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 11/04/2019. 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 Q2 2019.
This quarter, Mueffling’s 13F portfolio value increased ~4%, from $9.90B to $10.29B. The number of holdings increased from 31 to 32. The portfolio continues to be