ZTS - Tracking William Von Mueffling's Cantillon Capital Management Portfolio - Q1 2020 Update
This article is part of a series that provides an ongoing analysis of the changes made to William Von Mueffling’s 13F stock portfolio on a quarterly basis. It is based on Von Mueffling’s regulatory 13F Form filed on 04/30/2020. Please visit our Tracking William Von Mueffling's Cantillon Capital Management Portfolio series to get an idea of his investment philosophy and our previous update for the fund’s moves during Q4 2019.
This quarter, Von Mueffling’s 13F portfolio value decreased ~16% from $10.75B to $9.04B. The number of holdings increased from 33 to 35. The portfolio continues