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 Q1 (39 results)

NLSN

NIELSEN HOLDINGS PLC

buy

+4,114,559

+0.79%

$25.15

11.25% $27.98

0.79%

IQV

IQVIA HOLDINGS INC

buy

+920,219

+1.34%

$193.14

15.71% $162.80

1.34%

CTXS

CITRIX SYSTEMS INC

buy

+1,375,087

+2.68%

$140.36

25.98% $103.90

2.68%

VRSN

VERISIGN INC

+22.92%

+337,833

+0.49%

$198.76

41.57% $281.39

2.62%

CACC

CREDIT ACCEPTANCE CORP

-2.11%

-5,993

-0.02%

$360.23

43.03% $515.24

0.73%

AWI

ARMSTRONG WORLD INDUSTRIES

-2.51%

-17,336

-0.02%

$90.09

86.55% $168.06

0.80%

AMAT

APPLIED MATERIALS INC

-2.92%

-113,787

-0.11%

$133.60

48.15% $197.93

3.67%

GRA

WR GRACE & CO

-3.09%

-49,499

-0.02%

$59.86

0.00%

CME

CME GROUP INC

-3.20%

-58,173

-0.09%

$204.23

34.69% $275.08

2.61%

MSFT

MICROSOFT CORP

-3.22%

-21,382

-0.04%

$235.77

113.48% $503.32

1.10%

IBKR

INTERACTIVE BROKERS GRO-CL A

-3.27%

-324,572

-0.04%

$18.26

220.92% $58.60

1.27%

SSNC

SS&C TECHNOLOGIES HOLDINGS

-3.30%

-126,800

-0.07%

$69.87

18.08% $82.50

2.02%

BDX

BECTON DICKINSON AND CO

-3.36%

-39,998

-0.07%

$243.15

27.63% $175.97

2.04%

PRI

PRIMERICA INC

-3.37%

-35,144

-0.04%

$147.82

78.06% $263.21

1.09%

FAST

FASTENAL CO

-3.43%

-419,914

-0.08%

$25.14

72.12% $43.27

2.16%

VISA INC-CLASS A SHARES

-3.44%

-88,559

-0.14%

$211.73

64.33% $347.93

3.83%

BRUNSWICK CORP

-3.50%

-143,072

-0.10%

$95.37

36.49% $60.57

2.74%

EFX

EQUIFAX INC

-3.51%

-79,980

-0.11%

$181.13

42.80% $258.66

2.90%

FIS

FIDELITY NATIONAL INFO SERV

-3.52%

-141,792

-0.15%

$140.61

44.07% $78.65

3.98%

AON

AON PLC-CLASS A

-3.58%

-49,605

-0.08%

$230.11

54.57% $355.67

2.24%

TMO

THERMO FISHER SCIENTIFIC INC

-3.61%

-34,796

-0.12%

$456.38

4.72% $434.86

3.09%

ADSK

AUTODESK INC

-3.61%

-46,254

-0.09%

$277.15

1.17% $280.39

2.49%

AVGO

BROADCOM INC

-3.62%

-225,919

-0.14%

$46.37

491.77% $274.38

3.76%

TNET

TRINET GROUP INC

-3.64%

-134,256

-0.08%

$77.96

11.86% $68.71

2.19%

TSM

TAIWAN SEMICONDUCTOR-SP ADR

-3.65%

-137,127

-0.12%

$118.28

94.79% $230.40

3.11%

ICE

INTERCONTINENTAL EXCHANGE IN

-3.67%

-161,751

-0.13%

$111.68

61.63% $180.51

3.45%

GOOGL

ALPHABET INC-CL A

-3.71%

-145,091

-0.19%

$103.13

74.73% $180.19

4.83%

AMT

AMERICAN TOWER CORP

-3.71%

-76,675

-0.13%

$239.06

8.29% $219.24

3.46%

MCO

MOODY'S CORP

-3.74%

-22,107

-0.05%

$298.61

67.28% $499.53

1.24%