je.st
news
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.
Tags: von
management
update
capital
Category:Electronics and Electrical
Latest from this category |
All news |
||||||||||||||||||||
|
|
||||||||||||||||||||