William Von Mueffling
Cantillon Capital Management
Cantillon Capital Management Portfolio 13F
William Von Mueffling Holdings Activity
- Portfolio value:
- $15.05B≈ (-$3B≈)
- Previous value:
- $18.49B≈
- # of changes:
- 38
- New positions:
- 1
- Reported for:
- 31 Mar 2026 (Q1)
- Latest filing date:
- 07 May 2026
Cantillon Capital Management has disclosed a total of 38 changes to the portfolio in the (2026 Q1) SEC report(s): increased the number of shares of 4, bought 1 totally new and decreased the number of shares of 33 position(s).
What stocks did William Von Mueffling buy in 2026 Q1?
During 2026 Q1 William Von Mueffling has purchased 5 securities: (UBER) Uber Technologies Inc (added shares +1.03%), (CP) Canadian Pacific Kansas City Limited (added shares +3.25%), (EFX) Equifax Inc (added shares +3.91%), (SPOT) SPOTIFY TECHNOLOGY SA (new buy) and (ORCL) Oracle Corp (added shares +49.09%).
What did William Von Mueffling invest in during 2026 Q1?
In the 2026 Q1 report(s) the following changes have been made to the top investments: (AVGO) Broadcom Inc (reduced shares -11.91%), (GOOGL) Alphabet Inc, CL-A (reduced shares -11.87%), (TSM) Taiwan Semiconductor Manufacturing (reduced shares -11.87%), (IBKR) Interactive Brokers Group Inc (reduced shares -11.87%) and (SPGI) S&P Global Inc (reduced shares -11.87%).
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
SPOTIFY TECHNOLOGY SA
|
new
|
+439,353
|
439,353
|
+1.42%
|
$484.91
|
+4.32%($505.86)
|
1.42%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Oracle Corp
|
+49.09%
|
+422,508
|
1,283,185
|
+0.41%
|
$147.11
|
-12.64%($128.52)
|
1.25%
|
2024 Q1
|
≈ 2.25 years
|
|
|
|
Equifax Inc
|
+3.91%
|
+67,381
|
1,791,379
|
+0.08%
|
$180.07
|
-3.44%($173.88)
|
2.14%
|
2016 Q4
|
≈ 9.50 years
|
|
|
|
Canadian Pacific Kansas City Limited
|
+3.25%
|
+136,577
|
4,344,435
|
+0.07%
|
$78.66
|
+13.02%($88.90)
|
2.27%
|
2023 Q3
|
≈ 2.75 years
|
|
|
|
Uber Technologies Inc
|
+1.03%
|
+53,201
|
5,193,864
|
+0.03%
|
$71.93
|
-2.71%($69.98)
|
2.48%
|
2024 Q2
|
≈ 2.00 years
|
|
|
|
Trip.com Group Ltd ADR
|
-1.72%
|
-80,157
|
4,589,621
|
-0.02%
|
$49.79
|
-6.13%($46.74)
|
1.52%
|
2024 Q2
|
≈ 2.00 years
|
|
|
|
CBRE Group Inc, CL-A
|
-11.85%
|
-528,610
|
3,931,976
|
-0.39%
|
$135.46
|
+7.81%($146.04)
|
3.54%
|
2016 Q1
|
≈ 10.25 years
|
|
|
|
BlackRock Inc
|
-11.86%
|
-60,970
|
453,282
|
-0.32%
|
$961.71
|
+13.43%($1,090.87)
|
2.90%
|
2021 Q4
|
≈ 4.50 years
|
|
|
|
IQVIA Holdings Inc
|
-11.86%
|
-230,248
|
1,710,896
|
-0.21%
|
$170.54
|
+37.15%($233.90)
|
1.94%
|
2021 Q1
|
≈ 5.25 years
|
|
|
|
Aon PLC
|
-11.86%
|
-147,444
|
1,095,574
|
-0.26%
|
$322.78
|
+12.65%($363.60)
|
2.35%
|
2016 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.