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%).

Activity type

History

% change to
Portfolio

Reported
Price*

% difference
Current Price

% of
Portfolio

2021 Q4 (39 results)

BLK

BLACKROCK INC

buy

+99,226

+0.62%

$915.56

20.32% $1,101.64

0.62%

EDR

ENDEAVOR GROUP HOLD-CLASS A

buy

+3,425,337

+0.79%

$34.89

16.17% $29.25

0.79%

IQV

IQVIA HOLDINGS INC

+9.87%

+111,374

+0.21%

$282.14

42.30% $162.80

2.31%

FIS

FIDELITY NATIONAL INFO SERV

+9.16%

+347,045

+0.25%

$109.15

27.94% $78.65

2.98%

WLTW

WILLIS TOWERS WATSON PLC

+8.31%

+138,692

+0.22%

$237.49

2.50% $231.56

2.84%

AWI

ARMSTRONG WORLD INDUSTRIES

+2.67%

+30,994

+0.02%

$116.12

44.73% $168.06

0.93%

BDX

BECTON DICKINSON AND CO

-6.78%

-75,840

-0.13%

$251.48

30.03% $175.97

1.73%

MSFT

MICROSOFT CORP

-6.78%

-66,975

-0.15%

$336.32

49.65% $503.32

2.05%

SSNC

SS&C TECHNOLOGIES HOLDINGS

-6.79%

-260,968

-0.14%

$81.98

0.63% $82.50

1.94%

CBRE

CBRE GROUP INC - A

-6.81%

-299,120

-0.22%

$108.51

29.48% $140.50

3.07%

ADI

ANALOG DEVICES INC

-6.83%

-232,593

-0.27%

$175.77

39.20% $244.68

3.68%

ADSK

AUTODESK INC

-6.83%

-81,855

-0.15%

$281.19

0.28% $280.39

2.07%

ICE

INTERCONTINENTAL EXCHANGE IN

-6.88%

-284,605

-0.26%

$136.77

31.98% $180.51

3.48%

AMAT

APPLIED MATERIALS INC

-6.89%

-252,732

-0.26%

$157.36

25.78% $197.93

3.55%

FAST

FASTENAL CO

-6.89%

-788,720

-0.17%

$32.03

35.09% $43.27

2.26%

AON

AON PLC-CLASS A

-6.89%

-89,052

-0.18%

$300.56

18.34% $355.67

2.39%

VISA INC-CLASS A SHARES

-6.90%

-166,419

-0.24%

$216.71

60.55% $347.93

3.22%

GOOGL

ALPHABET INC-CL A

-6.93%

-222,644

-0.41%

$144.85

24.40% $180.19

5.56%

AGILENT TECHNOLOGIES INC

-6.96%

-252,507

-0.27%

$159.65

22.78% $123.28

3.56%

BRUNSWICK CORP

-6.97%

-285,460

-0.19%

$100.73

39.87% $60.57

2.54%

AMT

AMERICAN TOWER CORP

-6.97%

-134,825

-0.26%

$292.50

25.05% $219.24

3.48%

CME

CME GROUP INC

-6.97%

-119,147

-0.18%

$228.46

20.41% $275.08

2.40%

MCO

MOODY'S CORP

-6.97%

-38,488

-0.10%

$390.58

27.89% $499.53

1.33%

TMO

THERMO FISHER SCIENTIFIC INC

-6.98%

-62,921

-0.28%

$667.24

34.83% $434.86

3.69%

ENTG

ENTEGRIS INC

-6.98%

-152,313

-0.14%

$138.58

36.80% $87.58

1.86%

VRSN

VERISIGN INC

-7.01%

-104,898

-0.21%

$253.82

10.86% $281.39

2.74%