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 Q3 (35 results)

TMO

THERMO FISHER SCIENTIFIC INC

buy

+535,849

+1.47%

$244.08

74.26% $425.34

1.47%

INTC

INTEL CORP

+69.74%

+1,708,761

+0.91%

$47.29

50.73% $23.30

2.21%

EFX

EQUIFAX INC

+29.50%

+547,986

+0.80%

$130.57

99.62% $260.64

3.53%

IBKR

INTERACTIVE BROKERS GRO-CL A

+5.73%

+399,842

+0.09%

$13.83

331.03% $59.60

1.63%

GOOG

ALPHABET INC-CL C

-5.73%

-198,145

-0.17%

$59.67

206.35% $182.81

2.75%

SSNC

SS&C TECHNOLOGIES HOLDINGS

-5.99%

-111,695

-0.11%

$56.83

47.04% $83.56

1.66%

SPGI

S&P GLOBAL INC

-6.03%

-127,547

-0.41%

$195.39

171.31% $530.12

6.33%

ZTS

ZOETIS INC

-6.14%

-247,129

-0.25%

$91.56

70.00% $155.65

3.89%

WLTW

WILLIS TOWERS WATSON PLC

-6.16%

-104,056

-0.26%

$140.94

64.30% $231.56

3.89%

TSM

TAIWAN SEMICONDUCTOR-SP ADR

-6.17%

-260,706

-0.13%

$44.16

417.82% $228.67

1.97%

VISA INC-CLASS A SHARES

-6.20%

-179,282

-0.30%

$150.09

133.53% $350.50

4.58%

BDX

BECTON DICKINSON AND CO

-6.20%

-52,713

-0.20%

$261.00

32.15% $177.09

3.06%

SENSATA TECHNOLOGIES HOLDING

-6.24%

-301,387

-0.17%

$49.55

36.17% $31.63

2.53%

CME

CME GROUP INC

-6.24%

-127,986

-0.25%

$170.21

62.78% $277.06

3.68%

TNET

TRINET GROUP INC

-6.25%

-186,300

-0.18%

$56.32

22.50% $68.99

2.68%

9991734D

AON PLC

-6.25%

-68,178

-0.15%

$153.78

2.27%

AMT

AMERICAN TOWER CORP

-6.26%

-145,112

-0.24%

$145.30

52.64% $221.78

3.55%

FIS

FIDELITY NATIONAL INFO SERV

-6.26%

-284,124

-0.35%

$109.07

27.11% $79.50

5.22%

AGILENT TECHNOLOGIES INC

-6.30%

-237,601

-0.19%

$70.54

70.23% $120.08

2.80%

ICE

INTERCONTINENTAL EXCHANGE IN

-6.31%

-313,087

-0.26%

$74.89

142.78% $181.82

3.92%

FAST

FASTENAL CO

-6.32%

-583,116

-0.13%

$14.51

210.72% $45.07

1.96%

GOOGL

ALPHABET INC-CL A

-6.32%

-474,680

-0.32%

$60.35

200.83% $181.56

4.78%

CBRE

CBRE GROUP INC - A

-6.34%

-478,433

-0.24%

$44.10

219.77% $141.02

3.50%

ADI

ANALOG DEVICES INC

-6.34%

-351,093

-0.37%

$92.46

163.31% $243.46

5.39%