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 Q1 (34 results)

9991734D

AON PLC

+11.28%

+148,883

+0.27%

$170.70

2.67%

AVGO

BROADCOM INC

+9.85%

+902,690

+0.29%

$30.07

833.76% $280.79

3.22%

WLTW

WILLIS TOWERS WATSON PLC

-0.27%

-5,418

-0.01%

$175.65

31.83% $231.56

4.61%

SSNC

SS&C TECHNOLOGIES HOLDINGS

-0.30%

-9,132

-0.01%

$63.69

29.47% $82.46

2.40%

GOOG

ALPHABET INC-CL C

-0.30%

-12,400

-0.01%

$58.67

215.07% $184.84

2.57%

TMO

THERMO FISHER SCIENTIFIC INC

-0.31%

-3,185

-0.01%

$273.72

53.16% $419.22

2.97%

FAST

FASTENAL CO

-0.33%

-38,650

-0.01%

$16.08

181.14% $45.20

2.21%

ICE

INTERCONTINENTAL EXCHANGE IN

-0.36%

-16,843

-0.01%

$76.14

136.98% $180.44

3.78%

VRSN

VERISIGN INC

-0.38%

-6,007

-0.01%

$181.56

55.58% $282.48

3.00%

AMT

AMERICAN TOWER CORP

-0.39%

-8,012

-0.02%

$197.06

10.92% $218.57

4.57%

PRI

PRIMERICA INC

-0.40%

-3,224

-0.00%

$122.15

114.85% $262.44

1.22%

ECL

ECOLAB INC

-0.40%

-8,465

-0.02%

$176.54

50.45% $265.60

4.36%

VISA INC-CLASS A SHARES

-0.40%

-10,805

-0.02%

$156.19

122.69% $347.82

4.52%

TNET

TRINET GROUP INC

-0.41%

-14,660

-0.01%

$59.74

12.71% $67.33

2.69%

EFX

EQUIFAX INC

-0.42%

-10,156

-0.01%

$118.50

120.08% $260.79

3.04%

TSM

TAIWAN SEMICONDUCTOR-SP ADR

-0.45%

-18,162

-0.01%

$40.96

476.76% $236.24

1.73%

SPGI

S&P GLOBAL INC

-0.47%

-13,523

-0.03%

$210.55

150.14% $526.67

6.46%

INTC

INTEL CORP

-0.47%

-19,645

-0.01%

$53.70

56.69% $23.26

0.00%

CBRE

CBRE GROUP INC - A

-0.48%

-31,427

-0.02%

$49.45

178.22% $137.58

3.72%

CME

CME GROUP INC

-0.48%

-9,358

-0.02%

$164.58

66.88% $274.65

3.37%

ADI

ANALOG DEVICES INC

-0.48%

-25,057

-0.03%

$105.27

129.50% $241.59

5.81%

AWI

ARMSTRONG WORLD INDUSTRIES

-0.49%

-6,102

-0.01%

$79.42

108.10% $165.27

1.13%

SENSATA TECHNOLOGIES HOLDING

-0.49%

-22,535

-0.01%

$45.02

30.68% $31.21

2.17%

ZTS

ZOETIS INC

-0.50%

-18,996

-0.02%

$100.67

52.63% $153.65

4.05%

AGILENT TECHNOLOGIES INC

-0.50%

-17,335

-0.02%

$80.38

42.41% $114.47

3.02%

CACC

CREDIT ACCEPTANCE CORP

-0.51%

-1,549

-0.01%

$451.93

11.49% $503.84

1.47%

FIS

FIDELITY NATIONAL INFO SERV

-0.51%

-22,057

-0.03%

$113.10

29.87% $79.32

5.12%

MCO

MOODY'S CORP

-0.51%

-3,217

-0.01%

$181.09

174.95% $497.91

1.20%

GOOGL

ALPHABET INC-CL A

-0.52%

-36,680

-0.02%

$58.84

212.14% $183.68

4.41%