AVGOP - Tracking William Von Mueffling's Cantillon Capital Management Portfolio - Q1 2022 Update
- William von Mueffling's 13F portfolio value decreased this quarter from $15.14B to $14.01B.
- Cantillon increased IQVIA Holdings, BlackRock, and Armstrong World Industries during the quarter.
- The portfolio continues to be very concentrated with the top five positions accounting for ~27% of the 13F portfolio.
For further details see:
Tracking William Von Mueffling's Cantillon Capital Management Portfolio - Q1 2022 Update