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← William Von Mueffling

William Von Mueffling's 2025Q3 portfolio

William Von Mueffling (Cantillon Capital Management) held 36 positions as of Sep 30, 2025, with the largest position at 8.5% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q3but 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, 2025 (36)

  1. 1AVGOBroadcom Inc
    % port
    8.5%
    -0.2pp vs prior Qnow 8.3%
  2. 2GOOGLAlphabet Inc-cl A
    % port
    5.6%
    +1.3pp vs prior Qnow 7.1%
  3. 3IBKRInteractive Brokers Gro-cl A
    % port
    4.8%
    +0.7pp vs prior Qnow 5.0%
  4. 4SPGIS&p Global Inc
    % port
    4.7%
    -0.7pp vs prior Qnow 4.4%
  5. 5TSMTaiwan Semiconductor-sp Adr
    % port
    4.3%
    +0.6pp vs prior Qnow 5.6%
  6. 6CBRECbre Group Inc - A
    % port
    3.8%
    +0.2pp vs prior Qnow 3.5%
  7. 7VVisa Inc-class A Shares
    % port
    3.6%
    -0.4pp vs prior Qnow 3.5%
  8. 8MSFTMicrosoft Corp
    % port
    3.6%
    now 2.7%
  9. 9AMATApplied Materials Inc
    % port
    3.3%
    +0.2pp vs prior Qnow 3.5%
  10. 10BLKBlackrock Inc
    % port
    3.3%
    +0.1pp vs prior Qnow 2.9%
  11. 11FLUTFlutter Entmt Plc
    % port
    3.1%
    -0.6pp vs prior Qnow 0.9%
  12. 12ICEIntercontinental Exchange IN
    % port
    3.1%
    -0.5pp vs prior Q
  13. 13ADIAnalog Devices Inc
    % port
    2.9%
    now 4.0%
  14. 14UBERUber Technologies Inc
    % port
    2.8%
    now 2.5%
  15. 15LYVLive Nation Entertainment IN
    % port
    2.5%
  16. 16FASTFastenal CO
    % port
    2.5%
    +0.2pp vs prior Q
  17. 17FERGFerguson Enterprises Inc
    % port
    2.4%
    now 2.7%
  18. 18AONAon Plc
    % port
    2.4%
    -0.2pp vs prior Q
  19. 19EFXEquifax Inc
    % port
    2.4%
    -0.2pp vs prior Qnow 2.1%
  20. 20TMETencent Music Entertainm-adr
    % port
    2.4%
    +0.3pp vs prior Qnow 0.8%
  21. 21CMECme Group Inc
    % port
    2.3%
    -0.2pp vs prior Qnow 2.7%
  22. 22TMOThermo Fisher Scientific Inc
    % port
    2.3%
    +0.3pp vs prior Qnow 2.5%
  23. 23AAgilent Technologies Inc
    % port
    2.2%
    now 2.1%
  24. 24SSNCSs&c Technologies Holdings
    % port
    2.1%
    now 1.7%
  25. 25IQVIqvia Holdings Inc
    % port
    2.0%
    +0.6pp vs prior Q
  26. 26ADBEAdobe Inc
    % port
    1.9%
    now 1.6%
  27. 27AMTAmerican Tower Corp
    % port
    1.9%
    -0.4pp vs prior Q
  28. 28TCOMTrip.com Group Ltd-adr
    % port
    1.9%
    +0.5pp vs prior Qnow 1.5%
  29. 29CPCanadian Pacific Kansas City
    % port
    1.7%
    -0.2pp vs prior Qnow 2.3%
  30. 30YUMYum! Brands Inc
    % port
    1.7%
    now 1.9%
  31. 31ORCLOracle Corp
    % port
    1.3%
    +0.2pp vs prior Q
  32. 32ENTGEntegris Inc
    % port
    1.2%
    now 1.7%
  33. 33TWTradeweb Markets Inc-class A
    % port
    1.2%
    +0.2pp vs prior Qnow 1.9%
  34. 34MCOMoody's Corp
    % port
    1.2%
    -0.1pp vs prior Q
  35. 35ALCAlcon AG
    % port
    1.2%
    -0.3pp vs prior Q
  36. 36FWONKLiberty Media Corp-formula-c
    % port
    0.7%

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.