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 Q2 (33 results)
BC
buy
+2,434,616
+1.13%
$45.89
79.52% $82.38
1.13%
SSNC
+20.04%
+711,514
+0.41%
$57.61
28.05% $73.77
2.48%
AVGO
+18.98%
+191,099
+0.56%
$287.86
38.64% $176.64
3.48%
BDX
+18.66%
+194,717
+0.50%
$252.01
5.47% $238.22
3.15%
A
+11.46%
+405,598
+0.31%
$74.67
94.15% $144.97
2.98%
META
-1.67%
-18,017
-0.04%
$193.00
208.78% $595.94
2.06%
TSM
-1.67%
-66,546
-0.03%
$39.17
362.50% $181.16
1.55%
IBKR
-1.72%
-45,023
-0.02%
$54.20
172.79% $147.85
1.41%
TNET
-1.76%
-74,734
-0.05%
$67.80
44.84% $98.20
2.86%
PRI
-1.89%
-17,743
-0.02%
$119.95
128.63% $274.24
1.12%
FIS
-1.92%
-81,834
-0.10%
$122.68
31.02% $84.63
5.18%
GOOGL
-1.92%
-135,620
-0.07%
$54.14
208.57% $167.06
3.79%
FAST
-1.94%
-125,091
-0.04%
$32.59
115.34% $70.18
2.09%
ICE
-1.95%
-90,777
-0.08%
$85.94
89.39% $162.76
3.97%
CBRE
-1.96%
-138,633
-0.07%
$51.30
135.56% $120.84
3.60%
ADI
-1.98%
-103,113
-0.12%
$112.87
102.21% $228.23
5.81%
ZTS
-1.99%
-75,125
-0.09%
$113.49
67.44% $190.03
4.25%
SPGI
-1.99%
-57,332
-0.13%
$227.79
124.84% $512.17
6.51%
ST
-2.00%
-90,617
-0.04%
$49.00
28.78% $34.90
2.20%
EFX
-2.00%
-48,295
-0.07%
$135.24
109.70% $283.60
3.23%
CME
-2.01%
-38,706
-0.08%
$194.11
15.62% $224.43
3.70%
AMT
-2.01%
-43,954
-0.09%
$204.45
9.40% $223.66
4.42%
TMO
-2.03%
-20,764
-0.06%
$293.68
103.83% $598.61
2.97%
ECL
-2.06%
-47,932
-0.10%
$197.44
27.14% $251.02
4.54%
MCO
-2.07%
-12,964
-0.03%
$195.31
135.79% $460.53
1.21%
V
-2.08%
-56,607
-0.10%
$173.55
60.14% $277.93
4.67%
VRSN
-2.08%
-32,351
-0.07%
$209.16
10.64% $186.90
3.22%
GOOG
-2.09%
-86,220
-0.05%
$54.05
211.89% $168.56
2.20%
WLTW
-2.13%
-52,606
-0.10%
$191.54
20.89% $231.56
4.67%
9991734D
-2.14%
-31,497
-0.06%
$192.98
-
2.80%
AWI
-2.17%
-29,010
-0.03%
$97.20
38.62% $134.74
1.28%
CACC
-2.19%
-6,667
-0.03%
$483.83
8.48% $442.80
1.46%
INTC
-100.00%
-4,171,211
-2.26%
$53.70
57.93% $22.59
0.00%
33 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.