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 (2026 Q1) SEC report(s): increased the number of shares of 4, bought 1 totally new and decreased the number of shares of 33 position(s).

What stocks is William Von Mueffling buying now?

In the recent quarter William Von Mueffling has purchased 5 securities: (SPOT) SPOTIFY TECHNOLOGY SA (new buy), (ORCL) ORACLE CORP (added shares +49.09%), (EFX) EQUIFAX INC (added shares +3.91%), (CP) CANADIAN PACIFIC KANSAS CITY (added shares +3.25%) and (UBER) UBER TECHNOLOGIES INC (added shares +1.03%).

What does William Von Mueffling invest in?

William Von Mueffling's top 5 holdings (by % of portfolio) are (AVGO) BROADCOM INC (8.34%), (GOOGL) ALPHABET INC-CL A (7.1%), (TSM) TAIWAN SEMICONDUCTOR-SP ADR (5.6%), (IBKR) INTERACTIVE BROKERS GRO-CL A (5.01%) and (SPGI) S&P GLOBAL INC (4.37%).

In the latest report(s) the following changes have been made to the top investments: (AVGO) BROADCOM INC (reduced shares -11.91%), (GOOGL) ALPHABET INC-CL A (reduced shares -11.87%), (TSM) TAIWAN SEMICONDUCTOR-SP ADR (reduced shares -11.87%), (IBKR) INTERACTIVE BROKERS GRO-CL A (reduced shares -11.87%) and (SPGI) S&P GLOBAL INC (reduced shares -11.87%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2026 Q1 (38 results)
SPOT
SPOTIFY TECHNOLOGY SA
buy
+439,353
+1.42%
$484.91
0.54% $487.54
1.42%
ORCL
ORACLE CORP
+49.09%
+422,508
+0.41%
$147.11
56.57% $230.33
1.25%
EFX
EQUIFAX INC
+3.91%
+67,381
+0.08%
$180.07
5.50% $170.16
2.14%
CP
CANADIAN PACIFIC KANSAS CITY
+3.25%
+136,577
+0.07%
$78.66
-
2.27%
UBER
UBER TECHNOLOGIES INC
+1.03%
+53,201
+0.03%
$71.93
0.33% $71.69
2.48%
TCOM
TRIPCOM GROUP LTD-ADR
-1.72%
-80,157
-0.03%
$49.79
-
1.52%
CBRE
CBRE GROUP INC - A
-11.85%
-528,610
-0.48%
$135.46
6.96% $126.03
3.54%
BLK
BLACKROCK INC
-11.86%
-60,970
-0.39%
$961.71
-
2.90%
ADI
ANALOG DEVICES INC
-11.86%
-257,301
-0.54%
$318.14
37.57% $437.67
4.04%
AON
AON PLC-CLASS A
-11.86%
-147,444
-0.32%
$322.78
2.22% $315.60
2.35%
ICE
INTERCONTINENTAL EXCHANGE IN
-11.86%
-396,028
-0.41%
$157.28
-
3.07%
IQV
IQVIA HOLDINGS INC
-11.86%
-230,248
-0.26%
$170.54
6.75% $182.05
1.94%
YUM
YUM! BRANDS INC
-11.87%
-244,087
-0.25%
$155.48
4.53% $148.44
1.87%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
-11.87%
-335,727
-0.75%
$337.95
-
5.60%
SPGI
S&P GLOBAL INC
-11.87%
-208,321
-0.59%
$425.34
3.07% $412.29
4.37%
MSFT
MICROSOFT CORP
-11.87%
-149,754
-0.37%
$370.17
15.44% $427.34
2.74%
IBKR
INTERACTIVE BROKERS GRO-CL A
-11.87%
-1,514,023
-0.67%
$67.07
29.94% $87.15
5.01%
FAST
FASTENAL CO
-11.87%
-1,100,224
-0.34%
$46.40
0.13% $46.46
2.52%
CME
CME GROUP INC
-11.87%
-186,671
-0.37%
$295.35
14.46% $252.64
2.72%
MCO
MOODY'S CORP
-11.87%
-52,887
-0.15%
$436.25
2.78% $448.39
1.14%
TMO
THERMO FISHER SCIENTIFIC INC
-11.87%
-103,624
-0.34%
$491.53
3.58% $473.95
2.51%
LYV
LIVE NATION ENTERTAINMENT IN
-11.87%
-332,146
-0.34%
$152.51
7.70% $164.25
2.50%
GOOGL
ALPHABET INC-CL A
-11.87%
-500,173
-0.96%
$287.56
24.84% $358.99
7.10%
FERG
FERGUSON ENTERPRISES INC
-11.87%
-235,552
-0.37%
$233.26
-
2.71%
V
VISA INC-CLASS A SHARES
-11.87%
-231,330
-0.46%
$302.24
3.36% $312.40
3.45%
SSNC
SS&C TECHNOLOGIES HOLDINGS
-11.87%
-505,400
-0.23%
$67.57
0.59% $67.97
1.68%
A
AGILENT TECHNOLOGIES INC
-11.87%
-369,809
-0.28%
$113.98
20.55% $137.40
2.08%
ALC
ALCON INC
-11.88%
-338,026
-0.17%
$75.35
14.76% $64.23
1.26%
ADBE
ADOBE INC
-11.88%
-137,527
-0.22%
$243.08
5.41% $256.24
1.65%
ENTG
ENTEGRIS INC
-11.90%
-292,725
-0.23%
$117.24
19.69% $140.33
1.69%
AVGO
BROADCOM INC
-11.91%
-548,299
-1.13%
$309.51
54.84% $479.23
8.34%
AMT
AMERICAN TOWER CORP
-11.91%
-218,052
-0.25%
$172.58
5.60% $182.24
1.85%
TW
TRADEWEB MARKETS INC-CLASS A
-11.95%
-321,204
-0.25%
$117.66
14.64% $100.43
1.85%
LPLA
LPL FINANCIAL HOLDINGS INC
-11.96%
-44,141
-0.09%
$300.83
6.04% $282.67
0.65%
TME
TENCENT MUSIC ENTERTAINM-ADR
-28.47%
-5,325,907
-0.33%
$9.28
-
0.83%
FLUT
FLUTTER ENTERTAINMENT PLC-DI
-39.23%
-888,249
-0.60%
$101.95
1.23% $100.70
0.93%
FWONK
LIBERTY MEDIA CORP-LIB-NEW-C
-39.32%
-671,214
-0.38%
$85.02
-
0.59%
AMAT
APPLIED MATERIALS INC
-48.82%
-1,451,818
-3.30%
$341.79
46.51% $500.77
3.46%
38 of 1,697

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.