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 Q3 (33 results)

ENTG

ENTEGRIS INC

buy

+2,140,678

+0.98%

$47.06

222.16% $151.61

0.98%

BRUNSWICK CORP

+43.45%

+1,057,778

+0.54%

$52.12

57.71% $82.20

1.77%

AGILENT TECHNOLOGIES INC

+6.88%

+271,249

+0.20%

$76.63

67.52% $128.37

3.14%

AWI

ARMSTRONG WORLD INDUSTRIES

-0.30%

-3,938

-0.00%

$96.70

63.39% $158.00

1.22%

SENSATA TECHNOLOGIES HOLDING

-0.39%

-17,499

-0.01%

$50.06

0.36% $50.24

2.15%

VRSN

VERISIGN INC

-0.44%

-6,728

-0.01%

$188.63

45.19% $273.87

2.78%

FAST

FASTENAL CO

-0.44%

-55,876

-0.01%

$16.34

181.91% $46.05

2.00%

CBRE

CBRE GROUP INC - A

-0.47%

-32,595

-0.02%

$53.01

155.56% $135.47

3.56%

CME

CME GROUP INC

-0.48%

-9,103

-0.02%

$211.34

23.78% $261.60

3.86%

CACC

CREDIT ACCEPTANCE CORP

-0.52%

-1,550

-0.01%

$461.31

24.45% $574.10

1.33%

WLTW

WILLIS TOWERS WATSON PLC

-0.54%

-13,152

-0.02%

$192.97

4.51%

MCO

MOODY'S CORP

-0.57%

-3,521

-0.01%

$204.83

128.68% $468.41

1.21%

AMT

AMERICAN TOWER CORP

-0.58%

-12,342

-0.03%

$221.13

16.58% $184.47

4.57%

SSNC

SS&C TECHNOLOGIES HOLDINGS

-0.59%

-25,254

-0.01%

$51.57

32.21% $68.18

2.12%

ZTS

ZOETIS INC

-0.59%

-21,828

-0.03%

$124.59

36.33% $79.33

4.46%

EFX

EQUIFAX INC

-0.60%

-14,139

-0.02%

$140.67

18.81% $167.13

3.21%

9991734D

AON PLC

-0.61%

-8,783

-0.02%

$193.57

2.69%

FIS

FIDELITY NATIONAL INFO SERV

-0.61%

-25,547

-0.03%

$132.76

70.25% $39.50

5.36%

VISA INC-CLASS A SHARES

-0.62%

-16,604

-0.03%

$172.01

93.66% $333.12

4.43%

BDX

BECTON DICKINSON AND CO

-0.63%

-7,775

-0.02%

$252.96

42.62% $145.16

3.03%

ADI

ANALOG DEVICES INC

-0.64%

-32,625

-0.04%

$111.73

272.33% $416.00

5.50%

AVGO

BROADCOM INC

-0.65%

-78,220

-0.02%

$27.61

1K+% $376.71

3.19%

PRI

PRIMERICA INC

-0.66%

-6,089

-0.01%

$127.23

122.31% $282.84

1.13%

SPGI

S&P GLOBAL INC

-0.67%

-19,037

-0.05%

$244.98

76.85% $433.25

6.69%

GOOGL

ALPHABET INC-CL A

-0.68%

-47,200

-0.03%

$61.06

511.32% $373.25

4.08%

ICE

INTERCONTINENTAL EXCHANGE IN

-0.69%

-31,376

-0.03%

$92.27

4.08%

ECL

ECOLAB INC

-0.71%

-16,035

-0.03%

$198.04

38.29% $273.87

4.35%

IBKR

INTERACTIVE BROKERS GRO-CL A

-0.72%

-73,624

-0.01%

$13.45

592.45% $93.10

1.34%

TMO

THERMO FISHER SCIENTIFIC INC

-0.81%

-8,117

-0.02%

$291.27

62.27% $472.63

2.81%

GOOG

ALPHABET INC-CL C

-0.81%

-32,740

-0.02%

$60.95

508.86% $371.10

2.37%

TNET

TRINET GROUP INC

-0.93%

-38,849

-0.02%

$62.19

25.13% $46.56

2.50%

TSM

TAIWAN SEMICONDUCTOR-SP ADR

-0.95%

-37,036

-0.02%

$46.48

1.75%