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 (2023 Q4) SEC report(s): increased the number of shares of 7, decreased the number of shares of 30 and completely sold out 2 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 (LYV) LIVE NATION ENTERTAINMENT IN (added shares +146.56%), (FERG) FERGUSON PLC (added shares +58.42%), (ADSK) AUTODESK INC (added shares +35.06%), (CP) CANADIAN PACIFIC KANSAS CITY (added shares +111.12%) and (AMT) AMERICAN TOWER CORP (added shares +14.53%).

What does William Von Mueffling invest in?

William Von Mueffling's top 5 holdings (by % of portfolio) are (AVGO) BROADCOM INC (6.91%), (SPGI) S&P GLOBAL INC (6.22%), (ADI) ANALOG DEVICES INC (4.26%), (GOOGL) ALPHABET INC-CL A (3.98%) and (V) VISA INC-CLASS A SHARES (3.96%).

In the latest report(s) the following changes have been made to the top investments: (AVGO) BROADCOM INC (reduced shares -2.37%), (SPGI) S&P GLOBAL INC (reduced shares -2.38%), (ADI) ANALOG DEVICES INC (reduced shares -2.38%), (GOOGL) ALPHABET INC-CL A (reduced shares -2.36%) and (V) VISA INC-CLASS A SHARES (reduced shares -2.38%).

2016 Q2 (28 results)
PRI
buy
+1,110,739
+1.07%
$57.24
272.92% $213.46
1.07%
TNET
buy
+437,507
+0.15%
$20.79
408.50% $105.72
0.15%
SPGI
buy
+3,884,258
+7.02%
$107.26
287.64% $415.78
7.02%
AGN
buy
+736,010
+2.86%
$231.09
-
2.86%
CBRE
+93.82%
+3,569,932
+1.59%
$26.48
229.80% $87.33
3.29%
AMT
+50.58%
+382,360
+0.73%
$113.61
51.12% $171.69
2.18%
SVW
+25.01%
+1,146,200
+0.77%
$39.80
-
3.84%
9912349D
+6.22%
+93,698
+0.15%
$92.48
-
2.49%
CME
+4.59%
+113,000
+0.19%
$97.40
116.57% $210.94
4.23%
ICE
+2.11%
+107,250
+0.09%
$51.19
157.27% $131.70
4.48%
BITA
-2.14%
-50,600
-0.02%
$26.96
-
1.05%
ZTS
-2.34%
-143,667
-0.11%
$47.46
233.80% $158.42
4.80%
GOOG
-2.49%
-191,220
-0.11%
$34.60
401.92% $173.69
4.36%
BIDU
-2.49%
-53,241
-0.15%
$165.15
39.13% $100.52
5.79%
9876599D
-2.49%
-155,600
-0.09%
$34.89
-
3.58%
A
-2.53%
-117,100
-0.09%
$44.36
210.50% $137.74
3.37%
ECL
-2.56%
-81,600
-0.16%
$118.60
86.42% $221.10
6.20%
HOG
-2.59%
-151,023
-0.12%
$45.30
23.29% $34.75
4.33%
ADI
-2.59%
-186,694
-0.18%
$56.64
256.59% $201.97
6.70%
V
-2.62%
-61,000
-0.08%
$74.17
270.12% $274.52
2.84%
ABEV
-2.65%
-314,400
-0.03%
$5.91
60.58% $2.33
1.15%
FIS
-2.65%
-205,600
-0.26%
$73.68
5.54% $69.60
9.36%
GOOGL
-2.66%
-258,720
-0.15%
$35.18
388.82% $171.95
5.60%
CACC
-2.66%
-11,290
-0.04%
$185.08
184.52% $526.60
1.29%
WLTW
-2.86%
-86,853
-0.18%
$124.31
86.28% $231.56
6.18%
MSM
-29.65%
-645,900
-0.77%
$70.56
32.12% $93.22
1.82%
GWW
-100.00%
-475,061
-1.87%
$233.43
298.09% $929.26
0.00%
MHFI
-100.00%
-3,981,358
-6.64%
$98.98
-
0.00%
28 of 1,347

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.