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 Q2 (39 results)
TW
TRADEWEB MARKETS INC-CLASS A
buy
+1,189,521
+0.59%
$68.48
102.41% $138.61
0.59%
LYV
LIVE NATION ENTERTAINMENT IN
buy
+1,118,297
+0.71%
$91.11
63.66% $149.11
0.71%
CDW
CDW CORP/DE
+19.08%
+233,157
+0.30%
$183.50
0.36% $182.84
1.87%
BLK
BLACKROCK INC
+15.50%
+67,000
+0.32%
$691.14
54.90% $1,070.57
2.41%
FERG
FERGUSON PLC
+14.31%
+77,976
+0.16%
$157.31
40.74% $221.40
1.30%
IQV
IQVIA HOLDINGS INC
+14.27%
+231,602
+0.36%
$224.77
26.75% $164.65
2.91%
A
AGILENT TECHNOLOGIES INC
+13.33%
+440,438
+0.37%
$120.25
0.34% $120.66
3.15%
BDX
BECTON DICKINSON AND CO
+12.22%
+83,080
+0.26%
$264.01
32.85% $177.27
2.41%
TMO
THERMO FISHER SCIENTIFIC INC
+10.62%
+87,092
+0.32%
$521.75
18.01% $427.76
3.31%
ADBE
ADOBE INC
+6.40%
+23,646
+0.08%
$488.99
22.60% $378.47
1.34%
CME
CME GROUP INC
+6.39%
+62,971
+0.15%
$185.29
48.86% $275.82
2.45%
GOOGL
ALPHABET INC-CL A
+6.39%
+161,879
+0.22%
$119.70
49.24% $178.64
3.67%
VRSN
VERISIGN INC
+6.38%
+107,824
+0.17%
$225.97
24.80% $282.02
2.84%
AMAT
APPLIED MATERIALS INC
+6.38%
+214,238
+0.22%
$144.54
31.46% $190.01
3.61%
IBKR
INTERACTIVE BROKERS GRO-CL A
+6.38%
+920,272
+0.13%
$20.77
180.34% $58.22
2.23%
HAYW
HAYWARD HOLDINGS INC
+6.37%
+330,738
+0.03%
$12.85
11.60% $14.34
0.50%
ADI
ANALOG DEVICES INC
+6.36%
+197,393
+0.27%
$194.81
25.84% $245.15
4.49%
BC
BRUNSWICK CORP
+6.36%
+150,181
+0.16%
$86.64
30.91% $59.86
2.67%
V
VISA INC-CLASS A SHARES
+6.36%
+133,119
+0.23%
$237.48
49.16% $354.22
3.89%
EFX
EQUIFAX INC
+6.36%
+123,893
+0.20%
$235.30
11.50% $262.37
3.41%
SPGI
S&P GLOBAL INC
+6.36%
+129,946
+0.36%
$400.89
31.12% $525.64
6.09%
FAST
FASTENAL CO
+6.36%
+665,650
+0.14%
$29.50
44.70% $42.68
2.30%
ADSK
AUTODESK INC
+6.35%
+75,571
+0.11%
$204.61
51.67% $310.34
1.81%
ICE
INTERCONTINENTAL EXCHANGE IN
+6.35%
+122,264
+0.19%
$113.08
60.72% $181.74
3.17%
ENTG
ENTEGRIS INC
+6.35%
+99,613
+0.14%
$110.82
21.98% $86.46
2.39%
AON
AON PLC-CLASS A
+6.35%
+44,959
+0.18%
$345.20
1.84% $351.55
3.03%
WLTW
WILLIS TOWERS WATSON PLC
+6.35%
+112,457
+0.19%
$235.50
1.67% $231.56
3.10%
AMT
AMERICAN TOWER CORP
+6.35%
+111,955
+0.15%
$193.94
14.90% $222.83
2.54%
AVGO
BROADCOM INC
+6.35%
+625,600
+0.38%
$86.74
211.15% $269.90
6.35%
MSFT
MICROSOFT CORP
+6.35%
+90,055
+0.22%
$340.54
44.21% $491.09
3.61%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
+6.34%
+202,676
+0.14%
$100.92
131.47% $233.60
2.40%
MCO
MOODY'S CORP
+6.34%
+31,923
+0.08%
$347.72
42.97% $497.12
1.30%
CBRE
CBRE GROUP INC - A
+6.34%
+276,137
+0.16%
$80.71
76.57% $142.51
2.61%
ECL
ECOLAB INC
+6.34%
+108,536
+0.14%
$186.69
45.94% $272.46
2.37%
SSNC
SS&C TECHNOLOGIES HOLDINGS
+6.34%
+298,868
+0.13%
$60.60
37.00% $83.02
2.17%
CACC
CREDIT ACCEPTANCE CORP
+6.32%
+15,340
+0.05%
$507.93
7.05% $543.74
0.92%
TNET
TRINET GROUP INC
+1.96%
+66,864
+0.04%
$94.97
22.07% $74.01
2.31%
ZTS
ZOETIS INC
-18.36%
-328,424
-0.40%
$172.21
7.62% $159.08
1.76%
AWI
ARMSTRONG WORLD INDUSTRIES
-100.00%
-1,197,780
-0.94%
$71.24
133.13% $166.08
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.