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%).

2025 Q1 (1 result)
ALC
buy
+988,559
+0.90%
$94.93
8.18% $87.16
0.90%
2024 Q4 (1 result)
BLK
buy
+483,793
+3.00%
$1,025.11
6.62% $1,093.02
3.00%
2024 Q3 (1 result)
FERG
buy
+1,450,653
+2.06%
$198.57
10.78% $219.98
2.06%
2024 Q2 (4 results)
FLUT
buy
+61,037
+0.07%
$182.36
65.90% $302.53
0.07%
TME
buy
+7,584,711
+1.24%
$14.05
51.53% $21.29
1.24%
TCOM
buy
+4,238,875
+1.33%
$47.00
34.83% $63.37
1.33%
UBER
buy
+2,435,442
+1.18%
$72.68
25.43% $91.16
1.18%
2024 Q1 (2 results)
ORCL
buy
+987,952
+0.78%
$125.61
93.89% $243.54
0.78%
YUM
buy
+1,447,300
+1.26%
$138.65
4.95% $145.51
1.26%
2023 Q3 (1 result)
CP
buy
+1,133,714
+0.63%
$74.41
4.15% $77.50
0.63%
2023 Q2 (2 results)
LYV
buy
+1,118,297
+0.71%
$91.11
64.02% $149.44
0.71%
TW
buy
+1,189,521
+0.59%
$68.48
97.12% $134.99
0.59%
2023 Q1 (1 result)
FERG
buy
+1,038,171
+1.13%
$133.75
64.47% $219.98
1.13%
2022 Q4 (1 result)
CDW
buy
+503,943
+0.76%
$178.58
0.96% $176.87
0.76%
2022 Q2 (2 results)
ADBE
buy
+345,077
+1.18%
$366.06
0.44% $367.68
1.18%
HAYW
buy
+5,463,018
+0.66%
$14.39
0.14% $14.37
0.66%
2021 Q4 (2 results)
BLK
buy
+99,226
+0.62%
$915.56
19.38% $1,093.02
0.62%
EDR
buy
+3,425,337
+0.79%
$34.89
16.17% $29.25
0.79%
2021 Q1 (3 results)
CTXS
buy
+1,375,087
+2.68%
$140.36
25.98% $103.90
2.68%
IQV
buy
+920,219
+1.34%
$193.14
17.70% $158.96
1.34%
NLSN
buy
+4,114,559
+0.79%
$25.15
11.25% $27.98
0.79%
2020 Q2 (1 result)
AON
buy
+839,921
+2.36%
$192.60
82.20% $350.91
2.36%
2020 Q1 (3 results)
AMAT
buy
+2,439,237
+1.24%
$45.82
320.36% $192.61
1.24%
GRA
buy
+1,663,100
+0.65%
$35.60
-
0.65%
MSFT
buy
+667,460
+1.16%
$157.71
223.42% $510.06
1.16%
2019 Q4 (1 result)
ADSK
buy
+1,288,774
+2.20%
$183.46
60.88% $295.16
2.20%
2019 Q3 (1 result)
ENTG
buy
+1,230,889
+0.98%
$47.06
94.73% $91.64
0.98%
2019 Q2 (1 result)
BC
buy
+2,434,616
+1.13%
$45.89
29.81% $59.57
1.13%
2018 Q4 (1 result)
MCO
buy
+330,047
+1.06%
$140.04
257.15% $500.16
1.06%
2018 Q3 (1 result)
TMO
buy
+535,849
+1.47%
$244.08
65.90% $404.94
1.47%
2018 Q2 (4 results)
AWI
buy
+1,150,668
+0.78%
$63.20
159.48% $163.99
0.78%
AVGO
buy
+13,930,590
+3.64%
$24.26
1K+% $288.21
3.64%
FAST
buy
+11,332,269
+1.66%
$12.03
282.46% $46.02
1.66%
INTC
buy
+2,450,142
+1.31%
$49.71
53.21% $23.26
1.31%
2018 Q1 (2 results)
META
buy
+398,699
+1.32%
$159.79
346.19% $712.97
1.32%
ST
buy
+2,583,594
+2.93%
$51.83
39.46% $31.38
2.93%
2017 Q3 (2 results)
TSM
buy
+2,321,962
+1.24%
$37.55
536.09% $238.85
1.24%
VRSN
buy
+1,332,193
+1.65%
$106.39
167.10% $284.17
1.65%
2017 Q2 (1 result)
IBKR
buy
+7,703,564
+0.90%
$9.36
562.75% $62.00
0.90%
2017 Q1 (2 results)
9876590D
buy
+601,123
+2.42%
$218.96
-
2.42%
SABR
buy
+2,510,231
+1.07%
$21.19
85.42% $3.09
0.00%
2016 Q4 (3 results)
EFX
buy
+411,566
+0.84%
$118.23
119.61% $259.64
0.84%
9991734D
buy
+444,109
+0.81%
$111.53
-
0.81%
BDX
buy
+1,031,501
+2.39%
$165.55
5.91% $175.33
2.39%
2016 Q3 (3 results)
ACWI
buy
+1,730,425
+1.52%
$59.10
120.19% $130.13
0.00%
NXPI
buy
+2,719,461
+3.92%
$102.01
123.77% $228.27
3.92%
SSNC
buy
+1,318,666
+0.60%
$32.15
158.81% $83.21
0.60%
47 of 75

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.