Cantillon Capital Management LLC, under direction of William Von Mueffling has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $14.7 Billion distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $1.24B, S&P Global Inc. with a value of $854M, Alphabet Inc. with a value of $837M, Applied Materials Inc with a value of $765M, and Analog Devices Inc with a value of $683M.

Examining the 13F form we can see an decrease of $908M in the current position value, from $15.6B to 14.7B.

Below you can find more details about William Von Mueffling portfolio as well as his latest detailed transactions.

Portfolio value $14.7 Billion
Technology: $5.3 Billion
Financial Services: $3.87 Billion
Healthcare: $1.53 Billion
Communication Services: $1.31 Billion
Industrials: $1.19 Billion
Real Estate: $821 Million
Consumer Cyclical: $382 Million
Basic Materials: $283 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
William Von Mueffling

William Von Mueffling

William Von Mueffling is the founder and CEO of Cantillon Capital Management, a successful investment firm that focuses on global equities. With over 25 years of experience in the financial industry, Von Mueffling has a reputation as a skilled investor and is known for his expertise in value investing.
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Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $14.7 Billion
  • Prior Value $15.6 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 05, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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