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Tracking William Von Mueffling's Cantillon Capital Management Portfolio - Q4 2014 Update

2015-02-10 13:53:30| Industrial Machines - 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

 

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

 
 

Tracking William Von Mueffling's Cantillon Capital Management Portfolio - Q4 2014 Update

2015-02-10 13:38:19| Chemicals - 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

 

Tracking William Von Mueffling's Cantillon Capital Management Portfolio - Q4 2014 Update

2015-02-10 13:13:21| Automakers - 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

 

UPDATE 5-Toymaker Hasbro to further close gap with Mattel in 2015

2015-02-10 04:12:16| Toys - Topix.net

Sequels to "Star Wars", "The Avengers" and "Jurassic Park" movies are expected to boost Hasbro Inc's sales this year, helping the toymaker to further narrow the lead of Mattel Inc, its bigger rival. Hasbro's revenue increased 4.8 percent in 2014, while Mattel's fell 7 percent, shrinking the gap between the two biggest U.S. toymakers to $1.74 billion from $2.4 billion in 2013.

Tags: close update gap mattel

 

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