William Von Mueffling Holdings Activity

Cantillon Capital Management Portfolio 13F

Cantillon Capital Management has disclosed a total of 39 changes to the portfolio in the latest (2024 Q4) SEC report(s): increased the number of shares of 34, bought 1 totally new, decreased the number of shares of 1 and completely sold out 3 position(s).

What stocks is William Von Mueffling buying now?

In the recent quarter William Von Mueffling has bought 35 securities out of which top 5 purchases (by % change to portfolio) are (BLK) BLACKROCK INC (new buy), (FERG) FERGUSON ENTERPRISES INC (added shares +24.46%), (TMO) THERMO FISHER SCIENTIFIC INC (added shares +16.38%), (YUM) YUM! BRANDS INC (added shares +31.68%) and (IQV) IQVIA HOLDINGS INC (added shares +12.28%).

What does William Von Mueffling invest in?

William Von Mueffling's top 5 holdings (by % of portfolio) are (AVGO) BROADCOM INC (10.33%), (SPGI) S&P GLOBAL INC (5.62%), (GOOGL) ALPHABET INC-CL A (5.13%), (V) VISA INC-CLASS A SHARES (3.96%) and (CBRE) CBRE GROUP INC - A (3.77%).

In the latest report(s) the following changes have been made to the top investments: (AVGO) BROADCOM INC (added shares +0.54%), (SPGI) S&P GLOBAL INC (added shares +0.53%), (GOOGL) ALPHABET INC-CL A (added shares +0.53%), (V) VISA INC-CLASS A SHARES (added shares +0.53%) and (CBRE) CBRE GROUP INC - A (added shares +0.53%).

2024 Q4 (39 results)
BLK
buy
+483,793
+3.00%
$1,025.11
9.41% $928.64
3.00%
YUM
+31.68%
+452,339
+0.37%
$134.16
10.30% $147.98
1.52%
FERG
+24.46%
+415,002
+0.44%
$173.57
1.43% $171.09
2.22%
TME
+18.34%
+3,384,230
+0.23%
$11.35
25.20% $14.21
1.50%
ADBE
+18.33%
+95,235
+0.26%
$444.68
13.65% $383.99
1.65%
TMO
+16.38%
+130,870
+0.41%
$520.23
21.04% $410.78
2.92%
ENTG
+12.56%
+291,893
+0.17%
$99.06
22.19% $77.08
1.57%
IQV
+12.28%
+226,017
+0.27%
$196.51
21.99% $153.29
2.45%
CME
+0.58%
+9,622
+0.01%
$232.23
21.43% $281.99
2.35%
SSNC
+0.57%
+25,895
+0.01%
$75.78
2.55% $77.71
2.08%
ORCL
+0.56%
+5,131
+0.01%
$166.64
9.81% $150.30
0.92%
FAST
+0.54%
+26,254
+0.01%
$71.91
10.26% $79.29
2.14%
ECL
+0.54%
+6,207
+0.01%
$234.32
8.14% $253.40
1.65%
CP
+0.54%
+19,871
+0.01%
$72.37
1.93% $73.77
1.63%
ZTS
+0.54%
+6,920
+0.01%
$162.93
0.76% $161.69
1.27%
UBER
+0.54%
+21,594
+0.01%
$60.32
36.44% $82.30
1.47%
MCO
+0.54%
+2,537
+0.01%
$473.37
0.36% $471.67
1.36%
TW
+0.54%
+6,408
+0.01%
$130.92
10.95% $145.25
0.95%
AVGO
+0.54%
+39,477
+0.06%
$231.84
10.38% $207.77
10.33%
LYV
+0.54%
+15,891
+0.01%
$129.50
4.01% $134.69
2.33%
SPGI
+0.53%
+9,880
+0.03%
$498.03
1.92% $507.61
5.62%
AMAT
+0.53%
+16,804
+0.02%
$162.63
4.08% $156.00
3.11%
MSFT
+0.53%
+7,129
+0.02%
$421.50
3.95% $438.17
3.42%
AMT
+0.53%
+10,343
+0.01%
$183.41
18.79% $217.88
2.16%
ICE
+0.53%
+18,854
+0.02%
$149.01
18.43% $176.47
3.20%
CBRE
+0.53%
+25,142
+0.02%
$131.29
4.39% $125.53
3.77%
ADI
+0.53%
+12,156
+0.02%
$212.46
4.56% $202.78
2.97%
A
+0.53%
+17,627
+0.01%
$134.34
19.09% $108.70
2.69%
FLUT
+0.53%
+12,794
+0.02%
$258.45
6.68% $241.19
3.76%
EFX
+0.53%
+9,702
+0.01%
$254.85
6.40% $271.16
2.83%
V
+0.53%
+10,977
+0.02%
$316.04
11.15% $351.27
3.96%
TSM
+0.53%
+15,977
+0.02%
$197.49
11.28% $175.22
3.59%
AON
+0.53%
+7,010
+0.02%
$359.16
0.57% $357.11
2.87%
GOOGL
+0.53%
+23,790
+0.03%
$189.30
18.50% $154.28
5.13%
IBKR
+0.53%
+18,047
+0.02%
$176.67
4.43% $184.49
3.63%
TCOM
-2.46%
-119,617
-0.05%
$68.66
9.74% $61.97
1.97%
CACC
-100.00%
-227,057
-0.61%
$443.42
11.29% $493.50
0.00%
BLK
-100.00%
-488,699
-2.80%
$949.51
2.20% $928.64
0.00%
CDW
-100.00%
-1,281,644
-1.75%
$226.30
20.42% $180.09
0.00%
39 of 1,506

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.