William von Mueffling - Cantillon Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    38
Portfolio value:    $15,050,978,966
Holdings Activity Buys Sells    History
Holding/activity history for  Canadian Pacific Kansas City Ltd. (CP)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 4,344,435 2.27 Add 3.25% 0.07 $78.66 $341,733,258 SEC
2025   Q4 4,207,858 1.68 Add 0.81% 0.01 $73.63 $309,824,585 SEC
2025   Q3 4,174,009 1.71 Reduce 1.09% 0.02 $74.49 $310,921,930 SEC
2025   Q2 4,219,911 1.93 Add 16.79% 0.28 $79.27 $334,512,345 SEC
2025   Q1 3,613,392 1.64 Reduce 3.00% 0.05 $70.21 $253,696,252 SEC
2024   Q4 3,725,023 1.63 Add 0.54% <0.01 $72.37 $269,579,914 SEC
2024   Q3 3,705,152 1.94 Add 9.15% 0.16 $85.54 $316,938,702 SEC
2024   Q2 3,394,564 1.79 Reduce 4.85% 0.10 $78.73 $267,254,024 SEC
2024   Q1 3,567,692 1.98 Add 49.06% 0.65 $88.17 $314,563,404 SEC
2023   Q4 2,393,492 1.26 Add 111.12% 0.66 $79.06 $189,229,477 SEC
2023   Q3 1,133,714 0.63 Buy 0.63 $74.41 $84,359,659 SEC