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 Q1 (37 results)
MSFT
buy
+667,460
+1.16%
$157.71
163.81% $416.06
1.16%
GRA
buy
+1,663,100
+0.65%
$35.60
-
0.65%
AMAT
buy
+2,439,237
+1.24%
$45.82
340.79% $201.97
1.24%
PRI
+10.24%
+91,768
+0.09%
$88.48
209.95% $274.24
0.97%
BC
+9.79%
+335,353
+0.13%
$35.37
132.91% $82.38
1.47%
9991734D
-0.09%
-1,197
-0.00%
$165.04
-
0.00%
TSM
-0.09%
-3,310
-0.00%
$47.79
279.08% $181.16
2.00%
AMT
-0.10%
-2,147
-0.01%
$217.75
2.71% $223.66
5.01%
VRSN
-0.11%
-1,707
-0.00%
$180.09
3.78% $186.90
2.95%
V
-0.13%
-3,485
-0.01%
$161.12
72.50% $277.93
4.61%
TMO
-0.13%
-1,256
-0.00%
$283.60
111.08% $598.61
3.04%
ADSK
-0.13%
-1,656
-0.00%
$156.10
73.71% $271.16
2.22%
WLTW
-0.13%
-2,942
-0.01%
$169.85
36.33% $231.56
4.41%
AVGO
-0.13%
-1,463
-0.00%
$237.10
25.50% $176.64
3.05%
AWI
-0.13%
-1,586
-0.00%
$79.42
69.65% $134.74
1.11%
SSNC
-0.14%
-5,944
-0.00%
$43.82
68.35% $73.77
2.00%
EFX
-0.15%
-3,391
-0.00%
$119.45
137.42% $283.60
3.03%
ECL
-0.15%
-3,289
-0.01%
$155.83
61.09% $251.02
3.80%
BDX
-0.15%
-1,762
-0.00%
$229.77
3.68% $238.22
3.06%
GOOG
-0.16%
-5,320
-0.00%
$58.14
189.92% $168.56
2.16%
ICE
-0.16%
-7,299
-0.01%
$80.75
101.56% $162.76
3.96%
CBRE
-0.17%
-11,482
-0.00%
$37.71
220.45% $120.84
2.81%
GOOGL
-0.18%
-12,440
-0.01%
$58.10
187.55% $167.06
4.32%
ADI
-0.18%
-8,992
-0.01%
$89.65
154.58% $228.23
4.90%
FAST
-0.19%
-11,856
-0.00%
$31.25
124.58% $70.18
2.13%
CME
-0.20%
-3,765
-0.01%
$172.91
29.80% $224.43
3.51%
SPGI
-0.21%
-5,400
-0.01%
$245.05
109.01% $512.17
7.08%
FIS
-0.21%
-8,557
-0.01%
$121.64
30.43% $84.63
5.45%
A
-0.24%
-9,704
-0.01%
$71.62
102.42% $144.97
3.26%
META
-0.28%
-2,924
-0.01%
$166.80
257.28% $595.94
1.89%
TNET
-0.28%
-11,500
-0.00%
$37.66
160.75% $98.20
1.68%
IBKR
-0.29%
-7,148
-0.00%
$43.17
242.49% $147.85
1.19%
ENTG
-0.29%
-7,739
-0.00%
$44.77
150.61% $112.20
1.31%
MCO
-0.35%
-2,084
-0.00%
$211.50
117.75% $460.53
1.39%
CACC
-0.40%
-1,162
-0.00%
$255.69
73.18% $442.80
0.82%
ZTS
-12.49%
-417,155
-0.54%
$117.69
61.47% $190.03
3.80%
ST
-100.00%
-1,905,823
-1.14%
$53.87
35.21% $34.90
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.