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

2018 Q4 (35 results)

MCO

MOODY'S CORP

buy

+330,047

+1.06%

$140.04

259.48% $503.42

1.06%

TMO

THERMO FISHER SCIENTIFIC INC

+91.27%

+486,635

+1.32%

$223.79

90.06% $425.34

2.77%

VRSN

VERISIGN INC

+41.28%

+456,587

+0.82%

$148.29

90.71% $282.81

2.80%

SSNC

SS&C TECHNOLOGIES HOLDINGS

+37.10%

+963,878

+0.52%

$45.11

85.24% $83.56

1.94%

AWI

ARMSTRONG WORLD INDUSTRIES

+25.40%

+271,962

+0.19%

$58.21

188.52% $167.95

0.94%

FAST

FASTENAL CO

+8.09%

+970,588

+0.15%

$13.07

244.77% $45.07

2.05%

CACC

CREDIT ACCEPTANCE CORP

+0.99%

+1,720

+0.01%

$381.76

34.70% $514.22

1.41%

AVGO

BROADCOM INC

+0.93%

+84,770

+0.03%

$25.43

983.84% $275.60

2.81%

IBKR

INTERACTIVE BROKERS GRO-CL A

+0.90%

+94,380

+0.02%

$13.66

336.23% $59.60

1.74%

BDX

BECTON DICKINSON AND CO

+0.78%

+8,166

+0.02%

$225.32

21.40% $177.09

2.86%

9991734D

AON PLC

+0.78%

+10,166

+0.02%

$145.36

2.32%

INTC

INTEL CORP

+0.77%

+17,254

+0.02%

$46.93

50.35% $23.30

2.37%

PRI

PRIMERICA INC

+0.77%

+7,204

+0.01%

$97.71

171.53% $265.31

1.11%

SPGI

S&P GLOBAL INC

+0.77%

+22,046

+0.05%

$169.94

211.95% $530.12

5.95%

GOOGL

ALPHABET INC-CL A

+0.75%

+33,402

+0.03%

$52.25

247.50% $181.56

4.47%

ECL

ECOLAB INC

+0.75%

+17,358

+0.03%

$147.35

82.04% $268.23

4.15%

TSM

TAIWAN SEMICONDUCTOR-SP ADR

+0.75%

+29,864

+0.01%

$36.91

519.53% $228.67

1.78%

AMT

AMERICAN TOWER CORP

+0.74%

+16,016

+0.03%

$158.19

40.20% $221.78

4.18%

ADI

ANALOG DEVICES INC

+0.71%

+22,614

+0.04%

$85.83

183.65% $243.46

5.41%

CME

CME GROUP INC

+0.70%

+13,400

+0.03%

$188.12

47.28% $277.06

4.40%

VISA INC-CLASS A SHARES

+0.70%

+18,605

+0.03%

$131.94

165.65% $350.50

4.35%

WLTW

WILLIS TOWERS WATSON PLC

+0.70%

+17,097

+0.03%

$151.86

52.48% $231.56

4.53%

CBRE

CBRE GROUP INC - A

+0.70%

+28,917

+0.02%

$40.04

252.20% $141.02

3.44%

ZTS

ZOETIS INC

+0.70%

+26,430

+0.03%

$85.54

81.96% $155.65

3.93%

ICE

INTERCONTINENTAL EXCHANGE IN

+0.70%

+32,616

+0.03%

$75.33

141.36% $181.82

4.26%

AGILENT TECHNOLOGIES INC

+0.69%

+24,411

+0.02%

$67.46

78.00% $120.08

2.90%