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← William Von Mueffling

William Von Mueffling's 2025Q2 portfolio

William Von Mueffling (Cantillon Capital Management) held 35 positions as of Jun 30, 2025, with the largest position at 8.7% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q2but 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, 2025 (35)

  1. 1AVGOBroadcom Inc
    % port
    8.7%
    +1.9pp vs prior Qnow 8.3%
  2. 2SPGIS&p Global Inc
    % port
    5.4%
    -0.6pp vs prior Qnow 4.4%
  3. 3GOOGLAlphabet Inc-cl A
    % port
    4.3%
    now 7.1%
  4. 4IBKRInteractive Brokers Gro-cl A
    % port
    4.1%
    +0.6pp vs prior Qnow 5.0%
  5. 5VVisa Inc-class A Shares
    % port
    4.0%
    -0.6pp vs prior Qnow 3.5%
  6. 6FLUTFlutter Entmt Plc
    % port
    3.8%
    +0.4pp vs prior Qnow 0.9%
  7. 7TSMTaiwan Semiconductor-sp Adr
    % port
    3.7%
    +0.6pp vs prior Qnow 5.6%
  8. 8MSFTMicrosoft Corp
    % port
    3.6%
    +0.5pp vs prior Qnow 2.7%
  9. 9CBRECbre Group Inc - A
    % port
    3.6%
    -0.3pp vs prior Q
  10. 10ICEIntercontinental Exchange IN
    % port
    3.6%
    -0.3pp vs prior Qnow 3.1%
  11. 11AMATApplied Materials Inc
    % port
    3.2%
    +0.3pp vs prior Qnow 3.5%
  12. 12BLKBlackrock Inc
    % port
    3.1%
    +0.3pp vs prior Qnow 2.9%
  13. 13ADIAnalog Devices Inc
    % port
    3.0%
    now 4.0%
  14. 14UBERUber Technologies Inc
    % port
    2.8%
    +0.3pp vs prior Qnow 2.5%
  15. 15EFXEquifax Inc
    % port
    2.6%
    -0.2pp vs prior Qnow 2.1%
  16. 16AONAon Plc
    % port
    2.6%
    -0.7pp vs prior Qnow 2.4%
  17. 17CMECme Group Inc
    % port
    2.5%
    -0.3pp vs prior Qnow 2.7%
  18. 18FERGFerguson Enterprises Inc
    % port
    2.5%
    +0.4pp vs prior Qnow 2.7%
  19. 19LYVLive Nation Entertainment IN
    % port
    2.5%
  20. 20AMTAmerican Tower Corp
    % port
    2.3%
    -0.3pp vs prior Qnow 1.8%
  21. 21FASTFastenal CO
    % port
    2.3%
    -0.1pp vs prior Qnow 2.5%
  22. 22AAgilent Technologies Inc
    % port
    2.1%
    -0.3pp vs prior Q
  23. 23TMETencent Music Entertainm-adr
    % port
    2.1%
    +0.3pp vs prior Qnow 0.8%
  24. 24TMOThermo Fisher Scientific Inc
    % port
    2.1%
    -0.9pp vs prior Qnow 2.5%
  25. 25SSNCSs&c Technologies Holdings
    % port
    2.0%
    -0.3pp vs prior Qnow 1.7%
  26. 26CPCanadian Pacific Kansas City
    % port
    1.9%
    +0.3pp vs prior Qnow 2.3%
  27. 27ADBEAdobe Inc
    % port
    1.9%
    now 1.6%
  28. 28YUMYum! Brands Inc
    % port
    1.8%
    now 1.9%
  29. 29ALCAlcon AG
    % port
    1.5%
    +0.6pp vs prior Qnow 1.3%
  30. 30TCOMTrip.com Group Ltd-adr
    % port
    1.4%
    now 1.5%
  31. 31IQVIqvia Holdings Inc
    % port
    1.4%
    -0.9pp vs prior Qnow 1.9%
  32. 32MCOMoody's Corp
    % port
    1.3%
    now 1.1%
  33. 33ENTGEntegris Inc
    % port
    1.1%
    -0.3pp vs prior Qnow 1.7%
  34. 34ORCLOracle Corp
    % port
    1.1%
    +0.3pp vs prior Qnow 1.3%
  35. 35TWTradeweb Markets Inc-class A
    % port
    1.0%
    -0.2pp vs prior Qnow 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.