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%).

2014 Q3 (23 results)
VPRT
buy
+133,507
+0.17%
$54.79
-
0.00%
9876599D
buy
+2,720,900
+2.74%
$44.53
-
2.74%
BITA
buy
+924,169
+1.63%
$78.00
-
1.63%
SLH
+19.15%
+525,800
+0.67%
$56.36
-
0.00%
WSH
+10.46%
+700,000
+0.65%
$41.40
-
6.91%
FIS
-0.76%
-64,000
-0.08%
$56.30
23.62% $69.60
10.57%
SIRO
-0.80%
-20,000
-0.03%
$76.68
-
4.28%
KO
-0.83%
-27,000
-0.03%
$42.66
44.73% $61.74
0.00%
8888000D
-0.85%
-4,400
-0.06%
$588.41
-
6.81%
HOG
-0.87%
-55,000
-0.07%
$58.20
40.29% $34.75
8.22%
CACC
-0.90%
-4,100
-0.01%
$126.07
317.71% $526.60
1.29%
1541931D
-0.91%
-51,000
-0.04%
$35.78
-
4.51%
ADI
-0.92%
-61,000
-0.07%
$49.49
308.10% $201.97
7.33%
ABEV
-1.02%
-300,000
-0.04%
$6.55
64.43% $2.33
4.33%
9999000D
-1.06%
-4,300
-0.06%
$577.36
-
5.25%
GWW
-1.09%
-11,100
-0.06%
$251.65
269.27% $929.26
5.73%
ECL
-1.14%
-29,000
-0.08%
$114.83
92.54% $221.10
6.52%
MSM
-1.21%
-11,700
-0.02%
$85.46
9.08% $93.22
1.85%
BCO
-1.22%
-38,000
-0.02%
$24.04
269.09% $88.73
0.00%
HRB
-1.25%
-30,000
-0.02%
$31.01
49.95% $46.50
1.65%
BIDU
-1.35%
-31,312
-0.15%
$218.23
53.94% $100.52
11.27%
PCLN
-100.00%
-850
-0.02%
$1,203.53
-
0.00%
CL
-100.00%
-96,258
-0.15%
$68.18
33.48% $91.01
0.00%
2014 Q2 (22 results)
9999000D
buy
+406,646
+5.42%
$575.28
-
5.42%
HRB
buy
+2,390,709
+1.86%
$33.52
38.72% $46.50
1.86%
SLH
+59.27%
+1,021,555
+1.59%
$67.15
-
4.27%
SIRO
+39.11%
+700,533
+1.34%
$82.46
-
4.76%
WSH
+33.70%
+1,686,500
+1.69%
$43.30
-
6.72%
8888000D
+27.24%
+110,560
+1.50%
$584.67
-
7.00%
HOG
+15.52%
+846,700
+1.37%
$69.85
50.25% $34.75
10.21%
FIS
+8.07%
+625,252
+0.79%
$54.74
27.15% $69.60
10.62%
1541931D
+0.20%
+11,300
+0.01%
$34.76
-
4.53%
ADI
+0.18%
+12,000
+0.02%
$54.07
273.53% $201.97
8.30%
GWW
+0.17%
+1,700
+0.01%
$254.27
265.46% $929.26
6.00%
ECL
+0.15%
+3,828
+0.01%
$111.34
98.58% $221.10
6.56%
BIDU
+0.13%
+3,000
+0.01%
$186.81
46.19% $100.52
10.03%
BCO
+0.13%
+4,000
+0.00%
$28.22
214.42% $88.73
2.04%
CACC
+0.11%
+500
+0.00%
$123.10
327.78% $526.60
1.31%
MSM
+0.10%
+1,000
+0.00%
$95.64
2.53% $93.22
2.15%
ABEV
+0.10%
+30,000
+0.00%
$7.04
66.90% $2.33
4.82%
KO
-3.81%
-129,000
-0.13%
$42.36
45.75% $61.74
3.20%
CL
-94.65%
-1,701,983
-2.69%
$68.18
33.48% $91.01
0.00%
PCLN
-99.72%
-298,687
-8.34%
$1,203.53
-
0.00%
LKQ
-100.00%
-4,306,819
-2.63%
$26.35
65.62% $43.64
0.00%
WAT
-100.00%
-140,990
-0.35%
$108.41
187.15% $311.30
0.00%
45 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.