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)
TW
TRADEWEB MARKETS INC-CLASS A
buy
+1,232,665
+0.59%
$68.48
45.82% $99.86
0.59%
LYV
LIVE NATION ENTERTAINMENT IN
buy
+1,118,297
+0.71%
$91.11
78.21% $162.37
0.71%
CDW
CDW CORP/DE
+19.08%
+233,157
+0.30%
$183.50
25.99% $135.81
1.87%
BLK
BLACKROCK INC
+15.50%
+67,000
+0.32%
$691.14
44.26% $997.05
2.41%
FERG
FERGUSON PLC
+14.31%
+148,527
+0.16%
$157.31
43.73% $226.10
1.30%
IQV
IQVIA HOLDINGS INC
+14.27%
+231,602
+0.36%
$224.77
18.06% $184.17
2.91%
A
AGILENT TECHNOLOGIES INC
+13.33%
+440,438
+0.37%
$120.25
12.62% $135.42
3.15%
BDX
BECTON DICKINSON AND CO
+12.22%
+142,018
+0.26%
$264.01
43.36% $149.53
2.41%
TMO
THERMO FISHER SCIENTIFIC INC
+10.62%
+87,092
+0.32%
$521.75
9.19% $473.80
3.31%
ADBE
ADOBE INC
+6.40%
+23,646
+0.08%
$488.99
49.39% $247.46
1.34%
CME
CME GROUP INC
+6.39%
+113,463
+0.15%
$185.29
35.64% $251.33
2.45%
GOOGL
ALPHABET INC-CL A
+6.39%
+263,218
+0.22%
$119.70
202.06% $361.56
3.67%
VRSN
VERISIGN INC
+6.38%
+107,824
+0.17%
$225.97
29.19% $291.94
2.84%
AMAT
APPLIED MATERIALS INC
+6.38%
+214,238
+0.22%
$144.54
237.89% $488.39
3.61%
IBKR
INTERACTIVE BROKERS GRO-CL A
+6.38%
+920,272
+0.13%
$20.77
319.93% $87.21
2.23%
HAYW
HAYWARD HOLDINGS INC
+6.37%
+330,738
+0.03%
$12.85
10.43% $14.19
0.50%
FAST
FASTENAL CO
+6.36%
+665,650
+0.14%
$29.50
57.38% $46.42
2.30%
ADI
ANALOG DEVICES INC
+6.36%
+197,393
+0.27%
$194.81
109.73% $408.58
4.49%
BC
BRUNSWICK CORP
+6.36%
+263,477
+0.16%
$86.64
6.12% $81.34
2.67%
V
VISA INC-CLASS A SHARES
+6.36%
+140,126
+0.23%
$237.48
34.87% $320.30
3.89%
EFX
EQUIFAX INC
+6.36%
+123,893
+0.20%
$235.30
27.97% $169.48
3.41%
SPGI
S&P GLOBAL INC
+6.36%
+129,946
+0.36%
$400.89
5.39% $422.49
6.09%
AMT
AMERICAN TOWER CORP
+6.35%
+111,955
+0.15%
$193.94
2.41% $189.27
2.54%
AVGO
BROADCOM INC
+6.35%
+625,600
+0.38%
$86.74
357.32% $396.69
6.35%
MSFT
MICROSOFT CORP
+6.35%
+90,508
+0.22%
$340.54
21.34% $413.20
3.61%
ADSK
AUTODESK INC
+6.35%
+75,571
+0.11%
$204.61
11.25% $227.62
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
20.68% $133.74
2.39%
AON
AON PLC-CLASS A
+6.35%
+74,932
+0.18%
$345.20
5.79% $325.22
3.03%
WLTW
WILLIS TOWERS WATSON PLC
+6.35%
+112,457
+0.19%
$235.50
-
3.10%
ECL
ECOLAB INC
+6.34%
+108,536
+0.14%
$186.69
37.60% $256.88
2.37%
SSNC
SS&C TECHNOLOGIES HOLDINGS
+6.34%
+304,968
+0.13%
$60.60
14.32% $69.28
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
29.12% $448.96
1.30%
CBRE
CBRE GROUP INC - A
+6.34%
+276,137
+0.16%
$80.71
63.85% $132.24
2.61%
CACC
CREDIT ACCEPTANCE CORP
+6.32%
+15,340
+0.05%
$507.93
10.63% $561.90
0.92%
TNET
TRINET GROUP INC
+1.96%
+66,864
+0.04%
$94.97
50.94% $46.59
2.31%
ZTS
ZOETIS INC
-18.36%
-328,424
-0.40%
$172.21
54.14% $78.97
1.76%
AWI
ARMSTRONG WORLD INDUSTRIES
-100.00%
-1,886,268
-0.94%
$71.24
117.07% $154.64
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.