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
9.63% $85.79
0.90%
UBER
+31.26%
+1,264,215
+0.60%
$72.86
16.43% $84.83
2.50%
ADBE
+29.60%
+182,024
+0.45%
$383.53
7.68% $412.98
1.98%
FERG
-2.95%
-37,357
-0.06%
$160.23
14.51% $183.48
2.13%
YUM
-2.97%
-28,465
-0.06%
$157.36
8.78% $143.55
1.86%
ENTG
-2.99%
-48,080
-0.04%
$87.48
17.34% $72.31
1.44%
IQV
-2.99%
-61,710
-0.07%
$176.30
20.97% $139.33
2.29%
AMAT
-3.00%
-94,972
-0.09%
$145.12
10.79% $160.78
2.89%
MSFT
-3.00%
-22,976
-0.10%
$375.39
22.25% $458.93
3.17%
AMT
-3.00%
-58,405
-0.08%
$217.60
2.58% $211.99
2.66%
ICE
-3.00%
-62,363
-0.12%
$172.50
3.11% $177.87
3.85%
A
-3.00%
-99,488
-0.08%
$116.98
2.15% $114.47
2.44%
ZTS
-3.00%
-38,786
-0.04%
$164.65
1.17% $166.57
1.34%
CBRE
-3.00%
-89,851
-0.12%
$130.78
5.29% $123.86
3.90%
SSNC
-3.00%
-135,934
-0.07%
$83.53
3.51% $80.60
2.38%
MCO
-3.00%
-14,225
-0.04%
$465.69
3.31% $481.11
1.39%
FLUT
-3.00%
-72,380
-0.10%
$221.55
11.81% $247.72
3.35%
EFX
-3.00%
-55,035
-0.09%
$243.56
7.37% $261.50
2.81%
V
-3.00%
-62,223
-0.14%
$350.46
3.20% $361.69
4.57%
CME
-3.00%
-50,232
-0.09%
$265.29
7.85% $286.11
2.79%
TSM
-3.00%
-90,328
-0.10%
$166.00
19.14% $197.78
3.14%
TW
-3.00%
-35,978
-0.03%
$148.46
2.80% $144.31
1.12%
AON
-3.00%
-39,680
-0.10%
$399.09
8.46% $365.31
3.32%
LYV
-3.00%
-89,339
-0.08%
$130.58
4.63% $136.62
2.44%
GOOGL
-3.00%
-134,610
-0.13%
$154.64
10.91% $171.51
4.36%
IBKR
-3.00%
-101,864
-0.11%
$165.59
26.42% $209.34
3.53%
FAST
-3.00%
-295,760
-0.07%
$38.78
6.05% $41.12
2.40%
ECL
-3.00%
-34,870
-0.06%
$253.52
3.79% $263.12
1.85%
CP
-3.00%
-111,631
-0.05%
$70.21
15.50% $81.09
1.64%
SPGI
-3.00%
-31,107
-0.18%
$508.10
1.03% $513.31
5.96%
TMO
-3.02%
-28,097
-0.09%
$497.60
18.83% $403.90
2.91%
ADI
-3.02%
-46,079
-0.09%
$201.67
6.77% $215.32
2.92%
ORCL
-3.13%
-28,720
-0.03%
$139.81
16.34% $162.65
0.80%
BLK
-3.29%
-10,280
-0.10%
$946.48
2.83% $973.28
2.87%
TME
-11.91%
-1,404,267
-0.24%
$14.41
21.03% $17.44
1.80%
AVGO
-14.44%
-1,063,996
-1.15%
$167.43
44.25% $241.51
6.84%
TCOM
-24.68%
-615,275
-0.48%
$63.58
1.51% $64.54
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.