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%).

Activity type

History

% change to
Portfolio

Reported
Price*

% difference
Current Price

% of
Portfolio

2020 Q2 (37 results)

AON

AON PLC-CLASS A

buy

+839,921

+2.36%

$192.60

84.67% $355.67

2.36%

AMAT

APPLIED MATERIALS INC

+62.71%

+772,465

+0.80%

$60.45

227.43% $197.93

2.08%

BRUNSWICK CORP

+10.52%

+395,640

+0.22%

$64.01

5.37% $60.57

2.31%

PRI

PRIMERICA INC

+8.15%

+80,558

+0.08%

$116.60

125.74% $263.21

1.08%

GRA

WR GRACE & CO

+1.38%

+13,285

+0.01%

$50.81

0.74%

SSNC

SS&C TECHNOLOGIES HOLDINGS

+1.24%

+51,116

+0.03%

$56.48

46.07% $82.50

2.05%

ICE

INTERCONTINENTAL EXCHANGE IN

+1.13%

+50,170

+0.04%

$91.60

97.06% $180.51

3.57%

AWI

ARMSTRONG WORLD INDUSTRIES

+1.13%

+14,278

+0.01%

$77.96

115.57% $168.06

0.87%

TMO

THERMO FISHER SCIENTIFIC INC

+1.06%

+10,323

+0.03%

$362.34

20.01% $434.86

3.09%

AGILENT TECHNOLOGIES INC

+1.03%

+42,502

+0.03%

$88.37

39.50% $123.28

3.19%

MSFT

MICROSOFT CORP

+1.03%

+6,907

+0.01%

$203.51

147.32% $503.32

1.19%

CME

CME GROUP INC

+1.02%

+10,263

+0.03%

$162.54

69.24% $275.08

2.62%

AVGO

BROADCOM INC

+1.02%

+72,309

+0.03%

$31.56

769.36% $274.38

3.22%

CACC

CREDIT ACCEPTANCE CORP

+1.02%

+2,937

+0.01%

$419.01

22.97% $515.24

1.06%

SPGI

S&P GLOBAL INC

+1.01%

+26,469

+0.08%

$329.48

59.97% $527.07

7.55%

ZTS

ZOETIS INC

+1.01%

+29,427

+0.04%

$137.04

13.08% $154.96

3.52%

ADI

ANALOG DEVICES INC

+0.98%

+48,620

+0.05%

$122.64

99.51% $244.68

5.32%

CBRE

CBRE GROUP INC - A

+0.97%

+64,412

+0.03%

$45.22

210.70% $140.50

2.67%

GOOGL

ALPHABET INC-CL A

+0.96%

+36,363

+0.04%

$70.90

154.14% $180.19

4.18%

VRSN

VERISIGN INC

+0.96%

+14,265

+0.03%

$206.83

36.05% $281.39

2.69%

FIS

FIDELITY NATIONAL INFO SERV

+0.95%

+38,638

+0.05%

$134.09

41.35% $78.65

4.77%

VISA INC-CLASS A SHARES

+0.93%

+24,213

+0.04%

$193.17

80.12% $347.93

4.39%

AMT

AMERICAN TOWER CORP

+0.91%

+11,852

+0.04%

$258.54

15.20% $219.24

4.71%

FAST

FASTENAL CO

+0.90%

+59,459

+0.02%

$21.42

102.01% $43.27

2.32%

ADSK

AUTODESK INC

+0.90%

+11,647

+0.02%

$239.19

17.23% $280.39

2.70%

WLTW

WILLIS TOWERS WATSON PLC

+0.89%

+21,012

+0.04%

$196.95

17.57% $231.56

4.05%

ECL

ECOLAB INC

+0.88%

+19,359

+0.03%

$198.95

34.18% $266.96

3.85%

MCO

MOODY'S CORP

+0.87%

+5,191

+0.01%

$274.73

81.83% $499.53

1.43%

GOOG

ALPHABET INC-CL C

+0.87%

+29,220

+0.02%

$70.68

156.52% $181.31

2.09%

TNET

TRINET GROUP INC

+0.87%

+35,103

+0.02%

$60.94

12.75% $68.71

2.15%

BDX

BECTON DICKINSON AND CO

+0.86%

+10,390

+0.02%

$239.27

26.46% $175.97

2.52%

EFX

EQUIFAX INC

+0.80%

+18,453

+0.03%

$171.88

50.49% $258.66

3.45%

TSM

TAIWAN SEMICONDUCTOR-SP ADR

+0.79%

+29,791

+0.01%

$56.77

305.85% $230.40

1.88%