ICE - Tracking William Von Mueffling's Cantillon Capital Management Portfolio - Q1 2019 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 Mueffling’s regulatory 13F Form filed on 05/01/2019. 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 2018.
This quarter, Mueffling’s 13F portfolio value increased ~14% from $8.29B to $9.41B. The number of holdings decreased from 33 to 31. The portfolio continues to be