ADI - Tracking William Von Mueffling's Cantillon Capital Management Portfolio - Q4 2017 Update
This article is part of a series that provides an ongoing analysis of the changes made to William Von Mueffling’s US stock portfolio on a quarterly basis. It is based on Mueffling’s regulatory 13F Form filed on 02/12/2018. 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 highlighting the fund’s moves during Q3 2017.
This quarter, Mueffling’s US long portfolio value decreased marginally from $8.60B to $8.44B. The number of holdings remained steady at 30. The portfolio continues to be