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)
← All CP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 4,344,435 2.27 Add 3.25% 0.07 $76.30–91.46 · VW $85.69i $341,733,258 SEC
2025   Q4 4,207,858 1.68 Add 0.81% 0.01 $70.01–88.96 · VW $82.19i $309,824,585 SEC
2025   Q3 4,174,009 1.71 Reduce 1.09% 0.02 $68.42–78.49 · VW $73.16i $310,921,930 SEC
2025   Q2 4,219,911 1.93 Add 16.79% 0.28 $72.33–83.65 · VW $77.39i $334,512,345 SEC
2025   Q1 3,613,392 1.64 Reduce 3.00% 0.05 $66.49–82.35 · VW $76.83i $253,696,252 SEC
2024   Q4 3,725,023 1.63 Add 0.54% <0.01 $70.89–82.53 · VW $77.11i $269,579,914 SEC
2024   Q3 3,705,152 1.94 Add 9.15% 0.16 $72.69–87.72 · VW $79.00i $316,938,702 SEC
2024   Q2 3,394,564 1.79 Reduce 4.85% 0.10 $75.18–85.88 · VW $81.33i $267,254,024 SEC
2024   Q1 3,567,692 1.98 Add 49.06% 0.65 $72.29–91.58 · VW $81.08i $314,563,404 SEC
2023   Q4 2,393,492 1.26 Add 111.12% 0.66 $72.11–86.92 · VW $81.35i $189,229,477 SEC
2023   Q3 1,133,714 0.63 Buy 0.63 $68.92–80.47 · VW $73.80i $84,359,659 SEC
Price snapshot:
Current price$91.35
Avg. buy price$80.59
+/- since buy13.35%
52-week low$68.13
52-week high$91.56