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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.

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