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+% $389.90

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

6.30% $67.70

2.40%

GOOG

ALPHABET INC-CL C

-0.30%

-12,400

-0.01%

$58.67

525.75% $367.10

2.57%

TMO

THERMO FISHER SCIENTIFIC INC

-0.31%

-3,185

-0.01%

$273.72

71.65% $469.83

2.97%

FAST

FASTENAL CO

-0.33%

-43,428

-0.01%

$16.08

189.78% $46.59

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

51.48% $275.02

3.00%

AMT

AMERICAN TOWER CORP

-0.39%

-8,434

-0.02%

$197.06

5.35% $186.52

4.57%

VISA INC-CLASS A SHARES

-0.40%

-10,805

-0.02%

$156.19

108.62% $325.85

4.52%

PRI

PRIMERICA INC

-0.40%

-3,749

-0.00%

$122.15

131.37% $282.62

1.22%

ECL

ECOLAB INC

-0.40%

-9,354

-0.02%

$176.54

52.67% $269.53

4.36%

TNET

TRINET GROUP INC

-0.41%

-17,663

-0.01%

$59.74

20.51% $47.49

2.69%

EFX

EQUIFAX INC

-0.42%

-10,156

-0.01%

$118.50

39.33% $165.10

3.04%

TSM

TAIWAN SEMICONDUCTOR-SP ADR

-0.45%

-18,162

-0.01%

$40.96

1.73%

SPGI

S&P GLOBAL INC

-0.47%

-13,523

-0.03%

$210.55

102.31% $425.96

6.46%

INTC

INTEL CORP

-0.47%

-19,645

-0.01%

$53.70

137.17% $127.36

0.00%

CBRE

CBRE GROUP INC - A

-0.48%

-34,160

-0.02%

$49.45

173.00% $135.00

3.72%

CME

CME GROUP INC

-0.48%

-9,358

-0.02%

$164.58

62.32% $267.15

3.37%

ADI

ANALOG DEVICES INC

-0.48%

-25,057

-0.03%

$105.27

306.67% $428.10

5.81%

AWI

ARMSTRONG WORLD INDUSTRIES

-0.49%

-6,527

-0.01%

$79.42

97.54% $156.89

1.13%

SENSATA TECHNOLOGIES HOLDING

-0.49%

-22,535

-0.01%

$45.02

14.86% $51.71

2.17%

AGILENT TECHNOLOGIES INC

-0.50%

-17,964

-0.02%

$80.38

61.74% $130.01

3.02%

ZTS

ZOETIS INC

-0.50%

-18,996

-0.02%

$100.67

21.57% $78.96

4.05%

FIS

FIDELITY NATIONAL INFO SERV

-0.51%

-22,057

-0.03%

$113.10

64.82% $39.79

5.12%

MCO

MOODY'S CORP

-0.51%

-3,217

-0.01%

$181.09

152.89% $457.96

1.20%

CACC

CREDIT ACCEPTANCE CORP

-0.51%

-1,549

-0.01%

$451.93

25.62% $567.71

1.47%

GOOGL

ALPHABET INC-CL A

-0.52%

-36,680

-0.02%

$58.84

527.50% $369.25

4.41%