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
2024 Q4 (39 results)
BLK
BLACKROCK INC
buy
+483,793
+3.00%
$1,025.11
2.35% $1,049.25
3.00%
YUM
YUM! BRANDS INC
+31.68%
+452,339
+0.37%
$134.16
10.45% $148.18
1.52%
FERG
FERGUSON ENTERPRISES INC
+24.46%
+415,002
+0.44%
$173.57
25.45% $217.75
2.22%
TME
TENCENT MUSIC ENTERTAINM-ADR
+18.34%
+3,384,230
+0.23%
$11.35
71.72% $19.49
1.50%
ADBE
ADOBE INC
+18.33%
+71,902
+0.26%
$444.68
13.00% $386.88
1.65%
TMO
THERMO FISHER SCIENTIFIC INC
+16.38%
+130,870
+0.41%
$520.23
22.06% $405.46
2.92%
ENTG
ENTEGRIS INC
+12.56%
+291,893
+0.17%
$99.06
18.58% $80.65
1.57%
IQV
IQVIA HOLDINGS INC
+12.28%
+226,017
+0.27%
$196.51
19.81% $157.59
2.45%
CME
CME GROUP INC
+0.58%
+9,622
+0.01%
$232.23
18.68% $275.62
2.35%
SSNC
SS&C TECHNOLOGIES HOLDINGS
+0.57%
+25,895
+0.01%
$75.78
9.26% $82.80
2.08%
ORCL
ORACLE CORP
+0.56%
+3,258
+0.01%
$166.64
31.20% $218.63
0.92%
MCO
MOODY'S CORP
+0.54%
+2,537
+0.01%
$473.37
5.96% $501.59
1.36%
TW
TRADEWEB MARKETS INC-CLASS A
+0.54%
+3,876
+0.01%
$130.92
11.82% $146.40
0.95%
AVGO
BROADCOM INC
+0.54%
+39,477
+0.06%
$231.84
18.90% $275.65
10.33%
LYV
LIVE NATION ENTERTAINMENT IN
+0.54%
+10,329
+0.01%
$129.50
16.82% $151.28
2.33%
FAST
FASTENAL CO
+0.54%
+35,705
+0.01%
$35.96
16.81% $42.00
2.14%
ECL
ECOLAB INC
+0.54%
+4,313
+0.01%
$234.32
14.99% $269.44
1.65%
CP
CANADIAN PACIFIC KANSAS CITY
+0.54%
+14,108
+0.01%
$72.37
9.53% $79.27
1.63%
ZTS
ZOETIS INC
+0.54%
+6,920
+0.01%
$162.93
4.28% $155.95
1.27%
UBER
UBER TECHNOLOGIES INC
+0.54%
+21,594
+0.01%
$60.32
54.68% $93.30
1.47%
ADI
ANALOG DEVICES INC
+0.53%
+12,156
+0.02%
$212.46
12.03% $238.02
2.97%
A
AGILENT TECHNOLOGIES INC
+0.53%
+17,627
+0.01%
$134.34
12.16% $118.01
2.69%
FLUT
FLUTTER ENTERTAINMENT PLC-DI
+0.53%
+12,794
+0.02%
$258.45
10.57% $285.76
3.76%
EFX
EQUIFAX INC
+0.53%
+9,702
+0.01%
$254.85
1.77% $259.37
2.83%
V
VISA INC-CLASS A SHARES
+0.53%
+6,476
+0.02%
$316.04
12.34% $355.05
3.96%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
+0.53%
+9,905
+0.02%
$197.49
14.68% $226.49
3.59%
AON
AON PLC-CLASS A
+0.53%
+7,010
+0.02%
$359.16
0.67% $356.76
2.87%
GOOGL
ALPHABET INC-CL A
+0.53%
+23,790
+0.03%
$189.30
6.90% $176.23
5.13%
IBKR
INTERACTIVE BROKERS GRO-CL A
+0.53%
+48,005
+0.02%
$44.17
25.45% $55.41
3.63%
SPGI
S&P GLOBAL INC
+0.53%
+9,880
+0.03%
$498.03
5.88% $527.29
5.62%
AMAT
APPLIED MATERIALS INC
+0.53%
+12,182
+0.02%
$162.63
12.57% $183.07
3.11%
MSFT
MICROSOFT CORP
+0.53%
+7,129
+0.02%
$421.50
18.01% $497.41
3.42%
AMT
AMERICAN TOWER CORP
+0.53%
+7,653
+0.01%
$183.41
20.51% $221.02
2.16%
ICE
INTERCONTINENTAL EXCHANGE IN
+0.53%
+18,854
+0.02%
$149.01
23.13% $183.47
3.20%
CBRE
CBRE GROUP INC - A
+0.53%
+25,142
+0.02%
$131.29
6.73% $140.12
3.77%
TCOM
TRIPCOM GROUP LTD-ADR
-2.46%
-119,617
-0.05%
$68.66
14.59% $58.64
1.97%
BLK
BLACKROCK INC
-100.00%
-488,699
-2.80%
$949.51
10.50% $1,049.25
0.00%
CDW
CDW CORP/DE
-100.00%
-1,281,644
-1.75%
$226.30
21.08% $178.59
0.00%
CACC
CREDIT ACCEPTANCE CORP
-100.00%
-227,057
-0.61%
$443.42
14.89% $509.43
0.00%
39 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.