FERG - Tracking William Von Mueffling's Cantillon Capital Management Portfolio - Q4 2024 Update
2025-02-05 22:03:48 ET
Summary
- William von Mueffling’s 13F portfolio value increased to $16.55B, with the number of holdings decreasing from 38 to 36.
- The top five positions are Broadcom, S&P Global, Alphabet, Visa, and CBRE Group. They represent ~29% of the portfolio.
- Significant stake increases were made in Broadcom, S&P Global, Alphabet, Visa, CBRE Group, and several other key stocks.
- Minor trimming occurred in BlackRock and Trip.com Group, while small stakes in CDW Corp. and Credit Acceptance Corporation were disposed of.
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 William von Mueffling’s regulatory 13F Form filed on 02/05/2025. 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 Q3 2024....
Tracking William Von Mueffling's Cantillon Capital Management Portfolio - Q4 2024 Update