William Von Mueffling
Cantillon Capital Management
Cantillon Capital Management Portfolio 13F
William Von Mueffling Holdings Activity
- Portfolio value:
- $8.80B≈ (+$354M≈)
- Previous value:
- $8.44B≈
- # of changes:
- 32
- New positions:
- 1
- Reported for:
- 31 Mar 2018 (Q1)
- Latest filing date:
- 08 May 2018
Cantillon Capital Management has disclosed a total of 32 changes to the portfolio in the (2018 Q1) SEC report(s): increased the number of shares of 5, bought 1 totally new and decreased the number of shares of 26 position(s).
What stocks did William Von Mueffling buy in 2018 Q1?
During 2018 Q1 William Von Mueffling has bought 6 securities out of which top 5 purchases (by % change to portfolio) were (AVGO) Broadcom Inc (added shares +20.02%), (TNET) TriNet Group Inc (added shares +5.77%), (TSM) Taiwan Semiconductor Manufacturing (added shares +64.02%), (IBKR) Interactive Brokers Group Inc (added shares +24.57%) and (SSNC) SS&C Technologies Holdings Inc (added shares +72.65%).
What did William Von Mueffling invest in during 2018 Q1?
In the 2018 Q1 report(s) the following changes have been made to the top investments: (SPGI) S&P Global Inc (reduced shares -2.43%), (ADI) Analog Devices Inc (reduced shares -2.05%), (FIS) Fidelity National Information Services Inc (reduced shares -1.94%), (WTW) Willis Towers Watson PLC (reduced shares -2.13%) and (GOOGL) Alphabet Inc, CL-A (reduced shares -2.01%).
32 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Meta Platforms Inc
|
new
|
$159.79
|
+265.11%($583.41)
|
1.32%
|
2018 Q1
|
≈ 0.25 years
|
||||
|
|
SS&C Technologies Holdings Inc
|
+72.65%
|
$53.64
|
+48.91%($79.88)
|
1.73%
|
2016 Q3
|
≈ 1.75 years
|
||||
|
|
Taiwan Semiconductor Manufacturing
|
+64.02%
|
$43.76
|
+848.79%($415.19)
|
2.16%
|
2017 Q3
|
≈ 0.75 years
|
||||
|
|
Interactive Brokers Group Inc
|
+24.57%
|
$16.81
|
+431.77%($89.39)
|
1.94%
|
2017 Q2
|
≈ 1.00 year
|
||||
|
|
Broadcom Inc
|
+20.02%
|
$23.57
|
+1,684.02%($420.40)
|
3.83%
|
2017 Q1
|
≈ 1.25 years
|
||||
|
|
TriNet Group Inc
|
+5.77%
|
$46.32
|
+49.55%($69.27)
|
2.18%
|
2016 Q2
|
≈ 2.00 years
|
||||
|
|
Primerica Inc
|
-1.72%
|
$96.60
|
+229.34%($318.14)
|
1.00%
|
2016 Q2
|
≈ 2.00 years
|
||||
|
|
CIMPRESS NV
|
-1.75%
|
$154.70
|
-33.11%($103.48)
|
2.31%
|
2014 Q4
|
≈ 3.50 years
|
||||
|
|
Aon PLC
|
-1.86%
|
$140.33
|
+156.08%($359.36)
|
1.45%
|
2016 Q4
|
≈ 1.50 years
|
||||
|
|
VeriSign Inc
|
-1.86%
|
$118.56
|
+149.00%($295.21)
|
1.64%
|
2017 Q3
|
≈ 0.75 years
|
||||
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.