Cantillon Capital Management William Von Mueffling
Top positions activity
Value History
Quarterly report: Q4 2024
Total portfolio value: $16.5B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
AVGO
|
Broadcom Inc | 1.7B 10.32% | 7.4M | +39.5K ↑0.54% | |
|
SPGI
|
S&P Global Inc | 930.7M 5.62% | 1.9M | +9.9K ↑0.53% | |
|
GOOGL
|
Alphabet Inc - Class A | 849.4M 5.13% | 4.5M | +23.8K ↑0.53% | |
|
V
|
Visa Inc - Class A | 655.8M 3.96% | 2.1M | +11.0K ↑0.53% | |
|
CBRE
|
CBRE Group Inc - Class A | 623.4M 3.76% | 4.7M | +25.1K ↑0.53% | |
|
IBKR
|
Interactive Brokers Group Inc - Class A | 599.9M 3.62% | 3.4M | +18.0K ↑0.53% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 594.8M 3.59% | 3.0M | +16.0K ↑0.53% | |
|
MSFT
|
Microsoft Corporation | 566.2M 3.42% | 1.3M | +7.1K ↑0.53% | |
|
ICE
|
Intercontinental Exchange Inc | 529.5M 3.19% | 3.6M | +18.9K ↑0.53% | |
|
AMAT
|
Applied Materials Inc. | 514.8M 3.11% | 3.2M | +16.8K ↑0.53% | |
|
BLK
|
Blackrock Inc. | 495.9M 2.99% | 483.8K | +483.8K Newly Added | |
|
ADI
|
Analog Devices Inc. | 490.6M 2.96% | 2.3M | +12.2K ↑0.53% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 483.7M 2.92% | 929.9K | +130.9K ↑16.38% | |
|
AON
|
Aon plc. - Class A | 475.3M 2.87% | 1.3M | +7.0K ↑0.53% | |
|
EFX
|
Equifax, Inc. | 467.7M 2.82% | 1.8M | +9.7K ↑0.53% | |
|
A
|
Agilent Technologies Inc. | 445.5M 2.69% | 3.3M | +17.6K ↑0.53% | |
|
IQV
|
IQVIA Holdings Inc | 406.0M 2.45% | 2.1M | +226.0K ↑12.28% | |
|
CME
|
CME Group Inc - Class A | 388.9M 2.34% | 1.7M | +9.6K ↑0.58% | |
|
LYV
|
Live Nation Entertainment Inc | 385.6M 2.33% | 3.0M | +15.9K ↑0.54% | |
|
FERG
|
Ferguson Plc. | 366.5M 2.21% | 2.1M | +415.0K ↑24.46% | |
|
AMT
|
American Tower Corp. | 357.2M 2.15% | 1.9M | +10.3K ↑0.53% | |
|
FAST
|
Fastenal Co. | 354.7M 2.14% | 4.9M | +26.3K ↑0.54% | |
|
SSNC
|
SS&C Technologies Holdings Inc | 343.5M 2.07% | 4.5M | +25.9K ↑0.57% | |
|
TCOM
|
Trip.com Group Ltd - ADR | 326.1M 1.97% | 4.7M | -119.6K ↓2.46% | |
|
ADBE
|
Adobe Inc | 273.4M 1.65% | 614.9K | +95.2K ↑18.33% | |
|
ECL
|
Ecolab, Inc. | 272.3M 1.64% | 1.2M | +6.2K ↑0.54% | |
|
CP
|
Canadian Pacific Railway Ltd | 269.6M 1.62% | 3.7M | +19.9K ↑0.54% | |
|
ENTG
|
Entegris Inc | 259.2M 1.56% | 2.6M | +291.9K ↑12.56% | |
|
YUM
|
Yum Brands Inc. | 252.3M 1.52% | 1.9M | +452.3K ↑31.68% | |
|
TME
|
Tencent Music Entertainment Group - ADR | 247.9M 1.49% | 21.8M | +3.4M ↑18.34% | |
|
UBER
|
Uber Technologies Inc | 243.9M 1.47% | 4.0M | +21.6K ↑0.54% | |
|
MCO
|
Moody`s Corp. | 224.4M 1.35% | 474.1K | +2.5K ↑0.54% | |
|
ZTS
|
Zoetis Inc - Class A | 210.7M 1.27% | 1.3M | +6.9K ↑0.54% | |
|
TW
|
Tradeweb Markets Inc Cls A | 157.0M 0.94% | 1.2M | +6.4K ↑0.54% | |
|
ORCL
|
Oracle Corp. | 152.9M 0.92% | 917.5K | +5.1K ↑0.56% |
Sold Out Positions
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