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%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2022 Q3 (35 results)
VRSN
VERISIGN INC
-0.68%
-11,975
-0.02%
$173.70
62.05% $281.49
2.76%
AMT
AMERICAN TOWER CORP
-0.71%
-13,128
-0.03%
$214.70
1.97% $218.92
3.56%
WLTW
WILLIS TOWERS WATSON PLC
-0.71%
-13,163
-0.02%
$200.94
15.24% $231.56
3.34%
TNET
TRINET GROUP INC
-0.72%
-25,627
-0.02%
$71.22
7.57% $65.83
2.29%
ZTS
ZOETIS INC
-0.72%
-13,566
-0.02%
$148.29
3.08% $152.86
2.50%
EFX
EQUIFAX INC
-0.76%
-15,483
-0.02%
$171.43
50.14% $257.39
3.13%
ADBE
ADOBE INC
-0.77%
-2,080
-0.01%
$275.20
32.33% $364.18
0.95%
TMO
THERMO FISHER SCIENTIFIC INC
-0.79%
-3,620
-0.03%
$507.19
17.59% $417.99
3.91%
META
META PLATFORMS INC-CLASS A
-0.80%
-5,146
-0.01%
$135.68
423.58% $710.39
0.00%
ECL
ECOLAB INC
-0.83%
-15,001
-0.02%
$144.42
83.37% $264.83
2.33%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
-0.83%
-27,836
-0.02%
$68.56
245.61% $236.95
2.06%
ICE
INTERCONTINENTAL EXCHANGE IN
-0.85%
-33,548
-0.03%
$90.35
98.99% $179.79
3.20%
MCO
MOODY'S CORP
-0.86%
-4,545
-0.01%
$243.11
103.73% $495.28
1.15%
ADI
ANALOG DEVICES INC
-0.86%
-27,784
-0.04%
$139.34
72.54% $240.42
4.06%
V
VISA INC-CLASS A SHARES
-0.87%
-10,354
-0.03%
$177.65
95.34% $347.02
3.67%
FIS
FIDELITY NATIONAL INFO SERV
-0.87%
-36,777
-0.03%
$75.57
4.14% $78.70
2.87%
ADSK
AUTODESK INC
-0.87%
-7,097
-0.02%
$186.80
54.69% $288.96
2.09%
IBKR
INTERACTIVE BROKERS GRO-CL A
-0.88%
-51,130
-0.01%
$15.98
273.21% $59.63
1.43%
CBRE
CBRE GROUP INC - A
-0.88%
-39,820
-0.02%
$67.51
102.99% $137.04
2.75%
EDR
ENDEAVOR GROUP HOLD-CLASS A
-0.88%
-22,317
-0.01%
$20.26
44.37% $29.25
0.75%
CME
CME GROUP INC
-0.88%
-8,983
-0.02%
$177.13
55.25% $275.00
2.59%
SPGI
S&P GLOBAL INC
-0.88%
-10,327
-0.05%
$305.35
71.04% $522.28
5.85%
IQV
IQVIA HOLDINGS INC
-0.88%
-13,890
-0.02%
$181.14
12.95% $157.68
2.56%
AMAT
APPLIED MATERIALS INC
-0.89%
-31,175
-0.02%
$81.93
143.24% $199.29
2.58%
A
AGILENT TECHNOLOGIES INC
-0.89%
-30,916
-0.03%
$121.55
7.08% $112.94
3.77%
AWI
ARMSTRONG WORLD INDUSTRIES
-0.89%
-15,852
-0.01%
$79.23
107.13% $164.11
1.27%
GOOG
ALPHABET INC-CL C
-0.92%
-15,208
-0.02%
$96.15
90.43% $183.10
2.09%
AON
AON PLC-CLASS A
-0.93%
-7,689
-0.03%
$267.87
31.55% $352.38
2.96%
AVGO
BROADCOM INC
-0.93%
-61,331
-0.04%
$44.40
532.73% $280.94
4.11%
GOOGL
ALPHABET INC-CL A
-0.96%
-56,874
-0.05%
$95.65
90.28% $182.00
5.10%
FAST
FASTENAL CO
-1.04%
-67,858
-0.02%
$23.02
96.05% $45.13
2.26%
BC
BRUNSWICK CORP
-1.05%
-45,457
-0.03%
$65.45
10.73% $58.43
2.55%
BDX
BECTON DICKINSON AND CO
-1.11%
-12,198
-0.02%
$222.83
19.98% $178.31
2.19%
HAYW
HAYWARD HOLDINGS INC
-1.11%
-60,721
-0.00%
$8.87
61.44% $14.32
0.43%
CACC
CREDIT ACCEPTANCE CORP
-1.16%
-2,954
-0.01%
$438.00
14.41% $501.11
1.00%
35 of 1,094

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.