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
2020 Q3 (36 results)
MCO
MOODY'S CORP
-0.75%
-3,729
-0.01%
$289.85
72.34% $499.53
1.44%
TNET
TRINET GROUP INC
-0.82%
-26,630
-0.02%
$59.32
15.83% $68.71
2.00%
GOOG
ALPHABET INC-CL C
-0.86%
-29,180
-0.02%
$73.48
146.75% $181.31
2.07%
META
META PLATFORMS INC-CLASS A
-0.87%
-9,001
-0.02%
$261.90
173.96% $717.51
2.24%
AWI
ARMSTRONG WORLD INDUSTRIES
-0.92%
-10,797
-0.01%
$68.81
144.24% $168.06
0.73%
WLTW
WILLIS TOWERS WATSON PLC
-0.95%
-17,472
-0.04%
$208.82
10.89% $231.56
4.10%
A
AGILENT TECHNOLOGIES INC
-0.96%
-40,107
-0.03%
$100.94
22.13% $123.28
3.47%
CBRE
CBRE GROUP INC - A
-0.99%
-67,395
-0.03%
$46.97
199.13% $140.50
2.65%
CME
CME GROUP INC
-1.00%
-16,364
-0.03%
$167.31
64.41% $275.08
2.57%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
-1.00%
-38,097
-0.03%
$81.07
184.20% $230.40
2.56%
FIS
FIDELITY NATIONAL INFO SERV
-1.00%
-40,856
-0.05%
$147.21
46.57% $78.65
4.99%
IBKR
INTERACTIVE BROKERS GRO-CL A
-1.02%
-86,136
-0.01%
$12.08
385.00% $58.60
1.01%
AVGO
BROADCOM INC
-1.02%
-108,306
-0.04%
$36.43
653.13% $274.38
3.54%
EFX
EQUIFAX INC
-1.02%
-23,590
-0.03%
$156.90
64.86% $258.66
3.00%
BDX
BECTON DICKINSON AND CO
-1.02%
-12,325
-0.02%
$232.68
24.37% $175.97
2.34%
ADSK
AUTODESK INC
-1.04%
-13,547
-0.03%
$231.01
21.38% $280.39
2.48%
ECL
ECOLAB INC
-1.04%
-23,084
-0.04%
$199.84
33.59% $266.96
3.68%
AMT
AMERICAN TOWER CORP
-1.06%
-22,200
-0.04%
$241.73
9.30% $219.24
4.20%
MSFT
MICROSOFT CORP
-1.08%
-7,316
-0.01%
$210.33
139.30% $503.32
1.17%
GOOGL
ALPHABET INC-CL A
-1.09%
-69,570
-0.05%
$73.28
145.89% $180.19
4.11%
AMAT
APPLIED MATERIALS INC
-1.10%
-43,488
-0.02%
$59.45
232.94% $197.93
1.95%
ADI
ANALOG DEVICES INC
-1.12%
-51,991
-0.05%
$116.74
109.59% $244.68
4.82%
FAST
FASTENAL CO
-1.13%
-119,995
-0.03%
$22.55
91.93% $43.27
2.32%
AON
AON PLC-CLASS A
-1.13%
-15,963
-0.03%
$206.30
72.40% $355.67
2.41%
ZTS
ZOETIS INC
-1.14%
-33,724
-0.05%
$165.37
6.29% $154.96
4.04%
V
VISA INC-CLASS A SHARES
-1.14%
-29,839
-0.05%
$199.97
73.99% $347.93
4.32%
SPGI
S&P GLOBAL INC
-1.16%
-30,512
-0.09%
$360.60
46.16% $527.07
7.86%
VRSN
VERISIGN INC
-1.17%
-17,571
-0.03%
$204.85
37.36% $281.39
2.54%
GRA
WR GRACE & CO
-1.17%
-19,739
-0.01%
$40.29
-
0.56%
ICE
INTERCONTINENTAL EXCHANGE IN
-1.19%
-53,476
-0.04%
$100.05
80.42% $180.51
3.70%
TMO
THERMO FISHER SCIENTIFIC INC
-1.21%
-11,867
-0.04%
$441.52
1.51% $434.86
3.58%
CACC
CREDIT ACCEPTANCE CORP
-1.22%
-3,575
-0.01%
$338.64
52.15% $515.24
0.82%
BC
BRUNSWICK CORP
-1.28%
-53,193
-0.03%
$58.91
2.82% $60.57
2.02%
PRI
PRIMERICA INC
-1.33%
-14,228
-0.01%
$113.14
132.64% $263.21
1.00%
SSNC
SS&C TECHNOLOGIES HOLDINGS
-1.41%
-47,813
-0.03%
$60.52
36.32% $82.50
2.09%
ENTG
ENTEGRIS INC
-1.44%
-33,227
-0.02%
$74.34
17.81% $87.58
1.63%
36 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.