- Portfolio
- Activity
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%).
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.