William Von Mueffling Holdings Activity

Cantillon Capital Management Portfolio 13F

Cantillon Capital Management has disclosed a total of 38 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 6, bought 1 totally new and decreased the number of shares of 31 position(s).

What stocks is William Von Mueffling buying now?

In the recent quarter William Von Mueffling has bought 7 securities out of which top 5 purchases (by % change to portfolio) are (ALC) ALCON INC (added shares +94.84%), (ICLR) ICON PLC (new buy), (BLK) BLACKROCK INC (added shares +10.3%), (CP) CANADIAN PACIFIC KANSAS CITY (added shares +16.79%) and (YUM) YUM! BRANDS INC (added shares +13.08%).

What does William Von Mueffling invest in?

William Von Mueffling's top 5 holdings (by % of portfolio) are (AVGO) BROADCOM INC (8.73%), (SPGI) S&P GLOBAL INC (5.37%), (GOOGL) ALPHABET INC-CL A (4.31%), (IBKR) INTERACTIVE BROKERS GRO-CL A (4.1%) and (V) VISA INC-CLASS A SHARES (4.02%).

In the latest report(s) the following changes have been made to the top investments: (AVGO) BROADCOM INC (reduced shares -13.1%), (SPGI) S&P GLOBAL INC (reduced shares -2.82%), (GOOGL) ALPHABET INC-CL A (reduced shares -2.82%), (IBKR) INTERACTIVE BROKERS GRO-CL A (reduced shares -2.82%) and (V) VISA INC-CLASS A SHARES (reduced shares -2.82%).

2024 Q4 (39 results)
BLK
buy
+483,793
+3.00%
$1,025.11
12.00% $1,148.17
3.00%
YUM
+31.68%
+452,339
+0.37%
$134.16
10.22% $147.87
1.52%
FERG
+24.46%
+415,002
+0.44%
$173.57
34.60% $233.62
2.22%
TME
+18.34%
+3,384,230
+0.23%
$11.35
123.35% $25.35
1.50%
ADBE
+18.33%
+95,235
+0.26%
$444.68
18.57% $362.09
1.65%
TMO
+16.38%
+130,870
+0.41%
$520.23
3.89% $499.99
2.92%
ENTG
+12.56%
+291,893
+0.17%
$99.06
11.41% $87.76
1.57%
IQV
+12.28%
+226,017
+0.27%
$196.51
2.73% $191.15
2.45%
CME
+0.58%
+9,622
+0.01%
$232.23
16.06% $269.52
2.35%
SSNC
+0.57%
+25,895
+0.01%
$75.78
19.03% $90.20
2.08%
ORCL
+0.56%
+5,131
+0.01%
$166.64
41.84% $236.37
0.92%
FAST
+0.54%
+52,508
+0.01%
$35.96
40.15% $50.39
2.14%
ECL
+0.54%
+6,207
+0.01%
$234.32
21.09% $283.73
1.65%
CP
+0.54%
+19,871
+0.01%
$72.37
3.37% $74.81
1.63%
ZTS
+0.54%
+6,920
+0.01%
$162.93
3.87% $156.62
1.27%
UBER
+0.54%
+21,594
+0.01%
$60.32
60.46% $96.79
1.47%
MCO
+0.54%
+2,537
+0.01%
$473.37
9.01% $516.01
1.36%
TW
+0.54%
+6,408
+0.01%
$130.92
2.24% $127.99
0.95%
AVGO
+0.54%
+39,477
+0.06%
$231.84
26.81% $294.00
10.33%
LYV
+0.54%
+15,891
+0.01%
$129.50
27.97% $165.72
2.33%
SPGI
+0.53%
+9,880
+0.03%
$498.03
11.77% $556.66
5.62%
AMAT
+0.53%
+16,804
+0.02%
$162.63
0.09% $162.49
3.11%
MSFT
+0.53%
+7,129
+0.02%
$421.50
20.34% $507.23
3.42%
AMT
+0.53%
+10,343
+0.01%
$183.41
15.52% $211.88
2.16%
ICE
+0.53%
+18,854
+0.02%
$149.01
21.25% $180.67
3.20%
CBRE
+0.53%
+25,142
+0.02%
$131.29
25.23% $164.41
3.77%
ADI
+0.53%
+12,156
+0.02%
$212.46
18.70% $252.20
2.97%
A
+0.53%
+17,627
+0.01%
$134.34
9.46% $121.63
2.69%
FLUT
+0.53%
+12,794
+0.02%
$258.45
15.85% $299.42
3.76%
EFX
+0.53%
+9,702
+0.01%
$254.85
0.06% $255.00
2.83%
V
+0.53%
+10,977
+0.02%
$316.04
10.76% $350.04
3.96%
TSM
+0.53%
+15,977
+0.02%
$197.49
17.98% $232.99
3.59%
AON
+0.53%
+7,010
+0.02%
$359.16
4.44% $375.10
2.87%
GOOGL
+0.53%
+23,790
+0.03%
$189.30
8.87% $206.09
5.13%
IBKR
+0.53%
+72,188
+0.02%
$44.17
41.28% $62.40
3.63%
TCOM
-2.46%
-119,617
-0.05%
$68.66
5.45% $64.92
1.97%
CACC
-100.00%
-227,057
-0.61%
$443.42
14.22% $506.49
0.00%
BLK
-100.00%
-488,699
-2.80%
$949.51
20.92% $1,148.17
0.00%
CDW
-100.00%
-1,281,644
-1.75%
$226.30
26.20% $167.00
0.00%
39 of 1,581

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.