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 Q1 (40 results)
FERG
FERGUSON PLC
buy
+1,038,171
+1.13%
$133.75
65.53% $221.40
1.13%
CDW
CDW CORP/DE
+142.43%
+717,782
+1.14%
$194.89
6.18% $182.84
1.94%
MSFT
MICROSOFT CORP
+20.39%
+241,558
+0.57%
$288.30
70.34% $491.09
3.35%
CME
CME GROUP INC
+11.93%
+189,319
+0.30%
$191.52
44.02% $275.82
2.77%
SSNC
SS&C TECHNOLOGIES HOLDINGS
+11.93%
+513,068
+0.24%
$56.47
47.02% $83.02
2.21%
IBKR
INTERACTIVE BROKERS GRO-CL A
+11.93%
+1,536,744
+0.26%
$20.64
182.07% $58.22
2.42%
BDX
BECTON DICKINSON AND CO
+8.99%
+95,900
+0.19%
$247.54
28.39% $177.27
2.34%
IQV
IQVIA HOLDINGS INC
+6.17%
+51,425
+0.15%
$198.89
17.22% $164.65
2.63%
HAYW
HAYWARD HOLDINGS INC
-1.03%
-30,287
-0.01%
$11.72
22.35% $14.34
0.50%
BLK
BLACKROCK INC
-1.20%
-3,268
-0.03%
$669.12
60.00% $1,070.57
2.36%
ICE
INTERCONTINENTAL EXCHANGE IN
-1.53%
-58,582
-0.05%
$104.29
74.26% $181.74
3.20%
CACC
CREDIT ACCEPTANCE CORP
-1.53%
-2,225
-0.01%
$436.04
24.70% $543.74
0.86%
ZTS
ZOETIS INC
-1.56%
-28,371
-0.04%
$166.44
4.42% $159.08
2.42%
AVGO
BROADCOM INC
-1.57%
-156,860
-0.08%
$64.15
320.71% $269.90
5.15%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
-1.58%
-51,192
-0.04%
$93.02
151.13% $233.60
2.42%
ADSK
AUTODESK INC
-1.58%
-19,160
-0.03%
$208.16
49.09% $310.34
2.02%
BC
BRUNSWICK CORP
-1.59%
-66,999
-0.04%
$82.00
27.00% $59.86
2.77%
EFX
EQUIFAX INC
-1.61%
-18,345
-0.05%
$202.84
29.35% $262.37
3.22%
SPGI
S&P GLOBAL INC
-1.62%
-17,843
-0.09%
$344.77
52.46% $525.64
5.74%
WLTW
WILLIS TOWERS WATSON PLC
-1.64%
-29,486
-0.06%
$232.38
0.35% $231.56
3.35%
AWI
ARMSTRONG WORLD INDUSTRIES
-1.64%
-19,964
-0.02%
$71.24
133.13% $166.08
0.00%
FAST
FASTENAL CO
-1.64%
-174,092
-0.04%
$26.97
58.25% $42.68
2.30%
CBRE
CBRE GROUP INC - A
-1.66%
-44,420
-0.04%
$72.81
95.73% $142.51
2.58%
AMAT
APPLIED MATERIALS INC
-1.68%
-57,491
-0.06%
$122.83
54.69% $190.01
3.36%
AMT
AMERICAN TOWER CORP
-1.68%
-30,104
-0.05%
$204.34
9.05% $222.83
2.93%
A
AGILENT TECHNOLOGIES INC
-1.69%
-37,810
-0.06%
$138.34
12.78% $120.66
3.72%
AON
AON PLC-CLASS A
-1.72%
-20,670
-0.05%
$315.29
11.50% $351.55
3.03%
MCO
MOODY'S CORP
-1.74%
-8,897
-0.02%
$306.02
62.45% $497.12
1.26%
ENTG
ENTEGRIS INC
-1.75%
-51,733
-0.03%
$82.01
5.43% $86.46
1.94%
ECL
ECOLAB INC
-1.75%
-30,560
-0.04%
$165.53
64.60% $272.46
2.31%
TNET
TRINET GROUP INC
-1.76%
-61,228
-0.04%
$80.61
8.19% $74.01
2.24%
TMO
THERMO FISHER SCIENTIFIC INC
-1.78%
-7,635
-0.07%
$576.37
25.78% $427.76
3.85%
ADI
ANALOG DEVICES INC
-1.78%
-36,570
-0.09%
$197.22
24.30% $245.15
4.98%
VRSN
VERISIGN INC
-1.79%
-30,748
-0.05%
$211.33
33.45% $282.02
2.91%
V
VISA INC-CLASS A SHARES
-1.79%
-40,200
-0.07%
$225.46
57.11% $354.22
4.05%
ADBE
ADOBE INC
-1.97%
-7,444
-0.02%
$385.37
1.79% $378.47
1.16%
GOOGL
ALPHABET INC-CL A
-28.65%
-1,654,647
-1.40%
$103.73
72.22% $178.64
3.48%
GOOG
ALPHABET INC-CL C
-100.00%
-2,346,008
-1.70%
$88.73
102.59% $179.76
0.00%
EDR
ENDEAVOR GROUP HOLD-CLASS A
-100.00%
-3,073,907
-0.73%
$22.54
29.77% $29.25
0.00%
FIS
FIDELITY NATIONAL INFO SERV
-100.00%
-4,115,693
-2.27%
$67.85
19.78% $81.27
0.00%
40 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.