William Von Mueffling Holdings Activity

Cantillon Capital Management Portfolio 13F

Cantillon Capital Management has disclosed a total of 41 changes to the portfolio in the latest (2024 Q2) SEC report(s): increased the number of shares of 2, bought 4 totally new, decreased the number of shares of 33 and completely sold out 2 position(s).

What stocks is William Von Mueffling buying now?

In the recent quarter William Von Mueffling has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (TCOM) TRIPCOM GROUP LTD-ADR (new buy), (TME) TENCENT MUSIC ENTERTAINM-ADR (new buy), (UBER) UBER TECHNOLOGIES INC (new buy), (IQV) IQVIA HOLDINGS INC (added shares +7.23%) and (BLK) BLACKROCK INC (added shares +6.84%).

What does William Von Mueffling invest in?

William Von Mueffling's top 5 holdings (by % of portfolio) are (AVGO) BROADCOM INC (8.29%), (SPGI) S&P GLOBAL INC (5.71%), (GOOGL) ALPHABET INC-CL A (5.6%), (AMAT) APPLIED MATERIALS INC (5.12%) and (ADI) ANALOG DEVICES INC (4.57%).

In the latest report(s) the following changes have been made to the top investments: (AVGO) BROADCOM INC (reduced shares -4.88%), (SPGI) S&P GLOBAL INC (reduced shares -7.59%), (GOOGL) ALPHABET INC-CL A (reduced shares -4.85%), (AMAT) APPLIED MATERIALS INC (reduced shares -4.84%) and (ADI) ANALOG DEVICES INC (reduced shares -4.85%).

2022 Q3 (39 results)
ENTG
+22.70%
+472,922
+0.36%
$83.02
32.67% $110.14
1.92%
SSNC
+19.66%
+720,803
+0.31%
$47.75
53.55% $73.32
1.90%
BLK
+14.47%
+53,808
+0.27%
$550.28
70.94% $940.67
2.12%
MSFT
+13.04%
+139,323
+0.29%
$232.90
75.84% $409.54
2.55%
VRSN
-0.68%
-11,975
-0.02%
$173.70
6.14% $184.37
2.76%
WLTW
-0.71%
-13,163
-0.02%
$200.94
15.24% $231.56
3.34%
AMT
-0.71%
-13,128
-0.03%
$214.70
4.04% $223.37
3.56%
TNET
-0.72%
-25,627
-0.02%
$71.22
35.72% $96.66
2.29%
ZTS
-0.72%
-13,566
-0.02%
$148.29
26.29% $187.28
2.50%
EFX
-0.76%
-15,483
-0.02%
$171.43
64.60% $282.17
3.13%
ADBE
-0.77%
-2,972
-0.01%
$275.20
77.07% $487.30
0.95%
TMO
-0.79%
-6,767
-0.03%
$507.19
18.07% $598.85
3.91%
META
-0.80%
-9,108
-0.01%
$135.68
331.00% $584.78
0.00%
TSM
-0.83%
-27,836
-0.02%
$68.56
169.12% $184.51
2.06%
ECL
-0.83%
-15,001
-0.02%
$144.42
72.45% $249.05
2.33%
ICE
-0.85%
-33,548
-0.03%
$90.35
76.58% $159.54
3.20%
ADI
-0.86%
-27,784
-0.04%
$139.34
62.56% $226.51
4.06%
MCO
-0.86%
-4,545
-0.01%
$243.11
88.19% $457.52
1.15%
ADSK
-0.87%
-10,836
-0.02%
$186.80
43.06% $267.23
2.09%
FIS
-0.87%
-36,777
-0.03%
$75.57
11.55% $84.30
2.87%
V
-0.87%
-19,912
-0.03%
$177.65
54.12% $273.79
3.67%
IBKR
-0.88%
-22,039
-0.01%
$63.91
132.47% $148.57
1.43%
EDR
-0.88%
-36,586
-0.01%
$20.26
43.58% $29.09
0.75%
CME
-0.88%
-14,374
-0.02%
$177.13
25.18% $221.73
2.59%
IQV
-0.88%
-13,890
-0.02%
$181.14
24.41% $225.36
2.56%
CBRE
-0.88%
-39,820
-0.02%
$67.51
76.60% $119.22
2.75%
SPGI
-0.88%
-18,778
-0.05%
$305.35
65.85% $506.42
5.85%
AWI
-0.89%
-15,852
-0.01%
$79.23
68.19% $133.26
1.27%
AMAT
-0.89%
-31,175
-0.02%
$81.93
144.27% $200.13
2.58%
A
-0.89%
-30,916
-0.03%
$121.55
18.38% $143.89
3.77%
GOOG
-0.92%
-22,202
-0.02%
$96.15
70.97% $164.39
2.09%
AVGO
-0.93%
-9,583
-0.04%
$444.01
60.57% $175.08
4.11%
AON
-0.93%
-11,477
-0.03%
$267.87
28.39% $343.91
2.96%
GOOGL
-0.96%
-56,874
-0.05%
$95.65
70.39% $162.98
5.10%
FAST
-1.04%
-57,024
-0.02%
$46.04
52.04% $70.00
2.26%
BC
-1.05%
-45,457
-0.03%
$65.45
23.90% $81.09
2.55%
BDX
-1.11%
-12,198
-0.02%
$222.83
6.57% $237.46
2.19%
HAYW
-1.11%
-60,721
-0.00%
$8.87
65.73% $14.70
0.43%
CACC
-1.16%
-2,954
-0.01%
$438.00
1.18% $443.18
1.00%
39 of 1,427

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.