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Tracking William Von Mueffling's Cantillon Capital Management Portfolio - Q3 2015 Update
2015-11-05 13:00:48| Semiconductors - Topix.net
The portfolio continues to be very concentrated with the top five positions accounting for ~47% of the US long portfolio. This article is part of a series that provides an ongoing analysis of the changes made to William Von Mueffling's US stock portfolio on a quarterly basis.
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