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  Broadcom Inc. (AVGO)
← All AVGO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 4,056,002 8.34 Reduce 11.91% 1.03 $289.96–360.66 · VW $324.55i $1,255,373,179 SEC
2025   Q4 4,604,301 8.62 Reduce 2.03% 0.17 $321.42–414.61 · VW $364.72i $1,593,548,576 SEC
2025   Q3 4,699,739 8.54 Reduce 14.25% 1.24 $262.66–374.23 · VW $310.27i $1,550,490,893 SEC
2025   Q2 5,480,780 8.73 Reduce 13.10% 0.90 $138.10–277.71 · VW $217.12i $1,510,777,007 SEC
2025   Q1 6,306,874 6.84 Reduce 14.44% 1.49 $160.62–249.59 · VW $201.02i $1,055,959,914 SEC
2024   Q4 7,370,870 10.33 Add 0.54% 0.06 $157.54–251.88 · VW $195.30i $1,708,862,501 SEC
2024   Q3 7,331,393 7.73 Reduce 5.04% 0.42 $128.50–180.25 · VW $159.58i $1,264,665,293 SEC
2024   Q2 7,720,770 8.29 Reduce 4.88% 0.33 $119.76–185.16 · VW $144.82i $1,239,592,786 SEC
2024   Q1 8,116,870 6.77 Reduce 12.37% 0.85 $104.15–143.82 · VW $126.08i $1,075,818,067 SEC
2023   Q4 9,262,760 6.91 Reduce 2.37% 0.14 $80.89–115.18 · VW $96.95i $1,033,955,586 SEC
2023   Q3 9,487,630 5.85 Reduce 9.44% 0.60 $79.51–92.37 · VW $87.28i $788,023,573 SEC
2023   Q2 10,477,170 6.35 Add 6.35% 0.38 $60.13–92.18 · VW $77.82i $908,821,157 SEC
2023   Q1 9,851,570 5.15 Reduce 1.57% 0.07 $55.00–64.85 · VW $60.27i $632,017,622 SEC
2022   Q4 10,008,430 4.74 Reduce 2.02% 0.08 $41.51–58.56 · VW $51.04i $559,601,346 SEC
2022   Q3 10,214,890 4.11 Reduce 0.93% 0.04 $44.36–56.06 · VW $49.77i $453,551,000 SEC
2022   Q2 10,310,720 4.18 Reduce 0.45% 0.02 $48.07–63.67 · VW $55.63i $500,905,000 SEC
2022   Q1 10,357,320 4.66 Add 2.96% 0.13 $51.34–67.22 · VW $59.62i $652,180,000 SEC
2021   Q4 10,060,000 4.42 Reduce 7.08% 0.25 $47.28–67.78 · VW $57.78i $669,402,000 SEC
2021   Q3 10,827,060 3.58 Reduce 1.50% 0.05 $45.57–51.07 · VW $48.72i $525,037,000 SEC
2021   Q2 10,991,920 3.53 Reduce 1.25% 0.05 $41.91–48.96 · VW $46.41i $524,139,000 SEC
2021   Q1 11,130,590 3.76 Reduce 3.62% 0.14 $41.93–49.51 · VW $45.88i $516,081,000 SEC
2020   Q4 11,548,960 3.79 Reduce 0.68% 0.02 $34.44–43.85 · VW $39.20i $505,671,000 SEC
2020   Q3 11,627,960 3.54 Reduce 1.02% 0.03 $30.42–37.90 · VW $34.13i $423,630,000 SEC
2020   Q2 11,748,300 3.22 Add 1.02% 0.03 $21.97–32.81 · VW $28.28i $370,789,000 SEC
2020   Q1 11,629,760 3.05 Reduce 0.13% <0.01 $15.57–33.16 · VW $26.15i $275,741,000 SEC
2019   Q4 11,644,390 3.42 Reduce 2.15% 0.07 $26.72–33.12 · VW $30.51i $367,986,000 SEC
2019   Q3 11,900,510 3.19 Reduce 0.65% 0.02 $26.25–30.58 · VW $28.45i $328,537,000 SEC
2019   Q2 11,978,730 3.48 Add 18.98% 0.56 $25.01–32.32 · VW $28.46i $344,820,000 SEC
2019   Q1 10,067,740 3.22 Add 9.85% 0.29 $23.03–30.33 · VW $27.31i $302,747,000 SEC
2018   Q4 9,165,050 2.81 Add 0.93% 0.03 $20.82–26.16 · VW $23.57i $233,049,000 SEC
2018   Q3 9,080,280 2.52 Reduce 34.82% 1.27 $19.75–25.18 · VW $22.57i $224,038,000 SEC
2018   Q2 13,930,590 3.64 Buy 3.64 $22.20–27.18 · VW $24.38i $338,012,000 SEC
Price snapshot:
Current price$384.05
Avg. buy price$31.24
+/- since buy1,129.27%
52-week low$267.62
52-week high$494.22