William Von Mueffling Holdings Activity

Cantillon Capital Management Portfolio 13F

Cantillon Capital Management has disclosed a total of 38 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 6, bought 1 totally new and decreased the number of shares of 31 position(s).

What stocks is William Von Mueffling buying now?

In the recent quarter William Von Mueffling has bought 7 securities out of which top 5 purchases (by % change to portfolio) are (ALC) ALCON INC (added shares +94.84%), (ICLR) ICON PLC (new buy), (BLK) BLACKROCK INC (added shares +10.3%), (CP) CANADIAN PACIFIC KANSAS CITY (added shares +16.79%) and (YUM) YUM! BRANDS INC (added shares +13.08%).

What does William Von Mueffling invest in?

William Von Mueffling's top 5 holdings (by % of portfolio) are (AVGO) BROADCOM INC (8.73%), (SPGI) S&P GLOBAL INC (5.37%), (GOOGL) ALPHABET INC-CL A (4.31%), (IBKR) INTERACTIVE BROKERS GRO-CL A (4.1%) and (V) VISA INC-CLASS A SHARES (4.02%).

In the latest report(s) the following changes have been made to the top investments: (AVGO) BROADCOM INC (reduced shares -13.1%), (SPGI) S&P GLOBAL INC (reduced shares -2.82%), (GOOGL) ALPHABET INC-CL A (reduced shares -2.82%), (IBKR) INTERACTIVE BROKERS GRO-CL A (reduced shares -2.82%) and (V) VISA INC-CLASS A SHARES (reduced shares -2.82%).

2024 Q3 (40 results)
FERG
buy
+1,450,653
+2.06%
$198.57
11.87% $222.15
2.06%
FLUT
+3,827.76%
+2,336,347
+3.39%
$237.28
26.27% $299.62
3.48%
UBER
+65.17%
+1,587,208
+0.73%
$75.16
15.63% $86.91
1.85%
TME
+39.92%
+4,186,297
+0.39%
$12.05
70.46% $20.54
1.36%
ADBE
+18.17%
+75,503
+0.25%
$517.78
32.83% $347.80
1.65%
AON
+15.63%
+177,956
+0.38%
$345.99
2.16% $353.46
2.78%
TCOM
+14.85%
+491,016
+0.23%
$59.43
2.02% $60.63
1.77%
CP
+9.15%
+279,529
+0.16%
$85.54
14.80% $72.88
1.94%
YUM
+3.76%
+39,542
+0.04%
$139.71
4.04% $145.36
1.22%
SPGI
-2.89%
-44,878
-0.18%
$516.62
5.62% $545.66
5.87%
MSFT
-2.89%
-32,863
-0.10%
$430.30
21.80% $524.11
3.52%
TW
-2.89%
-35,537
-0.03%
$123.67
10.81% $137.04
0.90%
LYV
-2.90%
-88,409
-0.06%
$109.49
33.47% $146.14
1.98%
IBKR
-2.90%
-403,728
-0.09%
$34.84
82.58% $63.61
2.88%
A
-2.90%
-98,574
-0.09%
$148.48
23.56% $113.50
3.00%
FAST
-2.90%
-292,924
-0.06%
$35.71
27.25% $45.44
2.14%
ECL
-2.90%
-34,501
-0.05%
$255.33
2.22% $261.01
1.80%
ICE
-2.90%
-88,515
-0.10%
$160.64
14.92% $184.60
3.47%
GOOGL
-2.90%
-133,164
-0.14%
$165.85
14.04% $189.13
4.53%
ZTS
-2.90%
-38,425
-0.05%
$195.38
24.57% $147.38
1.54%
ENTG
-2.90%
-60,379
-0.05%
$112.53
32.76% $75.66
1.60%
TMO
-2.90%
-23,838
-0.09%
$618.57
25.14% $463.04
3.02%
MCO
-2.90%
-14,072
-0.04%
$474.59
5.62% $501.28
1.37%
AMAT
-2.90%
-85,984
-0.12%
$202.05
10.92% $179.99
3.89%
IQV
-2.90%
-55,002
-0.08%
$236.97
23.01% $182.45
2.67%
AMT
-2.90%
-53,896
-0.08%
$232.56
8.80% $212.10
2.75%
EFX
-2.90%
-54,434
-0.10%
$293.86
18.33% $239.99
3.28%
V
-2.90%
-61,550
-0.10%
$274.95
23.42% $339.35
3.47%
TSM
-2.90%
-89,406
-0.09%
$173.67
35.44% $235.21
3.18%
CBRE
-2.90%
-141,047
-0.11%
$124.48
23.67% $153.94
3.60%
CDW
-2.91%
-38,405
-0.05%
$226.30
25.38% $168.86
0.00%
CME
-2.94%
-44,689
-0.07%
$220.65
27.24% $280.76
2.25%
SSNC
-2.94%
-136,431
-0.06%
$74.21
13.50% $84.23
2.05%
CACC
-2.94%
-6,887
-0.02%
$443.42
0.92% $447.51
0.00%
ORCL
-2.94%
-27,593
-0.03%
$170.40
43.44% $244.42
0.95%
BLK
-4.49%
-22,990
-0.13%
$949.51
14.99% $1,091.80
0.00%
AVGO
-5.04%
-389,377
-0.41%
$172.50
67.33% $288.64
7.73%
ADI
-23.26%
-696,330
-0.98%
$230.17
3.68% $221.71
3.23%
TNET
-100.00%
-427,477
-0.47%
$100.00
36.70% $63.30
0.00%
FERG
-100.00%
-1,109,287
-2.07%
$193.65
14.72% $222.15
0.00%
40 of 1,581

Shares, change to shares, sold shares - 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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.