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
2017 Q2 (31 results)
IBKR
INTERACTIVE BROKERS GRO-CL A
buy
+7,703,564
+0.90%
$9.36
526.40% $58.60
0.90%
EFX
EQUIFAX INC
+15.19%
+61,790
+0.21%
$137.42
88.23% $258.66
1.56%
BITA
BITAUTO HOLDINGS LTD-ADR
+10.44%
+359,377
+0.13%
$28.75
-
1.36%
TNET
TRINET GROUP INC
-2.70%
-121,231
-0.05%
$32.74
109.87% $68.71
1.79%
PRI
PRIMERICA INC
-3.81%
-40,380
-0.04%
$75.75
247.47% $263.21
0.96%
CACC
CREDIT ACCEPTANCE CORP
-3.82%
-14,969
-0.05%
$257.14
100.37% $515.24
1.21%
FIS
FIDELITY NATIONAL INFO SERV
-3.98%
-223,574
-0.24%
$85.40
7.90% $78.65
5.75%
9991734D
AON PLC
-4.00%
-42,580
-0.07%
$132.95
-
1.70%
ZTS
ZOETIS INC
-4.01%
-230,600
-0.18%
$62.38
148.41% $154.96
4.29%
GOOGL
ALPHABET INC-CL A
-4.02%
-364,120
-0.21%
$46.48
287.64% $180.19
5.05%
AGN
ALLERGAN PLC
-4.02%
-24,780
-0.13%
$243.09
-
3.04%
BDX
BECTON DICKINSON AND CO
-4.02%
-54,000
-0.13%
$195.11
9.81% $175.97
3.14%
A
AGILENT TECHNOLOGIES INC
-4.04%
-211,000
-0.16%
$59.31
107.86% $123.28
3.71%
ECL
ECOLAB INC
-4.07%
-121,430
-0.20%
$132.75
101.10% $266.96
4.74%
ICE
INTERCONTINENTAL EXCHANGE IN
-4.09%
-245,150
-0.20%
$65.92
173.83% $180.51
4.74%
SVW
SERVICEMASTER GLOBAL HOLDING
-4.10%
-290,586
-0.14%
$39.19
-
3.33%
CME
CME GROUP INC
-4.13%
-54,007
-0.16%
$125.24
119.64% $275.08
3.70%
9876599D
SENSATA TECHNOLOGIES HOLDING
-4.14%
-240,394
-0.13%
$42.72
-
2.97%
GOOG
ALPHABET INC-CL C
-4.15%
-218,800
-0.12%
$45.44
299.04% $181.31
2.87%
WLTW
WILLIS TOWERS WATSON PLC
-4.16%
-125,669
-0.24%
$145.46
59.19% $231.56
5.51%
SPGI
S&P GLOBAL INC
-4.16%
-152,116
-0.28%
$145.99
261.03% $527.07
6.49%
ADI
ANALOG DEVICES INC
-4.17%
-279,649
-0.27%
$77.80
214.50% $244.68
6.24%
AMT
AMERICAN TOWER CORP
-4.19%
-67,323
-0.19%
$132.32
65.69% $219.24
4.42%
V
VISA INC-CLASS A SHARES
-4.20%
-146,200
-0.17%
$93.78
271.01% $347.93
3.91%
BIDU
BAIDU INC - SPON ADR
-4.25%
-47,255
-0.19%
$178.86
51.40% $86.93
4.25%
CBRE
CBRE GROUP INC - A
-4.26%
-347,172
-0.16%
$36.40
285.99% $140.50
3.55%
SSNC
SS&C TECHNOLOGIES HOLDINGS
-4.31%
-78,468
-0.04%
$38.41
114.79% $82.50
0.86%
9876590D
BROADCOM PTE LTD
-4.43%
-20,884
-0.11%
$233.05
-
2.41%
NXPI
NXP SEMICONDUCTORS NV
-4.43%
-129,541
-0.18%
$109.45
109.15% $228.92
0.00%
9912349D
CIMPRESS NV
-4.46%
-68,338
-0.08%
$94.53
-
1.73%
SABR
SABRE CORP
-100.00%
-2,510,231
-1.05%
$21.19
85.09% $3.16
0.00%
31 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.