William Von Mueffling Holdings Activity

Cantillon Capital Management Portfolio 13F

Cantillon Capital Management has disclosed a total of 38 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 6, bought 1 totally new and decreased the number of shares of 31 position(s).

What stocks is William Von Mueffling buying now?

In the recent quarter William Von Mueffling has bought 7 securities out of which top 5 purchases (by % change to portfolio) are (ALC) ALCON INC (added shares +94.84%), (ICLR) ICON PLC (new buy), (BLK) BLACKROCK INC (added shares +10.3%), (CP) CANADIAN PACIFIC KANSAS CITY (added shares +16.79%) and (YUM) YUM! BRANDS INC (added shares +13.08%).

What does William Von Mueffling invest in?

William Von Mueffling's top 5 holdings (by % of portfolio) are (AVGO) BROADCOM INC (8.73%), (SPGI) S&P GLOBAL INC (5.37%), (GOOGL) ALPHABET INC-CL A (4.31%), (IBKR) INTERACTIVE BROKERS GRO-CL A (4.1%) and (V) VISA INC-CLASS A SHARES (4.02%).

In the latest report(s) the following changes have been made to the top investments: (AVGO) BROADCOM INC (reduced shares -13.1%), (SPGI) S&P GLOBAL INC (reduced shares -2.82%), (GOOGL) ALPHABET INC-CL A (reduced shares -2.82%), (IBKR) INTERACTIVE BROKERS GRO-CL A (reduced shares -2.82%) and (V) VISA INC-CLASS A SHARES (reduced shares -2.82%).

2025 Q1 (37 results)
ALC
buy
+1,464,533
+0.90%
$94.93
13.60% $82.02
0.90%
UBER
+31.26%
+1,264,215
+0.60%
$72.86
32.84% $96.79
2.50%
ADBE
+29.60%
+182,024
+0.45%
$383.53
5.59% $362.09
1.98%
FERG
-2.95%
-62,262
-0.06%
$160.23
45.80% $233.62
2.13%
YUM
-2.97%
-55,815
-0.06%
$157.36
6.03% $147.87
1.86%
IQV
-2.99%
-61,710
-0.07%
$176.30
8.42% $191.15
2.29%
ENTG
-2.99%
-78,179
-0.04%
$87.48
0.32% $87.76
1.44%
MCO
-3.00%
-14,225
-0.04%
$465.69
10.81% $516.01
1.39%
FLUT
-3.00%
-72,380
-0.10%
$221.55
35.15% $299.42
3.35%
EFX
-3.00%
-55,035
-0.09%
$243.56
4.70% $255.00
2.81%
V
-3.00%
-62,223
-0.14%
$350.46
0.12% $350.04
4.57%
CME
-3.00%
-50,232
-0.09%
$265.29
1.59% $269.52
2.79%
TSM
-3.00%
-90,328
-0.10%
$166.00
40.36% $232.99
3.14%
TW
-3.00%
-35,978
-0.03%
$148.46
13.79% $127.99
1.12%
AON
-3.00%
-39,680
-0.10%
$399.09
6.01% $375.10
3.32%
LYV
-3.00%
-89,339
-0.08%
$130.58
26.91% $165.72
2.44%
GOOGL
-3.00%
-134,610
-0.13%
$154.64
33.27% $206.09
4.36%
IBKR
-3.00%
-407,456
-0.11%
$41.40
50.73% $62.40
3.53%
FAST
-3.00%
-295,760
-0.07%
$38.78
29.95% $50.39
2.40%
ECL
-3.00%
-34,870
-0.06%
$253.52
11.92% $283.73
1.85%
CP
-3.00%
-111,631
-0.05%
$70.21
6.55% $74.81
1.64%
SPGI
-3.00%
-56,050
-0.18%
$508.10
9.56% $556.66
5.96%
AMAT
-3.00%
-94,972
-0.09%
$145.12
11.97% $162.49
2.89%
MSFT
-3.00%
-40,310
-0.10%
$375.39
35.12% $507.23
3.17%
AMT
-3.00%
-58,405
-0.08%
$217.60
2.63% $211.88
2.66%
ICE
-3.00%
-106,604
-0.12%
$172.50
4.74% $180.67
3.85%
A
-3.00%
-99,488
-0.08%
$116.98
3.98% $121.63
2.44%
ZTS
-3.00%
-38,786
-0.04%
$164.65
4.88% $156.62
1.34%
CBRE
-3.00%
-142,621
-0.12%
$130.78
25.71% $164.41
3.90%
SSNC
-3.00%
-135,934
-0.07%
$83.53
7.99% $90.20
2.38%
ADI
-3.02%
-69,817
-0.09%
$201.67
25.06% $252.20
2.92%
TMO
-3.02%
-28,097
-0.09%
$497.60
0.48% $499.99
2.91%
ORCL
-3.13%
-28,720
-0.03%
$139.81
69.07% $236.37
0.80%
BLK
-3.29%
-15,939
-0.10%
$946.48
21.31% $1,148.17
2.87%
TME
-11.91%
-2,600,496
-0.24%
$14.41
75.92% $25.35
1.80%
AVGO
-14.44%
-1,063,996
-1.15%
$167.43
75.60% $294.00
6.84%
TCOM
-24.68%
-1,171,953
-0.48%
$63.58
2.11% $64.92
1.47%
37 of 1,581

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.