William Von Mueffling
Cantillon Capital Management
Cantillon Capital Management Portfolio 13F
William Von Mueffling Holdings Activity
- Portfolio value:
- $15.44B≈ (-$1B≈)
- Previous value:
- $16.55B≈
- # of changes:
- 37
- New positions:
- 1
- Reported for:
- 31 Mar 2025 (Q1)
- Latest filing date:
- 17 Feb 2026
Cantillon Capital Management has disclosed a total of 37 changes to the portfolio in the (2025 Q1) SEC report(s): increased the number of shares of 2, bought 1 totally new and decreased the number of shares of 34 position(s).
In the 2025 Q1 report(s) the following changes have been made to the top investments: (AVGO) Broadcom Inc (reduced shares -14.44%), (SPGI) S&P Global Inc (reduced shares -3.00%), (V) Visa Inc, CL-A (reduced shares -3.00%), (GOOGL) Alphabet Inc, CL-A (reduced shares -3.00%) and (CBRE) CBRE Group Inc, CL-A (reduced shares -3.00%).
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Alcon AG
|
new
|
+1,464,533
|
1,464,533
|
+0.9%
|
$94.93
|
-27.92%($68.43)
|
0.90%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
Uber Technologies Inc
|
+31.26%
|
+1,264,215
|
5,308,459
|
+0.6%
|
$72.86
|
-3.95%($69.98)
|
2.50%
|
2024 Q2
|
≈ 1.00 year
|
|
|
|
Adobe Systems Incorporated
|
+29.60%
|
+182,024
|
796,886
|
+0.45%
|
$383.53
|
-35.12%($248.85)
|
1.98%
|
2022 Q2
|
≈ 3.00 years
|
|
|
|
Ferguson Plc
|
-2.95%
|
-62,262
|
2,049,411
|
-0.06%
|
$160.23
|
+47.36%($236.11)
|
2.13%
|
2023 Q1
|
≈ 2.25 years
|
|
|
|
Yum! Brands Inc
|
-2.97%
|
-55,815
|
1,824,564
|
-0.05%
|
$157.36
|
-2.24%($153.83)
|
1.86%
|
2024 Q1
|
≈ 1.25 years
|
|
|
|
IQVIA Holdings Inc
|
-2.99%
|
-61,710
|
2,004,434
|
-0.07%
|
$176.30
|
+32.67%($233.90)
|
2.29%
|
2021 Q1
|
≈ 4.25 years
|
|
|
|
Entegris Inc
|
-2.99%
|
-78,179
|
2,538,175
|
-0.04%
|
$87.48
|
+39.58%($122.10)
|
1.44%
|
2019 Q3
|
≈ 5.75 years
|
|
|
|
Canadian Pacific Kansas City Limited
|
-3.00%
|
-111,631
|
3,613,392
|
-0.05%
|
$70.21
|
+26.63%($88.90)
|
1.64%
|
2023 Q3
|
≈ 1.75 years
|
|
|
|
Fastenal Company
|
-3.00%
|
-295,760
|
9,568,096
|
-0.07%
|
$38.78
|
+22.10%($47.34)
|
2.40%
|
2018 Q2
|
≈ 7.00 years
|
|
|
|
Visa Inc, CL-A
|
-3.00%
|
-62,223
|
2,012,972
|
-0.13%
|
$350.46
|
+4.20%($365.18)
|
4.57%
|
2015 Q4
|
≈ 9.50 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.