William Von Mueffling · Cantillon Capital Management LLC
| Period: | Q3 2025 |
| Portfolio date: | Sep 30, 2025 |
| No. of stocks: | 38 |
| Portfolio value: | $18.2B |
Viewing historical Q3 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. | 8.54 | Reduce 14.25% | 4,699,739 | $329.91 | $1,550,490,893 | $430.00 | +30.34% | $215.88 | $437.68 |
| GOOGL · Alphabet Inc. | 5.60 | Reduce 1.09% | 4,183,532 | $243.10 | $1,017,016,629 | $400.71 | +64.83% | $156.16 | $402.00 |
| IBKR · Interactive Brokers Group In | 4.80 | Reduce 1.09% | 12,664,026 | $68.81 | $871,411,630 | $84.42 | +22.69% | $48.23 | $87.37 |
| SPGI · S&P Global Inc. | 4.67 | Reduce 1.09% | 1,742,415 | $486.71 | $848,050,804 | $420.12 | -13.68% | $381.61 | $579.05 |
| TSM · Taiwan Semiconductor Mfg Ltd. | 4.32 | Reduce 1.09% | 2,807,971 | $279.29 | $784,238,220 | $411.68 | +47.40% | $184.61 | $420.00 |
| CBRE · Cbre Group Inc. | 3.84 | Reduce 1.09% | 4,427,021 | $157.56 | $697,521,429 | $146.33 | -7.13% | $118.81 | $174.27 |
| V · Visa, Inc. | 3.64 | Reduce 1.09% | 1,934,842 | $341.38 | $660,516,362 | $318.79 | -6.62% | $293.89 | $375.51 |
| MSFT · Microsoft Corp. | 3.57 | Reduce 1.09% | 1,252,524 | $517.95 | $648,744,805 | $415.06 | -19.86% | $356.28 | $555.45 |
| AMAT · Applied Matls Inc. | 3.33 | Reduce 1.09% | 2,951,260 | $204.74 | $604,240,972 | $435.36 | +112.64% | $153.47 | $438.04 |
| BLK · Blackrock Inc. | 3.28 | Reduce 1.09% | 510,402 | $1165.87 | $595,062,379 | $1084.83 | -6.95% | $917.39 | $1219.94 |
| FLUT · Flutter Entmt Plc | 3.14 | Reduce 1.09% | 2,247,096 | $254.00 | $570,762,384 | $101.19 | -60.16% | $97.94 | $313.69 |
| ICE · Intercontinental Exchange In | 3.07 | Reduce 1.09% | 3,312,950 | $168.48 | $558,165,816 | $155.82 | -7.51% | $143.17 | $189.35 |
| ADI · Analog Devices Inc. | 2.91 | Reduce 1.09% | 2,152,518 | $245.70 | $528,873,673 | $416.52 | +69.52% | $206.00 | $418.75 |
| UBER · Uber Technologies Inc. | 2.75 | Reduce 1.09% | 5,102,058 | $97.97 | $499,848,622 | $75.45 | -22.99% | $68.46 | $101.99 |
| LYV · Live Nation Entertainment In | 2.50 | Reduce 1.09% | 2,775,959 | $163.40 | $453,591,701 | $163.28 | -0.07% | $125.34 | $175.25 |
| FAST · Fastenal Co. | 2.48 | Reduce 1.09% | 9,196,705 | $49.04 | $451,006,413 | $44.17 | -9.93% | $38.97 | $50.63 |
| FERG · Ferguson Enterprises | 2.44 | Reduce 1.09% | 1,969,891 | $224.58 | $442,398,121 | $241.34 | +7.46% | $173.53 | $271.64 |
| AON · Aon Plc | 2.42 | Reduce 1.09% | 1,233,741 | $356.58 | $439,927,366 | $312.79 | -12.28% | $304.59 | $381.00 |
| EFX · Equifax Inc. | 2.42 | Reduce 1.08% | 1,711,003 | $256.53 | $438,923,599 | $175.83 | -31.46% | $166.02 | $281.03 |
| TME · Tencent Music Entmt Group | 2.37 | Reduce 1.26% | 18,452,216 | $23.34 | $430,674,722 | $9.24 | -60.41% | $8.78 | $26.70 |
| CME · Cme Group Inc. | 2.32 | Reduce 1.09% | 1,561,173 | $270.19 | $421,813,333 | $281.25 | +4.09% | $257.17 | $329.16 |
| TMO · Thermo Fisher Scientific Inc. | 2.31 | Reduce 1.08% | 866,770 | $485.02 | $420,400,785 | $465.00 | -4.13% | $385.46 | $643.99 |
| A · Agilent Technologies Inc. | 2.19 | Reduce 1.09% | 3,092,145 | $128.35 | $396,876,811 | $115.62 | -9.92% | $107.07 | $160.27 |
| SSNC · Ss&C Technologies Hldgs Inc. | 2.07 | Reduce 1.09% | 4,226,357 | $88.76 | $375,131,447 | $68.76 | -22.53% | $65.05 | $91.07 |
| IQV · Iqvia Hldgs Inc. | 2.02 | Add 27.30% | 1,926,934 | $189.94 | $366,001,844 | $178.71 | -5.91% | $134.65 | $247.05 |
| ADBE · Adobe Inc. | 1.94 | Add 16.77% | 1,000,308 | $352.75 | $352,858,647 | $253.04 | -28.27% | $224.13 | $422.95 |
| AMT · American Tower Corp. New | 1.92 | Reduce 1.09% | 1,815,816 | $192.32 | $349,217,733 | $176.53 | -8.21% | $165.08 | $234.33 |
| TCOM · Trip Com Group Ltd. | 1.91 | Add 12.42% | 4,606,141 | $75.20 | $346,381,803 | $52.68 | -29.95% | $48.48 | $78.99 |
| CP · Canadian Pacific Kansas City | 1.71 | Reduce 1.09% | 4,174,009 | $74.49 | $310,921,930 | $86.04 | +15.51% | $68.42 | $89.42 |
| YUM · Yum Brands Inc. | 1.71 | Reduce 1.11% | 2,040,234 | $152.00 | $310,115,568 | $151.95 | -0.03% | $137.33 | $169.39 |
| ORCL · Oracle Corp. | 1.32 | Reduce 1.08% | 854,258 | $281.24 | $240,251,520 | $195.95 | -30.33% | $134.57 | $345.72 |
| ENTG · Entegris Inc. | 1.24 | Reduce 1.06% | 2,439,719 | $92.46 | $225,576,418 | $149.11 | +61.27% | $66.32 | $159.15 |
| TW · Tradeweb Mkts Inc. | 1.18 | Add 71.19% | 1,934,322 | $110.98 | $214,671,056 | $108.81 | -1.96% | $97.06 | $149.25 |
| MCO · Moodys Corp. | 1.16 | Reduce 1.09% | 442,005 | $476.48 | $210,606,542 | $451.32 | -5.28% | $402.28 | $546.88 |
| ALC · Alcon Ag | 1.16 | Reduce 1.06% | 2,823,322 | $74.51 | $210,365,722 | $62.56 | -16.04% | $62.40 | $95.34 |
| ZTS · Zoetis Inc. | 0.97 | Reduce 1.10% | 1,205,716 | $146.32 | $176,420,365 | $82.83 | -43.39% | $81.10 | $172.23 |
| FWONA · Liberty Media Corp. Del | 0.67 | New | 1,166,139 | $104.45 | $121,803,219 | $85.95 | -17.71% | $73.70 | $99.52 |
| ECL · Ecolab Inc. | 0.12 | Reduce 92.83% | 78,513 | $273.86 | $21,501,570 | $254.22 | -7.17% | $249.04 | $309.27 |
* 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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