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%).

2020 Q4 (36 results)
ZTS
-0.32%
-9,381
-0.01%
$165.50
14.82% $190.03
3.61%
EFX
-0.34%
-7,835
-0.01%
$192.84
47.07% $283.60
3.30%
IBKR
-0.40%
-10,026
-0.00%
$60.92
142.70% $147.85
1.13%
GOOGL
-0.42%
-28,380
-0.02%
$87.63
90.64% $167.06
4.39%
V
-0.42%
-10,947
-0.02%
$218.73
27.07% $277.93
4.22%
ADSK
-0.44%
-5,646
-0.01%
$305.34
11.19% $271.16
2.93%
MSFT
-0.44%
-2,938
-0.00%
$222.42
87.06% $416.06
1.11%
SSNC
-0.44%
-18,183
-0.01%
$72.75
1.40% $73.77
2.24%
BC
-0.45%
-18,468
-0.01%
$76.24
8.05% $82.38
2.34%
VRSN
-0.45%
-6,674
-0.01%
$216.40
13.63% $186.90
2.39%
FIS
-0.47%
-19,184
-0.02%
$141.46
40.17% $84.63
4.28%
FAST
-0.47%
-28,731
-0.01%
$48.83
43.72% $70.18
2.24%
ICE
-0.48%
-21,366
-0.02%
$115.29
41.17% $162.76
3.81%
ADI
-0.49%
-24,363
-0.03%
$147.73
54.49% $228.23
5.44%
TMO
-0.49%
-4,781
-0.02%
$465.78
28.52% $598.61
3.37%
SPGI
-0.49%
-12,701
-0.03%
$328.73
55.80% $512.17
6.40%
AMT
-0.49%
-10,278
-0.02%
$224.46
0.36% $223.66
3.48%
ENTG
-0.49%
-12,912
-0.01%
$96.10
16.75% $112.20
1.88%
META
-0.51%
-5,264
-0.01%
$273.16
118.17% $595.94
2.09%
TNET
-0.53%
-21,197
-0.01%
$80.60
21.84% $98.20
2.42%
GOOG
-0.54%
-18,220
-0.01%
$87.59
92.43% $168.56
2.20%
ECL
-0.56%
-12,234
-0.02%
$216.36
16.02% $251.02
3.55%
WLTW
-0.60%
-14,124
-0.02%
$210.68
9.91% $231.56
3.69%
A
-0.60%
-24,525
-0.02%
$118.49
22.35% $144.97
3.64%
TSM
-0.61%
-22,959
-0.02%
$109.04
66.14% $181.16
3.07%
AON
-0.65%
-9,090
-0.01%
$211.27
64.75% $348.07
2.20%
AVGO
-0.68%
-7,900
-0.03%
$437.85
59.66% $176.64
3.79%
MCO
-0.71%
-4,214
-0.01%
$290.24
58.67% $460.53
1.29%
AMAT
-0.89%
-35,059
-0.02%
$86.30
134.03% $201.97
2.52%
CBRE
-0.93%
-62,996
-0.03%
$62.72
92.67% $120.84
3.14%
CME
-0.95%
-17,516
-0.02%
$182.05
23.28% $224.43
2.48%
BDX
-0.99%
-11,918
-0.02%
$250.22
4.80% $238.22
2.23%
PRI
-1.02%
-10,705
-0.01%
$133.93
104.76% $274.24
1.05%
CACC
-1.60%
-4,622
-0.01%
$346.14
27.92% $442.80
0.74%
AWI
-1.89%
-23,970
-0.01%
$74.39
81.13% $134.74
0.69%
GRA
-1.96%
-32,616
-0.01%
$54.82
-
0.67%
36 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.