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 (2022 Q4) SEC report(s): increased the number of shares of 4, bought 1 totally new, decreased the number of shares of 34 and completely sold out 1 position(s).
What stocks is William Von Mueffling buying now?
In the recent quarter William Von Mueffling has purchased 5 securities: (CDW) CDW CORP/DE (new buy), (IBKR) INTERACTIVE BROKERS GRO-CL A (added shares +30.33%), (ENTG) ENTEGRIS INC (added shares +15.63%), (AWI) ARMSTRONG WORLD INDUSTRIES (added shares +8.66%) and (BLK) BLACKROCK INC (added shares +2.81%).
What does William Von Mueffling invest in?
William Von Mueffling's top 5 holdings (by % of portfolio) are (SPGI) S&P GLOBAL INC (5.89%), (AVGO) BROADCOM INC (4.74%), (ADI) ANALOG DEVICES INC (4.39%), (GOOGL) ALPHABET INC-CL A (4.32%) and (A) AGILENT TECHNOLOGIES INC (4.26%).
In the latest report(s) the following changes have been made to the top investments: (SPGI) S&P GLOBAL INC (reduced shares -1.85%), (AVGO) BROADCOM INC (reduced shares -2.02%), (ADI) ANALOG DEVICES INC (reduced shares -1.76%), (GOOGL) ALPHABET INC-CL A (reduced shares -1.92%) and (A) AGILENT TECHNOLOGIES INC (reduced shares -1.92%).
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.