William von Mueffling - Cantillon Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    38
Portfolio value:    $15,050,978,966
Holdings Activity Buys Sells    History
Holding/activity history for  Trinet Group Inc (TNET)
← All TNET superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q3 0 0.00 Sell 100.00% 0.51 $91.59–116.26 · VW $102.01i SEC
2024   Q2 763,352 0.51 Reduce 73.95% 1.80 $99.66–134.67 · VW $105.91i $76,335,200 SEC
2024   Q1 2,930,026 2.44 Reduce 12.43% 0.33 $109.53–133.94 · VW $122.70i $388,199,145 SEC
2023   Q4 3,345,943 2.66 Reduce 2.47% 0.07 $99.50–123.67 · VW $112.61i $397,933,001 SEC
2023   Q3 3,430,825 2.96 Reduce 1.48% 0.03 $90.55–118.69 · VW $109.22i $399,622,496 SEC
2023   Q2 3,482,339 2.31 Add 1.96% 0.04 $79.00–111.85 · VW $92.95i $330,717,735 SEC
2023   Q1 3,415,475 2.24 Reduce 1.76% 0.04 $68.08–91.41 · VW $79.21i $275,321,440 SEC
2022   Q4 3,476,703 2.00 Reduce 2.05% 0.05 $60.61–76.95 · VW $68.29i $235,720,463 SEC
2022   Q3 3,549,515 2.29 Reduce 0.72% 0.02 $70.57–92.66 · VW $80.76i $252,796,000 SEC
2022   Q2 3,575,142 2.32 Reduce 0.51% 0.01 $69.16–100.06 · VW $84.21i $277,503,000 SEC
2022   Q1 3,593,304 2.52 Add 2.82% 0.07 $80.04–103.36 · VW $91.79i $353,438,000 SEC
2021   Q4 3,494,896 2.20 Reduce 7.06% 0.17 $89.45–109.40 · VW $99.87i $332,924,000 SEC
2021   Q3 3,760,211 2.42 Reduce 1.54% 0.03 $69.43–96.77 · VW $86.86i $355,641,000 SEC
2021   Q2 3,819,059 1.86 Reduce 1.15% 0.03 $70.20–86.38 · VW $76.87i $276,805,000 SEC
2021   Q1 3,863,446 2.19 Reduce 3.64% 0.09 $74.10–87.60 · VW $79.59i $301,194,000 SEC
2020   Q4 4,009,377 2.42 Reduce 0.53% 0.01 $58.66–83.82 · VW $73.25i $323,156,000 SEC
2020   Q3 4,030,574 2.00 Reduce 0.82% 0.02 $56.91–73.82 · VW $65.04i $239,093,000 SEC
2020   Q2 4,064,072 2.15 Add 0.87% 0.02 $32.74–61.36 · VW $50.50i $247,664,000 SEC
2020   Q1 4,028,969 1.68 Reduce 0.28% <0.01 $27.79–62.81 · VW $48.87i $151,731,000 SEC
2019   Q4 4,040,469 2.13 Reduce 2.14% 0.05 $48.69–63.61 · VW $54.81i $228,731,000 SEC
2019   Q3 4,128,870 2.50 Reduce 0.93% 0.03 $61.27–76.92 · VW $68.13i $256,774,000 SEC
2019   Q2 4,167,719 2.86 Reduce 1.76% 0.05 $59.17–70.70 · VW $63.91i $282,571,000 SEC
2019   Q1 4,242,453 2.69 Reduce 0.41% <0.01 $39.52–63.65 · VW $55.03i $253,444,000 SEC
2018   Q4 4,260,116 2.16 Add 0.65% 0.01 $38.74–57.09 · VW $46.18i $178,712,000 SEC
2018   Q3 4,232,618 2.68 Reduce 6.25% 0.17 $51.72–60.15 · VW $56.28i $238,381,000 SEC
2018   Q2 4,514,891 2.72 Add 9.04% 0.23 $44.56–57.13 · VW $52.34i $252,563,000 SEC
2018   Q1 4,140,605 2.18 Add 5.77% 0.12 $38.26–49.00 · VW $45.07i $191,792,000 SEC
2017   Q4 3,914,624 2.06 Reduce 6.60% 0.11 $33.41–45.25 · VW $40.35i $173,574,000 SEC
2017   Q3 4,191,022 1.64 Reduce 4.21% 0.08 $31.52–41.58 · VW $35.04i $140,902,000 SEC
2017   Q2 4,374,995 1.79 Reduce 2.70% 0.04 $27.27–33.49 · VW $30.90i $143,237,000 SEC
2017   Q1 4,496,226 1.66 Reduce 1.19% 0.02 $24.09–30.17 · VW $26.78i $129,940,000 SEC
2016   Q4 4,550,587 1.63 Add 67.06% 0.65 $17.78–26.64 · VW $22.80i $116,586,000 SEC
2016   Q3 2,723,916 0.83 Add 522.60% 0.70 $20.18–22.97 · VW $21.44i $58,919,000 SEC
2016   Q2 437,507 0.15 Buy 0.15 $13.87–21.21 · VW $18.33i $9,096,000 SEC