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← William Von Mueffling

William Von Mueffling's 2024Q2 portfolio

William Von Mueffling (Cantillon Capital Management) held 32 positions as of Jun 30, 2024, with the largest position at 8.3% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q2but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Jun 30, 2024 (32)

  1. 1AVGOBroadcom Inc
    % port
    8.3%
    +1.5pp vs prior Q
  2. 2SPGIS&p Global Inc
    % port
    5.7%
    +0.2pp vs prior Qnow 4.4%
  3. 3GOOGLAlphabet Inc-cl A
    % port
    5.6%
    +1.0pp vs prior Qnow 7.1%
  4. 4AMATApplied Materials Inc
    % port
    5.1%
    +0.7pp vs prior Qnow 3.5%
  5. 5ADIAnalog Devices Inc
    % port
    4.6%
    +0.7pp vs prior Qnow 4.0%
  6. 6MSFTMicrosoft Corp
    % port
    4.1%
    +0.3pp vs prior Qnow 2.7%
  7. 7VVisa Inc-class A Shares
    % port
    3.7%
    -0.2pp vs prior Qnow 3.5%
  8. 8TSMTaiwan Semiconductor-sp Adr
    % port
    3.6%
    +0.8pp vs prior Qnow 5.6%
  9. 9ICEIntercontinental Exchange IN
    % port
    3.3%
    now 3.1%
  10. 10EFXEquifax Inc
    % port
    3.0%
    -0.3pp vs prior Qnow 2.1%
  11. 11TMOThermo Fisher Scientific Inc
    % port
    3.0%
    -0.1pp vs prior Qnow 2.5%
  12. 12AAgilent Technologies Inc
    % port
    2.9%
    -0.3pp vs prior Qnow 2.1%
  13. 13CBRECbre Group Inc - A
    % port
    2.9%
    -0.2pp vs prior Qnow 3.5%
  14. 14IBKRInteractive Brokers Gro-cl A
    % port
    2.9%
    +0.3pp vs prior Qnow 5.0%
  15. 15IQVIqvia Holdings Inc
    % port
    2.7%
    -0.1pp vs prior Qnow 1.9%
  16. 16AMTAmerican Tower Corp
    % port
    2.6%
    now 1.8%
  17. 17CMECme Group Inc
    % port
    2.3%
    -0.2pp vs prior Qnow 2.7%
  18. 18AONAon Plc
    % port
    2.2%
    -0.3pp vs prior Qnow 2.4%
  19. 19ENTGEntegris Inc
    % port
    2.2%
    now 1.7%
  20. 20FASTFastenal CO
    % port
    2.1%
    -0.5pp vs prior Qnow 2.5%
  21. 21SSNCSs&c Technologies Holdings
    % port
    1.9%
    now 1.7%
  22. 22LYVLive Nation Entertainment IN
    % port
    1.9%
    -0.2pp vs prior Qnow 2.5%
  23. 23CPCanadian Pacific Kansas City
    % port
    1.8%
    -0.2pp vs prior Qnow 2.3%
  24. 24ADBEAdobe Inc
    % port
    1.6%
    +0.2pp vs prior Q
  25. 25MCOMoody's Corp
    % port
    1.4%
    +0.1pp vs prior Qnow 1.1%
  26. 26TCOMTrip.com Group Ltd-adr
    % port
    1.3%
    now 1.5%
  27. 27TMETencent Music Entertainm-adr
    % port
    1.2%
    now 0.8%
  28. 28YUMYum! Brands Inc
    % port
    1.2%
    now 1.9%
  29. 29UBERUber Technologies Inc
    % port
    1.2%
    now 2.5%
  30. 30ORCLOracle Corp
    % port
    0.9%
    +0.1pp vs prior Qnow 1.3%
  31. 31TWTradeweb Markets Inc-class A
    % port
    0.9%
    now 1.9%
  32. 32FLUTFlutter Entmt Plc
    % port
    0.1%
    now 0.9%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.