William Von Mueffling Holdings Activity

Cantillon Capital Management Portfolio 13F

Cantillon Capital Management has disclosed a total of 39 changes to the portfolio in the latest (2024 Q1) SEC report(s): increased the number of shares of 4, bought 2 totally new, decreased the number of shares of 31 and completely sold out 2 position(s).

What stocks is William Von Mueffling buying now?

In the recent quarter William Von Mueffling has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (YUM) YUM! BRANDS INC (new buy), (ORCL) ORACLE CORP (new buy), (CP) CANADIAN PACIFIC KANSAS CITY (added shares +49.06%), (GOOGL) ALPHABET INC-CL A (added shares +13.25%) and (LYV) LIVE NATION ENTERTAINMENT IN (added shares +16.71%).

What does William Von Mueffling invest in?

William Von Mueffling's top 5 holdings (by % of portfolio) are (AVGO) BROADCOM INC (6.77%), (SPGI) S&P GLOBAL INC (5.54%), (GOOGL) ALPHABET INC-CL A (4.59%), (AMAT) APPLIED MATERIALS INC (4.42%) and (V) VISA INC-CLASS A SHARES (3.92%).

In the latest report(s) the following changes have been made to the top investments: (AVGO) BROADCOM INC (reduced shares -12.37%), (SPGI) S&P GLOBAL INC (reduced shares -1.97%), (GOOGL) ALPHABET INC-CL A (added shares +13.25%), (AMAT) APPLIED MATERIALS INC (reduced shares -1.98%) and (V) VISA INC-CLASS A SHARES (reduced shares -1.96%).

2017 Q1 (31 results)
SABR
buy
+3,953,120
+1.07%
$21.19
87.97% $2.55
0.00%
9876590D
buy
+864,926
+2.42%
$218.96
-
2.42%
9991734D
+106.01%
+547,434
+0.83%
$118.69
-
1.61%
EFX
+56.42%
+284,929
+0.50%
$136.74
75.96% $240.60
1.38%
BDX
+30.34%
+312,926
+0.73%
$183.44
25.83% $230.82
3.15%
V
+14.83%
+450,069
+0.51%
$88.87
204.28% $270.41
3.96%
AGN
+9.47%
+90,331
+0.28%
$238.92
-
3.19%
NXPI
-0.42%
-12,332
-0.02%
$103.50
156.95% $265.94
3.87%
CBRE
-0.68%
-55,651
-0.02%
$34.79
148.26% $86.37
3.63%
CME
-0.68%
-16,984
-0.03%
$118.80
65.67% $196.82
3.75%
GOOGL
-0.70%
-63,720
-0.03%
$42.39
313.89% $175.45
4.91%
BIDU
-0.71%
-14,307
-0.03%
$172.52
47.18% $91.12
4.38%
WLTW
-0.71%
-22,778
-0.04%
$130.89
76.91% $231.56
5.29%
ECL
-0.73%
-22,057
-0.04%
$125.34
91.24% $239.70
4.78%
9912349D
-0.73%
-11,266
-0.01%
$86.19
-
1.69%
ICE
-0.74%
-44,764
-0.03%
$59.87
125.27% $134.87
4.59%
9876599D
-0.77%
-45,023
-0.03%
$43.67
-
3.25%
SVW
-0.77%
-54,856
-0.03%
$41.75
-
3.78%
ADI
-0.77%
-52,158
-0.05%
$81.95
178.99% $228.63
7.02%
SPGI
-0.78%
-29,316
-0.05%
$130.74
229.79% $431.17
6.21%
SSNC
-0.78%
-14,826
-0.01%
$35.40
70.87% $60.49
0.85%
PRI
-0.79%
-8,399
-0.01%
$82.20
172.72% $224.18
1.11%
A
-0.79%
-41,702
-0.03%
$52.87
147.34% $130.77
3.53%
AMT
-0.84%
-23,533
-0.04%
$121.54
59.53% $193.89
4.34%
CACC
-0.99%
-3,901
-0.01%
$199.41
136.69% $471.99
1.00%
ZTS
-0.99%
-57,521
-0.04%
$53.37
218.77% $170.13
3.92%
TNET
-1.19%
-54,361
-0.02%
$28.90
254.50% $102.45
1.66%
BITA
-1.27%
-44,226
-0.01%
$25.61
-
1.13%
FIS
-11.16%
-705,776
-0.72%
$79.62
5.69% $75.09
5.72%
GOOG
-14.08%
-864,340
-0.46%
$41.48
326.76% $177.01
2.80%
HOG
-100.00%
-5,457,872
-4.07%
$58.34
43.71% $32.84
0.00%
31 of 1,386

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.