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  Microsoft Corp. (MSFT)
← All MSFT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,112,265 2.74 Reduce 11.87% 0.39 $356.28–450.33 · VW $418.95i $411,727,135 SEC
2025   Q4 1,262,019 3.30 Add 0.76% 0.02 $381.71–493.50 · VW $422.65i $610,337,629 SEC
2025   Q3 1,252,524 3.57 Reduce 1.09% 0.04 $464.89–553.72 · VW $503.54i $648,744,805 SEC
2025   Q2 1,266,324 3.64 Reduce 2.82% 0.09 $456.89–555.45 · VW $506.34i $629,882,221 SEC
2025   Q1 1,303,090 3.17 Reduce 3.00% 0.10 $344.79–462.52 · VW $422.56i $489,166,956 SEC
2024   Q4 1,343,400 3.42 Add 0.53% 0.02 $386.57–456.16 · VW $413.24i $566,243,100 SEC
2024   Q3 1,336,271 3.52 Reduce 2.89% 0.12 $400.80–441.85 · VW $422.04i $574,997,411 SEC
2024   Q2 1,376,106 4.11 Reduce 4.85% 0.19 $385.58–468.35 · VW $423.69i $615,050,577 SEC
2024   Q1 1,446,272 3.83 Reduce 1.97% 0.07 $388.03–433.60 · VW $412.25i $608,475,556 SEC
2023   Q4 1,475,277 3.71 Reduce 2.36% 0.08 $362.90–420.82 · VW $399.12i $554,763,163 SEC
2023   Q3 1,511,009 3.54 Reduce 0.39% 0.01 $309.45–384.30 · VW $357.55i $477,101,092 SEC
2023   Q2 1,516,885 3.61 Add 6.35% 0.22 $311.55–366.78 · VW $335.36i $516,560,018 SEC
2023   Q1 1,426,377 3.35 Add 20.39% 0.57 $245.61–335.94 · VW $303.31i $411,224,489 SEC
2022   Q4 1,184,819 2.41 Reduce 1.87% 0.05 $219.35–276.76 · VW $248.51i $284,143,292 SEC
2022   Q3 1,207,444 2.55 Add 13.04% 0.29 $213.43–267.45 · VW $245.34i $281,214,000 SEC
2022   Q2 1,068,121 2.29 Add 12.68% 0.26 $241.51–294.18 · VW $265.72i $274,326,000 SEC
2022   Q1 947,955 2.09 Add 2.88% 0.06 $246.44–315.95 · VW $278.09i $292,264,000 SEC
2021   Q4 921,442 2.05 Reduce 6.78% 0.13 $271.52–344.30 · VW $304.87i $309,900,000 SEC
2021   Q3 988,417 1.90 Reduce 1.86% 0.03 $280.25–349.67 · VW $320.17i $278,655,000 SEC
2021   Q2 1,007,149 1.84 Add 56.70% 0.67 $243.00–305.84 · VW $283.57i $272,837,000 SEC
2021   Q1 642,731 1.10 Reduce 3.22% 0.04 $224.26–263.19 · VW $245.71i $151,537,000 SEC
2020   Q4 664,113 1.11 Reduce 0.44% <0.01 $209.11–246.13 · VW $229.21i $147,712,000 SEC
2020   Q3 667,051 1.17 Reduce 1.08% 0.01 $196.25–232.86 · VW $214.39i $140,301,000 SEC
2020   Q2 674,367 1.19 Add 1.03% 0.01 $181.35–231.15 · VW $212.68i $137,241,000 SEC
2020   Q1 667,460 1.16 Buy 1.16 $132.52–187.51 · VW $167.76i $105,265,000 SEC
Price snapshot:
Current price$390.99
Avg. buy price$233.97
+/- since buy67.11%
52-week low$349.20
52-week high$551.05