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 Q2 (37 results)
AON
buy
+1,411,632
+2.36%
$192.60
80.72% $348.07
2.36%
AMAT
+62.71%
+1,529,635
+0.80%
$60.45
234.11% $201.97
2.08%
BC
+10.52%
+395,640
+0.22%
$64.01
28.70% $82.38
2.31%
PRI
+8.15%
+80,558
+0.08%
$116.60
135.20% $274.24
1.08%
GRA
+1.38%
+22,906
+0.01%
$50.81
-
0.74%
SSNC
+1.24%
+51,116
+0.03%
$56.48
30.61% $73.77
2.05%
ICE
+1.13%
+50,170
+0.04%
$91.60
77.69% $162.76
3.57%
AWI
+1.13%
+14,278
+0.01%
$77.96
72.83% $134.74
0.87%
TMO
+1.06%
+10,323
+0.03%
$362.34
65.21% $598.61
3.09%
MSFT
+1.03%
+6,907
+0.01%
$203.51
104.44% $416.06
1.19%
A
+1.03%
+42,502
+0.03%
$88.37
64.05% $144.97
3.19%
CACC
+1.02%
+2,937
+0.01%
$419.01
5.68% $442.80
1.06%
CME
+1.02%
+18,660
+0.03%
$162.54
38.08% $224.43
2.62%
AVGO
+1.02%
+11,854
+0.03%
$315.61
44.03% $176.64
3.22%
SPGI
+1.01%
+26,469
+0.08%
$329.48
55.45% $512.17
7.55%
ZTS
+1.01%
+29,427
+0.04%
$137.04
38.67% $190.03
3.52%
ADI
+0.98%
+48,620
+0.05%
$122.64
86.10% $228.23
5.32%
CBRE
+0.97%
+65,063
+0.03%
$45.22
167.23% $120.84
2.67%
GOOGL
+0.96%
+64,360
+0.04%
$70.90
135.62% $167.06
4.18%
VRSN
+0.96%
+14,265
+0.03%
$206.83
9.64% $186.90
2.69%
FIS
+0.95%
+38,638
+0.05%
$134.09
36.89% $84.63
4.77%
V
+0.93%
+24,213
+0.04%
$193.17
43.88% $277.93
4.39%
AMT
+0.91%
+18,964
+0.04%
$258.54
13.49% $223.66
4.71%
FAST
+0.90%
+55,570
+0.02%
$42.84
63.82% $70.18
2.32%
ADSK
+0.90%
+11,647
+0.02%
$239.19
13.37% $271.16
2.70%
WLTW
+0.89%
+21,012
+0.04%
$196.95
17.57% $231.56
4.05%
ECL
+0.88%
+19,359
+0.03%
$198.95
26.17% $251.02
3.85%
MCO
+0.87%
+5,191
+0.01%
$274.73
67.63% $460.53
1.43%
GOOG
+0.87%
+29,220
+0.02%
$70.68
138.48% $168.56
2.09%
TNET
+0.87%
+35,103
+0.02%
$60.94
61.14% $98.20
2.15%
BDX
+0.86%
+10,390
+0.02%
$239.27
0.44% $238.22
2.52%
EFX
+0.80%
+18,453
+0.03%
$171.88
65.00% $283.60
3.45%
TSM
+0.79%
+29,791
+0.01%
$56.77
219.11% $181.16
1.88%
META
+0.76%
+7,767
+0.02%
$227.07
162.45% $595.94
2.04%
IBKR
+0.75%
+18,793
+0.01%
$41.77
253.96% $147.85
0.91%
ENTG
+0.66%
+17,543
+0.01%
$59.05
90.01% $112.20
1.36%
9991734D
-100.00%
-1,398,175
-2.00%
$165.04
-
0.00%
37 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.