Cantillon Capital Management William Von Mueffling
Top positions activity
Value History
Quarterly report: Q1 2026
Total portfolio value: $15.1B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
AVGO
|
Broadcom Inc | 1.3B 8.34% | 4.1M | -548.3K ↓11.91% | |
|
GOOGL
|
Alphabet Inc - Class A | 1.1B 7.09% | 3.7M | -500.2K ↓11.87% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 842.7M 5.59% | 2.5M | -335.7K ↓11.87% | |
|
IBKR
|
Interactive Brokers Group Inc - Class A | 754.3M 5.01% | 11.2M | -1.5M ↓11.87% | |
|
SPGI
|
S&P Global Inc | 658.1M 4.37% | 1.5M | -208.3K ↓11.87% | |
|
ADI
|
Analog Devices Inc. | 608.1M 4.04% | 1.9M | -257.3K ↓11.86% | |
|
CBRE
|
CBRE Group Inc - Class A | 532.6M 3.53% | 3.9M | -528.6K ↓11.85% | |
|
AMAT
|
Applied Materials Inc. | 520.2M 3.45% | 1.5M | -1.5M ↓48.82% | |
|
V
|
Visa Inc - Class A | 519.3M 3.45% | 1.7M | -231.3K ↓11.87% | |
|
ICE
|
Intercontinental Exchange Inc | 462.7M 3.07% | 2.9M | -396.0K ↓11.86% | |
|
BLK
|
Blackrock Inc. | 435.9M 2.89% | 453.3K | -61.0K ↓11.86% | |
|
MSFT
|
Microsoft Corporation | 411.7M 2.73% | 1.1M | -149.8K ↓11.87% | |
|
CME
|
CME Group Inc - Class A | 409.5M 2.72% | 1.4M | -186.7K ↓11.87% | |
|
FERG
|
Ferguson Plc. | 408.0M 2.71% | 1.7M | -235.6K ↓11.87% | |
|
FAST
|
Fastenal Co. | 378.9M 2.51% | 8.2M | -1.1M ↓11.87% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 378.3M 2.51% | 769.7K | -103.6K ↓11.87% | |
|
LYV
|
Live Nation Entertainment Inc | 375.9M 2.49% | 2.5M | -332.1K ↓11.87% | |
|
UBER
|
Uber Technologies Inc | 373.6M 2.48% | 5.2M | +53.2K ↑1.03% | |
|
AON
|
Aon plc. - Class A | 353.6M 2.34% | 1.1M | -147.4K ↓11.86% | |
|
CP
|
Canadian Pacific Railway Ltd | 341.7M 2.27% | 4.3M | +136.6K ↑3.25% | |
|
EFX
|
Equifax, Inc. | 322.6M 2.14% | 1.8M | +67.4K ↑3.91% | |
|
A
|
Agilent Technologies Inc. | 313.0M 2.07% | 2.7M | -369.8K ↓11.87% | |
|
IQV
|
IQVIA Holdings Inc | 291.8M 1.93% | 1.7M | -230.2K ↓11.86% | |
|
YUM
|
Yum Brands Inc. | 281.7M 1.87% | 1.8M | -244.1K ↓11.87% | |
|
TW
|
Tradeweb Markets Inc Cls A | 278.5M 1.85% | 2.4M | -321.2K ↓11.95% | |
|
AMT
|
American Tower Corp. | 278.3M 1.84% | 1.6M | -218.1K ↓11.91% | |
|
ENTG
|
Entegris Inc | 254.0M 1.68% | 2.2M | -292.7K ↓11.90% | |
|
SSNC
|
SS&C Technologies Holdings Inc | 253.6M 1.68% | 3.8M | -505.4K ↓11.87% | |
|
ADBE
|
Adobe Inc | 247.9M 1.64% | 1.0M | -137.5K ↓11.88% | |
|
TCOM
|
Trip.com Group Ltd - ADR | 228.5M 1.51% | 4.6M | -80.2K ↓1.72% | |
|
SPOT
|
Spotify Technology S.A. | 213.0M 1.41% | 439.4K | +439.4K Newly Added | |
|
ALC
|
Alcon Inc. - Registered Shares | 188.9M 1.25% | 2.5M | -338.0K ↓11.88% | |
|
ORCL
|
Oracle Corp. | 188.8M 1.25% | 1.3M | +422.5K ↑49.09% | |
|
MCO
|
Moody`s Corp. | 171.2M 1.13% | 392.5K | -52.9K ↓11.87% | |
|
TME
|
Tencent Music Entertainment Group - ADR | 124.2M 0.82% | 13.4M | -5.3M ↓28.47% | |
|
LPLA
|
LPL Financial Holdings Inc | 97.7M 0.64% | 324.9K | -44.1K ↓11.96% | |
|
FWONK
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C | 88.1M 0.58% | 1.0M | -671.2K ↓39.32% |