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 Q1 (22 results)
AXP
buy
+2,177,450
+3.33%
$78.12
191.46% $227.69
3.33%
MHFI
buy
+827,799
+1.67%
$103.40
-
1.67%
BITA
+62.01%
+566,100
+0.56%
$50.88
-
1.47%
ICE
+48.54%
+1,379,150
+1.26%
$46.65
194.57% $137.43
3.85%
9876599D
+29.32%
+802,450
+0.90%
$57.45
-
3.98%
ECL
+10.36%
+315,232
+0.71%
$114.38
101.87% $230.90
7.51%
WSH
+7.89%
+586,500
+0.55%
$48.18
-
7.56%
9912349D
+0.20%
+2,000
+0.00%
$84.38
-
1.63%
8888000D
-0.19%
-1,000
-0.01%
$554.70
-
5.57%
ADI
-0.23%
-18,000
-0.02%
$63.00
213.95% $197.79
9.53%
SIRO
-0.25%
-6,200
-0.01%
$89.99
-
4.35%
CME
-0.31%
-4,700
-0.01%
$94.71
127.31% $215.29
2.78%
CACC
-0.32%
-1,450
-0.01%
$195.00
182.84% $551.55
1.73%
GWW
-0.34%
-4,631
-0.02%
$235.81
331.41% $1,017.30
6.32%
BIDU
-0.35%
-8,059
-0.03%
$208.40
49.48% $105.28
9.32%
MSM
-0.38%
-8,800
-0.01%
$72.20
34.40% $97.04
3.29%
HOG
-0.41%
-25,500
-0.03%
$60.74
27.99% $43.74
7.44%
ABEV
-0.48%
-142,000
-0.02%
$5.76
56.94% $2.48
3.29%
FIS
-0.51%
-42,500
-0.06%
$68.06
8.99% $74.18
11.07%
9999000D
-0.63%
-2,540
-0.03%
$548.00
-
4.31%
1541931D
-100.00%
-5,589,653
-4.04%
$36.94
-
0.00%
HRB
-100.00%
-2,379,789
-1.57%
$33.68
45.81% $49.11
0.00%
2014 Q4 (24 results)
ICE
buy
+2,841,050
+2.57%
$43.86
213.35% $137.43
2.57%
9912349D
buy
+987,563
+1.52%
$74.84
-
1.52%
CME
buy
+1,503,000
+2.75%
$88.65
142.85% $215.29
2.75%
MSM
+144.50%
+1,381,680
+2.31%
$81.25
19.43% $97.04
3.91%
GWW
+36.42%
+366,855
+1.93%
$254.89
299.11% $1,017.30
7.22%
ECL
+21.07%
+529,720
+1.14%
$104.52
120.91% $230.90
6.56%
ADI
+18.26%
+1,197,000
+1.37%
$55.52
256.25% $197.79
8.87%
HRB
+0.81%
+19,080
+0.01%
$33.68
45.81% $49.11
0.00%
FIS
+0.59%
+48,800
+0.06%
$62.20
19.26% $74.18
10.71%
9999000D
+0.58%
+2,320
+0.03%
$526.40
-
4.39%
9876599D
+0.58%
+15,720
+0.02%
$52.41
-
2.96%
HOG
+0.57%
+35,420
+0.05%
$65.91
33.64% $43.74
8.54%
WSH
+0.55%
+40,815
+0.04%
$44.81
-
6.86%
ABEV
+0.47%
+136,400
+0.02%
$6.22
60.13% $2.48
3.77%
8888000D
+0.42%
+2,164
+0.02%
$530.66
-
5.62%
BIDU
+0.40%
+9,220
+0.04%
$227.97
53.82% $105.28
10.78%
SIRO
+0.32%
+7,890
+0.01%
$87.37
-
4.46%
1541931D
+0.28%
+15,610
+0.01%
$36.94
-
0.00%
CACC
+0.19%
+858
+0.00%
$136.41
304.34% $551.55
1.28%
BITA
-1.22%
-11,260
-0.02%
$70.41
-
1.32%
BCO
-100.00%
-3,086,709
-1.53%
$24.04
284.27% $92.38
0.00%
KO
-100.00%
-3,228,808
-2.84%
$42.66
43.41% $61.18
0.00%
SLH
-100.00%
-3,270,825
-3.80%
$56.36
-
0.00%
VPRT
-100.00%
-133,507
-0.15%
$54.79
-
0.00%
46 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.