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← William Von Mueffling

William Von Mueffling's 2024Q4 portfolio

William Von Mueffling (Cantillon Capital Management) held 34 positions as of Dec 31, 2024, with the largest position at 10.3% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q4but 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 Dec 31, 2024 (34)

  1. 1AVGOBroadcom Inc
    % port
    10.3%
    +2.6pp vs prior Qnow 8.3%
  2. 2SPGIS&p Global Inc
    % port
    5.6%
    -0.2pp vs prior Qnow 4.4%
  3. 3GOOGLAlphabet Inc-cl A
    % port
    5.1%
    +0.6pp vs prior Qnow 7.1%
  4. 4VVisa Inc-class A Shares
    % port
    4.0%
    +0.5pp vs prior Qnow 3.5%
  5. 5CBRECbre Group Inc - A
    % port
    3.8%
    +0.2pp vs prior Qnow 3.5%
  6. 6FLUTFlutter Entmt Plc
    % port
    3.8%
    +0.3pp vs prior Qnow 0.9%
  7. 7IBKRInteractive Brokers Gro-cl A
    % port
    3.6%
    +0.7pp vs prior Qnow 5.0%
  8. 8TSMTaiwan Semiconductor-sp Adr
    % port
    3.6%
    +0.4pp vs prior Qnow 5.6%
  9. 9MSFTMicrosoft Corp
    % port
    3.4%
    now 2.7%
  10. 10ICEIntercontinental Exchange IN
    % port
    3.2%
    -0.3pp vs prior Qnow 3.1%
  11. 11AMATApplied Materials Inc
    % port
    3.1%
    -0.8pp vs prior Qnow 3.5%
  12. 12BLKBlackrock Inc
    % port
    3.0%
    now 2.9%
  13. 13ADIAnalog Devices Inc
    % port
    3.0%
    -0.3pp vs prior Qnow 4.0%
  14. 14TMOThermo Fisher Scientific Inc
    % port
    2.9%
    now 2.5%
  15. 15AONAon Plc
    % port
    2.9%
    now 2.4%
  16. 16EFXEquifax Inc
    % port
    2.8%
    -0.5pp vs prior Qnow 2.1%
  17. 17AAgilent Technologies Inc
    % port
    2.7%
    -0.3pp vs prior Qnow 2.1%
  18. 18IQVIqvia Holdings Inc
    % port
    2.5%
    -0.2pp vs prior Qnow 1.9%
  19. 19CMECme Group Inc
    % port
    2.4%
    +0.1pp vs prior Qnow 2.7%
  20. 20LYVLive Nation Entertainment IN
    % port
    2.3%
    +0.3pp vs prior Qnow 2.5%
  21. 21FERGFerguson Enterprises Inc
    % port
    2.2%
    +0.2pp vs prior Qnow 2.7%
  22. 22AMTAmerican Tower Corp
    % port
    2.2%
    -0.6pp vs prior Qnow 1.8%
  23. 23FASTFastenal CO
    % port
    2.1%
    now 2.5%
  24. 24SSNCSs&c Technologies Holdings
    % port
    2.1%
    now 1.7%
  25. 25TCOMTrip.com Group Ltd-adr
    % port
    2.0%
    +0.2pp vs prior Qnow 1.5%
  26. 26ADBEAdobe Inc
    % port
    1.7%
  27. 27CPCanadian Pacific Kansas City
    % port
    1.6%
    -0.3pp vs prior Qnow 2.3%
  28. 28ENTGEntegris Inc
    % port
    1.6%
    now 1.7%
  29. 29YUMYum! Brands Inc
    % port
    1.5%
    +0.3pp vs prior Qnow 1.9%
  30. 30TMETencent Music Entertainm-adr
    % port
    1.5%
    +0.1pp vs prior Qnow 0.8%
  31. 31UBERUber Technologies Inc
    % port
    1.5%
    -0.4pp vs prior Qnow 2.5%
  32. 32MCOMoody's Corp
    % port
    1.4%
    now 1.1%
  33. 33TWTradeweb Markets Inc-class A
    % port
    0.9%
    now 1.9%
  34. 34ORCLOracle Corp
    % port
    0.9%
    now 1.3%

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.