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%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2023 Q4 (39 results)
LYV
LIVE NATION ENTERTAINMENT IN
+146.56%
+914,339
+1.02%
$93.60
60.13% $149.88
1.72%
CP
CANADIAN PACIFIC KANSAS CITY
+111.12%
+1,259,778
+0.67%
$79.06
1.77% $80.46
1.26%
FERG
FERGUSON PLC
+58.42%
+690,643
+0.89%
$193.07
14.41% $220.89
2.42%
ADSK
AUTODESK INC
+35.06%
+287,303
+0.72%
$243.48
28.01% $311.67
2.77%
AMT
AMERICAN TOWER CORP
+14.53%
+271,293
+0.39%
$215.88
3.98% $224.47
3.08%
CBRE
CBRE GROUP INC - A
+13.09%
+374,338
+0.38%
$93.09
52.13% $141.62
3.24%
TW
TRADEWEB MARKETS INC-CLASS A
+7.40%
+90,800
+0.06%
$90.88
51.65% $137.82
0.80%
ENTG
ENTEGRIS INC
-2.34%
-61,560
-0.05%
$119.82
31.28% $82.34
2.05%
ADBE
ADOBE INC
-2.35%
-9,214
-0.04%
$596.60
34.28% $392.10
1.52%
SSNC
SS&C TECHNOLOGIES HOLDINGS
-2.35%
-119,947
-0.05%
$61.11
36.34% $83.32
2.03%
ICE
INTERCONTINENTAL EXCHANGE IN
-2.36%
-94,219
-0.08%
$128.43
41.60% $181.86
3.35%
FAST
FASTENAL CO
-2.36%
-262,182
-0.06%
$32.39
32.35% $42.86
2.34%
ZTS
ZOETIS INC
-2.36%
-34,345
-0.05%
$197.37
19.34% $159.19
1.87%
GOOGL
ALPHABET INC-CL A
-2.36%
-103,030
-0.10%
$139.69
25.88% $175.84
3.98%
CME
CME GROUP INC
-2.36%
-44,368
-0.06%
$210.60
30.78% $275.42
2.59%
AMAT
APPLIED MATERIALS INC
-2.36%
-83,845
-0.09%
$162.07
13.38% $183.76
3.76%
MSFT
MICROSOFT CORP
-2.36%
-35,732
-0.09%
$376.04
30.85% $492.05
3.71%
CDW
CDW CORP/DE
-2.37%
-34,315
-0.05%
$227.32
20.31% $181.16
2.15%
EFX
EQUIFAX INC
-2.37%
-28,813
-0.08%
$247.29
6.73% $263.94
3.33%
AVGO
BROADCOM INC
-2.37%
-142,792
-0.17%
$111.63
137.17% $264.74
6.91%
ADI
ANALOG DEVICES INC
-2.38%
-52,078
-0.10%
$198.56
21.19% $240.64
4.26%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
-2.38%
-80,539
-0.06%
$104.00
116.04% $224.68
2.30%
AON
AON PLC-CLASS A
-2.38%
-29,793
-0.06%
$291.02
22.65% $356.93
2.37%
VRSN
VERISIGN INC
-2.38%
-21,948
-0.06%
$205.96
40.36% $289.08
2.41%
SPGI
S&P GLOBAL INC
-2.38%
-28,103
-0.15%
$440.52
20.16% $529.32
6.22%
IBKR
INTERACTIVE BROKERS GRO-CL A
-2.38%
-208,747
-0.05%
$20.73
171.75% $56.32
2.07%
V
VISA INC-CLASS A SHARES
-2.38%
-55,660
-0.10%
$260.35
36.54% $355.47
3.96%
A
AGILENT TECHNOLOGIES INC
-2.40%
-60,915
-0.08%
$139.03
13.36% $120.45
3.38%
MCO
MOODY'S CORP
-2.40%
-12,789
-0.03%
$390.56
28.66% $502.48
1.36%
IQV
IQVIA HOLDINGS INC
-2.40%
-44,333
-0.07%
$231.38
29.72% $162.61
2.79%
TMO
THERMO FISHER SCIENTIFIC INC
-2.41%
-11,525
-0.08%
$530.79
20.60% $421.47
3.13%
CACC
CREDIT ACCEPTANCE CORP
-2.41%
-3,753
-0.02%
$532.73
0.62% $529.41
0.89%
TNET
TRINET GROUP INC
-2.47%
-84,882
-0.07%
$118.93
36.78% $75.19
2.66%
BLK
BLACKROCK INC
-2.51%
-12,577
-0.07%
$811.80
29.87% $1,054.27
2.65%
ECL
ECOLAB INC
-29.58%
-536,183
-0.71%
$198.35
37.44% $272.61
1.69%
BDX
BECTON DICKINSON AND CO
-35.19%
-471,191
-0.77%
$243.83
27.13% $177.67
0.00%
BC
BRUNSWICK CORP
-45.46%
-1,996,626
-1.29%
$96.75
40.17% $57.89
0.00%
HAYW
HAYWARD HOLDINGS INC
-100.00%
-5,500,345
-0.52%
$14.10
0.43% $14.16
0.00%
WLTW
WILLIS TOWERS WATSON PLC
-100.00%
-1,875,572
-2.62%
$208.96
10.82% $231.56
0.00%
39 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.