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 Q1 (40 results)
FERG
FERGUSON PLC
buy
+1,038,171
+1.13%
$133.75
71.52% $229.41
1.13%
CDW
CDW CORP/DE
+142.43%
+717,782
+1.14%
$194.89
29.68% $137.04
1.94%
MSFT
MICROSOFT CORP
+20.39%
+241,558
+0.57%
$288.30
46.19% $421.48
3.35%
CME
CME GROUP INC
+11.93%
+189,319
+0.30%
$191.52
34.43% $257.46
2.77%
SSNC
SS&C TECHNOLOGIES HOLDINGS
+11.93%
+513,068
+0.24%
$56.47
23.55% $69.77
2.21%
IBKR
INTERACTIVE BROKERS GRO-CL A
+11.93%
+1,536,744
+0.26%
$20.64
310.95% $84.82
2.42%
BDX
BECTON DICKINSON AND CO
+8.99%
+95,900
+0.19%
$247.54
38.35% $152.62
2.34%
IQV
IQVIA HOLDINGS INC
+6.17%
+94,359
+0.15%
$198.89
6.65% $185.67
2.63%
HAYW
HAYWARD HOLDINGS INC
-1.03%
-54,085
-0.01%
$11.72
20.99% $14.18
0.50%
BLK
BLACKROCK INC
-1.20%
-5,272
-0.03%
$669.12
49.25% $998.65
2.36%
CACC
CREDIT ACCEPTANCE CORP
-1.53%
-3,772
-0.01%
$436.04
24.89% $544.59
0.86%
ICE
INTERCONTINENTAL EXCHANGE IN
-1.53%
-58,582
-0.05%
$104.29
-
3.20%
ZTS
ZOETIS INC
-1.56%
-28,371
-0.04%
$166.44
52.14% $79.66
2.42%
AVGO
BROADCOM INC
-1.57%
-156,860
-0.08%
$64.15
523.95% $400.29
5.15%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
-1.58%
-51,192
-0.04%
$93.02
-
2.42%
ADSK
AUTODESK INC
-1.58%
-19,160
-0.03%
$208.16
12.92% $235.05
2.02%
BC
BRUNSWICK CORP
-1.59%
-66,999
-0.04%
$82.00
2.21% $80.19
2.77%
EFX
EQUIFAX INC
-1.61%
-31,905
-0.05%
$202.84
16.09% $170.21
3.22%
SPGI
S&P GLOBAL INC
-1.62%
-33,667
-0.09%
$344.77
22.66% $422.88
5.74%
WLTW
WILLIS TOWERS WATSON PLC
-1.64%
-29,486
-0.06%
$232.38
-
3.35%
AWI
ARMSTRONG WORLD INDUSTRIES
-1.64%
-31,440
-0.02%
$71.24
114.77% $153.00
0.00%
FAST
FASTENAL CO
-1.64%
-174,092
-0.04%
$26.97
75.79% $47.41
2.30%
CBRE
CBRE GROUP INC - A
-1.66%
-73,422
-0.04%
$72.81
79.62% $130.78
2.58%
AMAT
APPLIED MATERIALS INC
-1.68%
-57,491
-0.06%
$122.83
292.38% $481.96
3.36%
AMT
AMERICAN TOWER CORP
-1.68%
-30,104
-0.05%
$204.34
4.96% $194.20
2.93%
A
AGILENT TECHNOLOGIES INC
-1.69%
-56,858
-0.06%
$138.34
1.16% $136.73
3.72%
AON
AON PLC-CLASS A
-1.72%
-20,670
-0.05%
$315.29
3.18% $325.31
3.03%
MCO
MOODY'S CORP
-1.74%
-8,897
-0.02%
$306.02
47.20% $450.45
1.26%
ENTG
ENTEGRIS INC
-1.75%
-51,733
-0.03%
$82.01
63.38% $133.99
1.94%
ECL
ECOLAB INC
-1.75%
-30,560
-0.04%
$165.53
55.91% $258.07
2.31%
TNET
TRINET GROUP INC
-1.76%
-61,228
-0.04%
$80.61
41.62% $47.06
2.24%
TMO
THERMO FISHER SCIENTIFIC INC
-1.78%
-14,827
-0.07%
$576.37
17.66% $474.61
3.85%
ADI
ANALOG DEVICES INC
-1.78%
-56,262
-0.09%
$197.22
111.76% $417.63
4.98%
V
VISA INC-CLASS A SHARES
-1.79%
-40,200
-0.07%
$225.46
42.69% $321.72
4.05%
VRSN
VERISIGN INC
-1.79%
-30,748
-0.05%
$211.33
38.39% $292.45
2.91%
ADBE
ADOBE INC
-1.97%
-7,444
-0.02%
$385.37
34.21% $253.55
1.16%
GOOGL
ALPHABET INC-CL A
-28.65%
-1,654,647
-1.40%
$103.73
255.10% $368.35
3.48%
GOOG
ALPHABET INC-CL C
-100.00%
-2,346,008
-1.70%
$88.73
312.41% $365.93
0.00%
EDR
ENDEAVOR GROUP HOLD-CLASS A
-100.00%
-3,966,332
-0.73%
$22.54
-
0.00%
FIS
FIDELITY NATIONAL INFO SERV
-100.00%
-4,115,693
-2.27%
$67.85
39.68% $40.93
0.00%
40 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.