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
7.85% $87.48
0.90%
UBER
+31.26%
+1,264,215
+0.60%
$72.86
30.92% $95.39
2.50%
ADBE
+29.60%
+182,024
+0.45%
$383.53
5.26% $363.35
1.98%
FERG
-2.95%
-37,357
-0.06%
$160.23
37.67% $220.59
2.13%
YUM
-2.97%
-28,465
-0.06%
$157.36
4.81% $149.79
1.86%
ENTG
-2.99%
-48,080
-0.04%
$87.48
0.11% $87.58
1.44%
IQV
-2.99%
-61,710
-0.07%
$176.30
7.66% $162.80
2.29%
FLUT
-3.00%
-72,380
-0.10%
$221.55
30.85% $289.89
3.35%
EFX
-3.00%
-55,035
-0.09%
$243.56
6.20% $258.66
2.81%
V
-3.00%
-62,223
-0.14%
$350.46
0.72% $347.93
4.57%
TW
-3.00%
-35,978
-0.03%
$148.46
8.35% $136.07
1.12%
CME
-3.00%
-50,232
-0.09%
$265.29
3.69% $275.08
2.79%
TSM
-3.00%
-90,328
-0.10%
$166.00
38.80% $230.40
3.14%
AON
-3.00%
-39,680
-0.10%
$399.09
10.88% $355.67
3.32%
LYV
-3.00%
-89,339
-0.08%
$130.58
10.23% $143.94
2.44%
GOOGL
-3.00%
-134,610
-0.13%
$154.64
16.52% $180.19
4.36%
IBKR
-3.00%
-407,456
-0.11%
$41.40
41.55% $58.60
3.53%
FAST
-3.00%
-295,760
-0.07%
$38.78
11.59% $43.27
2.40%
ECL
-3.00%
-34,870
-0.06%
$253.52
5.30% $266.96
1.85%
CP
-3.00%
-111,631
-0.05%
$70.21
16.37% $81.70
1.64%
SPGI
-3.00%
-31,107
-0.18%
$508.10
3.73% $527.07
5.96%
AMAT
-3.00%
-94,972
-0.09%
$145.12
36.39% $197.93
2.89%
MSFT
-3.00%
-22,976
-0.10%
$375.39
34.08% $503.32
3.17%
AMT
-3.00%
-58,405
-0.08%
$217.60
0.75% $219.24
2.66%
ICE
-3.00%
-62,363
-0.12%
$172.50
4.64% $180.51
3.85%
A
-3.00%
-99,488
-0.08%
$116.98
5.39% $123.28
2.44%
ZTS
-3.00%
-38,786
-0.04%
$164.65
5.89% $154.96
1.34%
CBRE
-3.00%
-89,851
-0.12%
$130.78
7.43% $140.50
3.90%
SSNC
-3.00%
-135,934
-0.07%
$83.53
1.23% $82.50
2.38%
MCO
-3.00%
-14,225
-0.04%
$465.69
7.27% $499.53
1.39%
TMO
-3.02%
-28,097
-0.09%
$497.60
12.61% $434.86
2.91%
ADI
-3.02%
-46,079
-0.09%
$201.67
21.33% $244.68
2.92%
ORCL
-3.13%
-28,720
-0.03%
$139.81
64.91% $230.56
0.80%
BLK
-3.29%
-10,280
-0.10%
$946.48
16.39% $1,101.64
2.87%
TME
-11.91%
-1,404,267
-0.24%
$14.41
37.34% $19.79
1.80%
AVGO
-14.44%
-1,063,996
-1.15%
$167.43
63.88% $274.38
6.84%
TCOM
-24.68%
-615,275
-0.48%
$63.58
2.61% $61.92
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.