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
5.37% $89.83
0.90%
UBER
+31.26%
+1,264,215
+0.60%
$72.86
25.98% $91.79
2.50%
ADBE
+29.60%
+182,024
+0.45%
$383.53
8.76% $417.13
1.98%
FERG
-2.95%
-37,357
-0.06%
$160.23
15.27% $184.69
2.13%
YUM
-2.97%
-28,465
-0.06%
$157.36
5.90% $148.07
1.86%
ENTG
-2.99%
-48,080
-0.04%
$87.48
10.56% $78.24
1.44%
IQV
-2.99%
-61,710
-0.07%
$176.30
18.99% $142.82
2.29%
AMAT
-3.00%
-94,972
-0.09%
$145.12
14.09% $165.57
2.89%
MSFT
-3.00%
-22,976
-0.10%
$375.39
21.01% $454.27
3.17%
AMT
-3.00%
-58,405
-0.08%
$217.60
1.94% $213.38
2.66%
ICE
-3.00%
-62,363
-0.12%
$172.50
2.17% $176.25
3.85%
A
-3.00%
-99,488
-0.08%
$116.98
2.74% $113.77
2.44%
ZTS
-3.00%
-38,786
-0.04%
$164.65
0.98% $163.04
1.34%
CBRE
-3.00%
-89,851
-0.12%
$130.78
0.63% $131.61
3.90%
SSNC
-3.00%
-135,934
-0.07%
$83.53
4.70% $79.60
2.38%
MCO
-3.00%
-14,225
-0.04%
$465.69
4.98% $488.90
1.39%
FLUT
-3.00%
-72,380
-0.10%
$221.55
12.39% $249.01
3.35%
EFX
-3.00%
-55,035
-0.09%
$243.56
14.42% $278.68
2.81%
V
-3.00%
-62,223
-0.14%
$350.46
4.18% $365.12
4.57%
CME
-3.00%
-50,232
-0.09%
$265.29
4.15% $276.29
2.79%
TSM
-3.00%
-90,328
-0.10%
$166.00
17.00% $194.22
3.14%
TW
-3.00%
-35,978
-0.03%
$148.46
2.22% $145.17
1.12%
AON
-3.00%
-39,680
-0.10%
$399.09
9.31% $361.92
3.32%
LYV
-3.00%
-89,339
-0.08%
$130.58
13.10% $147.68
2.44%
GOOGL
-3.00%
-134,610
-0.13%
$154.64
7.47% $166.19
4.36%
IBKR
-3.00%
-101,864
-0.11%
$165.59
26.31% $209.15
3.53%
FAST
-3.00%
-147,880
-0.07%
$77.55
7.07% $83.03
2.40%
ECL
-3.00%
-34,870
-0.06%
$253.52
2.20% $259.09
1.85%
SPGI
-3.00%
-31,107
-0.18%
$508.10
2.83% $522.46
5.96%
CP
-3.00%
-111,631
-0.05%
$70.21
16.12% $81.53
1.64%
TMO
-3.02%
-28,097
-0.09%
$497.60
17.19% $412.06
2.91%
ADI
-3.02%
-46,079
-0.09%
$201.67
12.61% $227.11
2.92%
ORCL
-3.13%
-28,720
-0.03%
$139.81
14.79% $160.49
0.80%
BLK
-3.29%
-10,280
-0.10%
$946.48
4.57% $989.71
2.87%
TME
-11.91%
-1,404,267
-0.24%
$14.41
15.34% $16.62
1.80%
AVGO
-14.44%
-1,063,996
-1.15%
$167.43
36.54% $228.61
6.84%
TCOM
-24.68%
-615,275
-0.48%
$63.58
2.19% $64.97
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.