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← William Von Mueffling

William Von Mueffling's 2025Q1 portfolio

William Von Mueffling (Cantillon Capital Management) held 35 positions as of Mar 31, 2025, with the largest position at 6.8% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q1but 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 Mar 31, 2025 (35)

  1. 1AVGOBroadcom Inc
    % port
    6.8%
    -3.5pp vs prior Qnow 8.3%
  2. 2SPGIS&p Global Inc
    % port
    6.0%
    +0.3pp vs prior Qnow 4.4%
  3. 3VVisa Inc-class A Shares
    % port
    4.6%
    +0.6pp vs prior Qnow 3.5%
  4. 4GOOGLAlphabet Inc-cl A
    % port
    4.4%
    -0.8pp vs prior Qnow 7.1%
  5. 5CBRECbre Group Inc - A
    % port
    3.9%
    +0.1pp vs prior Qnow 3.5%
  6. 6ICEIntercontinental Exchange IN
    % port
    3.9%
    +0.6pp vs prior Qnow 3.1%
  7. 7IBKRInteractive Brokers Gro-cl A
    % port
    3.5%
    now 5.0%
  8. 8FLUTFlutter Entmt Plc
    % port
    3.4%
    -0.4pp vs prior Qnow 0.9%
  9. 9AONAon Plc
    % port
    3.3%
    +0.4pp vs prior Qnow 2.4%
  10. 10MSFTMicrosoft Corp
    % port
    3.2%
    -0.3pp vs prior Qnow 2.7%
  11. 11TSMTaiwan Semiconductor-sp Adr
    % port
    3.1%
    -0.5pp vs prior Qnow 5.6%
  12. 12ADIAnalog Devices Inc
    % port
    2.9%
    now 4.0%
  13. 13TMOThermo Fisher Scientific Inc
    % port
    2.9%
    now 2.5%
  14. 14AMATApplied Materials Inc
    % port
    2.9%
    -0.2pp vs prior Qnow 3.5%
  15. 15BLKBlackrock Inc
    % port
    2.9%
    -0.1pp vs prior Q
  16. 16EFXEquifax Inc
    % port
    2.8%
    now 2.1%
  17. 17CMECme Group Inc
    % port
    2.8%
    +0.4pp vs prior Q
  18. 18AMTAmerican Tower Corp
    % port
    2.7%
    +0.5pp vs prior Qnow 1.8%
  19. 19UBERUber Technologies Inc
    % port
    2.5%
    +1.0pp vs prior Q
  20. 20LYVLive Nation Entertainment IN
    % port
    2.4%
    +0.1pp vs prior Q
  21. 21AAgilent Technologies Inc
    % port
    2.4%
    -0.3pp vs prior Qnow 2.1%
  22. 22FASTFastenal CO
    % port
    2.4%
    +0.3pp vs prior Qnow 2.5%
  23. 23SSNCSs&c Technologies Holdings
    % port
    2.4%
    +0.3pp vs prior Qnow 1.7%
  24. 24IQVIqvia Holdings Inc
    % port
    2.3%
    -0.2pp vs prior Qnow 1.9%
  25. 25FERGFerguson Enterprises Inc
    % port
    2.1%
    now 2.7%
  26. 26ADBEAdobe Inc
    % port
    2.0%
    +0.3pp vs prior Qnow 1.6%
  27. 27YUMYum! Brands Inc
    % port
    1.9%
    +0.3pp vs prior Q
  28. 28TMETencent Music Entertainm-adr
    % port
    1.8%
    +0.3pp vs prior Qnow 0.8%
  29. 29CPCanadian Pacific Kansas City
    % port
    1.6%
    now 2.3%
  30. 30TCOMTrip.com Group Ltd-adr
    % port
    1.5%
    -0.5pp vs prior Q
  31. 31ENTGEntegris Inc
    % port
    1.4%
    -0.1pp vs prior Qnow 1.7%
  32. 32MCOMoody's Corp
    % port
    1.4%
    now 1.1%
  33. 33TWTradeweb Markets Inc-class A
    % port
    1.1%
    +0.2pp vs prior Qnow 1.9%
  34. 34ALCAlcon AG
    % port
    0.9%
    now 1.3%
  35. 35ORCLOracle Corp
    % port
    0.8%
    -0.1pp vs prior Qnow 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.