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 Q1 (40 results)
FERG
FERGUSON PLC
buy
+1,038,171
+1.13%
$133.75
76.24% $235.72
1.13%
CDW
CDW CORP/DE
+142.43%
+717,782
+1.14%
$194.89
31.41% $133.67
1.94%
MSFT
MICROSOFT CORP
+20.39%
+241,558
+0.57%
$288.30
38.02% $397.91
3.35%
CME
CME GROUP INC
+11.93%
+189,319
+0.30%
$191.52
39.49% $267.15
2.77%
SSNC
SS&C TECHNOLOGIES HOLDINGS
+11.93%
+513,068
+0.24%
$56.47
19.89% $67.70
2.21%
IBKR
INTERACTIVE BROKERS GRO-CL A
+11.93%
+1,536,744
+0.26%
$20.64
353.44% $93.59
2.42%
BDX
BECTON DICKINSON AND CO
+8.99%
+95,900
+0.19%
$247.54
40.93% $146.23
2.34%
IQV
IQVIA HOLDINGS INC
+6.17%
+94,359
+0.15%
$198.89
9.94% $179.12
2.63%
HAYW
HAYWARD HOLDINGS INC
-1.03%
-54,085
-0.01%
$11.72
26.28% $14.80
0.50%
BLK
BLACKROCK INC
-1.20%
-5,272
-0.03%
$669.12
56.15% $1,044.80
2.36%
ICE
INTERCONTINENTAL EXCHANGE IN
-1.53%
-58,582
-0.05%
$104.29
-
3.20%
CACC
CREDIT ACCEPTANCE CORP
-1.53%
-3,772
-0.01%
$436.04
30.20% $567.71
0.86%
ZTS
ZOETIS INC
-1.56%
-28,371
-0.04%
$166.44
52.56% $78.96
2.42%
AVGO
BROADCOM INC
-1.57%
-156,860
-0.08%
$64.15
507.76% $389.90
5.15%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
-1.58%
-51,192
-0.04%
$93.02
-
2.42%
ADSK
AUTODESK INC
-1.58%
-19,160
-0.03%
$208.16
4.52% $198.75
2.02%
BC
BRUNSWICK CORP
-1.59%
-66,999
-0.04%
$82.00
0.90% $82.74
2.77%
EFX
EQUIFAX INC
-1.61%
-31,905
-0.05%
$202.84
18.61% $165.10
3.22%
SPGI
S&P GLOBAL INC
-1.62%
-33,667
-0.09%
$344.77
23.55% $425.96
5.74%
AWI
ARMSTRONG WORLD INDUSTRIES
-1.64%
-31,440
-0.02%
$71.24
120.23% $156.89
0.00%
FAST
FASTENAL CO
-1.64%
-174,092
-0.04%
$26.97
72.75% $46.59
2.30%
WLTW
WILLIS TOWERS WATSON PLC
-1.64%
-29,486
-0.06%
$232.38
-
3.35%
CBRE
CBRE GROUP INC - A
-1.66%
-73,422
-0.04%
$72.81
85.41% $135.00
2.58%
AMAT
APPLIED MATERIALS INC
-1.68%
-57,491
-0.06%
$122.83
376.08% $584.77
3.36%
AMT
AMERICAN TOWER CORP
-1.68%
-30,104
-0.05%
$204.34
8.72% $186.52
2.93%
A
AGILENT TECHNOLOGIES INC
-1.69%
-56,858
-0.06%
$138.34
6.02% $130.01
3.72%
AON
AON PLC-CLASS A
-1.72%
-20,670
-0.05%
$315.29
6.25% $335.00
3.03%
MCO
MOODY'S CORP
-1.74%
-8,897
-0.02%
$306.02
49.65% $457.96
1.26%
ECL
ECOLAB INC
-1.75%
-30,560
-0.04%
$165.53
62.83% $269.53
2.31%
ENTG
ENTEGRIS INC
-1.75%
-51,733
-0.03%
$82.01
103.13% $166.59
1.94%
TNET
TRINET GROUP INC
-1.76%
-61,228
-0.04%
$80.61
41.09% $47.49
2.24%
TMO
THERMO FISHER SCIENTIFIC INC
-1.78%
-14,827
-0.07%
$576.37
18.48% $469.83
3.85%
ADI
ANALOG DEVICES INC
-1.78%
-56,262
-0.09%
$197.22
117.07% $428.10
4.98%
VRSN
VERISIGN INC
-1.79%
-30,748
-0.05%
$211.33
30.14% $275.02
2.91%
V
VISA INC-CLASS A SHARES
-1.79%
-40,200
-0.07%
$225.46
44.53% $325.85
4.05%
ADBE
ADOBE INC
-1.97%
-7,444
-0.02%
$385.37
45.40% $210.40
1.16%
GOOGL
ALPHABET INC-CL A
-28.65%
-1,654,647
-1.40%
$103.73
255.97% $369.25
3.48%
FIS
FIDELITY NATIONAL INFO SERV
-100.00%
-4,115,693
-2.27%
$67.85
41.36% $39.79
0.00%
GOOG
ALPHABET INC-CL C
-100.00%
-2,346,008
-1.70%
$88.73
313.73% $367.10
0.00%
EDR
ENDEAVOR GROUP HOLD-CLASS A
-100.00%
-3,966,332
-0.73%
$22.54
-
0.00%
40 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.