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
2019 Q2 (33 results)
BC
BRUNSWICK CORP
buy
+2,434,616
+1.13%
$45.89
27.85% $58.67
1.13%
SSNC
SS&C TECHNOLOGIES HOLDINGS
+20.04%
+711,514
+0.41%
$57.61
43.10% $82.44
2.48%
AVGO
BROADCOM INC
+18.98%
+1,910,990
+0.56%
$28.79
876.20% $281.01
3.48%
BDX
BECTON DICKINSON AND CO
+18.66%
+149,932
+0.50%
$252.01
28.87% $179.26
3.15%
A
AGILENT TECHNOLOGIES INC
+11.46%
+405,598
+0.31%
$74.67
53.13% $114.34
2.98%
META
META PLATFORMS INC-CLASS A
-1.67%
-18,017
-0.04%
$193.00
271.15% $716.32
2.06%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
-1.67%
-45,251
-0.03%
$39.17
503.37% $236.34
1.55%
IBKR
INTERACTIVE BROKERS GRO-CL A
-1.72%
-180,092
-0.02%
$13.55
339.48% $59.55
1.41%
TNET
TRINET GROUP INC
-1.76%
-74,734
-0.05%
$67.80
0.71% $67.32
2.86%
PRI
PRIMERICA INC
-1.89%
-17,743
-0.02%
$119.95
118.21% $261.74
1.12%
GOOGL
ALPHABET INC-CL A
-1.92%
-108,496
-0.07%
$54.14
239.55% $183.83
3.79%
FIS
FIDELITY NATIONAL INFO SERV
-1.92%
-81,834
-0.10%
$122.68
35.28% $79.40
5.18%
FAST
FASTENAL CO
-1.94%
-181,381
-0.04%
$16.29
177.20% $45.17
2.09%
ICE
INTERCONTINENTAL EXCHANGE IN
-1.95%
-64,451
-0.08%
$85.94
110.02% $180.49
3.97%
CBRE
CBRE GROUP INC - A
-1.96%
-104,667
-0.07%
$51.30
168.23% $137.60
3.60%
ADI
ANALOG DEVICES INC
-1.98%
-80,943
-0.12%
$112.87
113.95% $241.48
5.81%
ZTS
ZOETIS INC
-1.99%
-48,831
-0.09%
$113.49
35.46% $153.73
4.25%
SPGI
S&P GLOBAL INC
-1.99%
-39,845
-0.13%
$227.79
131.24% $526.74
6.51%
ST
SENSATA TECHNOLOGIES HOLDING
-2.00%
-90,617
-0.04%
$49.00
36.47% $31.13
2.20%
EFX
EQUIFAX INC
-2.00%
-48,295
-0.07%
$135.24
92.76% $260.69
3.23%
AMT
AMERICAN TOWER CORP
-2.01%
-43,954
-0.09%
$204.45
6.99% $218.75
4.42%
CME
CME GROUP INC
-2.01%
-38,706
-0.08%
$194.11
41.56% $274.79
3.70%
TMO
THERMO FISHER SCIENTIFIC INC
-2.03%
-20,764
-0.06%
$293.68
42.77% $419.28
2.97%
ECL
ECOLAB INC
-2.06%
-35,469
-0.10%
$197.44
34.57% $265.69
4.54%
MCO
MOODY'S CORP
-2.07%
-12,964
-0.03%
$195.31
155.28% $498.58
1.21%
VRSN
VERISIGN INC
-2.08%
-21,513
-0.07%
$209.16
34.97% $282.31
3.22%
V
VISA INC-CLASS A SHARES
-2.08%
-56,607
-0.10%
$173.55
100.52% $348.01
4.67%
GOOG
ALPHABET INC-CL C
-2.09%
-86,220
-0.05%
$54.05
242.27% $184.98
2.20%
WLTW
WILLIS TOWERS WATSON PLC
-2.13%
-52,606
-0.10%
$191.54
20.89% $231.56
4.67%
9991734D
AON PLC
-2.14%
-31,497
-0.06%
$192.98
-
2.80%
AWI
ARMSTRONG WORLD INDUSTRIES
-2.17%
-29,010
-0.03%
$97.20
69.73% $164.98
1.28%
CACC
CREDIT ACCEPTANCE CORP
-2.19%
-6,667
-0.03%
$483.83
3.89% $502.66
1.46%
INTC
INTEL CORP
-100.00%
-4,171,211
-2.26%
$53.70
56.72% $23.24
0.00%
33 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.