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  Novartis AG (NVS)
← All NVS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2007   Q3 0 0.00 Sell 100.00% 0.50 $45.87–50.80 · VW $48.52i SEC
2007   Q2 409,058 0.50 $50.24 $20,552,000 SEC
2007   Q1 409,058 0.60 Reduce 2.91% 0.02 $48.68–54.09 · VW $51.04i $20,024,000 SEC
2006   Q4 421,334 0.68 Reduce 11.15% 0.10 $51.04–55.20 · VW $52.75i $21,686,000 SEC
2006   Q3 474,232 0.86 Add 14.31% 0.11 $47.69–52.85 · VW $50.74i $24,833,000 SEC
2006   Q2 414,861 0.72 Add 31.12% 0.17 $46.34–52.48 · VW $49.91i $20,044,000 SEC
2006   Q1 316,386 0.66 $49.68 $15,717,000 SEC
2005   Q4 316,386 0.71 $47.03 $14,878,000 SEC
2005   Q3 316,386 0.71 $45.70 $14,459,000 SEC
2005   Q2 316,386 0.61 $42.51 $13,449,000 SEC
2005   Q1 316,386 0.64 $41.92 $13,262,000 SEC
2004   Q4 316,386 0.74 Reduce 14.09% 0.10 $40.55–45.49 · VW $43.58i $14,328,000 SEC
2004   Q3 368,280 0.70 Add 566.67% 0.59 $38.72–42.85 · VW $40.86i $12,176,000 SEC
2004   Q2 55,242 0.13 Buy 0.13 $37.40–41.94 · VW $39.96i $1,556,000 SEC
Price snapshot:
Current price$153.37
52-week low$109.02
52-week high$165.43