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
20.40% $175.12
0.39%
ALC
ALCON INC
+94.84%
+1,388,941
+0.71%
$88.28
11.08% $78.50
1.46%
CP
CANADIAN PACIFIC KANSAS CITY
+16.79%
+606,519
+0.28%
$79.27
4.96% $75.34
1.93%
TCOM
TRIPCOM GROUP LTD-ADR
+14.55%
+520,438
+0.18%
$58.64
26.31% $74.07
1.39%
YUM
YUM! BRANDS INC
+13.08%
+238,615
+0.20%
$148.18
1.19% $149.94
1.77%
BLK
BLACKROCK INC
+10.30%
+48,173
+0.29%
$1,049.25
7.35% $1,126.37
3.13%
ADBE
ADOBE INC
+7.50%
+59,743
+0.13%
$386.88
9.88% $348.66
1.92%
GOOGL
ALPHABET INC-CL A
-2.82%
-122,838
-0.13%
$176.23
36.89% $241.25
4.31%
FAST
FASTENAL CO
-2.82%
-270,063
-0.07%
$42.00
12.88% $47.41
2.26%
V
VISA INC-CLASS A SHARES
-2.82%
-56,809
-0.12%
$355.05
4.18% $340.20
4.02%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
-2.82%
-82,413
-0.11%
$226.49
14.60% $259.55
3.72%
AMAT
APPLIED MATERIALS INC
-2.82%
-86,690
-0.09%
$183.07
8.40% $167.70
3.16%
LYV
LIVE NATION ENTERTAINMENT IN
-2.82%
-81,487
-0.07%
$151.28
15.11% $174.14
2.45%
AMT
AMERICAN TOWER CORP
-2.82%
-53,339
-0.07%
$221.02
11.35% $195.94
2.35%
IBKR
INTERACTIVE BROKERS GRO-CL A
-2.82%
-371,673
-0.12%
$55.41
15.72% $64.12
4.10%
A
AGILENT TECHNOLOGIES INC
-2.82%
-90,786
-0.06%
$118.01
5.62% $124.64
2.13%
FERG
FERGUSON ENTERPRISES INC
-2.82%
-57,850
-0.07%
$217.75
2.48% $212.36
2.51%
CBRE
CBRE GROUP INC - A
-2.82%
-129,942
-0.11%
$140.12
17.29% $164.34
3.63%
SPGI
S&P GLOBAL INC
-2.82%
-51,160
-0.16%
$527.29
3.81% $547.39
5.37%
MSFT
MICROSOFT CORP
-2.82%
-36,766
-0.11%
$497.41
2.71% $510.88
3.64%
ADI
ANALOG DEVICES INC
-2.82%
-63,214
-0.09%
$238.02
3.12% $245.44
2.99%
ICE
INTERCONTINENTAL EXCHANGE IN
-2.82%
-97,263
-0.10%
$183.47
5.00% $174.30
3.55%
ZTS
ZOETIS INC
-2.82%
-35,370
-0.03%
$155.95
4.40% $149.09
1.10%
FLUT
FLUTTER ENTERTAINMENT PLC-DI
-2.82%
-65,941
-0.11%
$285.76
1.03% $282.82
3.75%
CME
CME GROUP INC
-2.82%
-45,856
-0.07%
$275.62
4.62% $262.88
2.51%
SSNC
SS&C TECHNOLOGIES HOLDINGS
-2.82%
-124,200
-0.06%
$82.80
8.01% $89.43
2.05%
MCO
MOODY'S CORP
-2.82%
-12,968
-0.04%
$501.59
2.60% $514.65
1.30%
AON
AON PLC-CLASS A
-2.82%
-36,194
-0.07%
$356.76
4.66% $373.40
2.57%
ECL
ECOLAB INC
-2.83%
-31,926
-0.05%
$269.44
1.52% $273.54
1.71%
EFX
EQUIFAX INC
-2.83%
-50,296
-0.08%
$259.37
0.79% $257.31
2.59%
UBER
UBER TECHNOLOGIES INC
-2.83%
-150,233
-0.08%
$93.30
2.64% $95.76
2.78%
TMO
THERMO FISHER SCIENTIFIC INC
-2.83%
-25,508
-0.06%
$405.46
19.61% $484.99
2.05%
ORCL
ORACLE CORP
-2.84%
-25,222
-0.03%
$218.63
34.94% $295.01
1.09%
ENTG
ENTEGRIS INC
-2.85%
-72,402
-0.03%
$80.65
8.70% $87.67
1.15%
TW
TRADEWEB MARKETS INC-CLASS A
-2.86%
-33,291
-0.03%
$146.40
19.34% $118.09
0.96%
TME
TENCENT MUSIC ENTERTAINM-ADR
-2.87%
-552,324
-0.06%
$19.49
28.17% $24.98
2.11%
AVGO
BROADCOM INC
-13.10%
-826,094
-1.32%
$275.65
31.58% $362.70
8.73%
IQV
IQVIA HOLDINGS INC
-24.48%
-490,756
-0.45%
$157.59
19.58% $188.45
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.