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%).

Activity type

History

% change to
Portfolio

Reported
Price*

% difference
Current Price

% of
Portfolio

2024 Q1 (39 results)

YUM

YUM! BRANDS INC

buy

+1,447,300

+1.26%

$138.65

8.25% $150.09

1.26%

ORCL

ORACLE CORP

buy

+987,952

+0.78%

$125.61

74.77% $219.53

0.78%

CANADIAN PACIFIC KANSAS CITY

+49.06%

+1,021,554

+0.65%

$88.17

9.05% $80.19

1.98%

ADBE

ADOBE INC

+20.22%

+77,309

+0.25%

$504.60

22.49% $391.10

1.46%

LYV

LIVE NATION ENTERTAINMENT IN

+16.71%

+458,893

+0.31%

$105.77

42.03% $150.23

2.13%

GOOGL

ALPHABET INC-CL A

+13.25%

+565,218

+0.54%

$150.93

15.75% $174.70

4.59%

VISA INC-CLASS A SHARES

-1.96%

-33,557

-0.08%

$279.08

27.10% $354.72

3.92%

CDW

CDW CORP/DE

-1.96%

-27,731

-0.04%

$255.78

28.85% $182.00

2.23%

ENTG

ENTEGRIS INC

-1.96%

-42,341

-0.04%

$140.54

41.38% $82.39

2.22%

CME

CME GROUP INC

-1.96%

-30,871

-0.05%

$215.29

27.08% $273.58

2.44%

IBKR

INTERACTIVE BROKERS GRO-CL A

-1.96%

-292,660

-0.05%

$27.93

97.65% $55.20

2.57%

AGILENT TECHNOLOGIES INC

-1.96%

-65,350

-0.07%

$145.51

16.36% $121.71

3.27%

EFX

EQUIFAX INC

-1.96%

-39,573

-0.07%

$267.52

1.60% $263.24

3.32%

TMO

THERMO FISHER SCIENTIFIC INC

-1.96%

-17,303

-0.06%

$581.21

27.44% $421.71

3.16%

VRSN

VERISIGN INC

-1.96%

-34,285

-0.04%

$189.51

50.68% $285.55

0.00%

AON

AON PLC-CLASS A

-1.97%

-23,984

-0.05%

$333.72

6.99% $357.04

2.51%

MCO

MOODY'S CORP

-1.97%

-8,159

-0.03%

$393.03

27.51% $501.14

1.26%

AMT

AMERICAN TOWER CORP

-1.97%

-42,054

-0.05%

$197.59

12.99% $223.25

2.61%

ADI

ANALOG DEVICES INC

-1.97%

-56,909

-0.08%

$197.79

21.76% $240.82

3.91%

ZTS

ZOETIS INC

-1.97%

-27,958

-0.03%

$169.21

5.96% $159.13

1.48%

CBRE

CBRE GROUP INC - A

-1.97%

-102,655

-0.06%

$97.24

45.50% $141.48

3.13%

SPGI

S&P GLOBAL INC

-1.97%

-41,532

-0.11%

$425.45

23.91% $527.16

5.54%

MSFT

MICROSOFT CORP

-1.97%

-29,005

-0.08%

$420.72

17.19% $493.04

3.83%

FAST

FASTENAL CO

-1.98%

-213,958

-0.05%

$38.57

11.12% $42.86

2.58%

SSNC

SS&C TECHNOLOGIES HOLDINGS

-1.98%

-76,864

-0.04%

$64.37

29.38% $83.28

1.98%

AMAT

APPLIED MATERIALS INC

-1.98%

-68,901

-0.09%

$206.23

10.89% $183.78

4.42%

IQV

IQVIA HOLDINGS INC

-1.98%

-28,848

-0.06%

$252.89

34.98% $164.42

2.81%

TSM

TAIWAN SEMICONDUCTOR-SP ADR

-1.98%

-65,656

-0.06%

$136.05

64.58% $223.91

2.77%

CACC

CREDIT ACCEPTANCE CORP

-1.98%

-4,979

-0.02%

$551.55

5.46% $521.45

0.85%

FERG

FERGUSON PLC

-1.99%

-30,739

-0.05%

$218.43

0.82% $220.23

2.52%

ADSK

AUTODESK INC

-1.99%

-30,042

-0.06%

$260.42

19.56% $311.35

0.00%

ICE

INTERCONTINENTAL EXCHANGE IN

-2.00%

-78,012

-0.07%

$137.43

31.92% $181.30

3.31%

ECL

ECOLAB INC

-2.00%

-25,487

-0.04%

$230.90

17.63% $271.61

1.82%

TRADEWEB MARKETS INC-CLASS A

-2.09%

-21,073

-0.02%

$104.17

35.81% $141.47

0.85%

BLK

BLACKROCK INC

-2.09%

-10,207

-0.05%

$833.70

26.27% $1,052.70

2.51%

AVGO

BROADCOM INC

-12.37%

-1,145,890

-0.96%

$132.54

101.57% $267.16

6.77%

TNET

TRINET GROUP INC

-12.43%

-415,917

-0.35%

$132.49

42.64% $76.00

2.44%

BDX

BECTON DICKINSON AND CO

-100.00%

-867,764

-1.33%

$243.83

27.07% $177.82

0.00%

BRUNSWICK CORP

-100.00%

-2,395,715

-1.46%

$96.75

39.28% $58.75

0.00%

39 of 1,543

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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.