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

2019 Q3 (33 results)

ENTG

ENTEGRIS INC

buy

+1,230,889

+0.98%

$47.06

83.23% $86.23

0.98%

BRUNSWICK CORP

+43.45%

+1,057,778

+0.54%

$52.12

14.27% $59.56

1.77%

AGILENT TECHNOLOGIES INC

+6.88%

+271,249

+0.20%

$76.63

56.70% $120.08

3.14%

AWI

ARMSTRONG WORLD INDUSTRIES

-0.30%

-3,938

-0.00%

$96.70

73.68% $167.95

1.22%

SENSATA TECHNOLOGIES HOLDING

-0.39%

-17,499

-0.01%

$50.06

36.82% $31.63

2.15%

FAST

FASTENAL CO

-0.44%

-31,290

-0.01%

$16.34

175.91% $45.07

2.00%

VRSN

VERISIGN INC

-0.44%

-6,728

-0.01%

$188.63

49.93% $282.81

2.78%

CBRE

CBRE GROUP INC - A

-0.47%

-32,595

-0.02%

$53.01

166.03% $141.02

3.56%

CME

CME GROUP INC

-0.48%

-5,370

-0.02%

$211.34

31.10% $277.06

3.86%

CACC

CREDIT ACCEPTANCE CORP

-0.52%

-1,550

-0.01%

$461.31

11.47% $514.22

1.33%

WLTW

WILLIS TOWERS WATSON PLC

-0.54%

-13,152

-0.02%

$192.97

20.00% $231.56

4.51%

MCO

MOODY'S CORP

-0.57%

-3,521

-0.01%

$204.83

145.78% $503.42

1.21%

AMT

AMERICAN TOWER CORP

-0.58%

-12,342

-0.03%

$221.13

0.29% $221.78

4.57%

SSNC

SS&C TECHNOLOGIES HOLDINGS

-0.59%

-25,254

-0.01%

$51.57

62.03% $83.56

2.12%

ZTS

ZOETIS INC

-0.59%

-21,500

-0.03%

$124.59

24.93% $155.65

4.46%

EFX

EQUIFAX INC

-0.60%

-14,139

-0.02%

$140.67

85.29% $260.64

3.21%

9991734D

AON PLC

-0.61%

-5,445

-0.02%

$193.57

2.69%

FIS

FIDELITY NATIONAL INFO SERV

-0.61%

-25,547

-0.03%

$132.76

40.12% $79.50

5.36%

VISA INC-CLASS A SHARES

-0.62%

-16,604

-0.03%

$172.01

103.77% $350.50

4.43%

BDX

BECTON DICKINSON AND CO

-0.63%

-7,775

-0.02%

$252.96

29.99% $177.09

3.03%

ADI

ANALOG DEVICES INC

-0.64%

-32,625

-0.04%

$111.73

117.90% $243.46

5.50%

AVGO

BROADCOM INC

-0.65%

-47,323

-0.02%

$27.61

898.30% $275.60

3.19%

PRI

PRIMERICA INC

-0.66%

-6,089

-0.01%

$127.23

108.53% $265.31

1.13%

SPGI

S&P GLOBAL INC

-0.67%

-10,089

-0.05%

$244.98

116.39% $530.12

6.69%

GOOGL

ALPHABET INC-CL A

-0.68%

-47,200

-0.03%

$61.06

197.36% $181.56

4.08%

ICE

INTERCONTINENTAL EXCHANGE IN

-0.69%

-17,099

-0.03%

$92.27

97.05% $181.82

4.08%

ECL

ECOLAB INC

-0.71%

-16,035

-0.03%

$198.04

35.44% $268.23

4.35%

IBKR

INTERACTIVE BROKERS GRO-CL A

-0.72%

-73,624

-0.01%

$13.45

343.29% $59.60

1.34%

TMO

THERMO FISHER SCIENTIFIC INC

-0.81%

-8,117

-0.02%

$291.27

46.03% $425.34

2.81%

GOOG

ALPHABET INC-CL C

-0.81%

-20,789

-0.02%

$60.95

199.93% $182.81

2.37%

TNET

TRINET GROUP INC

-0.93%

-38,849

-0.02%

$62.19

10.93% $68.99

2.50%

TSM

TAIWAN SEMICONDUCTOR-SP ADR

-0.95%

-19,073

-0.02%

$46.48

391.98% $228.67

1.75%