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  Oracle Corp. (ORCL)
← All ORCL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,283,185 1.25 Add 49.09% 0.41 $134.57–226.29 · VW $195.55i $188,769,345 SEC
2025   Q4 860,677 0.91 Add 0.75% <0.01 $135.25–225.32 · VW $168.66i $167,754,554 SEC
2025   Q3 854,258 1.32 Reduce 1.08% 0.01 $185.63–345.72 · VW $244.43i $240,251,520 SEC
2025   Q2 863,573 1.09 Reduce 2.84% 0.02 $162.60–260.87 · VW $216.53i $188,802,965 SEC
2025   Q1 888,795 0.80 Reduce 3.13% 0.03 $118.86–167.12 · VW $150.50i $124,262,429 SEC
2024   Q4 917,515 0.92 Add 0.56% <0.01 $152.42–198.31 · VW $172.26i $152,894,700 SEC
2024   Q3 912,384 0.95 Reduce 2.94% 0.03 $137.95–196.04 · VW $172.94i $155,470,234 SEC
2024   Q2 939,977 0.89 Reduce 4.86% 0.04 $117.34–146.59 · VW $135.07i $132,724,753 SEC
2024   Q1 987,952 0.78 Buy 0.78 $110.37–132.77 · VW $120.11i $124,096,651 SEC
2013   Q3 0 0.00 Sell 100.00% 4.96 $31.82–35.42 · VW $34.18i SEC
2013   Q2 5,285,106 4.96 Buy 4.96 $29.86–34.75 · VW $32.16i $162,358,000 SEC
2008   Q4 0 0.00 Sell 100.00% 10.38 $15.17–18.70 · VW $16.47i SEC
2008   Q3 7,438,570 10.38 Add 70.64% 4.30 $15.00–22.37 · VW $17.82i $151,077,000 SEC
2008   Q2 4,359,170 3.95 Reduce 8.40% 0.27 $19.98–23.62 · VW $21.84i $91,543,000 SEC
2008   Q1 4,759,170 3.19 Add 54.76% 1.13 $18.20–23.00 · VW $21.35i $93,089,000 SEC
2007   Q4 3,075,200 1.87 Add 3.44% 0.06 $18.18–23.31 · VW $20.10i $69,438,000 SEC
2007   Q3 2,973,000 1.58 Add 0.20% <0.01 $19.06–23.00 · VW $20.75i $64,365,000 SEC
2007   Q2 2,967,000 1.41 Reduce 21.45% 0.44 $18.72–20.98 · VW $19.99i $58,480,000 SEC
2007   Q1 3,777,100 2.06 Buy 2.06 $15.97–19.60 · VW $18.32i $68,479,000 SEC
2006   Q3 0 0.00 Sell 100.00% 1.57 $15.45–19.75 · VW $18.08i SEC
2006   Q2 3,029,687 1.57 Reduce 58.17% 2.43 $13.07–15.95 · VW $14.89i $43,900,000 SEC
2006   Q1 7,242,300 4.18 Add 405.18% 3.35 $12.49–15.21 · VW $13.97i $99,147,000 SEC
2005   Q4 1,433,600 0.84 Buy 0.84 $11.99–13.15 · VW $12.52i $17,504,000 SEC
Price snapshot:
Current price$131.54
Avg. buy price$133.19
+/- since buy-1.24%
52-week low$131.35
52-week high$341.82