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%).

2019 Q4 (34 results)
ADSK
buy
+1,288,774
+2.20%
$183.46
47.80% $271.16
2.20%
ENTG
+23.84%
+510,423
+0.24%
$50.09
124.00% $112.20
1.23%
BC
-1.89%
-66,110
-0.04%
$59.98
37.35% $82.38
1.91%
META
-1.92%
-20,133
-0.04%
$205.25
190.35% $595.94
1.96%
MCO
-1.93%
-11,772
-0.03%
$237.41
93.98% $460.53
1.32%
BDX
-2.03%
-25,019
-0.06%
$271.97
12.41% $238.22
3.05%
AMT
-2.06%
-43,818
-0.09%
$229.82
2.68% $223.66
4.45%
IBKR
-2.07%
-52,771
-0.02%
$46.62
217.14% $147.85
1.08%
FAST
-2.07%
-130,520
-0.04%
$36.95
89.93% $70.18
2.12%
9991734D
-2.08%
-29,679
-0.06%
$208.29
-
2.71%
V
-2.09%
-55,387
-0.10%
$187.90
47.91% $277.93
4.53%
WLTW
-2.10%
-50,370
-0.09%
$201.94
14.67% $231.56
4.42%
GOOGL
-2.11%
-145,260
-0.09%
$66.97
149.46% $167.06
4.19%
VRSN
-2.12%
-32,129
-0.06%
$192.68
3.00% $186.90
2.66%
TSM
-2.12%
-82,091
-0.04%
$58.10
211.81% $181.16
2.05%
TMO
-2.12%
-21,083
-0.06%
$324.87
84.26% $598.61
2.94%
TNET
-2.14%
-88,401
-0.05%
$56.61
73.47% $98.20
2.13%
ADI
-2.15%
-108,625
-0.12%
$118.84
92.05% $228.23
5.47%
AVGO
-2.15%
-25,612
-0.08%
$316.02
44.10% $176.64
3.42%
ECL
-2.16%
-48,795
-0.09%
$192.99
30.07% $251.02
3.97%
CME
-2.17%
-40,821
-0.08%
$200.72
11.81% $224.43
3.43%
EFX
-2.17%
-50,954
-0.07%
$140.12
102.40% $283.60
2.99%
A
-2.18%
-91,886
-0.07%
$85.31
69.93% $144.97
3.27%
FIS
-2.19%
-90,942
-0.12%
$139.09
39.15% $84.63
5.26%
CACC
-2.19%
-6,487
-0.03%
$442.33
0.11% $442.80
1.19%
PRI
-2.22%
-20,388
-0.02%
$130.56
110.05% $274.24
1.09%
CBRE
-2.25%
-155,748
-0.09%
$61.29
97.16% $120.84
3.85%
ICE
-2.33%
-105,758
-0.09%
$92.55
75.86% $162.76
3.82%
SSNC
-2.36%
-99,921
-0.06%
$61.40
20.15% $73.77
2.36%
AWI
-2.67%
-34,738
-0.03%
$93.97
43.39% $134.74
1.11%
SPGI
-6.86%
-192,710
-0.49%
$273.05
87.57% $512.17
6.65%
ZTS
-9.37%
-345,352
-0.43%
$132.35
43.58% $190.03
4.11%
GOOG
-15.61%
-623,760
-0.39%
$66.85
152.14% $168.56
2.10%
ST
-56.95%
-2,521,039
-1.26%
$53.87
35.21% $34.90
0.00%
34 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.