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 (2024 Q3) SEC report(s): increased the number of shares of 8, bought 1 totally new, decreased the number of shares of 29 and completely sold out 2 position(s).

What stocks is William Von Mueffling buying now?

In the recent quarter William Von Mueffling has bought 9 securities out of which top 5 purchases (by % change to portfolio) are (FLUT) FLUTTER ENTERTAINMENT PLC-DI (added shares +3827.76%), (FERG) FERGUSON ENTERPRISES INC (new buy), (UBER) UBER TECHNOLOGIES INC (added shares +65.17%), (TME) TENCENT MUSIC ENTERTAINM-ADR (added shares +39.92%) and (AON) AON PLC-CLASS A (added shares +15.63%).

What does William Von Mueffling invest in?

William Von Mueffling's top 5 holdings (by % of portfolio) are (AVGO) BROADCOM INC (7.73%), (SPGI) S&P GLOBAL INC (5.87%), (GOOGL) ALPHABET INC-CL A (4.53%), (AMAT) APPLIED MATERIALS INC (3.89%) and (CBRE) CBRE GROUP INC - A (3.6%).

In the latest report(s) the following changes have been made to the top investments: (AVGO) BROADCOM INC (reduced shares -5.04%), (SPGI) S&P GLOBAL INC (reduced shares -2.89%), (GOOGL) ALPHABET INC-CL A (reduced shares -2.9%), (AMAT) APPLIED MATERIALS INC (reduced shares -2.9%) and (CBRE) CBRE GROUP INC - A (reduced shares -2.9%).

2024 Q3 (40 results)
FERG
buy
+1,450,653
+2.06%
$198.57
10.71% $177.31
2.06%
FLUT
+3,827.76%
+2,336,347
+3.39%
$237.28
10.20% $261.49
3.48%
UBER
+65.17%
+1,587,208
+0.73%
$75.16
18.16% $61.51
1.85%
TME
+39.92%
+4,186,297
+0.39%
$12.05
1.74% $11.84
1.36%
ADBE
+18.17%
+75,503
+0.25%
$517.78
13.49% $447.94
1.65%
AON
+15.63%
+177,956
+0.38%
$345.99
4.26% $360.73
2.78%
TCOM
+14.85%
+491,016
+0.23%
$59.43
21.67% $72.31
1.77%
CP
+9.15%
+279,529
+0.16%
$85.54
14.25% $73.35
1.94%
YUM
+3.76%
+39,542
+0.04%
$139.71
3.50% $134.82
1.22%
TW
-2.89%
-35,537
-0.03%
$123.67
8.60% $134.30
0.90%
SPGI
-2.89%
-44,878
-0.18%
$516.62
2.74% $502.47
5.87%
MSFT
-2.89%
-32,863
-0.10%
$430.30
2.10% $439.33
3.52%
AMAT
-2.90%
-85,984
-0.12%
$202.05
16.67% $168.37
3.89%
IQV
-2.90%
-55,002
-0.08%
$236.97
15.61% $199.99
2.67%
AMT
-2.90%
-53,896
-0.08%
$232.56
20.83% $184.11
2.75%
EFX
-2.90%
-54,434
-0.10%
$293.86
11.46% $260.17
3.28%
V
-2.90%
-61,550
-0.10%
$274.95
16.59% $320.56
3.47%
TSM
-2.90%
-89,406
-0.09%
$173.67
18.36% $205.55
3.18%
CBRE
-2.90%
-141,047
-0.11%
$124.48
5.90% $131.82
3.60%
LYV
-2.90%
-88,409
-0.06%
$109.49
21.76% $133.32
1.98%
IBKR
-2.90%
-100,932
-0.09%
$139.36
29.52% $180.50
2.88%
A
-2.90%
-98,574
-0.09%
$148.48
8.59% $135.73
3.00%
FAST
-2.90%
-146,462
-0.06%
$71.42
5.17% $75.11
2.14%
ECL
-2.90%
-34,501
-0.05%
$255.33
6.13% $239.69
1.80%
ICE
-2.90%
-88,515
-0.10%
$160.64
6.34% $150.46
3.47%
GOOGL
-2.90%
-133,164
-0.14%
$165.85
18.25% $196.11
4.53%
ZTS
-2.90%
-38,425
-0.05%
$195.38
15.70% $164.71
1.54%
ENTG
-2.90%
-60,379
-0.05%
$112.53
8.60% $102.85
1.60%
TMO
-2.90%
-23,838
-0.09%
$618.57
14.71% $527.60
3.02%
MCO
-2.90%
-14,072
-0.04%
$474.59
1.22% $480.38
1.37%
CDW
-2.91%
-38,405
-0.05%
$226.30
22.08% $176.34
1.77%
CACC
-2.94%
-6,887
-0.02%
$443.42
5.72% $468.79
0.62%
ORCL
-2.94%
-27,593
-0.03%
$170.40
0.59% $171.41
0.95%
CME
-2.94%
-44,689
-0.07%
$220.65
8.53% $239.47
2.25%
SSNC
-2.94%
-136,431
-0.06%
$74.21
3.41% $76.74
2.05%
BLK
-4.49%
-22,990
-0.13%
$949.51
10.57% $1,049.91
2.84%
AVGO
-5.04%
-389,377
-0.41%
$172.50
38.94% $239.68
7.73%
ADI
-23.26%
-696,330
-0.98%
$230.17
5.25% $218.09
3.23%
FERG
-100.00%
-1,109,287
-2.07%
$193.65
8.44% $177.31
0.00%
TNET
-100.00%
-427,477
-0.47%
$100.00
9.48% $90.52
0.00%
40 of 1,467

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.