William Von Mueffling
Cantillon Capital Management
Cantillon Capital Management Portfolio 13F
William Von Mueffling Holdings Activity
- Portfolio value:
- $9.04B≈ (-$2B≈)
- Previous value:
- $10.75B≈
- # of changes:
- 37
- New positions:
- 3
- Reported for:
- 31 Mar 2020 (Q1)
- Latest filing date:
- 30 Apr 2020
Cantillon Capital Management has disclosed a total of 37 changes to the portfolio in the (2020 Q1) SEC report(s): increased the number of shares of 2, bought 3 totally new, decreased the number of shares of 31 and completely sold out 1 position(s).
What stocks did William Von Mueffling buy in 2020 Q1?
What did William Von Mueffling invest in during 2020 Q1?
In the 2020 Q1 report(s) the following changes have been made to the top investments: (SPGI) S&P Global Inc (reduced shares -0.21%), (FIS) Fidelity National Information Services Inc (reduced shares -0.21%), (AMT) American Tower Corp (reduced shares -0.10%), (ADI) Analog Devices Inc (reduced shares -0.18%) and (V) Visa Inc, CL-A (reduced shares -0.13%).
37 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Applied Materials Inc
|
new
|
$45.82
|
+1,097.58%($548.73)
|
1.24%
|
2020 Q1
|
≈ 0.25 years
|
||||
|
|
W. R. Grace & Co
|
new
|
$35.60
|
|
0.65%
|
2020 Q1
|
≈ 0.25 years
|
||||
|
|
Microsoft Corp
|
new
|
$157.71
|
+214.50%($495.99)
|
1.16%
|
2020 Q1
|
≈ 0.25 years
|
||||
|
|
Primerica Inc
|
+10.24%
|
$88.48
|
+261.57%($319.92)
|
0.97%
|
2016 Q2
|
≈ 4.00 years
|
||||
|
|
Brunswick Corp
|
+9.79%
|
$35.37
|
+135.48%($83.29)
|
1.47%
|
2019 Q2
|
≈ 1.00 year
|
||||
|
|
Aon PLC
|
-0.09%
|
$165.04
|
+114.85%($354.58)
|
2.55%
|
2016 Q4
|
≈ 3.50 years
|
||||
|
|
Taiwan Semiconductor Manufacturing
|
-0.09%
|
$47.79
|
+777.25%($419.24)
|
2.00%
|
2017 Q3
|
≈ 2.75 years
|
||||
|
|
American Tower Corp
|
-0.10%
|
$217.75
|
-19.48%($175.34)
|
5.01%
|
2016 Q1
|
≈ 4.25 years
|
||||
|
|
VeriSign Inc
|
-0.11%
|
$180.09
|
+65.05%($297.24)
|
2.95%
|
2017 Q3
|
≈ 2.75 years
|
||||
|
|
Armstrong World Industries Inc
|
-0.13%
|
$79.42
|
+129.41%($182.20)
|
1.11%
|
2018 Q2
|
≈ 2.00 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.