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 Q4 (39 results)
LYV
LIVE NATION ENTERTAINMENT IN
+146.56%
+1,632,749
+1.02%
$93.60
84.31% $172.51
1.72%
CP
CANADIAN PACIFIC KANSAS CITY
+111.12%
+1,259,778
+0.67%
$79.06
-
1.26%
FERG
FERGUSON PLC
+58.42%
+690,643
+0.89%
$193.07
19.17% $230.08
2.42%
ADSK
AUTODESK INC
+35.06%
+442,005
+0.72%
$243.48
18.50% $198.43
2.77%
AMT
AMERICAN TOWER CORP
+14.53%
+271,293
+0.39%
$215.88
13.29% $187.18
3.08%
CBRE
CBRE GROUP INC - A
+13.09%
+603,771
+0.38%
$93.09
43.31% $133.41
3.24%
TW
TRADEWEB MARKETS INC-CLASS A
+7.40%
+90,800
+0.06%
$90.88
11.34% $101.19
0.80%
ENTG
ENTEGRIS INC
-2.34%
-61,560
-0.05%
$119.82
25.62% $150.52
2.05%
ADBE
ADOBE INC
-2.35%
-9,214
-0.04%
$596.60
65.80% $204.02
1.52%
SSNC
SS&C TECHNOLOGIES HOLDINGS
-2.35%
-119,947
-0.05%
$61.11
10.75% $67.68
2.03%
GOOGL
ALPHABET INC-CL A
-2.36%
-103,030
-0.10%
$139.69
157.48% $359.68
3.98%
CME
CME GROUP INC
-2.36%
-44,368
-0.06%
$210.60
27.98% $269.53
2.59%
AMAT
APPLIED MATERIALS INC
-2.36%
-83,845
-0.09%
$162.07
250.00% $567.25
3.76%
MSFT
MICROSOFT CORP
-2.36%
-35,732
-0.09%
$376.04
3.91% $390.74
3.71%
ICE
INTERCONTINENTAL EXCHANGE IN
-2.36%
-94,219
-0.08%
$128.43
-
3.35%
FAST
FASTENAL CO
-2.36%
-262,182
-0.06%
$32.39
43.80% $46.57
2.34%
ZTS
ZOETIS INC
-2.36%
-34,345
-0.05%
$197.37
59.68% $79.57
1.87%
EFX
EQUIFAX INC
-2.37%
-48,837
-0.08%
$247.29
33.80% $163.71
3.33%
AVGO
BROADCOM INC
-2.37%
-224,870
-0.17%
$111.63
242.28% $382.07
6.91%
CDW
CDW CORP/DE
-2.37%
-34,315
-0.05%
$227.32
41.85% $132.19
2.15%
VRSN
VERISIGN INC
-2.38%
-42,619
-0.06%
$205.96
35.90% $279.89
2.41%
SPGI
S&P GLOBAL INC
-2.38%
-51,566
-0.15%
$440.52
4.91% $418.91
6.22%
IBKR
INTERACTIVE BROKERS GRO-CL A
-2.38%
-363,040
-0.05%
$20.73
338.17% $90.81
2.07%
V
VISA INC-CLASS A SHARES
-2.38%
-55,660
-0.10%
$260.35
23.83% $322.39
3.96%
ADI
ANALOG DEVICES INC
-2.38%
-78,314
-0.10%
$198.56
110.41% $417.79
4.26%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
-2.38%
-80,539
-0.06%
$104.00
-
2.30%
AON
AON PLC-CLASS A
-2.38%
-29,793
-0.06%
$291.02
15.22% $335.31
2.37%
A
AGILENT TECHNOLOGIES INC
-2.40%
-89,581
-0.08%
$139.03
6.61% $129.84
3.38%
MCO
MOODY'S CORP
-2.40%
-12,789
-0.03%
$390.56
14.67% $447.85
1.36%
IQV
IQVIA HOLDINGS INC
-2.40%
-44,333
-0.07%
$231.38
21.57% $181.46
2.79%
TMO
THERMO FISHER SCIENTIFIC INC
-2.41%
-21,746
-0.08%
$530.79
11.58% $469.34
3.13%
CACC
CREDIT ACCEPTANCE CORP
-2.41%
-6,204
-0.02%
$532.73
2.89% $548.15
0.89%
TNET
TRINET GROUP INC
-2.47%
-84,882
-0.07%
$118.93
60.16% $47.38
2.66%
BLK
BLACKROCK INC
-2.51%
-12,577
-0.07%
$811.80
27.12% $1,032.00
2.65%
ECL
ECOLAB INC
-29.58%
-536,183
-0.71%
$198.35
33.81% $265.41
1.69%
BDX
BECTON DICKINSON AND CO
-35.19%
-471,191
-0.77%
$243.83
40.02% $146.24
0.00%
BC
BRUNSWICK CORP
-45.46%
-1,996,626
-1.29%
$96.75
14.67% $82.56
0.00%
HAYW
HAYWARD HOLDINGS INC
-100.00%
-5,500,345
-0.52%
$14.10
3.62% $14.61
0.00%
WLTW
WILLIS TOWERS WATSON PLC
-100.00%
-1,875,572
-2.62%
$208.96
-
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.