William Von Mueffling · Cantillon Capital Management LLC
| Period: | Q1 2025 |
| Portfolio date: | Mar 31, 2025 |
| No. of stocks: | 37 |
| Portfolio value: | $15.4B |
Viewing historical Q1 2025 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| AVGO · Broadcom Inc. | 6.84 | New | 6,306,874 | $167.43 | $1,055,959,914 | $430.00 | +156.82% | $215.88 | $437.68 |
| SPGI · S&P Global Inc. | 5.96 | New | 1,812,764 | $508.10 | $921,065,389 | $420.12 | -17.32% | $381.61 | $579.05 |
| V · Visa, Inc. | 4.57 | New | 2,012,972 | $350.46 | $705,466,167 | $318.79 | -9.04% | $293.89 | $375.51 |
| GOOGL · Alphabet Inc. | 4.36 | New | 4,352,428 | $154.64 | $673,059,466 | $400.71 | +159.13% | $156.16 | $402.00 |
| CBRE · Cbre Group Inc. | 3.90 | New | 4,605,765 | $130.78 | $602,341,947 | $146.33 | +11.89% | $118.81 | $174.27 |
| ICE · Intercontinental Exchange In | 3.85 | New | 3,446,696 | $172.50 | $594,555,061 | $155.82 | -9.67% | $143.17 | $189.35 |
| IBKR · Interactive Brokers Group In | 3.53 | New | 3,293,826 | $165.59 | $545,424,647 | $84.42 | -49.02% | $48.23 | $87.37 |
| FLUT · Flutter Entmt Plc | 3.35 | New | 2,337,798 | $221.55 | $517,939,147 | $101.19 | -54.33% | $97.94 | $313.69 |
| AON · Aon Plc | 3.32 | New | 1,283,548 | $399.09 | $512,251,171 | $312.79 | -21.62% | $304.59 | $381.00 |
| MSFT · Microsoft Corp. | 3.17 | New | 1,303,090 | $375.39 | $489,166,956 | $415.06 | +10.57% | $356.28 | $555.45 |
| TSM · Taiwan Semiconductor Mfg Ltd. | 3.14 | New | 2,921,336 | $166.00 | $484,941,776 | $411.68 | +148.00% | $184.61 | $420.00 |
| ADI · Analog Devices Inc. | 2.92 | New | 2,239,461 | $201.67 | $451,632,099 | $416.52 | +106.54% | $206.00 | $418.75 |
| TMO · Thermo Fisher Scientific Inc. | 2.91 | New | 901,773 | $497.60 | $448,722,245 | $465.00 | -6.55% | $385.46 | $643.99 |
| AMAT · Applied Matls Inc. | 2.89 | New | 3,070,430 | $145.12 | $445,580,801 | $435.36 | +200.00% | $153.47 | $438.04 |
| BLK · Blackrock Inc. | 2.87 | New | 467,854 | $946.48 | $442,814,454 | $1084.83 | +14.62% | $917.39 | $1219.94 |
| EFX · Equifax Inc. | 2.81 | New | 1,780,067 | $243.56 | $433,553,119 | $175.83 | -27.81% | $166.02 | $281.03 |
| CME · Cme Group Inc. | 2.79 | New | 1,624,206 | $265.29 | $430,885,610 | $281.25 | +6.02% | $257.17 | $329.16 |
| AMT · American Tower Corp. New | 2.66 | New | 1,889,190 | $217.60 | $411,087,744 | $176.53 | -18.87% | $165.08 | $234.33 |
| UBER · Uber Technologies Inc. | 2.50 | New | 5,308,459 | $72.86 | $386,774,323 | $75.45 | +3.55% | $68.46 | $101.99 |
| LYV · Live Nation Entertainment In | 2.44 | New | 2,888,072 | $130.58 | $377,124,442 | $163.28 | +25.04% | $125.34 | $175.25 |
| A · Agilent Technologies Inc. | 2.44 | New | 3,217,069 | $116.98 | $376,332,731 | $115.62 | -1.16% | $107.07 | $160.27 |
| FAST · Fastenal Co. | 2.40 | New | 4,784,048 | $77.55 | $371,002,922 | $44.17 | -43.04% | $38.97 | $50.63 |
| SSNC · Ss&C Technologies Hldgs Inc. | 2.38 | New | 4,397,147 | $83.53 | $367,293,689 | $68.76 | -17.68% | $65.05 | $91.07 |
| IQV · Iqvia Hldgs Inc. | 2.29 | New | 2,004,434 | $176.30 | $353,381,714 | $178.71 | +1.37% | $134.65 | $247.05 |
| FERG · Ferguson Enterprises | 2.13 | New | 2,049,411 | $160.23 | $328,377,125 | $241.34 | +50.62% | $173.53 | $271.64 |
| ADBE · Adobe Inc. | 1.98 | New | 796,886 | $383.53 | $305,629,687 | $253.04 | -34.02% | $224.13 | $422.95 |
| YUM · Yum Brands Inc. | 1.86 | New | 1,824,564 | $157.36 | $287,113,391 | $151.95 | -3.44% | $137.33 | $169.39 |
| ECL · Ecolab Inc. | 1.85 | New | 1,127,076 | $253.52 | $285,736,308 | $254.22 | +0.28% | $249.04 | $309.27 |
| TME · Tencent Music Entmt Group | 1.80 | New | 19,240,319 | $14.41 | $277,252,997 | $9.24 | -35.88% | $8.78 | $26.70 |
| CP · Canadian Pacific Kansas City | 1.64 | New | 3,613,392 | $70.21 | $253,696,252 | $86.04 | +22.55% | $68.42 | $89.42 |
| TCOM · Trip Com Group Ltd. | 1.47 | New | 3,576,813 | $63.58 | $227,413,770 | $52.68 | -17.14% | $48.48 | $78.99 |
| ENTG · Entegris Inc. | 1.44 | New | 2,538,175 | $87.48 | $222,039,549 | $149.11 | +70.45% | $66.32 | $159.15 |
| MCO · Moodys Corp. | 1.39 | New | 459,857 | $465.69 | $214,150,806 | $451.32 | -3.09% | $402.28 | $546.88 |
| ZTS · Zoetis Inc. | 1.34 | New | 1,254,465 | $164.65 | $206,547,663 | $82.83 | -49.69% | $81.10 | $172.23 |
| TW · Tradeweb Mkts Inc. | 1.12 | New | 1,163,200 | $148.46 | $172,688,672 | $108.81 | -26.71% | $97.06 | $149.25 |
| ALC · Alcon Ag | 0.90 | New | 1,464,533 | $94.93 | $139,028,118 | $62.56 | -34.10% | $62.40 | $95.34 |
| ORCL · Oracle Corp. | 0.80 | New | 888,795 | $139.81 | $124,262,429 | $195.95 | +40.15% | $134.57 | $345.72 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
8 sectors represented
Whales with similar holdings to William Von Mueffling
Ranked by number of overlapping positions in current portfolios
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