William Von Mueffling Holdings Activity
Cantillon Capital Management Portfolio 13F
Cantillon Capital Management has disclosed a total of 40 changes to the portfolio in the latest (2023 Q1) SEC report(s): increased the number of shares of 7, bought 1 totally new, decreased the number of shares of 29 and completely sold out 3 position(s).
What stocks is William Von Mueffling buying now?
In the recent quarter William Von Mueffling has bought 8 securities out of which top 5 purchases (by % change to portfolio) are (CDW) CDW CORP/DE (added shares +142.43%), (FERG) FERGUSON PLC (new buy), (MSFT) MICROSOFT CORP (added shares +20.39%), (CME) CME GROUP INC (added shares +11.93%) and (IBKR) INTERACTIVE BROKERS GRO-CL A (added shares +11.93%).
What does William Von Mueffling invest in?
William Von Mueffling's top 5 holdings (by % of portfolio) are (SPGI) S&P GLOBAL INC (5.74%), (AVGO) BROADCOM INC (5.15%), (ADI) ANALOG DEVICES INC (4.98%), (V) VISA INC-CLASS A SHARES (4.05%) and (TMO) THERMO FISHER SCIENTIFIC INC (3.85%).
In the latest report(s) the following changes have been made to the top investments: (SPGI) S&P GLOBAL INC (reduced shares -1.62%), (AVGO) BROADCOM INC (reduced shares -1.57%), (ADI) ANALOG DEVICES INC (reduced shares -1.78%), (V) VISA INC-CLASS A SHARES (reduced shares -1.79%) and (TMO) THERMO FISHER SCIENTIFIC INC (reduced shares -1.78%).
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.