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%).

Activity type

History

% change to
Portfolio

Reported
Price*

% difference
Current Price

% of
Portfolio

2019 Q1 (34 results)

9991734D

AON PLC

+11.28%

+148,883

+0.27%

$170.70

2.67%

AVGO

BROADCOM INC

+9.85%

+902,690

+0.29%

$30.07

1K+% $389.30

3.22%

WLTW

WILLIS TOWERS WATSON PLC

-0.27%

-6,649

-0.01%

$175.65

4.61%

SSNC

SS&C TECHNOLOGIES HOLDINGS

-0.30%

-10,808

-0.01%

$63.69

7.93% $68.74

2.40%

GOOG

ALPHABET INC-CL C

-0.30%

-12,400

-0.01%

$58.67

518.06% $362.59

2.57%

TMO

THERMO FISHER SCIENTIFIC INC

-0.31%

-3,185

-0.01%

$273.72

77.47% $485.76

2.97%

FAST

FASTENAL CO

-0.33%

-43,428

-0.01%

$16.08

190.96% $46.78

2.21%

ICE

INTERCONTINENTAL EXCHANGE IN

-0.36%

-16,843

-0.01%

$76.14

3.78%

VRSN

VERISIGN INC

-0.38%

-6,007

-0.01%

$181.56

57.51% $285.98

3.00%

AMT

AMERICAN TOWER CORP

-0.39%

-8,434

-0.02%

$197.06

2.20% $192.72

4.57%

VISA INC-CLASS A SHARES

-0.40%

-10,805

-0.02%

$156.19

106.52% $322.56

4.52%

PRI

PRIMERICA INC

-0.40%

-3,749

-0.00%

$122.15

121.08% $270.05

1.22%

ECL

ECOLAB INC

-0.40%

-9,354

-0.02%

$176.54

48.85% $262.78

4.36%

TNET

TRINET GROUP INC

-0.41%

-17,663

-0.01%

$59.74

20.04% $47.77

2.69%

EFX

EQUIFAX INC

-0.42%

-10,156

-0.01%

$118.50

43.20% $169.69

3.04%

TSM

TAIWAN SEMICONDUCTOR-SP ADR

-0.45%

-18,162

-0.01%

$40.96

1.73%

INTC

INTEL CORP

-0.47%

-19,645

-0.01%

$53.70

102.57% $108.78

0.00%

SPGI

S&P GLOBAL INC

-0.47%

-13,523

-0.03%

$210.55

101.32% $423.88

6.46%

CME

CME GROUP INC

-0.48%

-9,358

-0.02%

$164.58

55.46% $255.86

3.37%

ADI

ANALOG DEVICES INC

-0.48%

-25,057

-0.03%

$105.27

282.86% $403.04

5.81%

CBRE

CBRE GROUP INC - A

-0.48%

-34,160

-0.02%

$49.45

174.58% $135.78

3.72%

SENSATA TECHNOLOGIES HOLDING

-0.49%

-22,535

-0.01%

$45.02

11.19% $50.06

2.17%

AWI

ARMSTRONG WORLD INDUSTRIES

-0.49%

-6,527

-0.01%

$79.42

96.31% $155.91

1.13%

AGILENT TECHNOLOGIES INC

-0.50%

-17,964

-0.02%

$80.38

70.39% $136.96

3.02%

ZTS

ZOETIS INC

-0.50%

-18,996

-0.02%

$100.67

19.24% $81.30

4.05%

FIS

FIDELITY NATIONAL INFO SERV

-0.51%

-22,057

-0.03%

$113.10

64.69% $39.94

5.12%

MCO

MOODY'S CORP

-0.51%

-3,217

-0.01%

$181.09

148.43% $449.88

1.20%

CACC

CREDIT ACCEPTANCE CORP

-0.51%

-1,549

-0.01%

$451.93

26.54% $571.88

1.47%

GOOGL

ALPHABET INC-CL A

-0.52%

-36,680

-0.02%

$58.84

520.04% $364.86

4.41%