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 Q3 (39 results)
CP
CANADIAN PACIFIC KANSAS CITY
buy
+1,133,714
+0.63%
$74.41
8.13% $80.46
0.63%
BDX
BECTON DICKINSON AND CO
+2.66%
+18,562
+0.07%
$258.53
31.28% $177.67
2.57%
BLK
BLACKROCK INC
+0.47%
+2,325
+0.01%
$646.49
63.08% $1,054.27
2.41%
GOOGL
ALPHABET INC-CL A
-0.36%
-8,950
-0.02%
$130.86
34.37% $175.84
4.24%
CME
CME GROUP INC
-0.37%
-6,960
-0.01%
$200.22
37.56% $275.42
2.80%
TMO
THERMO FISHER SCIENTIFIC INC
-0.38%
-3,157
-0.01%
$506.17
16.73% $421.47
3.39%
LYV
LIVE NATION ENTERTAINMENT IN
-0.38%
-4,011
-0.00%
$83.04
80.49% $149.88
0.69%
A
AGILENT TECHNOLOGIES INC
-0.38%
-14,221
-0.01%
$111.82
7.72% $120.45
3.09%
CDW
CDW CORP/DE
-0.38%
-2,790
-0.01%
$201.76
10.21% $181.16
2.17%
FERG
FERGUSON PLC
-0.38%
-4,478
-0.01%
$164.47
34.30% $220.89
1.44%
IQV
IQVIA HOLDINGS INC
-0.38%
-7,015
-0.01%
$196.75
17.35% $162.61
2.70%
CACC
CREDIT ACCEPTANCE CORP
-0.39%
-1,011
-0.00%
$460.12
15.06% $529.41
0.88%
VRSN
VERISIGN INC
-0.39%
-6,319
-0.01%
$202.53
42.73% $289.08
2.69%
ADBE
ADOBE INC
-0.39%
-1,532
-0.01%
$509.90
23.10% $392.10
1.48%
CBRE
CBRE GROUP INC - A
-0.39%
-18,087
-0.01%
$73.86
91.74% $141.62
2.53%
SPGI
S&P GLOBAL INC
-0.39%
-7,905
-0.02%
$365.41
44.86% $529.32
5.87%
ADSK
AUTODESK INC
-0.39%
-4,954
-0.01%
$206.91
50.63% $311.67
1.93%
IBKR
INTERACTIVE BROKERS GRO-CL A
-0.39%
-56,981
-0.01%
$21.64
160.26% $56.32
2.45%
ADI
ANALOG DEVICES INC
-0.39%
-12,866
-0.02%
$175.09
37.44% $240.64
4.27%
FAST
FASTENAL CO
-0.39%
-42,116
-0.01%
$27.32
56.88% $42.86
2.25%
ECL
ECOLAB INC
-0.39%
-7,050
-0.01%
$169.40
60.93% $272.61
2.28%
V
VISA INC-CLASS A SHARES
-0.39%
-9,150
-0.02%
$230.01
54.55% $355.47
3.98%
TW
TRADEWEB MARKETS INC-CLASS A
-0.39%
-4,839
-0.00%
$80.20
71.85% $137.82
0.73%
SSNC
SS&C TECHNOLOGIES HOLDINGS
-0.39%
-20,074
-0.01%
$52.54
58.58% $83.32
1.99%
BC
BRUNSWICK CORP
-0.39%
-8,888
-0.01%
$79.00
26.72% $57.89
2.57%
MSFT
MICROSOFT CORP
-0.39%
-5,876
-0.01%
$315.75
55.84% $492.05
3.54%
ICE
INTERCONTINENTAL EXCHANGE IN
-0.39%
-15,610
-0.01%
$110.02
65.30% $181.86
3.26%
AON
AON PLC-CLASS A
-0.39%
-2,684
-0.01%
$324.22
10.09% $356.93
3.01%
WLTW
WILLIS TOWERS WATSON PLC
-0.39%
-7,316
-0.01%
$208.96
10.82% $231.56
0.00%
MCO
MOODY'S CORP
-0.39%
-2,079
-0.00%
$316.17
58.93% $502.48
1.25%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
-0.39%
-13,229
-0.01%
$86.90
158.55% $224.68
2.18%
AMAT
APPLIED MATERIALS INC
-0.39%
-13,921
-0.01%
$138.45
32.73% $183.76
3.66%
HAYW
HAYWARD HOLDINGS INC
-0.39%
-21,716
-0.00%
$14.10
0.43% $14.16
0.00%
AMT
AMERICAN TOWER CORP
-0.39%
-7,313
-0.01%
$164.45
36.50% $224.47
2.28%
EFX
EQUIFAX INC
-0.39%
-8,094
-0.01%
$183.18
44.09% $263.94
2.80%
ZTS
ZOETIS INC
-0.39%
-5,045
-0.01%
$173.98
8.50% $159.19
1.88%
TNET
TRINET GROUP INC
-1.48%
-51,514
-0.04%
$116.48
35.45% $75.19
2.96%
AVGO
BROADCOM INC
-9.44%
-989,540
-0.61%
$83.06
218.74% $264.74
5.85%
ENTG
ENTEGRIS INC
-14.93%
-461,093
-0.32%
$93.91
12.32% $82.34
1.83%
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.