William Von Mueffling
Cantillon Capital Management
Cantillon Capital Management Portfolio 13F
William Von Mueffling Holdings Activity
- Portfolio value:
- $11.51B≈ (+$2B≈)
- Previous value:
- $9.04B≈
- # of changes:
- 36
- New positions:
- 0
- Reported for:
- 30 Jun 2020 (Q2)
- Latest filing date:
- 31 Jul 2020
Cantillon Capital Management has disclosed a total of 36 changes to the portfolio in the (2020 Q2) SEC report(s): increased the number of shares of 36 position(s).
What stocks did William Von Mueffling buy in 2020 Q2?
During 2020 Q2 William Von Mueffling has bought 36 securities out of which top 5 purchases (by % change to portfolio) were (SPGI) S&P Global Inc (added shares +1.01%), (ADI) Analog Devices Inc (added shares +0.98%), (FIS) Fidelity National Information Services Inc (added shares +0.95%), (AMT) American Tower Corp (added shares +0.91%) and (V) Visa Inc, CL-A (added shares +0.93%).
What did William Von Mueffling invest in during 2020 Q2?
In the 2020 Q2 report(s) the following changes have been made to the top investments: (SPGI) S&P Global Inc (added shares +1.01%), (ADI) Analog Devices Inc (added shares +0.98%), (FIS) Fidelity National Information Services Inc (added shares +0.95%), (AMT) American Tower Corp (added shares +0.91%) and (V) Visa Inc, CL-A (added shares +0.93%).
36 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
|
+62.71%
|
$60.45
|
+807.74%($548.73)
|
2.08%
|
2020 Q1
|
≈ 0.50 years
|
||||
|
|
Brunswick Corp
|
+10.52%
|
$64.01
|
+30.12%($83.29)
|
2.31%
|
2019 Q2
|
≈ 1.25 years
|
||||
|
|
Primerica Inc
|
+8.15%
|
$116.60
|
+174.37%($319.92)
|
1.08%
|
2016 Q2
|
≈ 4.25 years
|
||||
|
|
W. R. Grace & Co
|
+1.38%
|
$50.81
|
|
0.74%
|
2020 Q1
|
≈ 0.50 years
|
||||
|
|
SS&C Technologies Holdings Inc
|
+1.24%
|
$56.48
|
+42.12%($80.27)
|
2.05%
|
2016 Q3
|
≈ 4.00 years
|
||||
|
|
Intercontinental Exchange Inc
|
+1.13%
|
$91.60
|
+61.60%($148.03)
|
3.57%
|
2014 Q4
|
≈ 5.75 years
|
||||
|
|
Armstrong World Industries Inc
|
+1.13%
|
$77.96
|
+133.70%($182.20)
|
0.87%
|
2018 Q2
|
≈ 2.25 years
|
||||
|
|
Thermo Fisher Scientific Inc
|
+1.06%
|
$362.34
|
+56.78%($568.09)
|
3.09%
|
2018 Q3
|
≈ 2.00 years
|
||||
|
|
Microsoft Corp
|
+1.03%
|
$203.51
|
+143.72%($495.99)
|
1.19%
|
2020 Q1
|
≈ 0.50 years
|
||||
|
|
Agilent Technologies Inc
|
+1.03%
|
$88.37
|
+57.26%($138.98)
|
3.19%
|
2015 Q4
|
≈ 4.75 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.