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%).

Activity type

History

% change to
Portfolio

Reported
Price*

% difference
Current Price

% of
Portfolio

2019 Q1 (34 results)

9991734D

AON PLC

+11.28%

+148,883

+0.27%

$170.70

2.67%

AVGO

BROADCOM INC

+9.85%

+90,269

+0.29%

$300.71

41.26% $176.64

3.22%

WLTW

WILLIS TOWERS WATSON PLC

-0.27%

-6,649

-0.01%

$175.65

31.83% $231.56

4.61%

SSNC

SS&C TECHNOLOGIES HOLDINGS

-0.30%

-10,808

-0.01%

$63.69

15.83% $73.77

2.40%

GOOG

ALPHABET INC-CL C

-0.30%

-12,400

-0.01%

$58.67

187.32% $168.56

2.57%

TMO

THERMO FISHER SCIENTIFIC INC

-0.31%

-3,185

-0.01%

$273.72

118.69% $598.61

2.97%

FAST

FASTENAL CO

-0.33%

-21,714

-0.01%

$32.16

118.25% $70.18

2.21%

ICE

INTERCONTINENTAL EXCHANGE IN

-0.36%

-16,843

-0.01%

$76.14

113.76% $162.76

3.78%

VRSN

VERISIGN INC

-0.38%

-6,007

-0.01%

$181.56

2.94% $186.90

3.00%

AMT

AMERICAN TOWER CORP

-0.39%

-8,434

-0.02%

$197.06

13.50% $223.66

4.57%

PRI

PRIMERICA INC

-0.40%

-3,749

-0.00%

$122.15

124.51% $274.24

1.22%

ECL

ECOLAB INC

-0.40%

-9,354

-0.02%

$176.54

42.19% $251.02

4.36%

VISA INC-CLASS A SHARES

-0.40%

-10,805

-0.02%

$156.19

77.94% $277.93

4.52%

TNET

TRINET GROUP INC

-0.41%

-17,663

-0.01%

$59.74

64.38% $98.20

2.69%

EFX

EQUIFAX INC

-0.42%

-10,156

-0.01%

$118.50

139.33% $283.60

3.04%

TSM

TAIWAN SEMICONDUCTOR-SP ADR

-0.45%

-18,162

-0.01%

$40.96

342.29% $181.16

1.73%

INTC

INTEL CORP

-0.47%

-19,645

-0.01%

$53.70

57.93% $22.59

0.00%

SPGI

S&P GLOBAL INC

-0.47%

-13,523

-0.03%

$210.55

143.25% $512.17

6.46%

ADI

ANALOG DEVICES INC

-0.48%

-25,057

-0.03%

$105.27

116.80% $228.23

5.81%

CBRE

CBRE GROUP INC - A

-0.48%

-34,160

-0.02%

$49.45

144.37% $120.84

3.72%

CME

CME GROUP INC

-0.48%

-9,358

-0.02%

$164.58

36.37% $224.43

3.37%

SENSATA TECHNOLOGIES HOLDING

-0.49%

-22,535

-0.01%

$45.02

22.48% $34.90

2.17%

AWI

ARMSTRONG WORLD INDUSTRIES

-0.49%

-6,527

-0.01%

$79.42

69.65% $134.74

1.13%

ZTS

ZOETIS INC

-0.50%

-18,996

-0.02%

$100.67

88.77% $190.03

4.05%

AGILENT TECHNOLOGIES INC

-0.50%

-17,964

-0.02%

$80.38

80.36% $144.97

3.02%

MCO

MOODY'S CORP

-0.51%

-3,217

-0.01%

$181.09

154.31% $460.53

1.20%

CACC

CREDIT ACCEPTANCE CORP

-0.51%

-1,549

-0.01%

$451.93

2.02% $442.80

1.47%

FIS

FIDELITY NATIONAL INFO SERV

-0.51%

-22,057

-0.03%

$113.10

25.17% $84.63

5.12%

GOOGL

ALPHABET INC-CL A

-0.52%

-36,680

-0.02%

$58.84

183.90% $167.06

4.41%