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%).

2015 Q3 (20 results)
MHFI
+136.35%
+1,106,500
+2.04%
$86.50
-
3.54%
9999000D
+126.53%
+496,215
+6.61%
$625.18
-
0.00%
BITA
+37.96%
+547,765
+0.35%
$29.77
-
1.26%
9912349D
+37.60%
+426,332
+0.69%
$76.11
-
2.53%
9876599D
+26.33%
+1,244,300
+1.18%
$44.34
-
5.64%
CME
+9.83%
+143,237
+0.28%
$92.74
132.14% $215.29
3.16%
WSH
+6.83%
+532,000
+0.46%
$40.97
-
7.27%
MSM
-0.12%
-2,700
-0.00%
$61.03
59.00% $97.04
2.94%
BIDU
-0.14%
-3,100
-0.01%
$137.41
23.38% $105.28
6.49%
ECL
-0.21%
-6,900
-0.02%
$109.72
110.44% $230.90
7.61%
AXP
-0.21%
-4,400
-0.01%
$74.13
207.15% $227.69
3.34%
FIS
-0.23%
-18,850
-0.03%
$67.08
10.58% $74.18
11.52%
HOG
-0.23%
-14,000
-0.02%
$54.90
20.33% $43.74
7.09%
ICE
-0.23%
-12,250
-0.01%
$47.00
192.42% $137.43
5.30%
ADI
-0.24%
-18,000
-0.02%
$56.41
250.63% $197.79
9.02%
CACC
-0.32%
-1,400
-0.01%
$196.87
180.16% $551.55
1.85%
SIRO
-5.09%
-122,463
-0.24%
$93.34
-
0.00%
GWW
-38.11%
-507,300
-2.32%
$215.01
373.14% $1,017.30
3.78%
ABEV
-56.78%
-16,158,000
-1.69%
$4.90
49.39% $2.48
1.28%
8888000D
-100.00%
-497,370
-5.72%
$540.04
-
0.00%
2015 Q2 (20 results)
9876599D
+33.52%
+1,186,132
+1.25%
$52.74
-
4.98%
ICE
+25.77%
+1,087,750
+0.97%
$44.72
207.30% $137.43
4.74%
9912349D
+14.58%
+144,308
+0.24%
$84.16
-
1.91%
MHFI
-1.97%
-16,300
-0.03%
$100.45
-
1.63%
CACC
-2.26%
-10,230
-0.05%
$246.18
124.04% $551.55
2.18%
BITA
-2.43%
-35,900
-0.04%
$51.05
-
1.47%
9999000D
-2.48%
-9,963
-0.10%
$520.51
-
4.08%
ABEV
-2.67%
-780,000
-0.10%
$6.10
59.34% $2.48
3.47%
AXP
-2.67%
-58,100
-0.09%
$77.72
192.96% $227.69
3.29%
CME
-2.77%
-41,500
-0.08%
$93.06
131.35% $215.29
2.71%
MSM
-2.78%
-64,800
-0.09%
$69.77
39.09% $97.04
3.15%
GWW
-2.80%
-38,400
-0.18%
$236.65
329.88% $1,017.30
6.29%
SIRO
-2.80%
-69,300
-0.14%
$100.42
-
4.82%
FIS
-2.81%
-233,600
-0.29%
$61.80
20.03% $74.18
9.97%
ADI
-2.81%
-217,700
-0.28%
$64.19
208.16% $197.79
9.64%
WSH
-2.86%
-229,000
-0.21%
$46.90
-
7.30%
HOG
-2.89%
-181,000
-0.20%
$56.35
22.38% $43.74
6.84%
ECL
-2.89%
-97,200
-0.22%
$113.07
104.21% $230.90
7.36%
BIDU
-2.90%
-66,300
-0.26%
$199.08
47.12% $105.28
8.83%
8888000D
-3.08%
-15,800
-0.17%
$540.04
-
0.00%
40 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.