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%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2025 Q2 (38 results)
ICLR
ICON PLC
buy
+465,197
+0.39%
$145.45
14.43% $166.44
0.39%
ALC
ALCON INC
+94.84%
+805,585
+0.71%
$88.28
0.46% $87.87
1.46%
CP
CANADIAN PACIFIC KANSAS CITY
+16.79%
+606,519
+0.28%
$79.27
8.06% $72.88
1.93%
TCOM
TRIPCOM GROUP LTD-ADR
+14.55%
+520,438
+0.18%
$58.64
3.39% $60.63
1.39%
YUM
YUM! BRANDS INC
+13.08%
+238,615
+0.20%
$148.18
1.90% $145.36
1.77%
BLK
BLACKROCK INC
+10.30%
+26,495
+0.29%
$1,049.25
4.06% $1,091.80
3.13%
ADBE
ADOBE INC
+7.50%
+59,743
+0.13%
$386.88
10.10% $347.80
1.92%
AMAT
APPLIED MATERIALS INC
-2.82%
-86,690
-0.09%
$183.07
1.68% $179.99
3.16%
LYV
LIVE NATION ENTERTAINMENT IN
-2.82%
-79,449
-0.07%
$151.28
3.40% $146.14
2.45%
AMT
AMERICAN TOWER CORP
-2.82%
-53,339
-0.07%
$221.02
4.04% $212.10
2.35%
IBKR
INTERACTIVE BROKERS GRO-CL A
-2.82%
-367,956
-0.12%
$55.41
14.80% $63.61
4.10%
A
AGILENT TECHNOLOGIES INC
-2.82%
-90,786
-0.06%
$118.01
3.82% $113.50
2.13%
FERG
FERGUSON ENTERPRISES INC
-2.82%
-29,214
-0.07%
$217.75
2.02% $222.15
2.51%
CBRE
CBRE GROUP INC - A
-2.82%
-69,518
-0.11%
$140.12
9.86% $153.94
3.63%
SPGI
S&P GLOBAL INC
-2.82%
-51,160
-0.16%
$527.29
3.48% $545.66
5.37%
MSFT
MICROSOFT CORP
-2.82%
-36,766
-0.11%
$497.41
5.37% $524.11
3.64%
ADI
ANALOG DEVICES INC
-2.82%
-35,715
-0.09%
$238.02
6.85% $221.71
2.99%
ICE
INTERCONTINENTAL EXCHANGE IN
-2.82%
-97,263
-0.10%
$183.47
0.62% $184.60
3.55%
FLUT
FLUTTER ENTERTAINMENT PLC-DI
-2.82%
-65,941
-0.11%
$285.76
4.85% $299.62
3.75%
ZTS
ZOETIS INC
-2.82%
-35,370
-0.03%
$155.95
5.50% $147.38
1.10%
CME
CME GROUP INC
-2.82%
-45,856
-0.07%
$275.62
1.86% $280.76
2.51%
SSNC
SS&C TECHNOLOGIES HOLDINGS
-2.82%
-124,200
-0.06%
$82.80
1.73% $84.23
2.05%
MCO
MOODY'S CORP
-2.82%
-12,968
-0.04%
$501.59
0.06% $501.28
1.30%
AON
AON PLC-CLASS A
-2.82%
-36,194
-0.07%
$356.76
0.92% $353.46
2.57%
GOOGL
ALPHABET INC-CL A
-2.82%
-122,838
-0.13%
$176.23
7.32% $189.13
4.31%
FAST
FASTENAL CO
-2.82%
-270,063
-0.07%
$42.00
8.19% $45.44
2.26%
V
VISA INC-CLASS A SHARES
-2.82%
-51,980
-0.12%
$355.05
4.42% $339.35
4.02%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
-2.82%
-77,880
-0.11%
$226.49
3.85% $235.21
3.72%
EFX
EQUIFAX INC
-2.83%
-50,296
-0.08%
$259.37
7.47% $239.99
2.59%
UBER
UBER TECHNOLOGIES INC
-2.83%
-150,233
-0.08%
$93.30
6.85% $86.91
2.78%
TMO
THERMO FISHER SCIENTIFIC INC
-2.83%
-25,508
-0.06%
$405.46
14.20% $463.04
2.05%
ECL
ECOLAB INC
-2.83%
-31,926
-0.05%
$269.44
3.13% $261.01
1.71%
ORCL
ORACLE CORP
-2.84%
-24,213
-0.03%
$218.63
11.80% $244.42
1.09%
ENTG
ENTEGRIS INC
-2.85%
-37,649
-0.03%
$80.65
6.19% $75.66
1.15%
TW
TRADEWEB MARKETS INC-CLASS A
-2.86%
-30,960
-0.03%
$146.40
6.39% $137.04
0.96%
TME
TENCENT MUSIC ENTERTAINM-ADR
-2.87%
-552,324
-0.06%
$19.49
5.39% $20.54
2.11%
AVGO
BROADCOM INC
-13.10%
-826,094
-1.32%
$275.65
4.71% $288.64
8.73%
IQV
IQVIA HOLDINGS INC
-24.48%
-490,756
-0.45%
$157.59
15.78% $182.45
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.