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  Adobe Inc. (ADBE)
← All ADBE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,019,710 1.65 Reduce 11.88% 0.26 $224.13–299.38 · VW $256.54i $247,871,107 SEC
2025   Q4 1,157,237 2.19 Add 15.69% 0.30 $284.60–362.71 · VW $313.52i $405,021,378 SEC
2025   Q3 1,000,308 1.94 Add 16.77% 0.28 $327.50–370.86 · VW $346.22i $352,858,647 SEC
2025   Q2 856,629 1.92 Add 7.50% 0.13 $354.27–422.95 · VW $378.30i $331,412,627 SEC
2025   Q1 796,886 1.98 Add 29.60% 0.45 $332.01–465.70 · VW $390.90i $305,629,687 SEC
2024   Q4 614,862 1.65 Add 18.33% 0.26 $403.75–557.90 · VW $466.37i $273,416,834 SEC
2024   Q3 519,627 1.65 Add 18.17% 0.25 $477.38–587.75 · VW $514.40i $269,052,468 SEC
2024   Q2 439,729 1.63 Reduce 4.35% 0.06 $433.97–580.55 · VW $522.06i $244,287,049 SEC
2024   Q1 459,715 1.46 Add 20.22% 0.25 $462.28–638.25 · VW $521.12i $231,972,189 SEC
2023   Q4 382,406 1.52 Reduce 2.35% 0.03 $534.00–636.25 · VW $596.01i $228,143,419 SEC
2023   Q3 391,620 1.48 Reduce 0.39% <0.01 $498.70–574.40 · VW $535.05i $199,687,038 SEC
2023   Q2 393,152 1.34 Add 6.40% 0.08 $331.89–552.94 · VW $477.00i $192,247,397 SEC
2023   Q1 369,506 1.16 Reduce 1.97% 0.02 $318.60–402.49 · VW $366.22i $142,396,527 SEC
2022   Q4 376,950 1.07 Reduce 1.47% 0.01 $278.23–373.42 · VW $340.66i $126,854,984 SEC
2022   Q3 382,590 0.95 Reduce 0.77% <0.01 $274.73–451.15 · VW $348.13i $105,289,000 SEC
2022   Q2 385,562 1.18 Buy 1.18 $338.00–441.90 · VW $396.67i $141,139,000 SEC
Price snapshot:
Current price$230.61
Avg. buy price$394.19
+/- since buy-41.50%
52-week low$190.12
52-week high$376.16