William Von Mueffling Holdings Activity

Cantillon Capital Management Portfolio 13F

Cantillon Capital Management has disclosed a total of 37 changes to the portfolio in the latest (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).

What stocks is William Von Mueffling buying now?

In the recent quarter William Von Mueffling has purchased 3 securities: (ALC) ALCON INC (new buy), (UBER) UBER TECHNOLOGIES INC (added shares +31.26%) and (ADBE) ADOBE INC (added shares +29.6%).

What does William Von Mueffling invest in?

William Von Mueffling's top 5 holdings (by % of portfolio) are (AVGO) BROADCOM INC (6.84%), (SPGI) S&P GLOBAL INC (5.96%), (V) VISA INC-CLASS A SHARES (4.57%), (GOOGL) ALPHABET INC-CL A (4.36%) and (CBRE) CBRE GROUP INC - A (3.9%).

In the latest 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%), (V) VISA INC-CLASS A SHARES (reduced shares -3%), (GOOGL) ALPHABET INC-CL A (reduced shares -3%) and (CBRE) CBRE GROUP INC - A (reduced shares -3%).

Activity type

History

% change to
Portfolio

Reported
Price*

% difference
Current Price

% of
Portfolio

2019 Q2 (5 results)

BRUNSWICK CORP

buy

+2,434,616

+1.13%

$45.89

29.81% $59.57

1.13%

SSNC

SS&C TECHNOLOGIES HOLDINGS

+20.04%

+711,514

+0.41%

$57.61

44.44% $83.21

2.48%

AVGO

BROADCOM INC

+18.98%

+1,910,990

+0.56%

$28.79

901.22% $288.21

3.48%

BDX

BECTON DICKINSON AND CO

+18.66%

+149,932

+0.50%

$252.01

30.43% $175.33

3.15%

AGILENT TECHNOLOGIES INC

+11.46%

+405,598

+0.31%

$74.67

50.05% $112.04

2.98%

2019 Q1 (2 results)

9991734D

AON PLC

+11.28%

+148,883

+0.27%

$170.70

2.67%

AVGO

BROADCOM INC

+9.85%

+902,690

+0.29%

$30.07

858.43% $288.21

3.22%

2018 Q4 (33 results)

MCO

MOODY'S CORP

buy

+330,047

+1.06%

$140.04

257.15% $500.16

1.06%

TMO

THERMO FISHER SCIENTIFIC INC

+91.27%

+486,635

+1.32%

$223.79

80.95% $404.94

2.77%

VRSN

VERISIGN INC

+41.28%

+456,587

+0.82%

$148.29

91.63% $284.17

2.80%

SSNC

SS&C TECHNOLOGIES HOLDINGS

+37.10%

+963,878

+0.52%

$45.11

84.46% $83.21

1.94%

AWI

ARMSTRONG WORLD INDUSTRIES

+25.40%

+271,962

+0.19%

$58.21

181.72% $163.99

0.94%

FAST

FASTENAL CO

+8.09%

+970,588

+0.15%

$13.07

252.04% $46.02

2.05%

CACC

CREDIT ACCEPTANCE CORP

+0.99%

+1,720

+0.01%

$381.76

32.27% $504.94

1.41%

AVGO

BROADCOM INC

+0.93%

+84,770

+0.03%

$25.43

1K+% $288.21

2.81%

IBKR

INTERACTIVE BROKERS GRO-CL A

+0.90%

+94,380

+0.02%

$13.66

353.80% $62.00

1.74%

9991734D

AON PLC

+0.78%

+10,166

+0.02%

$145.36

2.32%

BDX

BECTON DICKINSON AND CO

+0.78%

+8,166

+0.02%

$225.32

22.19% $175.33

2.86%

INTC

INTEL CORP

+0.77%

+17,254

+0.02%

$46.93

50.44% $23.26

2.37%

PRI

PRIMERICA INC

+0.77%

+7,204

+0.01%

$97.71

170.10% $263.91

1.11%

SPGI

S&P GLOBAL INC

+0.77%

+22,046

+0.05%

$169.94

207.24% $522.12

5.95%

TSM

TAIWAN SEMICONDUCTOR-SP ADR

+0.75%

+29,864

+0.01%

$36.91

547.11% $238.85

1.78%

GOOGL

ALPHABET INC-CL A

+0.75%

+33,402

+0.03%

$52.25

263.84% $190.10

4.47%

ECL

ECOLAB INC

+0.75%

+17,358

+0.03%

$147.35

81.95% $268.11

4.15%

AMT

AMERICAN TOWER CORP

+0.74%

+16,016

+0.03%

$158.19

43.18% $226.50

4.18%

ADI

ANALOG DEVICES INC

+0.71%

+22,614

+0.04%

$85.83

180.18% $240.48

5.41%

ICE

INTERCONTINENTAL EXCHANGE IN

+0.70%

+32,616

+0.03%

$75.33

140.02% $180.81

4.26%

VISA INC-CLASS A SHARES

+0.70%

+18,605

+0.03%

$131.94

165.98% $350.94

4.35%

WLTW

WILLIS TOWERS WATSON PLC

+0.70%

+17,097

+0.03%

$151.86

52.48% $231.56

4.53%

ZTS

ZOETIS INC

+0.70%

+26,430

+0.03%

$85.54

72.28% $147.37

3.93%

CBRE

CBRE GROUP INC - A

+0.70%

+28,917

+0.02%

$40.04

253.25% $141.44

3.44%

CME

CME GROUP INC

+0.70%

+13,400

+0.03%

$188.12

46.18% $275.00

4.40%

AGILENT TECHNOLOGIES INC

+0.69%

+24,411

+0.02%

$67.46

66.08% $112.04

2.90%

9912349D

CIMPRESS NV

+0.68%

+8,118

+0.01%

$103.42

0.00%