William Von Mueffling Holdings Activity

Cantillon Capital Management Portfolio 13F

Cantillon Capital Management has disclosed a total of 38 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 6, bought 1 totally new and decreased the number of shares of 31 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 (ALC) ALCON INC (added shares +94.84%), (ICLR) ICON PLC (new buy), (BLK) BLACKROCK INC (added shares +10.3%), (CP) CANADIAN PACIFIC KANSAS CITY (added shares +16.79%) and (YUM) YUM! BRANDS INC (added shares +13.08%).

What does William Von Mueffling invest in?

William Von Mueffling's top 5 holdings (by % of portfolio) are (AVGO) BROADCOM INC (8.73%), (SPGI) S&P GLOBAL INC (5.37%), (GOOGL) ALPHABET INC-CL A (4.31%), (IBKR) INTERACTIVE BROKERS GRO-CL A (4.1%) and (V) VISA INC-CLASS A SHARES (4.02%).

In the latest report(s) the following changes have been made to the top investments: (AVGO) BROADCOM INC (reduced shares -13.1%), (SPGI) S&P GLOBAL INC (reduced shares -2.82%), (GOOGL) ALPHABET INC-CL A (reduced shares -2.82%), (IBKR) INTERACTIVE BROKERS GRO-CL A (reduced shares -2.82%) and (V) VISA INC-CLASS A SHARES (reduced shares -2.82%).

2024 Q3 (40 results)
FERG
buy
+1,696,671
+2.06%
$198.57
17.65% $233.62
2.06%
FLUT
+3,827.76%
+2,336,347
+3.39%
$237.28
26.19% $299.42
3.48%
UBER
+65.17%
+1,587,208
+0.73%
$75.16
28.78% $96.79
1.85%
TME
+39.92%
+5,265,783
+0.39%
$12.05
110.37% $25.35
1.36%
ADBE
+18.17%
+79,898
+0.25%
$517.78
30.07% $362.09
1.65%
AON
+15.63%
+177,956
+0.38%
$345.99
8.41% $375.10
2.78%
TCOM
+14.85%
+629,508
+0.23%
$59.43
9.24% $64.92
1.77%
CP
+9.15%
+310,588
+0.16%
$85.54
12.54% $74.81
1.94%
YUM
+3.76%
+51,690
+0.04%
$139.71
5.84% $147.87
1.22%
TW
-2.89%
-35,537
-0.03%
$123.67
3.49% $127.99
0.90%
SPGI
-2.89%
-55,405
-0.18%
$516.62
7.75% $556.66
5.87%
MSFT
-2.89%
-39,835
-0.10%
$430.30
17.88% $507.23
3.52%
V
-2.90%
-61,550
-0.10%
$274.95
27.31% $350.04
3.47%
EFX
-2.90%
-54,434
-0.10%
$293.86
13.22% $255.00
3.28%
TSM
-2.90%
-89,406
-0.09%
$173.67
34.16% $232.99
3.18%
CBRE
-2.90%
-141,047
-0.11%
$124.48
32.08% $164.41
3.60%
LYV
-2.90%
-88,409
-0.06%
$109.49
51.36% $165.72
1.98%
IBKR
-2.90%
-403,728
-0.09%
$34.84
79.10% $62.40
2.88%
A
-2.90%
-98,574
-0.09%
$148.48
18.08% $121.63
3.00%
FAST
-2.90%
-292,924
-0.06%
$35.71
41.11% $50.39
2.14%
ECL
-2.90%
-34,501
-0.05%
$255.33
11.12% $283.73
1.80%
ICE
-2.90%
-105,375
-0.10%
$160.64
12.47% $180.67
3.47%
ZTS
-2.90%
-38,425
-0.05%
$195.38
19.84% $156.62
1.54%
GOOGL
-2.90%
-133,164
-0.14%
$165.85
24.26% $206.09
4.53%
ENTG
-2.90%
-69,402
-0.05%
$112.53
22.01% $87.76
1.60%
TMO
-2.90%
-23,838
-0.09%
$618.57
19.17% $499.99
3.02%
MCO
-2.90%
-14,072
-0.04%
$474.59
8.73% $516.01
1.37%
AMAT
-2.90%
-93,972
-0.12%
$202.05
19.58% $162.49
3.89%
IQV
-2.90%
-55,002
-0.08%
$236.97
19.34% $191.15
2.67%
AMT
-2.90%
-57,953
-0.08%
$232.56
8.89% $211.88
2.75%
CDW
-2.91%
-38,405
-0.05%
$226.30
26.20% $167.00
0.00%
CACC
-2.94%
-6,887
-0.02%
$443.42
14.22% $506.49
0.00%
ORCL
-2.94%
-27,593
-0.03%
$170.40
38.71% $236.37
0.95%
CME
-2.94%
-50,497
-0.07%
$220.65
22.15% $269.52
2.25%
SSNC
-2.94%
-136,431
-0.06%
$74.21
21.55% $90.20
2.05%
BLK
-4.49%
-22,990
-0.13%
$949.51
20.92% $1,148.17
0.00%
AVGO
-5.04%
-389,377
-0.41%
$172.50
70.43% $294.00
7.73%
ADI
-23.26%
-696,330
-0.98%
$230.17
9.57% $252.20
3.23%
TNET
-100.00%
-763,352
-0.47%
$100.00
31.00% $69.00
0.00%
FERG
-100.00%
-1,746,910
-2.07%
$193.65
20.64% $233.62
0.00%
40 of 1,581

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.