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 Q2 (39 results)
LYV
LIVE NATION ENTERTAINMENT IN
buy
+1,118,297
+0.71%
$91.11
92.32% $175.22
0.71%
TW
TRADEWEB MARKETS INC-CLASS A
buy
+1,232,665
+0.59%
$68.48
48.15% $101.45
0.59%
CDW
CDW CORP/DE
+19.08%
+233,157
+0.30%
$183.50
27.16% $133.67
1.87%
BLK
BLACKROCK INC
+15.50%
+67,000
+0.32%
$691.14
51.17% $1,044.80
2.41%
FERG
FERGUSON PLC
+14.31%
+148,527
+0.16%
$157.31
49.84% $235.72
1.30%
IQV
IQVIA HOLDINGS INC
+14.27%
+231,602
+0.36%
$224.77
20.31% $179.12
2.91%
A
AGILENT TECHNOLOGIES INC
+13.33%
+440,438
+0.37%
$120.25
8.12% $130.01
3.15%
BDX
BECTON DICKINSON AND CO
+12.22%
+142,018
+0.26%
$264.01
44.61% $146.23
2.41%
TMO
THERMO FISHER SCIENTIFIC INC
+10.62%
+87,092
+0.32%
$521.75
9.95% $469.83
3.31%
ADBE
ADOBE INC
+6.40%
+23,646
+0.08%
$488.99
56.97% $210.40
1.34%
GOOGL
ALPHABET INC-CL A
+6.39%
+263,218
+0.22%
$119.70
208.48% $369.25
3.67%
CME
CME GROUP INC
+6.39%
+113,463
+0.15%
$185.29
44.18% $267.15
2.45%
VRSN
VERISIGN INC
+6.38%
+107,824
+0.17%
$225.97
21.71% $275.02
2.84%
AMAT
APPLIED MATERIALS INC
+6.38%
+214,238
+0.22%
$144.54
304.57% $584.77
3.61%
IBKR
INTERACTIVE BROKERS GRO-CL A
+6.38%
+920,272
+0.13%
$20.77
350.66% $93.59
2.23%
HAYW
HAYWARD HOLDINGS INC
+6.37%
+330,738
+0.03%
$12.85
15.18% $14.80
0.50%
EFX
EQUIFAX INC
+6.36%
+123,893
+0.20%
$235.30
29.83% $165.10
3.41%
SPGI
S&P GLOBAL INC
+6.36%
+129,946
+0.36%
$400.89
6.25% $425.96
6.09%
FAST
FASTENAL CO
+6.36%
+665,650
+0.14%
$29.50
57.96% $46.59
2.30%
V
VISA INC-CLASS A SHARES
+6.36%
+140,126
+0.23%
$237.48
37.21% $325.85
3.89%
ADI
ANALOG DEVICES INC
+6.36%
+197,393
+0.27%
$194.81
119.75% $428.10
4.49%
BC
BRUNSWICK CORP
+6.36%
+263,477
+0.16%
$86.64
4.50% $82.74
2.67%
AMT
AMERICAN TOWER CORP
+6.35%
+111,955
+0.15%
$193.94
3.83% $186.52
2.54%
AVGO
BROADCOM INC
+6.35%
+625,600
+0.38%
$86.74
349.49% $389.90
6.35%
MSFT
MICROSOFT CORP
+6.35%
+90,508
+0.22%
$340.54
16.85% $397.91
3.61%
ADSK
AUTODESK INC
+6.35%
+75,571
+0.11%
$204.61
2.86% $198.75
1.81%
ICE
INTERCONTINENTAL EXCHANGE IN
+6.35%
+239,735
+0.19%
$113.08
-
3.17%
ENTG
ENTEGRIS INC
+6.35%
+184,469
+0.14%
$110.82
50.32% $166.59
2.39%
WLTW
WILLIS TOWERS WATSON PLC
+6.35%
+112,457
+0.19%
$235.50
-
3.10%
AON
AON PLC-CLASS A
+6.35%
+74,932
+0.18%
$345.20
2.95% $335.00
3.03%
CBRE
CBRE GROUP INC - A
+6.34%
+276,137
+0.16%
$80.71
67.27% $135.00
2.61%
ECL
ECOLAB INC
+6.34%
+108,536
+0.14%
$186.69
44.37% $269.53
2.37%
SSNC
SS&C TECHNOLOGIES HOLDINGS
+6.34%
+304,968
+0.13%
$60.60
11.72% $67.70
2.17%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
+6.34%
+202,676
+0.14%
$100.92
-
2.40%
MCO
MOODY'S CORP
+6.34%
+31,923
+0.08%
$347.72
31.70% $457.96
1.30%
CACC
CREDIT ACCEPTANCE CORP
+6.32%
+15,340
+0.05%
$507.93
11.77% $567.71
0.92%
TNET
TRINET GROUP INC
+1.96%
+66,864
+0.04%
$94.97
49.99% $47.49
2.31%
ZTS
ZOETIS INC
-18.36%
-328,424
-0.40%
$172.21
54.15% $78.96
1.76%
AWI
ARMSTRONG WORLD INDUSTRIES
-100.00%
-1,886,268
-0.94%
$71.24
120.23% $156.89
0.00%
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.