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%).

2013 Q3 (22 results)
GWW
buy
+344,322
+2.35%
$261.71
255.07% $929.26
2.35%
WSH
buy
+1,477,479
+2.41%
$43.33
-
2.41%
HOG
+55.72%
+1,969,637
+3.31%
$64.24
45.91% $34.75
9.24%
BBS
+52.04%
+1,522,390
+1.53%
$38.35
-
0.00%
1541931D
+24.90%
+1,126,645
+1.09%
$37.16
-
5.49%
BCO
+19.39%
+509,332
+0.38%
$28.30
213.53% $88.73
2.32%
FIS
+15.14%
+706,512
+0.86%
$46.44
49.87% $69.60
6.52%
CACC
-0.60%
-2,119
-0.01%
$110.81
375.23% $526.60
1.34%
PCLN
-0.78%
-1,696
-0.06%
$1,010.95
-
7.99%
ECL
-0.92%
-23,842
-0.06%
$98.76
123.88% $221.10
6.60%
BBD
-0.94%
-99,723
-0.02%
$6.58
58.68% $2.72
0.00%
PM
-0.95%
-11,140
-0.03%
$86.59
9.74% $95.02
0.00%
WAT
-0.96%
-10,300
-0.03%
$106.21
193.10% $311.30
2.96%
BIDU
-0.98%
-18,185
-0.09%
$155.18
35.22% $100.52
9.48%
CL
-1.06%
-19,500
-0.03%
$59.30
53.47% $91.01
2.81%
ADI
-1.10%
-73,908
-0.09%
$47.05
329.27% $201.97
8.17%
8888000D
-1.18%
-3,608
-0.11%
$875.91
-
9.35%
KO
-1.19%
-66,121
-0.08%
$37.88
62.99% $61.74
7.08%
SLH
-1.33%
-23,350
-0.03%
$52.87
-
2.39%
LKQ
-23.90%
-1,260,440
-1.45%
$31.86
36.97% $43.64
4.61%
1853195D
-98.14%
-411,148
-0.75%
$70.00
-
0.00%
ORCL
-100.00%
-5,285,106
-4.24%
$30.72
281.54% $117.21
0.00%
22 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.