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)
9876590D
buy
+864,926
+2.42%
$218.96
-
2.42%
SABR
buy
+3,953,120
+1.07%
$21.19
87.73% $2.60
0.00%
9991734D
+106.01%
+547,434
+0.83%
$118.69
-
1.61%
EFX
+56.42%
+284,929
+0.50%
$136.74
73.67% $237.48
1.38%
BDX
+30.34%
+312,926
+0.73%
$183.44
27.49% $233.87
3.15%
V
+14.83%
+450,069
+0.51%
$88.87
207.79% $273.53
3.96%
AGN
+9.47%
+90,331
+0.28%
$238.92
-
3.19%
NXPI
-0.42%
-12,332
-0.02%
$103.50
160.79% $269.92
3.87%
CME
-0.68%
-16,984
-0.03%
$118.80
63.38% $194.10
3.75%
CBRE
-0.68%
-55,651
-0.02%
$34.79
153.81% $88.30
3.63%
GOOGL
-0.70%
-63,720
-0.03%
$42.39
334.14% $184.03
4.91%
BIDU
-0.71%
-14,307
-0.03%
$172.52
48.67% $88.55
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
92.42% $241.18
4.78%
9912349D
-0.73%
-11,266
-0.01%
$86.19
-
1.69%
ICE
-0.74%
-44,764
-0.03%
$59.87
129.38% $137.33
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
181.07% $230.34
7.02%
SPGI
-0.78%
-29,316
-0.05%
$130.74
243.26% $448.78
6.21%
SSNC
-0.78%
-14,826
-0.01%
$35.40
77.77% $62.93
0.85%
PRI
-0.79%
-8,399
-0.01%
$82.20
185.96% $235.06
1.11%
A
-0.79%
-41,702
-0.03%
$52.87
154.76% $134.69
3.53%
AMT
-0.84%
-23,533
-0.04%
$121.54
58.53% $192.68
4.34%
ZTS
-0.99%
-57,521
-0.04%
$53.37
214.75% $167.98
3.92%
CACC
-0.99%
-3,901
-0.01%
$199.41
145.82% $490.18
1.00%
TNET
-1.19%
-54,361
-0.02%
$28.90
253.50% $102.16
1.66%
BITA
-1.27%
-44,226
-0.01%
$25.61
-
1.13%
FIS
-11.16%
-705,776
-0.72%
$79.62
5.55% $75.20
5.72%
GOOG
-14.08%
-864,340
-0.46%
$41.48
347.42% $185.58
2.80%
HOG
-100.00%
-5,457,872
-4.07%
$58.34
43.14% $33.17
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.