William Von Mueffling Holdings Activity

Cantillon Capital Management Portfolio 13F

Cantillon Capital Management has disclosed a total of 37 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 2, bought 1 totally new and decreased the number of shares of 34 position(s).

What stocks is William Von Mueffling buying now?

In the recent quarter William Von Mueffling has purchased 3 securities: (ALC) ALCON INC (new buy), (UBER) UBER TECHNOLOGIES INC (added shares +31.26%) and (ADBE) ADOBE INC (added shares +29.6%).

What does William Von Mueffling invest in?

William Von Mueffling's top 5 holdings (by % of portfolio) are (AVGO) BROADCOM INC (6.84%), (SPGI) S&P GLOBAL INC (5.96%), (V) VISA INC-CLASS A SHARES (4.57%), (GOOGL) ALPHABET INC-CL A (4.36%) and (CBRE) CBRE GROUP INC - A (3.9%).

In the latest report(s) the following changes have been made to the top investments: (AVGO) BROADCOM INC (reduced shares -14.44%), (SPGI) S&P GLOBAL INC (reduced shares -3%), (V) VISA INC-CLASS A SHARES (reduced shares -3%), (GOOGL) ALPHABET INC-CL A (reduced shares -3%) and (CBRE) CBRE GROUP INC - A (reduced shares -3%).

2025 Q1 (37 results)
ALC
buy
+988,559
+0.90%
$94.93
7.01% $88.28
0.90%
UBER
+31.26%
+1,264,215
+0.60%
$72.86
28.05% $93.30
2.50%
ADBE
+29.60%
+182,024
+0.45%
$383.53
0.87% $386.88
1.98%
FERG
-2.95%
-37,357
-0.06%
$160.23
35.90% $217.75
2.13%
YUM
-2.97%
-28,465
-0.06%
$157.36
5.83% $148.18
1.86%
IQV
-2.99%
-61,710
-0.07%
$176.30
10.61% $157.59
2.29%
ENTG
-2.99%
-48,080
-0.04%
$87.48
7.81% $80.65
1.44%
FLUT
-3.00%
-72,380
-0.10%
$221.55
28.98% $285.76
3.35%
EFX
-3.00%
-55,035
-0.09%
$243.56
6.49% $259.37
2.81%
CME
-3.00%
-50,232
-0.09%
$265.29
3.89% $275.62
2.79%
TSM
-3.00%
-90,328
-0.10%
$166.00
36.44% $226.49
3.14%
AON
-3.00%
-39,680
-0.10%
$399.09
10.61% $356.76
3.32%
LYV
-3.00%
-89,339
-0.08%
$130.58
15.85% $151.28
2.44%
GOOGL
-3.00%
-134,610
-0.13%
$154.64
13.96% $176.23
4.36%
IBKR
-3.00%
-407,456
-0.11%
$41.40
33.85% $55.41
3.53%
ZTS
-3.00%
-38,786
-0.04%
$164.65
5.28% $155.95
1.34%
FAST
-3.00%
-295,760
-0.07%
$38.78
8.32% $42.00
2.40%
ECL
-3.00%
-34,870
-0.06%
$253.52
6.28% $269.44
1.85%
CP
-3.00%
-111,631
-0.05%
$70.21
12.90% $79.27
1.64%
SPGI
-3.00%
-31,107
-0.18%
$508.10
3.78% $527.29
5.96%
AMAT
-3.00%
-94,972
-0.09%
$145.12
26.15% $183.07
2.89%
MSFT
-3.00%
-22,976
-0.10%
$375.39
32.50% $497.41
3.17%
ICE
-3.00%
-62,363
-0.12%
$172.50
6.36% $183.47
3.85%
AMT
-3.00%
-58,405
-0.08%
$217.60
1.57% $221.02
2.66%
A
-3.00%
-99,488
-0.08%
$116.98
0.88% $118.01
2.44%
V
-3.00%
-62,223
-0.14%
$350.46
1.31% $355.05
4.57%
CBRE
-3.00%
-89,851
-0.12%
$130.78
7.14% $140.12
3.90%
SSNC
-3.00%
-135,934
-0.07%
$83.53
0.87% $82.80
2.38%
TW
-3.00%
-35,978
-0.03%
$148.46
1.39% $146.40
1.12%
MCO
-3.00%
-14,225
-0.04%
$465.69
7.71% $501.59
1.39%
ADI
-3.02%
-46,079
-0.09%
$201.67
18.02% $238.02
2.92%
TMO
-3.02%
-28,097
-0.09%
$497.60
18.52% $405.46
2.91%
ORCL
-3.13%
-28,720
-0.03%
$139.81
56.38% $218.63
0.80%
BLK
-3.29%
-10,280
-0.10%
$946.48
10.86% $1,049.25
2.87%
TME
-11.91%
-1,404,267
-0.24%
$14.41
35.25% $19.49
1.80%
AVGO
-14.44%
-1,063,996
-1.15%
$167.43
64.64% $275.65
6.84%
TCOM
-24.68%
-615,275
-0.48%
$63.58
7.77% $58.64
1.47%
37 of 1,543

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.