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%).

2022 Q4 (40 results)
CDW
buy
+503,943
+0.76%
$178.58
1.99% $182.13
0.76%
IBKR
+30.33%
+2,233,039
+0.46%
$18.09
220.50% $57.97
1.97%
ENTG
+15.63%
+399,570
+0.22%
$65.59
32.09% $86.64
1.64%
AWI
+8.66%
+152,796
+0.09%
$68.59
144.57% $167.75
1.11%
BLK
+2.81%
+11,959
+0.07%
$708.63
52.71% $1,082.15
2.63%
ADBE
-1.47%
-5,640
-0.02%
$336.53
12.71% $379.31
1.07%
AMAT
-1.54%
-44,516
-0.04%
$97.38
95.96% $190.83
2.82%
FAST
-1.59%
-130,771
-0.03%
$23.66
82.29% $43.13
2.13%
V
-1.65%
-37,655
-0.07%
$207.76
72.73% $358.86
3.95%
VRSN
-1.67%
-29,265
-0.05%
$205.44
39.37% $286.32
3.00%
CME
-1.70%
-21,660
-0.04%
$168.16
62.64% $273.49
2.26%
CBRE
-1.73%
-78,102
-0.05%
$76.96
86.04% $143.18
2.89%
BDX
-1.74%
-15,511
-0.04%
$254.30
30.73% $176.16
2.30%
AON
-1.75%
-21,328
-0.05%
$300.14
18.20% $354.76
3.05%
ADI
-1.76%
-56,565
-0.08%
$164.03
49.97% $246.00
4.39%
EFX
-1.78%
-35,858
-0.06%
$194.36
34.70% $261.81
3.26%
SPGI
-1.85%
-39,241
-0.11%
$334.94
58.12% $529.61
5.89%
MSFT
-1.87%
-16,516
-0.05%
$239.82
107.91% $498.62
2.41%
FIS
-1.92%
-80,608
-0.05%
$67.85
20.52% $81.77
0.00%
A
-1.92%
-56,864
-0.08%
$149.65
18.89% $121.38
4.26%
GOOGL
-1.92%
-113,150
-0.08%
$88.23
103.14% $179.23
4.32%
ICE
-1.94%
-75,799
-0.07%
$102.59
78.49% $183.11
3.33%
TMO
-1.94%
-16,490
-0.08%
$550.69
22.04% $429.33
3.89%
SSNC
-1.96%
-61,437
-0.04%
$52.06
60.39% $83.50
1.90%
WLTW
-1.97%
-24,826
-0.08%
$244.58
5.32% $231.56
3.73%
AVGO
-2.02%
-206,460
-0.10%
$55.91
391.73% $274.94
4.74%
IQV
-2.03%
-31,696
-0.06%
$204.89
19.84% $164.24
2.65%
BC
-2.05%
-70,807
-0.05%
$72.08
17.54% $59.44
2.57%
TNET
-2.05%
-50,968
-0.04%
$67.80
9.68% $74.36
2.00%
MCO
-2.06%
-10,755
-0.03%
$278.62
81.27% $505.06
1.21%
GOOG
-2.09%
-50,010
-0.04%
$88.73
103.28% $180.37
0.00%
AMT
-2.10%
-32,730
-0.07%
$211.86
4.67% $221.75
3.22%
ADSK
-2.13%
-26,347
-0.04%
$186.87
69.11% $316.01
1.91%
TSM
-2.17%
-72,028
-0.05%
$74.49
215.72% $235.18
2.05%
ZTS
-2.19%
-40,690
-0.05%
$146.55
8.62% $159.18
2.26%
ECL
-2.27%
-40,424
-0.05%
$145.56
88.30% $274.09
2.15%
CACC
-2.37%
-5,987
-0.02%
$474.40
11.84% $530.57
0.99%
HAYW
-2.90%
-156,889
-0.01%
$9.40
51.06% $14.20
0.42%
EDR
-3.26%
-103,487
-0.03%
$22.54
29.77% $29.25
0.00%
META
-100.00%
-640,612
-1.30%
$135.68
429.06% $717.83
0.00%
40 of 1,543

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.