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%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2021 Q2 (39 results)
MSFT
MICROSOFT CORP
+56.70%
+280,601
+0.66%
$270.90
85.80% $503.32
1.84%
META
META PLATFORMS INC-CLASS A
+24.44%
+191,430
+0.56%
$347.71
106.35% $717.51
2.85%
IQV
IQVIA HOLDINGS INC
+20.38%
+194,305
+0.32%
$242.32
32.82% $162.80
1.87%
CTXS
CITRIX SYSTEMS INC
+0.03%
+656
+0.00%
$117.27
11.40% $103.90
2.07%
AWI
ARMSTRONG WORLD INDUSTRIES
-0.87%
-9,110
-0.01%
$107.26
56.68% $168.06
0.87%
CACC
CREDIT ACCEPTANCE CORP
-0.97%
-2,706
-0.01%
$454.11
13.46% $515.24
0.84%
BDX
BECTON DICKINSON AND CO
-1.03%
-11,813
-0.02%
$243.19
27.64% $175.97
1.86%
ICE
INTERCONTINENTAL EXCHANGE IN
-1.03%
-43,830
-0.04%
$118.70
52.07% $180.51
3.36%
ENTG
ENTEGRIS INC
-1.05%
-23,553
-0.02%
$122.97
28.78% $87.58
1.83%
PRI
PRIMERICA INC
-1.10%
-8,350
-0.01%
$153.14
71.88% $263.21
1.03%
GOOG
ALPHABET INC-CL C
-1.12%
-31,020
-0.03%
$125.32
44.68% $181.31
2.30%
AMT
AMERICAN TOWER CORP
-1.12%
-22,222
-0.04%
$270.14
18.84% $219.24
3.58%
ADI
ANALOG DEVICES INC
-1.13%
-34,766
-0.05%
$172.16
42.12% $244.68
4.02%
MCO
MOODY'S CORP
-1.13%
-6,450
-0.02%
$362.37
37.85% $499.53
1.37%
BC
BRUNSWICK CORP
-1.14%
-44,875
-0.03%
$99.62
39.20% $60.57
2.62%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
-1.14%
-30,636
-0.03%
$120.16
91.74% $230.40
2.89%
TNET
TRINET GROUP INC
-1.15%
-44,387
-0.02%
$72.48
5.20% $68.71
1.86%
FIS
FIDELITY NATIONAL INFO SERV
-1.17%
-45,427
-0.04%
$141.67
44.48% $78.65
3.67%
AMAT
APPLIED MATERIALS INC
-1.19%
-45,110
-0.04%
$142.40
39.00% $197.93
3.58%
ECL
ECOLAB INC
-1.20%
-18,960
-0.03%
$205.97
29.61% $266.96
2.66%
SSNC
SS&C TECHNOLOGIES HOLDINGS
-1.21%
-48,075
-0.02%
$72.06
14.49% $82.50
1.90%
V
VISA INC-CLASS A SHARES
-1.23%
-30,596
-0.05%
$233.82
48.80% $347.93
3.87%
CME
CME GROUP INC
-1.24%
-21,749
-0.03%
$212.68
29.34% $275.08
2.49%
SPGI
S&P GLOBAL INC
-1.24%
-29,620
-0.08%
$410.45
28.41% $527.07
6.54%
AVGO
BROADCOM INC
-1.25%
-117,176
-0.04%
$47.68
475.41% $274.38
3.53%
VRSN
VERISIGN INC
-1.26%
-16,525
-0.03%
$227.69
23.58% $281.39
2.74%
ADSK
AUTODESK INC
-1.27%
-15,616
-0.03%
$291.90
3.94% $280.39
2.39%
NLSN
NIELSEN HOLDINGS PLC
-1.34%
-57,915
-0.01%
$24.67
13.42% $27.98
0.00%
GOOGL
ALPHABET INC-CL A
-1.36%
-77,821
-0.07%
$122.09
47.59% $180.19
5.22%
A
AGILENT TECHNOLOGIES INC
-1.36%
-50,826
-0.05%
$147.81
16.60% $123.28
3.67%
TMO
THERMO FISHER SCIENTIFIC INC
-1.37%
-12,734
-0.04%
$504.47
13.80% $434.86
3.11%
AON
AON PLC-CLASS A
-1.54%
-20,543
-0.03%
$238.76
48.97% $355.67
2.12%
FAST
FASTENAL CO
-1.58%
-186,242
-0.03%
$26.00
66.42% $43.27
2.04%
IBKR
INTERACTIVE BROKERS GRO-CL A
-1.59%
-119,985
-0.02%
$16.43
256.61% $58.60
1.04%
EFX
EQUIFAX INC
-1.64%
-36,216
-0.06%
$239.51
8.00% $258.66
3.49%
CBRE
CBRE GROUP INC - A
-2.35%
-112,548
-0.06%
$85.73
63.89% $140.50
2.70%
WLTW
WILLIS TOWERS WATSON PLC
-5.53%
-99,298
-0.15%
$230.02
0.67% $231.56
2.63%
ZTS
ZOETIS INC
-5.77%
-97,576
-0.17%
$186.36
16.85% $154.96
2.82%
GRA
WR GRACE & CO
-100.00%
-1,551,478
-0.64%
$59.86
-
0.00%
39 of 1,543

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.