William Von Mueffling Holdings Activity

Cantillon Capital Management Portfolio 13F

Cantillon Capital Management has disclosed a total of 41 changes to the portfolio in the latest (2024 Q2) SEC report(s): increased the number of shares of 2, bought 4 totally new, decreased the number of shares of 33 and completely sold out 2 position(s).

What stocks is William Von Mueffling buying now?

In the recent quarter William Von Mueffling has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (TCOM) TRIPCOM GROUP LTD-ADR (new buy), (TME) TENCENT MUSIC ENTERTAINM-ADR (new buy), (UBER) UBER TECHNOLOGIES INC (new buy), (IQV) IQVIA HOLDINGS INC (added shares +7.23%) and (BLK) BLACKROCK INC (added shares +6.84%).

What does William Von Mueffling invest in?

William Von Mueffling's top 5 holdings (by % of portfolio) are (AVGO) BROADCOM INC (8.29%), (SPGI) S&P GLOBAL INC (5.71%), (GOOGL) ALPHABET INC-CL A (5.6%), (AMAT) APPLIED MATERIALS INC (5.12%) and (ADI) ANALOG DEVICES INC (4.57%).

In the latest report(s) the following changes have been made to the top investments: (AVGO) BROADCOM INC (reduced shares -4.88%), (SPGI) S&P GLOBAL INC (reduced shares -7.59%), (GOOGL) ALPHABET INC-CL A (reduced shares -4.85%), (AMAT) APPLIED MATERIALS INC (reduced shares -4.84%) and (ADI) ANALOG DEVICES INC (reduced shares -4.85%).

2022 Q1 (38 results)
BLK
+124.14%
+126,984
+0.69%
$764.17
23.75% $945.66
1.25%
AWI
+47.57%
+575,715
+0.37%
$90.01
48.78% $133.92
1.15%
IQV
+19.15%
+237,341
+0.39%
$231.21
2.48% $225.47
2.44%
BC
+8.13%
+309,881
+0.18%
$80.89
0.56% $80.44
2.38%
EDR
+3.14%
+107,467
+0.02%
$29.52
2.17% $28.88
0.74%
TSM
+3.03%
+98,903
+0.07%
$104.26
77.05% $184.59
2.51%
ECL
+3.01%
+52,751
+0.07%
$176.56
41.33% $249.53
2.27%
SSNC
+2.98%
+106,690
+0.06%
$75.02
2.12% $73.43
1.98%
AON
+2.98%
+35,910
+0.08%
$325.63
5.95% $345.00
2.88%
AVGO
+2.96%
+29,732
+0.13%
$629.68
71.79% $177.62
4.66%
CACC
+2.95%
+7,370
+0.03%
$550.37
19.83% $441.24
1.01%
TMO
+2.94%
+24,611
+0.10%
$590.65
1.08% $597.01
3.64%
META
+2.94%
+32,810
+0.05%
$222.36
166.71% $593.06
1.82%
AMT
+2.93%
+52,784
+0.09%
$251.22
11.26% $222.94
3.32%
MCO
+2.93%
+15,047
+0.04%
$337.41
36.00% $458.89
1.27%
FIS
+2.93%
+121,300
+0.09%
$100.42
15.86% $84.49
3.05%
V
+2.92%
+65,519
+0.10%
$221.77
24.11% $275.23
3.66%
EFX
+2.91%
+57,617
+0.10%
$237.10
18.94% $282.00
3.45%
ZTS
+2.89%
+52,845
+0.07%
$188.59
0.53% $187.60
2.53%
MSFT
+2.88%
+26,513
+0.06%
$308.31
34.27% $413.97
2.09%
WLTW
+2.87%
+51,787
+0.09%
$236.22
1.97% $231.56
3.14%
IBKR
+2.87%
+62,011
+0.03%
$65.91
125.70% $148.76
1.05%
ICE
+2.85%
+109,713
+0.10%
$132.12
20.86% $159.68
3.74%
GOOGL
+2.84%
+164,760
+0.16%
$139.07
18.77% $165.17
5.93%
ADI
+2.83%
+89,781
+0.11%
$165.18
36.76% $225.90
3.85%
TNET
+2.82%
+98,408
+0.07%
$98.36
1.79% $96.60
2.52%
CME
+2.82%
+44,806
+0.08%
$237.86
5.59% $224.56
2.78%
SPGI
+2.82%
+58,703
+0.17%
$410.18
24.00% $508.62
6.28%
AMAT
+2.80%
+95,630
+0.09%
$131.80
52.52% $201.02
3.30%
GOOG
+2.79%
+65,940
+0.07%
$139.65
19.39% $166.73
2.43%
ENTG
+2.78%
+56,391
+0.05%
$131.26
16.23% $109.96
1.95%
A
+2.77%
+93,555
+0.09%
$132.33
8.46% $143.53
3.28%
CBRE
+2.77%
+118,543
+0.08%
$91.52
30.86% $119.76
2.88%
FAST
+2.74%
+146,281
+0.06%
$59.40
18.62% $70.46
2.32%
VRSN
+2.72%
+44,551
+0.07%
$222.46
16.43% $185.92
2.67%
BDX
+2.70%
+28,146
+0.05%
$266.00
10.72% $237.48
2.03%
ADSK
+2.58%
+28,763
+0.04%
$214.35
25.29% $268.56
1.75%
PRI
-100.00%
-727,292
-0.80%
$153.27
76.49% $270.50
0.00%
38 of 1,427

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.