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  Philip Morris International Inc. (PM)
← All PM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2013   Q4 0 0.00 Sell 100.00% 2.69 $83.81–91.81 · VW $87.19i SEC
2013   Q3 1,162,101 2.69 Reduce 0.95% 0.03 $82.86–91.40 · VW $87.16i $100,626,000 SEC
2013   Q2 1,173,241 3.10 Add 0.96% 0.03 $86.05–96.73 · VW $91.76i $101,626,000 SEC
2013   Q1 1,162,041 5.80 Add 0.14% <0.01 $84.33–93.61 · VW $90.06i $107,732,000 SEC
2012   Q4 1,160,416 6.55 Reduce 38.05% 4.73 $82.10–94.13 · VW $87.62i $97,057,000 SEC
2012   Q3 1,873,116 12.43 Reduce 1.95% 0.25 $86.11–93.60 · VW $89.93i $168,468,000 SEC
2012   Q2 1,910,460 12.91 Reduce 22.05% 3.64 $81.10–91.05 · VW $86.96i $166,706,000 SEC
2012   Q1 2,450,952 16.51 Add 3.99% 0.63 $72.85–88.86 · VW $81.13i $217,179,000 SEC
2011   Q4 2,356,992 15.74 Add 6.81% 1.00 $60.45–79.42 · VW $72.12i $184,977,000 SEC
2011   Q3 2,206,792 14.01 Add 87.27% 6.53 $62.32–72.74 · VW $67.43i $137,660,000 SEC
2011   Q2 1,178,432 7.65 Reduce 34.66% 4.32 $64.49–71.75 · VW $68.68i $78,683,000 SEC
2011   Q1 1,803,441 12.46 Add 19.47% 2.03 $55.85–65.92 · VW $61.13i $118,360,000 SEC
2010   Q4 1,509,541 11.76 Add 15.17% 1.55 $55.10–60.87 · VW $58.14i $88,353,000 SEC
2010   Q3 1,310,741 9.48 Add 10.91% 0.93 $45.55–57.11 · VW $52.00i $73,428,000 SEC
2010   Q2 1,181,841 12.77 Add 8.59% 1.01 $42.94–53.91 · VW $46.63i $54,175,000 SEC
2010   Q1 1,088,341 13.52 Add 143.84% 7.97 $45.01–53.07 · VW $48.94i $56,768,000 SEC
2009   Q4 446,342 14.58 Reduce 28.89% 6.21 $47.07–52.35 · VW $48.87i $21,509,000 SEC
2009   Q3 627,718 21.50 Add 32.94% 5.33 $42.02–49.95 · VW $46.63i $30,595,000 SEC
2009   Q2 472,170 7.08 Reduce 85.00% 11.29 $35.15–45.44 · VW $40.43i $20,596,000 SEC
2009   Q1 3,147,070 13.28 Add 7.63% 0.94 $32.04–45.02 · VW $36.62i $111,973,000 SEC
2008   Q4 2,923,870 20.01 Buy 20.01 $33.30–51.95 · VW $42.35i $127,218,000 SEC
Price snapshot:
Current price$180.19
52-week low$138.43
52-week high$191.46