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 Q2 (39 results)
ADBE
buy
+345,077
+1.18%
$366.06
3.62% $379.31
1.18%
HAYW
buy
+5,463,018
+0.66%
$14.39
1.32% $14.20
0.66%
BLK
+62.20%
+142,602
+0.72%
$609.04
77.68% $1,082.15
1.89%
EDR
+17.09%
+485,935
+0.10%
$20.56
42.27% $29.25
0.71%
MSFT
+12.68%
+120,166
+0.26%
$256.83
94.23% $498.84
2.29%
IBKR
+12.07%
+832,064
+0.12%
$13.75
321.60% $57.98
1.14%
ADSK
+8.85%
+86,104
+0.15%
$171.96
84.15% $316.66
1.79%
IQV
+6.57%
+97,001
+0.18%
$216.99
24.31% $164.24
2.85%
BC
+5.42%
+223,574
+0.12%
$65.38
9.09% $59.44
2.37%
VRSN
+4.88%
+82,074
+0.11%
$167.33
71.11% $286.32
2.46%
CBRE
+3.25%
+143,044
+0.09%
$73.61
94.51% $143.18
2.79%
BDX
+2.50%
+26,806
+0.06%
$246.53
28.54% $176.16
2.26%
ENTG
-0.09%
-1,929
-0.00%
$92.13
5.96% $86.64
1.60%
MCO
-0.24%
-1,250
-0.00%
$271.97
85.70% $505.06
1.20%
FAST
-0.24%
-21,002
-0.01%
$24.96
72.80% $43.13
2.28%
AMAT
-0.29%
-10,066
-0.01%
$90.98
109.99% $191.05
2.66%
AWI
-0.29%
-5,158
-0.00%
$74.96
123.79% $167.75
1.11%
ECL
-0.30%
-5,487
-0.01%
$153.76
78.26% $274.09
2.31%
EFX
-0.32%
-6,538
-0.01%
$182.78
43.24% $261.81
3.10%
A
-0.32%
-11,014
-0.01%
$118.77
2.20% $121.38
3.43%
SPGI
-0.39%
-6,227
-0.02%
$337.06
57.13% $529.61
6.01%
META
-0.39%
-3,438
-0.01%
$161.25
345.90% $719.01
1.54%
ZTS
-0.40%
-7,573
-0.01%
$171.89
7.39% $159.18
2.68%
GOOGL
-0.44%
-26,220
-0.02%
$108.96
64.76% $179.53
5.41%
CME
-0.44%
-5,925
-0.01%
$204.70
35.17% $276.70
2.78%
AMT
-0.45%
-8,318
-0.02%
$255.59
13.24% $221.75
3.93%
AVGO
-0.45%
-38,911
-0.02%
$48.58
466.44% $275.18
4.18%
ICE
-0.47%
-18,628
-0.01%
$94.04
94.71% $183.11
3.09%
V
-0.48%
-7,959
-0.02%
$196.89
82.26% $358.86
3.78%
TNET
-0.51%
-18,162
-0.01%
$77.62
4.20% $74.36
2.32%
ADI
-0.52%
-16,973
-0.02%
$146.09
68.17% $245.68
3.96%
AON
-0.53%
-5,716
-0.01%
$269.68
31.55% $354.76
2.78%
FIS
-0.53%
-22,612
-0.02%
$91.67
10.80% $81.77
3.24%
WLTW
-0.53%
-9,864
-0.02%
$197.39
17.31% $231.56
3.05%
TSM
-0.54%
-18,082
-0.01%
$81.75
187.22% $234.80
2.29%
TMO
-0.54%
-3,427
-0.02%
$543.28
20.97% $429.33
3.89%
GOOG
-0.57%
-12,232
-0.01%
$109.37
65.08% $180.55
2.21%
SSNC
-0.59%
-21,646
-0.01%
$58.07
43.79% $83.50
1.78%
CACC
-0.67%
-1,733
-0.01%
$473.41
12.07% $530.57
1.01%
39 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.