William Von Mueffling Holdings Activity

Cantillon Capital Management Portfolio 13F

Cantillon Capital Management has disclosed a total of 38 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 4, bought 1 totally new and decreased the number of shares of 33 position(s).

What stocks is William Von Mueffling buying now?

In the recent quarter William Von Mueffling has purchased 5 securities: (SPOT) SPOTIFY TECHNOLOGY SA (new buy), (ORCL) ORACLE CORP (added shares +49.09%), (EFX) EQUIFAX INC (added shares +3.91%), (CP) CANADIAN PACIFIC KANSAS CITY (added shares +3.25%) and (UBER) UBER TECHNOLOGIES INC (added shares +1.03%).

What does William Von Mueffling invest in?

William Von Mueffling's top 5 holdings (by % of portfolio) are (AVGO) BROADCOM INC (8.34%), (GOOGL) ALPHABET INC-CL A (7.1%), (TSM) TAIWAN SEMICONDUCTOR-SP ADR (5.6%), (IBKR) INTERACTIVE BROKERS GRO-CL A (5.01%) and (SPGI) S&P GLOBAL INC (4.37%).

In the latest report(s) the following changes have been made to the top investments: (AVGO) BROADCOM INC (reduced shares -11.91%), (GOOGL) ALPHABET INC-CL A (reduced shares -11.87%), (TSM) TAIWAN SEMICONDUCTOR-SP ADR (reduced shares -11.87%), (IBKR) INTERACTIVE BROKERS GRO-CL A (reduced shares -11.87%) and (SPGI) S&P GLOBAL INC (reduced shares -11.87%).

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
-
0.63%
BDX
BECTON DICKINSON AND CO
+2.66%
+34,697
+0.07%
$258.53
41.53% $151.16
2.57%
BLK
BLACKROCK INC
+0.47%
+2,325
+0.01%
$646.49
54.00% $995.60
2.41%
GOOGL
ALPHABET INC-CL A
-0.36%
-15,841
-0.02%
$130.86
181.62% $368.53
4.24%
CME
CME GROUP INC
-0.37%
-6,960
-0.01%
$200.22
28.56% $257.40
2.80%
FERG
FERGUSON PLC
-0.38%
-4,478
-0.01%
$164.47
39.59% $229.58
1.44%
IQV
IQVIA HOLDINGS INC
-0.38%
-7,015
-0.01%
$196.75
6.76% $183.45
2.70%
TMO
THERMO FISHER SCIENTIFIC INC
-0.38%
-3,451
-0.01%
$506.17
6.59% $472.80
3.39%
LYV
LIVE NATION ENTERTAINMENT IN
-0.38%
-4,245
-0.00%
$83.04
92.76% $160.07
0.69%
A
AGILENT TECHNOLOGIES INC
-0.38%
-14,221
-0.01%
$111.82
21.12% $135.44
3.09%
CDW
CDW CORP/DE
-0.38%
-5,525
-0.01%
$201.76
34.06% $133.04
2.17%
AON
AON PLC-CLASS A
-0.39%
-4,881
-0.01%
$324.22
1.33% $328.53
3.01%
ZTS
ZOETIS INC
-0.39%
-5,701
-0.01%
$173.98
54.34% $79.44
1.88%
MCO
MOODY'S CORP
-0.39%
-2,079
-0.00%
$316.17
42.76% $451.35
1.25%
VRSN
VERISIGN INC
-0.39%
-7,022
-0.01%
$202.53
45.62% $294.92
2.69%
AMAT
APPLIED MATERIALS INC
-0.39%
-13,921
-0.01%
$138.45
227.20% $453.01
3.66%
HAYW
HAYWARD HOLDINGS INC
-0.39%
-21,716
-0.00%
$14.10
0.21% $14.07
0.00%
AMT
AMERICAN TOWER CORP
-0.39%
-7,313
-0.01%
$164.45
18.04% $194.12
2.28%
EFX
EQUIFAX INC
-0.39%
-8,094
-0.01%
$183.18
6.03% $172.13
2.80%
ADBE
ADOBE INC
-0.39%
-1,532
-0.01%
$509.90
50.69% $251.44
1.48%
CACC
CREDIT ACCEPTANCE CORP
-0.39%
-1,011
-0.00%
$460.12
18.38% $544.71
0.88%
V
VISA INC-CLASS A SHARES
-0.39%
-9,150
-0.02%
$230.01
40.68% $323.57
3.98%
CBRE
CBRE GROUP INC - A
-0.39%
-18,087
-0.01%
$73.86
77.27% $130.93
2.53%
SPGI
S&P GLOBAL INC
-0.39%
-8,501
-0.02%
$365.41
16.15% $424.44
5.87%
TW
TRADEWEB MARKETS INC-CLASS A
-0.39%
-4,839
-0.00%
$80.20
27.84% $102.53
0.73%
ADSK
AUTODESK INC
-0.39%
-4,954
-0.01%
$206.91
11.14% $229.96
1.93%
IBKR
INTERACTIVE BROKERS GRO-CL A
-0.39%
-59,356
-0.01%
$21.64
290.02% $84.40
2.45%
ADI
ANALOG DEVICES INC
-0.39%
-12,866
-0.02%
$175.09
129.25% $401.39
4.27%
FAST
FASTENAL CO
-0.39%
-43,196
-0.01%
$27.32
71.27% $46.79
2.25%
ECL
ECOLAB INC
-0.39%
-7,122
-0.01%
$169.40
52.28% $257.97
2.28%
WLTW
WILLIS TOWERS WATSON PLC
-0.39%
-7,316
-0.01%
$208.96
-
0.00%
SSNC
SS&C TECHNOLOGIES HOLDINGS
-0.39%
-20,074
-0.01%
$52.54
33.06% $69.91
1.99%
BC
BRUNSWICK CORP
-0.39%
-17,094
-0.01%
$79.00
1.77% $80.40
2.57%
MSFT
MICROSOFT CORP
-0.39%
-5,876
-0.01%
$315.75
31.96% $416.67
3.54%
ICE
INTERCONTINENTAL EXCHANGE IN
-0.39%
-15,610
-0.01%
$110.02
-
3.26%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
-0.39%
-13,229
-0.01%
$86.90
-
2.18%
TNET
TRINET GROUP INC
-1.48%
-51,514
-0.04%
$116.48
59.96% $46.64
2.96%
AVGO
BROADCOM INC
-9.44%
-989,540
-0.61%
$83.06
364.41% $385.73
5.85%
ENTG
ENTEGRIS INC
-14.93%
-461,093
-0.32%
$93.91
33.54% $125.41
1.83%
39 of 1,697

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.