William Von Mueffling Holdings Activity

Cantillon Capital Management Portfolio 13F

Cantillon Capital Management has disclosed a total of 37 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 2, bought 1 totally new and decreased the number of shares of 34 position(s).

What stocks is William Von Mueffling buying now?

In the recent quarter William Von Mueffling has purchased 3 securities: (ALC) ALCON INC (new buy), (UBER) UBER TECHNOLOGIES INC (added shares +31.26%) and (ADBE) ADOBE INC (added shares +29.6%).

What does William Von Mueffling invest in?

William Von Mueffling's top 5 holdings (by % of portfolio) are (AVGO) BROADCOM INC (6.84%), (SPGI) S&P GLOBAL INC (5.96%), (V) VISA INC-CLASS A SHARES (4.57%), (GOOGL) ALPHABET INC-CL A (4.36%) and (CBRE) CBRE GROUP INC - A (3.9%).

In the latest report(s) the following changes have been made to the top investments: (AVGO) BROADCOM INC (reduced shares -14.44%), (SPGI) S&P GLOBAL INC (reduced shares -3%), (V) VISA INC-CLASS A SHARES (reduced shares -3%), (GOOGL) ALPHABET INC-CL A (reduced shares -3%) and (CBRE) CBRE GROUP INC - A (reduced shares -3%).

2024 Q2 (41 results)
TCOM
buy
+4,238,875
+1.33%
$47.00
24.77% $58.64
1.33%
TME
buy
+7,584,711
+1.24%
$14.05
38.72% $19.49
1.24%
UBER
buy
+2,435,442
+1.18%
$72.68
28.37% $93.30
1.18%
FLUT
buy
+61,037
+0.07%
$182.36
56.70% $285.76
0.07%
IQV
+7.23%
+127,789
+0.18%
$211.44
25.47% $157.59
2.68%
BLK
+6.84%
+32,772
+0.17%
$787.32
33.27% $1,049.25
2.69%
ADBE
-4.35%
-14,489
-0.07%
$555.54
30.36% $386.88
1.63%
FERG
-4.83%
-56,320
-0.11%
$193.65
12.45% $217.75
0.00%
AMT
-4.83%
-71,827
-0.13%
$194.38
13.71% $221.02
2.59%
A
-4.84%
-172,954
-0.15%
$129.63
8.96% $118.01
2.94%
FAST
-4.84%
-514,380
-0.11%
$31.42
33.67% $42.00
2.12%
TMO
-4.84%
-41,876
-0.15%
$553.00
26.68% $405.46
3.04%
AON
-4.84%
-57,928
-0.11%
$293.58
21.52% $356.76
2.23%
ICE
-4.84%
-114,901
-0.17%
$136.89
34.03% $183.47
3.33%
CME
-4.84%
-58,039
-0.11%
$196.60
40.19% $275.62
2.25%
AMAT
-4.84%
-114,522
-0.26%
$235.99
22.42% $183.07
5.12%
EFX
-4.84%
-95,668
-0.16%
$242.46
6.97% $259.37
3.05%
ADI
-4.85%
-152,611
-0.23%
$228.26
4.28% $238.02
4.57%
IBKR
-4.85%
-708,516
-0.15%
$30.65
80.78% $55.41
2.85%
ECL
-4.85%
-60,680
-0.10%
$238.00
13.21% $269.44
1.89%
CDW
-4.85%
-67,262
-0.10%
$223.84
20.22% $178.59
1.98%
ZTS
-4.85%
-67,506
-0.08%
$173.36
10.04% $155.95
1.54%
MSFT
-4.85%
-42,450
-0.21%
$446.95
11.29% $497.41
4.11%
GOOGL
-4.85%
-234,482
-0.29%
$182.15
3.25% $176.23
5.60%
ENTG
-4.85%
-79,318
-0.11%
$135.40
40.44% $80.65
2.17%
SSNC
-4.85%
-236,646
-0.10%
$62.67
32.12% $82.80
1.95%
CP
-4.85%
-117,727
-0.09%
$78.73
0.69% $79.27
1.79%
V
-4.85%
-59,066
-0.19%
$262.47
35.27% $355.05
3.73%
TSM
-4.85%
-157,221
-0.18%
$173.81
30.31% $226.49
3.59%
LYV
-4.86%
-155,765
-0.10%
$93.74
61.38% $151.28
1.91%
TW
-4.86%
-62,772
-0.04%
$106.00
38.11% $146.40
0.87%
MCO
-4.86%
-24,789
-0.07%
$420.93
19.16% $501.59
1.37%
CBRE
-4.86%
-248,564
-0.15%
$89.11
57.24% $140.12
2.90%
ORCL
-4.86%
-47,975
-0.05%
$141.20
54.84% $218.63
0.89%
CACC
-4.87%
-11,987
-0.04%
$514.68
1.02% $509.43
0.81%
AVGO
-4.88%
-396,100
-0.43%
$160.55
71.69% $275.65
8.29%
YUM
-4.90%
-70,950
-0.06%
$132.46
11.87% $148.18
1.22%
SPGI
-7.59%
-92,743
-0.47%
$446.00
18.23% $527.29
5.71%
TNET
-73.95%
-1,213,337
-1.45%
$100.00
26.86% $73.14
0.00%
ADSK
-100.00%
-1,476,765
-2.91%
$260.42
18.87% $309.57
0.00%
VRSN
-100.00%
-1,715,147
-2.17%
$189.51
52.39% $288.80
0.00%
41 of 1,543

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.