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 (2026 Q1) SEC report(s): increased the number of shares of 4, bought 1 totally new and decreased the number of shares of 33 position(s).

What stocks is William Von Mueffling buying now?

In the recent quarter William Von Mueffling has purchased 5 securities: (SPOT) SPOTIFY TECHNOLOGY SA (new buy), (ORCL) ORACLE CORP (added shares +49.09%), (EFX) EQUIFAX INC (added shares +3.91%), (CP) CANADIAN PACIFIC KANSAS CITY (added shares +3.25%) and (UBER) UBER TECHNOLOGIES INC (added shares +1.03%).

What does William Von Mueffling invest in?

William Von Mueffling's top 5 holdings (by % of portfolio) are (AVGO) BROADCOM INC (8.34%), (GOOGL) ALPHABET INC-CL A (7.1%), (TSM) TAIWAN SEMICONDUCTOR-SP ADR (5.6%), (IBKR) INTERACTIVE BROKERS GRO-CL A (5.01%) and (SPGI) S&P GLOBAL INC (4.37%).

In the latest report(s) the following changes have been made to the top investments: (AVGO) BROADCOM INC (reduced shares -11.91%), (GOOGL) ALPHABET INC-CL A (reduced shares -11.87%), (TSM) TAIWAN SEMICONDUCTOR-SP ADR (reduced shares -11.87%), (IBKR) INTERACTIVE BROKERS GRO-CL A (reduced shares -11.87%) and (SPGI) S&P GLOBAL INC (reduced shares -11.87%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2023 Q4 (39 results)
LYV
LIVE NATION ENTERTAINMENT IN
+146.56%
+1,632,749
+1.02%
$93.60
72.02% $161.01
1.72%
CP
CANADIAN PACIFIC KANSAS CITY
+111.12%
+1,259,778
+0.67%
$79.06
-
1.26%
FERG
FERGUSON PLC
+58.42%
+690,643
+0.89%
$193.07
19.44% $230.60
2.42%
ADSK
AUTODESK INC
+35.06%
+442,005
+0.72%
$243.48
4.04% $233.64
2.77%
AMT
AMERICAN TOWER CORP
+14.53%
+271,293
+0.39%
$215.88
10.18% $193.91
3.08%
CBRE
CBRE GROUP INC - A
+13.09%
+603,771
+0.38%
$93.09
40.67% $130.95
3.24%
TW
TRADEWEB MARKETS INC-CLASS A
+7.40%
+90,800
+0.06%
$90.88
10.70% $100.60
0.80%
ENTG
ENTEGRIS INC
-2.34%
-61,560
-0.05%
$119.82
16.74% $139.88
2.05%
ADBE
ADOBE INC
-2.35%
-9,214
-0.04%
$596.60
56.68% $258.42
1.52%
SSNC
SS&C TECHNOLOGIES HOLDINGS
-2.35%
-119,947
-0.05%
$61.11
13.57% $69.40
2.03%
CME
CME GROUP INC
-2.36%
-44,368
-0.06%
$210.60
21.59% $256.06
2.59%
AMAT
APPLIED MATERIALS INC
-2.36%
-83,845
-0.09%
$162.07
209.56% $501.70
3.76%
MSFT
MICROSOFT CORP
-2.36%
-35,732
-0.09%
$376.04
13.83% $428.05
3.71%
ICE
INTERCONTINENTAL EXCHANGE IN
-2.36%
-94,219
-0.08%
$128.43
-
3.35%
FAST
FASTENAL CO
-2.36%
-262,182
-0.06%
$32.39
45.62% $47.16
2.34%
ZTS
ZOETIS INC
-2.36%
-34,345
-0.05%
$197.37
59.71% $79.52
1.87%
GOOGL
ALPHABET INC-CL A
-2.36%
-103,030
-0.10%
$139.69
166.44% $372.19
3.98%
EFX
EQUIFAX INC
-2.37%
-48,837
-0.08%
$247.29
30.85% $170.99
3.33%
AVGO
BROADCOM INC
-2.37%
-224,870
-0.17%
$111.63
275.28% $418.91
6.91%
CDW
CDW CORP/DE
-2.37%
-34,315
-0.05%
$227.32
38.65% $139.45
2.15%
VRSN
VERISIGN INC
-2.38%
-42,619
-0.06%
$205.96
42.64% $293.79
2.41%
SPGI
S&P GLOBAL INC
-2.38%
-51,566
-0.15%
$440.52
4.63% $420.12
6.22%
IBKR
INTERACTIVE BROKERS GRO-CL A
-2.38%
-363,040
-0.05%
$20.73
320.07% $87.06
2.07%
V
VISA INC-CLASS A SHARES
-2.38%
-55,660
-0.10%
$260.35
22.98% $320.18
3.96%
ADI
ANALOG DEVICES INC
-2.38%
-78,314
-0.10%
$198.56
115.93% $428.76
4.26%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
-2.38%
-80,539
-0.06%
$104.00
-
2.30%
AON
AON PLC-CLASS A
-2.38%
-29,793
-0.06%
$291.02
10.72% $322.23
2.37%
A
AGILENT TECHNOLOGIES INC
-2.40%
-89,581
-0.08%
$139.03
0.47% $138.37
3.38%
MCO
MOODY'S CORP
-2.40%
-12,789
-0.03%
$390.56
15.00% $449.15
1.36%
IQV
IQVIA HOLDINGS INC
-2.40%
-44,333
-0.07%
$231.38
19.23% $186.88
2.79%
TMO
THERMO FISHER SCIENTIFIC INC
-2.41%
-21,746
-0.08%
$530.79
9.19% $482.03
3.13%
CACC
CREDIT ACCEPTANCE CORP
-2.41%
-6,204
-0.02%
$532.73
2.94% $548.40
0.89%
TNET
TRINET GROUP INC
-2.47%
-84,882
-0.07%
$118.93
61.16% $46.19
2.66%
BLK
BLACKROCK INC
-2.51%
-12,577
-0.07%
$811.80
25.96% $1,022.56
2.65%
ECL
ECOLAB INC
-29.58%
-536,183
-0.71%
$198.35
28.22% $254.33
1.69%
BDX
BECTON DICKINSON AND CO
-35.19%
-471,191
-0.77%
$243.83
38.66% $149.56
0.00%
BC
BRUNSWICK CORP
-45.46%
-1,996,626
-1.29%
$96.75
14.79% $82.44
0.00%
WLTW
WILLIS TOWERS WATSON PLC
-100.00%
-1,875,572
-2.62%
$208.96
-
0.00%
HAYW
HAYWARD HOLDINGS INC
-100.00%
-5,500,345
-0.52%
$14.10
0.57% $14.18
0.00%
39 of 1,697

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.