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  MSC Industrial Direct (MSM)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2016   Q4 0 0.00 Sell 100.00% 1.58 SEC
2016   Q3 1,526,323 1.58 Reduce 0.40% <0.01 $73.41 $112,047,000 SEC
2016   Q2 1,532,523 1.82 Reduce 29.65% 0.93 $70.56 $108,134,000 SEC
2016   Q1 2,178,423 3.12 Reduce 3.94% 0.11 $76.31 $166,235,000 SEC
2015   Q4 2,267,714 2.79 Add 0.27% <0.01 $56.27 $127,605,000 SEC
2015   Q3 2,261,544 3.30 Reduce 0.12% <0.01 $61.03 $138,022,000 SEC
2015   Q2 2,264,244 3.46 Reduce 2.78% 0.10 $69.77 $157,976,000 SEC
2015   Q1 2,329,044 3.62 Reduce 0.38% 0.02 $72.20 $168,157,000 SEC
2014   Q4 2,337,844 4.20 Add 144.50% 2.48 $81.25 $189,950,000 SEC
2014   Q3 956,164 1.99 Reduce 1.21% 0.03 $85.46 $81,713,000 SEC
2014   Q2 967,864 2.30 Add 0.10% <0.01 $95.64 $92,566,000 SEC
2014   Q1 966,864 2.04 Add 84.09% 0.93 $86.52 $83,653,000 SEC
2013   Q4 525,223 1.05 Buy 1.05 $80.87 $42,475,000 SEC