William Von Mueffling
Cantillon Capital Management
Cantillon Capital Management Portfolio 13F
William Von Mueffling Holdings Activity
- Portfolio value:
- $16.55B≈ (+$194M≈)
- Previous value:
- $16.35B≈
- # of changes:
- 38
- New positions:
- 0
- Reported for:
- 31 Dec 2024 (Q4)
- Latest filing date:
- 05 Feb 2025
Cantillon Capital Management has disclosed a total of 38 changes to the portfolio in the (2024 Q4) SEC report(s): increased the number of shares of 34, decreased the number of shares of 2 and completely sold out 2 position(s).
What stocks did William Von Mueffling buy in 2024 Q4?
During 2024 Q4 William Von Mueffling has bought 34 securities out of which top 5 purchases (by % change to portfolio) were (AVGO) Broadcom Inc (added shares +0.54%), (SPGI) S&P Global Inc (added shares +0.53%), (GOOGL) Alphabet Inc, CL-A (added shares +0.53%), (V) Visa Inc, CL-A (added shares +0.53%) and (CBRE) CBRE Group Inc, CL-A (added shares +0.53%).
In the 2024 Q4 report(s) the following changes have been made to the top investments: (AVGO) Broadcom Inc (added shares +0.54%), (SPGI) S&P Global Inc (added shares +0.53%), (GOOGL) Alphabet Inc, CL-A (added shares +0.53%), (V) Visa Inc, CL-A (added shares +0.53%) and (CBRE) CBRE Group Inc, CL-A (added shares +0.53%).
38 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Yum! Brands Inc
|
+31.68%
|
+452,339
|
1,880,379
|
+0.37%
|
$134.16
|
+14.66%($153.83)
|
1.52%
|
2024 Q1
|
≈ 1.00 year
|
|
|
|
Ferguson Plc
|
+24.46%
|
+415,002
|
2,111,673
|
+0.44%
|
$173.57
|
+36.03%($236.11)
|
2.22%
|
2023 Q1
|
≈ 2.00 years
|
|
|
|
Tencent Music Entertainment Group
|
+18.34%
|
+3,384,230
|
21,840,815
|
+0.23%
|
$11.35
|
-17.44%($9.37)
|
1.50%
|
2024 Q2
|
≈ 0.75 years
|
|
|
|
Adobe Systems Incorporated
|
+18.33%
|
+95,235
|
614,862
|
+0.26%
|
$444.68
|
-44.04%($248.85)
|
1.65%
|
2022 Q2
|
≈ 2.75 years
|
|
|
|
Thermo Fisher Scientific Inc
|
+16.38%
|
+130,870
|
929,870
|
+0.41%
|
$520.23
|
+10.08%($572.69)
|
2.92%
|
2018 Q3
|
≈ 6.50 years
|
|
|
|
Entegris Inc
|
+12.56%
|
+291,893
|
2,616,354
|
+0.17%
|
$99.06
|
+23.26%($122.10)
|
1.57%
|
2019 Q3
|
≈ 5.50 years
|
|
|
|
IQVIA Holdings Inc
|
+12.28%
|
+226,017
|
2,066,144
|
+0.27%
|
$196.51
|
+19.03%($233.90)
|
2.45%
|
2021 Q1
|
≈ 4.00 years
|
|
|
|
CME Group Inc
|
+0.58%
|
+9,622
|
1,674,438
|
+0.01%
|
$232.23
|
+15.52%($268.28)
|
2.35%
|
2014 Q4
|
≈ 10.25 years
|
|
|
|
SS&C Technologies Holdings Inc
|
+0.57%
|
+25,895
|
4,533,081
|
+0.01%
|
$75.78
|
+0.62%($76.25)
|
2.08%
|
2016 Q3
|
≈ 8.50 years
|
|
|
|
Oracle Corp
|
+0.56%
|
+5,131
|
917,515
|
+0.01%
|
$166.64
|
-22.88%($128.52)
|
0.92%
|
2024 Q1
|
≈ 1.00 year
|
|
* 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.