Cantillon Capital Management LLC, under direction of William Von Mueffling has filed its 13F form on February 07, 2024 for Q4 2023 where it was disclosed a total value porftolio of $14.8 Billion distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $1.03B, S&P Global Inc. with a value of $931M, Analog Devices Inc with a value of $637M, Alphabet Inc. with a value of $596M, and Visa Inc. with a value of $593M.

Examining the 13F form we can see an increase of $1.38B in the current position value, from $13.4B to 14.8B.

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

Portfolio value $14.8 Billion
Technology: $5.07 Billion
Financial Services: $3.93 Billion
Healthcare: $1.88 Billion
Industrials: $1.61 Billion
Real Estate: $947 Million
Communication Services: $853 Million
Basic Materials: $253 Million
Consumer Cyclical: $232 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
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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 74
  • Current Value $14.8 Billion
  • Prior Value $13.4 Billion
  • Filing
  • Period Q4 2023
  • Filing Date February 07, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 0 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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