Analysis of Cantillon Capital Management's Portfolio by William von Mueffling for Q2 2024
Tuesday, 6 August 2024, 04:47
Portfolio Overview
William von Mueffling's Cantillon Capital Management reported a decrease in the value of their portfolio, which now stands at $14.96 billion. This reflects a decline of approximately 6% since the last quarter.
Key Holdings
- The portfolio includes a total of 39 holdings.
- Top five positions account for a significant portion of the total portfolio.
This high concentration in selected stocks suggests a strategic focus that could shape future investment outcomes.
Conclusion
Investors should remain attentive to potential changes in investment strategies as these may influence Cantillon's market performance going forward.
This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.