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 Q3 (38 results)
BC
+5.15%
+200,710
+0.13%
$95.27
13.53% $82.38
2.66%
CTXS
-1.41%
-36,834
-0.03%
$107.37
3.23% $103.90
0.00%
IBKR
-1.41%
-33,248
-0.01%
$62.34
137.17% $147.85
0.99%
ENTG
-1.46%
-32,322
-0.03%
$125.90
10.88% $112.20
1.87%
AVGO
-1.50%
-16,486
-0.05%
$484.93
63.57% $176.64
3.58%
FIS
-1.52%
-58,541
-0.05%
$121.68
30.45% $84.63
3.14%
GOOG
-1.52%
-41,420
-0.04%
$133.27
26.48% $168.56
2.44%
CME
-1.53%
-26,537
-0.03%
$193.38
16.06% $224.43
2.26%
TNET
-1.54%
-58,848
-0.04%
$94.58
3.83% $98.20
2.42%
A
-1.57%
-57,711
-0.06%
$157.53
7.97% $144.97
3.90%
ICE
-1.57%
-65,886
-0.05%
$114.82
41.75% $162.76
3.24%
FAST
-1.57%
-91,588
-0.03%
$51.61
35.98% $70.18
2.02%
META
-1.60%
-19,483
-0.05%
$339.39
75.59% $595.94
2.77%
VRSN
-1.61%
-28,816
-0.04%
$205.01
8.83% $186.90
2.46%
ADSK
-1.61%
-19,580
-0.04%
$285.17
4.91% $271.16
2.33%
EFX
-1.61%
-34,817
-0.06%
$253.42
11.91% $283.60
3.68%
WLTW
-1.63%
-27,680
-0.04%
$232.46
0.39% $231.56
2.64%
TSM
-1.63%
-58,286
-0.04%
$111.65
62.26% $181.16
2.68%
GOOGL
-1.65%
-104,840
-0.10%
$133.68
24.97% $167.06
5.69%
ZTS
-1.66%
-37,203
-0.05%
$194.14
2.12% $190.03
2.92%
AMT
-1.66%
-32,664
-0.06%
$265.41
15.73% $223.66
3.50%
V
-1.68%
-41,267
-0.06%
$222.75
24.77% $277.93
3.67%
SPGI
-1.68%
-39,655
-0.11%
$424.89
20.54% $512.17
6.74%
AMAT
-1.68%
-62,502
-0.05%
$128.73
56.89% $201.97
3.22%
TMO
-1.69%
-15,459
-0.06%
$571.33
4.77% $598.61
3.51%
ADI
-1.71%
-59,334
-0.07%
$167.48
36.27% $228.23
3.89%
IQV
-1.72%
-19,687
-0.03%
$239.54
4.05% $229.84
1.84%
ECL
-1.73%
-33,207
-0.05%
$208.62
20.32% $251.02
2.68%
BDX
-1.75%
-19,883
-0.03%
$245.82
3.09% $238.22
1.87%
AON
-1.77%
-23,289
-0.05%
$285.77
21.80% $348.07
2.52%
CBRE
-1.78%
-83,394
-0.06%
$97.36
24.12% $120.84
3.05%
MSFT
-1.86%
-18,732
-0.04%
$281.92
47.58% $416.06
1.90%
MCO
-1.87%
-10,501
-0.03%
$355.11
29.69% $460.53
1.34%
SSNC
-2.04%
-79,910
-0.04%
$69.40
6.30% $73.77
1.82%
AWI
-2.05%
-24,688
-0.02%
$95.47
41.13% $134.74
0.77%
PRI
-2.25%
-22,414
-0.02%
$153.63
78.51% $274.24
1.02%
CACC
-2.32%
-6,395
-0.03%
$585.30
24.35% $442.80
1.07%
NLSN
-100.00%
-4,273,200
-0.72%
$24.67
13.42% $27.98
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.