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  Alphabet Inc. (GOOGL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 3,715,061 7.10 Reduce 11.87% 0.85 $287.56 $1,068,302,941 SEC
2025   Q4 4,215,234 7.13 Add 0.76% 0.05 $313.00 $1,319,368,242 SEC
2025   Q3 4,183,532 5.60 Reduce 1.09% 0.05 $243.10 $1,017,016,629 SEC
2025   Q2 4,229,590 4.31 Reduce 2.82% 0.12 $176.23 $745,380,646 SEC
2025   Q1 4,352,428 4.36 Reduce 3.00% 0.15 $154.64 $673,059,466 SEC
2024   Q4 4,487,038 5.13 Add 0.53% 0.03 $189.30 $849,396,294 SEC
2024   Q3 4,463,248 4.53 Reduce 2.90% 0.16 $165.85 $740,229,681 SEC
2024   Q2 4,596,412 5.60 Reduce 4.85% 0.22 $182.15 $837,236,446 SEC
2024   Q1 4,830,894 4.59 Add 13.25% 0.54 $150.93 $729,126,832 SEC
2023   Q4 4,265,676 3.98 Reduce 2.36% 0.10 $139.69 $595,872,281 SEC
2023   Q3 4,368,706 4.24 Reduce 0.36% 0.01 $130.86 $571,688,867 SEC
2023   Q2 4,384,547 3.67 Add 6.39% 0.22 $119.70 $524,830,276 SEC
2023   Q1 4,121,329 3.48 Reduce 28.65% 1.24 $103.73 $427,505,457 SEC
2022   Q4 5,775,976 4.32 Reduce 1.92% 0.10 $88.23 $509,614,362 SEC
2022   Q3 5,889,126 5.10 Add 1,880.87% 4.84 $95.65 $563,295,000 SEC
2022   Q2 297,300 5.41 Reduce 0.44% 0.03 $2,179.26 $647,894,000 SEC
2022   Q1 298,611 5.93 Add 2.84% 0.16 $2,781.35 $830,542,000 SEC
2021   Q4 290,373 5.56 Reduce 6.93% 0.39 $2,897.04 $841,223,000 SEC
2021   Q3 311,989 5.69 Reduce 1.65% 0.09 $2,673.52 $834,109,000 SEC
2021   Q2 317,231 5.22 Reduce 1.36% 0.07 $2,441.79 $774,612,000 SEC
2021   Q1 321,603 4.83 Reduce 3.71% 0.16 $2,062.52 $663,312,000 SEC
2020   Q4 334,004 4.39 Reduce 0.42% 0.02 $1,752.64 $585,389,000 SEC
2020   Q3 335,423 4.11 Reduce 1.09% 0.05 $1,465.60 $491,596,000 SEC
2020   Q2 339,104 4.18 Add 0.96% 0.04 $1,418.05 $480,867,000 SEC
2020   Q1 335,886 4.32 Reduce 0.18% <0.01 $1,161.95 $390,283,000 SEC
2019   Q4 336,508 4.19 Reduce 2.11% 0.09 $1,339.39 $450,715,000 SEC
2019   Q3 343,771 4.08 Reduce 0.68% 0.03 $1,221.14 $419,792,000 SEC
2019   Q2 346,131 3.79 Reduce 1.92% 0.08 $1,082.80 $374,790,000 SEC
2019   Q1 352,912 4.41 Reduce 0.52% 0.02 $1,176.89 $415,339,000 SEC
2018   Q4 354,746 4.47 Add 0.75% 0.03 $1,044.96 $370,695,000 SEC
2018   Q3 352,095 4.78 Reduce 6.32% 0.29 $1,207.08 $425,006,000 SEC
2018   Q2 375,829 4.57 Reduce 2.78% 0.13 $1,129.19 $424,383,000 SEC
2018   Q1 386,580 4.56 Reduce 2.01% 0.10 $1,037.14 $400,938,000 SEC
2017   Q4 394,511 4.92 Reduce 6.54% 0.31 $1,053.40 $415,578,000 SEC
2017   Q3 422,127 4.78 Reduce 2.99% 0.15 $973.72 $411,033,000 SEC
2017   Q2 435,119 5.05 Reduce 4.02% 0.20 $929.68 $404,522,000 SEC
2017   Q1 453,325 4.91 Reduce 0.70% 0.04 $847.80 $384,329,000 SEC
2016   Q4 456,511 5.07 Reduce 3.08% 0.16 $792.45 $361,762,000 SEC
2016   Q3 471,001 5.35 Reduce 0.41% 0.02 $804.06 $378,713,000 SEC
2016   Q2 472,961 5.60 Reduce 2.66% 0.19 $703.53 $332,742,000 SEC
2016   Q1 485,897 6.97 Reduce 3.76% 0.32 $762.90 $370,691,000 SEC
2015   Q4 504,895 8.58 Buy 8.58 $778.01 $392,813,000 SEC