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William Von Mueffling
Cantillon Capital Management
Portfolio Value: $185.6M
Holdings: 29
Period: Q2 2025
| Stock | MOI Signal Rank▼ | % of Portfolio▼ | Recent Activity▼ | Shares | Value▼ | Reported Price | Current Price | Change▼ |
|---|---|---|---|---|---|---|---|---|
| PHYS | 6.0 | 1.67% | Buy | 253.4K | $3.1M | $12.24 | — | — |
| CRWD | 5.8 | 0.15% | Buy | 561 | $285K | $508.02 | — | — |
| AMZN | 5.2 | 0.12% | Buy | 1.0K | $219K | $219.00 | $272.68 | +24.5% |
| TSLA | 2.1 | 3.28% | Hold | 19.1K | $6.1M | $317.66 | — | — |
| BRK.B | 2.0 | 13.80% | Reduce 2% | 52.7K | $25.6M | $485.77 | — | — |
| GOOG | 2.0 | 7.40% | Reduce 1% | 77.4K | $13.7M | $177.38 | $397.05 | +123.8% |
| MSFT | 2.0 | 7.28% | Reduce 2% | 27.2K | $13.5M | $497.42 | $415.12 | -16.5% |
| GDX | 2.0 | 6.63% | Reduce 1% | 236.2K | $12.3M | $52.06 | $94.59 | +81.7% |
| GOOGL | 2.0 | 6.03% | Reduce 1% | 63.5K | $11.2M | $176.22 | $400.80 | +127.4% |
| RUFF | 2.0 | 5.90% | Reduce 1% | 248.7K | $10.9M | $44.01 | — | — |
| AAPL | 2.0 | 5.86% | Reduce 2% | 53.0K | $10.9M | $205.17 | — | — |
| ABT | 2.0 | 4.95% | Reduce 2% | 67.5K | $9.2M | $136.00 | — | — |
| KKR | 2.0 | 3.88% | Reduce 3% | 54.2K | $7.2M | $133.01 | — | — |
| ABBV | 2.0 | 3.83% | Reduce 1% | 38.3K | $7.1M | $185.61 | — | — |
| CSCO | 2.0 | 3.51% | Reduce 1% | 93.9K | $6.5M | $69.37 | — | — |
| RAYS | 2.0 | 3.40% | Reduce 2% | 100.7K | $6.3M | $62.65 | — | — |
| LMT | 2.0 | 2.83% | Reduce 2% | 11.3K | $5.3M | $463.11 | — | — |
| RPRX | 2.0 | 2.55% | Reduce 1% | 131.3K | $4.7M | $36.03 | — | — |
| URNM | 2.0 | 2.24% | Reduce 3% | 86.8K | $4.2M | $47.92 | — | — |
| MINDX | 2.0 | 2.18% | Reduce 2% | 123.6K | $4.0M | $32.73 | — | — |
| RYPNX | 2.0 | 1.58% | Reduce 3% | 195.2K | $2.9M | $15.05 | — | — |
| WAMA | 2.0 | 1.26% | Reduce <1% | 27.9K | $2.3M | $83.73 | — | — |
| HHH | 2.0 | 0.54% | Reduce 3% | 14.8K | $1.0M | $67.44 | $65.77 | -2.5% |
| SWOBX | 1.6 | 0.33% | Hold | 15.4K | $616K | $39.99 | — | — |
| PHYS | 1.6 | 0.16% | Hold | 12.0K | $304K | $25.33 | — | — |
| HD | 1.6 | 0.13% | Hold | 636 | $233K | $366.35 | — | — |
| AAPD | 1.6 | 0.09% | Hold | 10.0K | $175K | $17.50 | — | — |
| GLD | 0.0 | 7.97% | Reduce 21% | 48.5K | $14.8M | $304.83 | $433.77 | +42.3% |
| SPY | 0.0 | 0.45% | Reduce 98% | 1.0K | $841K | $841.00 | — | — |
| XLE | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |