2024-11-07 21:10:50 ET
Summary
- William von Mueffling’s 13F portfolio value increased ~9% to $16.35B, with the top five positions representing ~26% of the total holdings.
- Significant stake increases include Flutter Entertainment, Aon plc, Canadian Pacific, Uber Technologies, and Adobe Systems.
- The Analog Devices stake was reduced substantially this quarter.
- The portfolio remains heavily concentrated, with Broadcom being the largest position at 7.73% of the portfolio.
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 11/07/2024. 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 2024....
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For further details see:
Tracking William Von Mueffling's Cantillon Capital Management Portfolio - Q3 2024 Update