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← William Von Mueffling

William Von Mueffling's 2024Q3 portfolio

William Von Mueffling (Cantillon Capital Management) held 33 positions as of Sep 30, 2024, with the largest position at 7.7% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q3but 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 Sep 30, 2024 (33)

  1. 1AVGOBroadcom Inc
    % port
    7.7%
    -0.6pp vs prior Qnow 8.3%
  2. 2SPGIS&p Global Inc
    % port
    5.9%
    +0.2pp vs prior Qnow 4.4%
  3. 3GOOGLAlphabet Inc-cl A
    % port
    4.5%
    -1.1pp vs prior Qnow 7.1%
  4. 4AMATApplied Materials Inc
    % port
    3.9%
    -1.2pp vs prior Qnow 3.5%
  5. 5CBRECbre Group Inc - A
    % port
    3.6%
    +0.7pp vs prior Q
  6. 6MSFTMicrosoft Corp
    % port
    3.5%
    -0.6pp vs prior Qnow 2.7%
  7. 7FLUTFlutter Entmt Plc
    % port
    3.5%
    +3.4pp vs prior Qnow 0.9%
  8. 8ICEIntercontinental Exchange IN
    % port
    3.5%
    +0.1pp vs prior Qnow 3.1%
  9. 9VVisa Inc-class A Shares
    % port
    3.5%
    -0.3pp vs prior Q
  10. 10EFXEquifax Inc
    % port
    3.3%
    +0.2pp vs prior Qnow 2.1%
  11. 11ADIAnalog Devices Inc
    % port
    3.2%
    -1.3pp vs prior Qnow 4.0%
  12. 12TSMTaiwan Semiconductor-sp Adr
    % port
    3.2%
    -0.4pp vs prior Qnow 5.6%
  13. 13TMOThermo Fisher Scientific Inc
    % port
    3.0%
    now 2.5%
  14. 14AAgilent Technologies Inc
    % port
    3.0%
    now 2.1%
  15. 15IBKRInteractive Brokers Gro-cl A
    % port
    2.9%
    now 5.0%
  16. 16AONAon Plc
    % port
    2.8%
    +0.6pp vs prior Qnow 2.4%
  17. 17AMTAmerican Tower Corp
    % port
    2.8%
    +0.2pp vs prior Qnow 1.8%
  18. 18IQVIqvia Holdings Inc
    % port
    2.7%
    now 1.9%
  19. 19CMECme Group Inc
    % port
    2.2%
    now 2.7%
  20. 20FASTFastenal CO
    % port
    2.1%
    now 2.5%
  21. 21FERGFerguson Enterprises Inc
    % port
    2.1%
    now 2.7%
  22. 22SSNCSs&c Technologies Holdings
    % port
    2.0%
    now 1.7%
  23. 23LYVLive Nation Entertainment IN
    % port
    2.0%
    now 2.5%
  24. 24CPCanadian Pacific Kansas City
    % port
    1.9%
    +0.2pp vs prior Qnow 2.3%
  25. 25UBERUber Technologies Inc
    % port
    1.8%
    +0.7pp vs prior Qnow 2.5%
  26. 26TCOMTrip.com Group Ltd-adr
    % port
    1.8%
    +0.4pp vs prior Qnow 1.5%
  27. 27ADBEAdobe Inc
    % port
    1.6%
  28. 28ENTGEntegris Inc
    % port
    1.6%
    -0.6pp vs prior Q
  29. 29MCOMoody's Corp
    % port
    1.4%
    now 1.1%
  30. 30TMETencent Music Entertainm-adr
    % port
    1.4%
    +0.1pp vs prior Qnow 0.8%
  31. 31YUMYum! Brands Inc
    % port
    1.2%
    now 1.9%
  32. 32ORCLOracle Corp
    % port
    1.0%
    now 1.3%
  33. 33TWTradeweb Markets Inc-class A
    % port
    0.9%
    now 1.9%

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.