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 Q1 (20 results)
SIRO
buy
+1,791,067
+3.09%
$74.67
-
3.09%
MSM
+84.09%
+441,641
+0.88%
$86.52
7.74% $93.22
1.94%
GWW
+50.81%
+342,582
+2.00%
$252.66
267.79% $929.26
5.94%
FIS
+44.37%
+2,380,245
+2.94%
$53.45
30.22% $69.60
9.58%
ABEV
+32.80%
+7,290,168
+1.25%
$7.41
68.56% $2.33
5.06%
WSH
+32.47%
+1,226,700
+1.25%
$44.13
-
5.11%
SLH
-0.06%
-1,026
-0.00%
$63.34
-
2.53%
BCO
-0.32%
-10,083
-0.01%
$28.55
210.79% $88.73
2.06%
ADI
-0.48%
-31,726
-0.04%
$53.14
280.07% $201.97
8.12%
8888000D
-0.49%
-2,014
-0.05%
$1,114.51
-
10.47%
1541931D
-0.59%
-33,082
-0.03%
$36.24
-
4.71%
ECL
-0.60%
-15,296
-0.04%
$107.99
104.74% $221.10
6.35%
CL
-0.70%
-12,649
-0.02%
$64.87
40.30% $91.01
2.70%
HOG
-0.76%
-41,942
-0.06%
$66.61
47.83% $34.75
8.41%
PCLN
-0.86%
-2,589
-0.07%
$1,191.89
-
8.26%
BIDU
-0.88%
-20,616
-0.07%
$152.38
34.03% $100.52
8.16%
CACC
-1.02%
-4,723
-0.02%
$142.15
270.46% $526.60
1.50%
LKQ
-22.15%
-1,225,589
-0.75%
$26.35
65.62% $43.64
0.00%
KO
-52.62%
-3,759,056
-3.36%
$38.66
59.70% $61.74
3.03%
WAT
-86.74%
-921,960
-2.31%
$108.41
187.15% $311.30
0.00%
2013 Q4 (23 results)
ABEV
buy
+22,224,010
+3.87%
$7.35
68.30% $2.33
3.87%
MSM
buy
+525,223
+1.01%
$80.87
15.27% $93.22
1.01%
GWW
+95.81%
+329,900
+2.00%
$255.42
263.82% $929.26
4.08%
WSH
+77.71%
+1,652,100
+1.76%
$44.81
-
4.01%
CACC
+0.10%
+450
+0.00%
$129.99
305.11% $526.60
1.42%
LKQ
-0.06%
-3,140
-0.00%
$32.90
32.64% $43.64
4.32%
ADI
-0.09%
-5,870
-0.01%
$50.93
296.56% $201.97
8.01%
1541931D
-0.09%
-5,070
-0.00%
$32.53
-
4.35%
HOG
-0.10%
-5,674
-0.01%
$69.24
49.81% $34.75
9.03%
BIDU
-0.12%
-2,858
-0.01%
$177.88
43.49% $100.52
9.84%
KO
-0.14%
-9,788
-0.01%
$41.31
49.46% $61.74
7.00%
BCO
-0.15%
-4,759
-0.00%
$34.14
159.90% $88.73
2.53%
ECL
-0.15%
-3,878
-0.01%
$104.27
112.05% $221.10
6.31%
SLH
-0.15%
-2,610
-0.00%
$70.76
-
2.89%
8888000D
-0.15%
-599
-0.02%
$1,120.71
-
10.84%
FIS
-0.16%
-8,376
-0.01%
$53.68
29.66% $69.60
6.83%
CL
-0.16%
-2,962
-0.00%
$65.21
39.56% $91.01
2.80%
PCLN
-0.17%
-501
-0.01%
$1,162.40
-
8.33%
WAT
-0.18%
-1,965
-0.00%
$100.00
211.30% $311.30
2.52%
PM
-100.00%
-1,162,101
-2.39%
$86.59
9.74% $95.02
0.00%
BBD
-100.00%
-10,511,504
-1.64%
$6.58
58.68% $2.72
0.00%
BBS
-100.00%
-4,447,660
-4.04%
$38.35
-
0.00%
1853195D
-100.00%
-7,800
-0.01%
$70.00
-
0.00%
43 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.