William Von Mueffling Holdings Activity

Cantillon Capital Management Portfolio 13F

Cantillon Capital Management has disclosed a total of 38 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 6, bought 1 totally new and decreased the number of shares of 31 position(s).

What stocks is William Von Mueffling buying now?

In the recent quarter William Von Mueffling has bought 7 securities out of which top 5 purchases (by % change to portfolio) are (ALC) ALCON INC (added shares +94.84%), (ICLR) ICON PLC (new buy), (BLK) BLACKROCK INC (added shares +10.3%), (CP) CANADIAN PACIFIC KANSAS CITY (added shares +16.79%) and (YUM) YUM! BRANDS INC (added shares +13.08%).

What does William Von Mueffling invest in?

William Von Mueffling's top 5 holdings (by % of portfolio) are (AVGO) BROADCOM INC (8.73%), (SPGI) S&P GLOBAL INC (5.37%), (GOOGL) ALPHABET INC-CL A (4.31%), (IBKR) INTERACTIVE BROKERS GRO-CL A (4.1%) and (V) VISA INC-CLASS A SHARES (4.02%).

In the latest report(s) the following changes have been made to the top investments: (AVGO) BROADCOM INC (reduced shares -13.1%), (SPGI) S&P GLOBAL INC (reduced shares -2.82%), (GOOGL) ALPHABET INC-CL A (reduced shares -2.82%), (IBKR) INTERACTIVE BROKERS GRO-CL A (reduced shares -2.82%) and (V) VISA INC-CLASS A SHARES (reduced shares -2.82%).

2025 Q2 (38 results)
ICLR
buy
+465,197
+0.39%
$145.45
20.89% $175.83
0.39%
ALC
+94.84%
+1,388,941
+0.71%
$88.28
7.09% $82.02
1.46%
CP
+16.79%
+606,519
+0.28%
$79.27
5.63% $74.81
1.93%
TCOM
+14.55%
+520,438
+0.18%
$58.64
10.71% $64.92
1.39%
YUM
+13.08%
+238,615
+0.20%
$148.18
0.21% $147.87
1.77%
BLK
+10.30%
+48,173
+0.29%
$1,049.25
9.43% $1,148.17
3.13%
ADBE
+7.50%
+59,743
+0.13%
$386.88
6.41% $362.09
1.92%
CME
-2.82%
-45,856
-0.07%
$275.62
2.21% $269.52
2.51%
SSNC
-2.82%
-124,200
-0.06%
$82.80
8.94% $90.20
2.05%
ZTS
-2.82%
-35,370
-0.03%
$155.95
0.43% $156.62
1.10%
MCO
-2.82%
-12,968
-0.04%
$501.59
2.87% $516.01
1.30%
AON
-2.82%
-36,194
-0.07%
$356.76
5.14% $375.10
2.57%
GOOGL
-2.82%
-122,838
-0.13%
$176.23
16.94% $206.09
4.31%
FAST
-2.82%
-270,063
-0.07%
$42.00
19.98% $50.39
2.26%
TSM
-2.82%
-82,413
-0.11%
$226.49
2.87% $232.99
3.72%
V
-2.82%
-56,809
-0.12%
$355.05
1.41% $350.04
4.02%
AMAT
-2.82%
-86,690
-0.09%
$183.07
11.24% $162.49
3.16%
LYV
-2.82%
-81,487
-0.07%
$151.28
9.55% $165.72
2.45%
AMT
-2.82%
-53,339
-0.07%
$221.02
4.14% $211.88
2.35%
IBKR
-2.82%
-371,673
-0.12%
$55.41
12.62% $62.40
4.10%
A
-2.82%
-90,786
-0.06%
$118.01
3.07% $121.63
2.13%
FERG
-2.82%
-57,850
-0.07%
$217.75
7.29% $233.62
2.51%
CBRE
-2.82%
-129,942
-0.11%
$140.12
17.34% $164.41
3.63%
SPGI
-2.82%
-51,160
-0.16%
$527.29
5.57% $556.66
5.37%
MSFT
-2.82%
-36,766
-0.11%
$497.41
1.97% $507.23
3.64%
ADI
-2.82%
-63,214
-0.09%
$238.02
5.96% $252.20
2.99%
ICE
-2.82%
-97,263
-0.10%
$183.47
1.53% $180.67
3.55%
FLUT
-2.82%
-65,941
-0.11%
$285.76
4.78% $299.42
3.75%
EFX
-2.83%
-50,296
-0.08%
$259.37
1.68% $255.00
2.59%
UBER
-2.83%
-150,233
-0.08%
$93.30
3.74% $96.79
2.78%
TMO
-2.83%
-25,508
-0.06%
$405.46
23.31% $499.99
2.05%
ECL
-2.83%
-31,926
-0.05%
$269.44
5.30% $283.73
1.71%
ORCL
-2.84%
-25,222
-0.03%
$218.63
8.11% $236.37
1.09%
ENTG
-2.85%
-72,402
-0.03%
$80.65
8.82% $87.76
1.15%
TW
-2.86%
-33,291
-0.03%
$146.40
12.47% $128.14
0.96%
TME
-2.87%
-552,324
-0.06%
$19.49
30.07% $25.35
2.11%
AVGO
-13.10%
-826,094
-1.32%
$275.65
6.66% $294.00
8.73%
IQV
-24.48%
-490,756
-0.45%
$157.59
21.30% $191.15
1.38%
38 of 1,581

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.