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
2018 Q2 (36 results)
AVGO
BROADCOM INC
buy
+13,930,590
+3.64%
$24.26
1K+% $276.12
3.64%
AWI
ARMSTRONG WORLD INDUSTRIES
buy
+1,150,668
+0.78%
$63.20
166.14% $168.20
0.78%
INTC
INTEL CORP
buy
+2,450,142
+1.31%
$49.71
53.07% $23.33
1.31%
FAST
FASTENAL CO
buy
+11,332,269
+1.66%
$12.03
274.82% $45.10
1.66%
META
META PLATFORMS INC-CLASS A
+58.46%
+423,798
+0.89%
$194.32
271.93% $722.74
2.40%
9991734D
AON PLC
+53.23%
+458,855
+0.72%
$137.17
-
2.06%
PRI
PRIMERICA INC
+10.34%
+94,295
+0.10%
$99.60
165.87% $264.81
1.08%
TNET
TRINET GROUP INC
+9.04%
+374,286
+0.23%
$55.94
23.29% $68.97
2.72%
CBRE
CBRE GROUP INC - A
+8.96%
+620,039
+0.32%
$47.74
196.15% $141.38
3.88%
BIDU
BAIDU INC - SPON ADR
-2.34%
-39,407
-0.10%
$243.00
64.68% $85.83
4.31%
SSNC
SS&C TECHNOLOGIES HOLDINGS
-2.50%
-59,571
-0.04%
$51.90
61.19% $83.66
1.54%
IBKR
INTERACTIVE BROKERS GRO-CL A
-2.66%
-235,620
-0.05%
$16.10
268.70% $59.37
1.72%
A
AGILENT TECHNOLOGIES INC
-2.69%
-101,552
-0.07%
$61.84
94.65% $120.37
2.51%
WLTW
WILLIS TOWERS WATSON PLC
-2.70%
-72,713
-0.12%
$151.60
52.74% $231.56
4.27%
ZTS
ZOETIS INC
-2.70%
-90,361
-0.10%
$85.19
83.41% $156.25
3.69%
BDX
BECTON DICKINSON AND CO
-2.70%
-28,699
-0.08%
$239.56
26.26% $176.64
2.87%
AMT
AMERICAN TOWER CORP
-2.73%
-64,976
-0.10%
$144.17
54.15% $222.24
3.60%
ADI
ANALOG DEVICES INC
-2.73%
-155,198
-0.16%
$95.92
154.12% $243.75
5.72%
V
VISA INC-CLASS A SHARES
-2.74%
-81,669
-0.12%
$132.45
165.04% $351.05
4.13%
ST
SENSATA TECHNOLOGIES HOLDING
-2.74%
-136,012
-0.07%
$47.58
33.71% $31.54
2.48%
CME
CME GROUP INC
-2.75%
-57,982
-0.10%
$163.92
69.30% $277.51
3.62%
SPGI
S&P GLOBAL INC
-2.76%
-74,209
-0.19%
$203.89
160.38% $530.89
6.72%
GOOG
ALPHABET INC-CL C
-2.77%
-119,040
-0.07%
$55.78
227.61% $182.75
2.61%
ICE
INTERCONTINENTAL EXCHANGE IN
-2.78%
-142,095
-0.11%
$73.55
147.40% $181.96
3.93%
GOOGL
ALPHABET INC-CL A
-2.78%
-215,020
-0.13%
$56.46
221.66% $181.61
4.57%
FIS
FIDELITY NATIONAL INFO SERV
-2.80%
-130,867
-0.15%
$106.03
25.21% $79.30
5.18%
EFX
EQUIFAX INC
-2.85%
-54,404
-0.07%
$125.11
108.34% $260.65
2.50%
ECL
ECOLAB INC
-2.85%
-65,322
-0.11%
$140.33
90.69% $267.60
3.73%
9912349D
CIMPRESS NV
-2.88%
-34,659
-0.06%
$144.96
-
1.99%
SVW
SERVICEMASTER GLOBAL HOLDING
-2.90%
-175,352
-0.11%
$59.47
-
3.76%
VRSN
VERISIGN INC
-2.94%
-29,606
-0.05%
$137.42
106.63% $283.95
1.75%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
-2.95%
-128,413
-0.05%
$36.56
527.21% $229.31
1.66%
CACC
CREDIT ACCEPTANCE CORP
-3.12%
-10,463
-0.04%
$353.40
44.52% $510.73
1.23%
AGN
ALLERGAN PLC
-79.77%
-806,289
-1.45%
$166.72
-
0.00%
9876590D
BROADCOM PTE LTD
-100.00%
-1,430,924
-3.63%
$235.65
-
0.00%
BITA
BITAUTO HOLDINGS LTD-ADR
-100.00%
-3,550,000
-0.81%
$21.15
-
0.00%
36 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.