William Von Mueffling · Cantillon Capital Management LLC
| Period: | Q2 2025 |
| Portfolio date: | Jun 30, 2025 |
| No. of stocks: | 38 |
| Portfolio value: | $17.3B |
Viewing historical Q2 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. | 8.73 | Reduce 13.10% | 5,480,780 | $275.65 | $1,510,777,007 | $430.00 | +55.99% | $215.88 | $437.68 |
| SPGI · S&P Global Inc. | 5.37 | Reduce 2.82% | 1,761,604 | $527.29 | $928,876,173 | $420.12 | -20.32% | $381.61 | $579.05 |
| GOOGL · Alphabet Inc. | 4.31 | Reduce 2.82% | 4,229,590 | $176.23 | $745,380,646 | $400.71 | +127.38% | $156.16 | $402.00 |
| IBKR · Interactive Brokers Group In | 4.10 | Add 288.72% | 12,803,631 | $55.41 | $709,449,194 | $84.42 | +52.36% | $48.23 | $87.37 |
| V · Visa, Inc. | 4.02 | Reduce 2.82% | 1,956,163 | $355.05 | $694,535,673 | $318.79 | -10.21% | $293.89 | $375.51 |
| FLUT · Flutter Entmt Plc | 3.75 | Reduce 2.82% | 2,271,857 | $285.76 | $649,205,856 | $101.19 | -64.59% | $97.94 | $313.69 |
| TSM · Taiwan Semiconductor Mfg Ltd. | 3.72 | Reduce 2.82% | 2,838,923 | $226.49 | $642,987,671 | $411.68 | +81.77% | $184.61 | $420.00 |
| MSFT · Microsoft Corp. | 3.64 | Reduce 2.82% | 1,266,324 | $497.41 | $629,882,221 | $415.06 | -16.56% | $356.28 | $555.45 |
| CBRE · Cbre Group Inc. | 3.63 | Reduce 2.82% | 4,475,823 | $140.12 | $627,152,319 | $146.33 | +4.43% | $118.81 | $174.27 |
| ICE · Intercontinental Exchange In | 3.55 | Reduce 2.82% | 3,349,433 | $183.47 | $614,520,472 | $155.82 | -15.07% | $143.17 | $189.35 |
| AMAT · Applied Matls Inc. | 3.16 | Reduce 2.82% | 2,983,740 | $183.07 | $546,233,282 | $435.36 | +137.81% | $153.47 | $438.04 |
| BLK · Blackrock Inc. | 3.13 | Add 10.30% | 516,027 | $1049.25 | $541,441,330 | $1084.83 | +3.39% | $917.39 | $1219.94 |
| ADI · Analog Devices Inc. | 2.99 | Reduce 2.82% | 2,176,247 | $238.02 | $517,990,311 | $416.52 | +74.99% | $206.00 | $418.75 |
| UBER · Uber Technologies Inc. | 2.78 | Reduce 2.83% | 5,158,226 | $93.30 | $481,262,486 | $75.45 | -19.13% | $68.46 | $101.99 |
| EFX · Equifax Inc. | 2.59 | Reduce 2.83% | 1,729,771 | $259.37 | $448,650,704 | $175.83 | -32.21% | $166.02 | $281.03 |
| AON · Aon Plc | 2.57 | Reduce 2.82% | 1,247,354 | $356.76 | $445,006,013 | $312.79 | -12.32% | $304.59 | $381.00 |
| CME · Cme Group Inc. | 2.51 | Reduce 2.82% | 1,578,350 | $275.62 | $435,024,827 | $281.25 | +2.04% | $257.17 | $329.16 |
| FERG · Ferguson Enterprises | 2.51 | Reduce 2.82% | 1,991,561 | $217.75 | $433,662,408 | $241.34 | +10.83% | $173.53 | $271.64 |
| LYV · Live Nation Entertainment In | 2.45 | Reduce 2.82% | 2,806,585 | $151.28 | $424,580,179 | $163.28 | +7.93% | $125.34 | $175.25 |
| AMT · American Tower Corp. New | 2.35 | Reduce 2.82% | 1,835,851 | $221.02 | $405,759,788 | $176.53 | -20.13% | $165.08 | $234.33 |
| FAST · Fastenal Co. | 2.26 | Add 94.35% | 9,298,033 | $42.00 | $390,517,386 | $44.17 | +5.17% | $38.97 | $50.63 |
| A · Agilent Technologies Inc. | 2.13 | Reduce 2.82% | 3,126,283 | $118.01 | $368,932,656 | $115.62 | -2.03% | $107.07 | $160.27 |
| TME · Tencent Music Entmt Group | 2.11 | Reduce 2.87% | 18,687,995 | $19.49 | $364,229,023 | $9.24 | -52.59% | $8.78 | $26.70 |
| TMO · Thermo Fisher Scientific Inc. | 2.05 | Reduce 2.83% | 876,265 | $405.46 | $355,290,407 | $465.00 | +14.68% | $385.46 | $643.99 |
| SSNC · Ss&C Technologies Hldgs Inc. | 2.05 | Reduce 2.82% | 4,272,947 | $82.80 | $353,800,011 | $68.76 | -16.96% | $65.05 | $91.07 |
| CP · Canadian Pacific Kansas City | 1.93 | Add 16.79% | 4,219,911 | $79.27 | $334,512,345 | $86.04 | +8.54% | $68.42 | $89.42 |
| ADBE · Adobe Inc. | 1.92 | Add 7.50% | 856,629 | $386.88 | $331,412,627 | $253.04 | -34.59% | $224.13 | $422.95 |
| YUM · Yum Brands Inc. | 1.77 | Add 13.08% | 2,063,179 | $148.18 | $305,721,864 | $151.95 | +2.54% | $137.33 | $169.39 |
| ECL · Ecolab Inc. | 1.71 | Reduce 2.83% | 1,095,150 | $269.44 | $295,077,216 | $254.22 | -5.65% | $249.04 | $309.27 |
| ALC · Alcon Ag | 1.46 | Add 94.84% | 2,853,474 | $88.28 | $251,904,684 | $62.56 | -29.13% | $62.40 | $95.34 |
| TCOM · Trip Com Group Ltd. | 1.39 | Add 14.55% | 4,097,251 | $58.64 | $240,262,799 | $52.68 | -10.16% | $48.48 | $78.99 |
| IQV · Iqvia Hldgs Inc. | 1.38 | Reduce 24.48% | 1,513,678 | $157.59 | $238,540,516 | $178.71 | +13.40% | $134.65 | $247.05 |
| MCO · Moodys Corp. | 1.30 | Reduce 2.82% | 446,889 | $501.59 | $224,155,054 | $451.32 | -10.02% | $402.28 | $546.88 |
| ENTG · Entegris Inc. | 1.15 | Reduce 2.85% | 2,465,773 | $80.65 | $198,864,592 | $149.11 | +84.89% | $66.32 | $159.15 |
| ZTS · Zoetis Inc. | 1.10 | Reduce 2.82% | 1,219,095 | $155.95 | $190,117,865 | $82.83 | -46.89% | $81.10 | $172.23 |
| ORCL · Oracle Corp. | 1.09 | Reduce 2.84% | 863,573 | $218.63 | $188,802,965 | $195.95 | -10.37% | $134.57 | $345.72 |
| TW · Tradeweb Mkts Inc. | 0.96 | Reduce 2.86% | 1,129,909 | $146.40 | $165,418,677 | $108.81 | -25.68% | $97.06 | $149.25 |
| ICLR · Icon Plc | 0.39 | New | 465,197 | $145.45 | $67,662,904 | $124.49 | -14.41% | $66.57 | $211.00 |
* 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
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