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%).

2021 Q4 (39 results)
BLK
buy
+102,295
+0.62%
$915.56
3.62% $948.74
0.62%
EDR
buy
+3,425,337
+0.79%
$34.89
17.23% $28.88
0.79%
IQV
+9.87%
+111,374
+0.21%
$282.14
19.56% $226.94
2.31%
FIS
+9.16%
+347,045
+0.25%
$109.15
22.55% $84.54
2.98%
WLTW
+8.31%
+138,692
+0.22%
$237.49
2.50% $231.56
2.84%
AWI
+2.67%
+31,466
+0.02%
$116.12
15.09% $133.64
0.93%
MSFT
-6.78%
-66,975
-0.15%
$336.32
23.73% $416.14
2.05%
BDX
-6.78%
-75,840
-0.13%
$251.48
5.28% $238.19
1.73%
SSNC
-6.79%
-260,968
-0.14%
$81.98
10.10% $73.70
1.94%
CBRE
-6.81%
-313,215
-0.22%
$108.51
10.59% $120.00
3.07%
ADI
-6.83%
-232,593
-0.27%
$175.77
29.30% $227.27
3.68%
ADSK
-6.83%
-81,855
-0.15%
$281.19
4.14% $269.56
2.07%
ICE
-6.88%
-284,605
-0.26%
$136.77
18.31% $161.81
3.48%
FAST
-6.89%
-394,360
-0.17%
$64.06
9.79% $70.33
2.26%
AON
-6.89%
-89,052
-0.18%
$300.56
14.52% $344.19
2.39%
AMAT
-6.89%
-252,732
-0.26%
$157.36
27.23% $200.21
3.55%
V
-6.90%
-166,419
-0.24%
$216.71
27.72% $276.78
3.22%
GOOGL
-6.93%
-432,320
-0.41%
$144.85
15.22% $166.90
5.56%
A
-6.96%
-252,507
-0.27%
$159.65
10.10% $143.53
3.56%
CME
-6.97%
-119,147
-0.18%
$228.46
1.12% $225.91
2.40%
MCO
-6.97%
-38,488
-0.10%
$390.58
17.79% $460.08
1.33%
BC
-6.97%
-285,460
-0.19%
$100.73
18.78% $81.81
2.54%
AMT
-6.97%
-134,825
-0.26%
$292.50
23.88% $222.64
3.48%
TMO
-6.98%
-62,921
-0.28%
$667.24
10.50% $597.20
3.69%
ENTG
-6.98%
-152,313
-0.14%
$138.58
20.02% $110.83
1.86%
VRSN
-7.01%
-123,410
-0.21%
$253.82
26.55% $186.42
2.74%
META
-7.02%
-84,138
-0.19%
$336.35
77.18% $595.93
2.48%
IBKR
-7.02%
-163,326
-0.09%
$79.42
87.79% $149.14
1.13%
ECL
-7.04%
-132,459
-0.21%
$234.59
6.42% $249.64
2.71%
TSM
-7.04%
-247,599
-0.20%
$120.31
51.58% $182.36
2.60%
TNET
-7.06%
-265,315
-0.17%
$95.26
1.53% $96.72
2.20%
EFX
-7.06%
-150,481
-0.29%
$292.79
3.35% $282.99
3.83%
CACC
-7.07%
-19,013
-0.09%
$687.68
35.63% $442.67
1.13%
AVGO
-7.08%
-76,706
-0.34%
$665.41
73.38% $177.12
4.42%
SPGI
-10.44%
-242,899
-0.76%
$471.93
8.37% $511.45
6.50%
GOOG
-11.99%
-322,320
-0.31%
$144.68
16.37% $168.37
2.26%
ZTS
-17.24%
-380,519
-0.61%
$244.03
22.56% $188.97
2.94%
PRI
-25.43%
-248,028
-0.25%
$153.27
76.34% $270.28
0.00%
CTXS
-100.00%
-2,583,172
-1.83%
$107.37
3.23% $103.90
0.00%
39 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.