William Von Mueffling
Cantillon Capital Management
Cantillon Capital Management Portfolio 13F
William Von Mueffling Holdings Activity
- Portfolio value:
- $8.29B≈ (-$606M≈)
- Previous value:
- $8.89B≈
- # of changes:
- 35
- New positions:
- 1
- Reported for:
- 31 Dec 2018 (Q4)
- Latest filing date:
- 05 Feb 2019
Cantillon Capital Management has disclosed a total of 35 changes to the portfolio in the (2018 Q4) SEC report(s): increased the number of shares of 32, bought 1 totally new, decreased the number of shares of 1 and completely sold out 1 position(s).
What stocks did William Von Mueffling buy in 2018 Q4?
During 2018 Q4 William Von Mueffling has bought 33 securities out of which top 5 purchases (by % change to portfolio) were (SPGI) S&P Global Inc (added shares +0.77%), (ADI) Analog Devices Inc (added shares +0.71%), (FIS) Fidelity National Information Services Inc (added shares +0.66%), (WTW) Willis Towers Watson PLC (added shares +0.70%) and (GOOGL) Alphabet Inc, CL-A (added shares +0.75%).
What did William Von Mueffling invest in during 2018 Q4?
In the 2018 Q4 report(s) the following changes have been made to the top investments: (SPGI) S&P Global Inc (added shares +0.77%), (ADI) Analog Devices Inc (added shares +0.71%), (FIS) Fidelity National Information Services Inc (added shares +0.66%), (WTW) Willis Towers Watson PLC (added shares +0.70%) and (GOOGL) Alphabet Inc, CL-A (added shares +0.75%).
35 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Moodys Corp
|
new
|
$140.04
|
+248.06%($487.42)
|
1.06%
|
2018 Q4
|
≈ 0.25 years
|
||||
|
|
Thermo Fisher Scientific Inc
|
+91.27%
|
$223.79
|
+156.81%($574.72)
|
2.77%
|
2018 Q3
|
≈ 0.50 years
|
||||
|
|
VeriSign Inc
|
+41.28%
|
$148.29
|
+101.31%($298.52)
|
2.80%
|
2017 Q3
|
≈ 1.50 years
|
||||
|
|
SS&C Technologies Holdings Inc
|
+37.10%
|
$45.11
|
+78.05%($80.32)
|
1.94%
|
2016 Q3
|
≈ 2.50 years
|
||||
|
|
Armstrong World Industries Inc
|
+25.40%
|
$58.21
|
+218.40%($185.34)
|
0.94%
|
2018 Q2
|
≈ 0.75 years
|
||||
|
|
Fastenal Company
|
+8.09%
|
$13.07
|
+284.93%($50.32)
|
2.05%
|
2018 Q2
|
≈ 0.75 years
|
||||
|
|
Credit Acceptance Corp
|
+0.99%
|
$381.76
|
+58.65%($605.66)
|
1.41%
|
2013 Q2 or earlier
|
≈ 5.75+ years
|
||||
|
|
Broadcom Inc
|
+0.93%
|
$25.43
|
+1,558.39%($421.70)
|
2.81%
|
2017 Q1
|
≈ 2.00 years
|
||||
|
|
Interactive Brokers Group Inc
|
+0.90%
|
$13.66
|
+554.78%($89.46)
|
1.74%
|
2017 Q2
|
≈ 1.75 years
|
||||
|
|
Becton Dickinson and Company
|
+0.78%
|
$225.32
|
-24.41%($170.32)
|
2.86%
|
2016 Q4
|
≈ 2.25 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.