q1 2018	$51.83	Q4 2019	$53.87	+3.94%	Closed	History

DST - D Dst Systems Inc Del Com Common Stock	Q1 2004	$22.68	Q2 2005	$23.40	+3.20%	Closed	History

MBI - MBIA Inc.	Q2 2005	$59.31	Q3 2007	$61.05	+2.93%	Closed	History

CI - The Cigna Group	Q2 2007	$52.22	Q4 2007	$53.73	+2.89%	Closed	History

KMB - Kimberly-Clark Corp.	Q3 2009	$56.55	Q2 2010	$58.13	+2.80%	Closed	History

WCC - WESCO International, Inc.	Q4 2006	$58.81	Q2 2007	$60.45	+2.79%	Closed	History

GGQ1 - Google Ordinary (nmq) Common Stock	Q3 2010	$525.79	Q2 2015	$540.04	+2.71%	Closed	History

ABV - Companhia De Bebidas Das Ame	Q2 2013	$37.35	Q3 2013	$38.35	+2.68%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.