William Von Mueffling · Cantillon Capital Management LLC
| Period: | Q4 2025 |
| Portfolio date: | Dec 31, 2025 |
| No. of stocks: | 37 |
| Portfolio value: | $18.5B |
Viewing historical Q4 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. | 8.62 | Reduce 2.03% | 4,604,301 | $346.10 | $1,593,548,576 | $430.00 | +24.24% | $215.88 | $437.68 |
| GOOGL · Alphabet Inc. | 7.13 | Add 0.76% | 4,215,234 | $313.00 | $1,319,368,242 | $400.71 | +28.02% | $156.16 | $402.00 |
| SPGI · S&P Global Inc. | 4.96 | Add 0.76% | 1,755,624 | $522.59 | $917,471,546 | $420.12 | -19.61% | $381.61 | $579.05 |
| TSM · Taiwan Semiconductor Mfg Ltd. | 4.65 | Add 0.76% | 2,829,278 | $303.89 | $859,789,292 | $411.68 | +35.47% | $184.61 | $420.00 |
| IBKR · Interactive Brokers Group In | 4.44 | Add 0.76% | 12,759,904 | $64.31 | $820,589,426 | $84.42 | +31.27% | $48.23 | $87.37 |
| AMAT · Applied Matls Inc. | 4.13 | Add 0.76% | 2,973,661 | $256.99 | $764,201,140 | $435.36 | +69.41% | $153.47 | $438.04 |
| CBRE · Cbre Group Inc. | 3.88 | Add 0.76% | 4,460,586 | $160.79 | $717,217,622 | $146.33 | -8.99% | $118.81 | $174.27 |
| V · Visa, Inc. | 3.70 | Add 0.76% | 1,949,488 | $350.71 | $683,704,937 | $318.79 | -9.10% | $293.89 | $375.51 |
| MSFT · Microsoft Corp. | 3.30 | Add 0.76% | 1,262,019 | $483.62 | $610,337,629 | $415.06 | -14.18% | $356.28 | $555.45 |
| ADI · Analog Devices Inc. | 3.18 | Add 0.76% | 2,168,792 | $271.20 | $588,176,391 | $416.52 | +53.58% | $206.00 | $418.75 |
| BLK · Blackrock Inc. | 2.98 | Add 0.75% | 514,252 | $1070.34 | $550,424,485 | $1084.83 | +1.35% | $917.39 | $1219.94 |
| ICE · Intercontinental Exchange In | 2.92 | Add 0.76% | 3,337,982 | $161.96 | $540,619,565 | $155.82 | -3.79% | $143.17 | $189.35 |
| TMO · Thermo Fisher Scientific Inc. | 2.74 | Add 0.76% | 873,322 | $579.45 | $506,046,433 | $465.00 | -19.75% | $385.46 | $643.99 |
| FLUT · Flutter Entmt Plc | 2.63 | Add 0.75% | 2,264,025 | $215.04 | $486,855,936 | $101.19 | -52.94% | $97.94 | $313.69 |
| FERG · Ferguson Enterprises | 2.39 | Add 0.76% | 1,984,854 | $222.63 | $441,888,046 | $241.34 | +8.40% | $173.53 | $271.64 |
| AON · Aon Plc | 2.37 | Add 0.75% | 1,243,018 | $352.88 | $438,636,192 | $312.79 | -11.36% | $304.59 | $381.00 |
| IQV · Iqvia Hldgs Inc. | 2.37 | Add 0.74% | 1,941,144 | $225.41 | $437,553,269 | $178.71 | -20.72% | $134.65 | $247.05 |
| CME · Cme Group Inc. | 2.32 | Add 0.76% | 1,573,017 | $273.08 | $429,559,482 | $281.25 | +2.99% | $257.17 | $329.16 |
| A · Agilent Technologies Inc. | 2.29 | Add 0.76% | 3,115,638 | $136.07 | $423,944,862 | $115.62 | -15.03% | $107.07 | $160.27 |
| UBER · Uber Technologies Inc. | 2.27 | Add 0.76% | 5,140,663 | $81.71 | $420,043,574 | $75.45 | -7.66% | $68.46 | $101.99 |
| ADBE · Adobe Inc. | 2.19 | Add 15.69% | 1,157,237 | $349.99 | $405,021,378 | $253.04 | -27.70% | $224.13 | $422.95 |
| LYV · Live Nation Entertainment In | 2.16 | Add 0.77% | 2,797,205 | $142.50 | $398,601,713 | $163.28 | +14.58% | $125.34 | $175.25 |
| EFX · Equifax Inc. | 2.02 | Add 0.76% | 1,723,998 | $216.98 | $374,073,086 | $175.83 | -18.96% | $166.02 | $281.03 |
| SSNC · Ss&C Technologies Hldgs Inc. | 2.01 | Add 0.76% | 4,258,493 | $87.42 | $372,277,458 | $68.76 | -21.35% | $65.05 | $91.07 |
| FAST · Fastenal Co. | 2.01 | Add 0.76% | 9,266,888 | $40.13 | $371,880,216 | $44.17 | +10.07% | $38.97 | $50.63 |
| TCOM · Trip Com Group Ltd. | 1.82 | Add 1.38% | 4,669,778 | $71.91 | $335,803,736 | $52.68 | -26.74% | $48.48 | $78.99 |
| TME · Tencent Music Entmt Group | 1.77 | Add 1.39% | 18,708,502 | $17.53 | $327,960,040 | $9.24 | -47.29% | $8.78 | $26.70 |
| AMT · American Tower Corp. New | 1.74 | Add 0.81% | 1,830,525 | $175.57 | $321,385,274 | $176.53 | +0.55% | $165.08 | $234.33 |
| YUM · Yum Brands Inc. | 1.68 | Add 0.77% | 2,055,883 | $151.28 | $311,013,980 | $151.95 | +0.44% | $137.33 | $169.39 |
| CP · Canadian Pacific Kansas City | 1.68 | Add 0.81% | 4,207,858 | $73.63 | $309,824,585 | $86.04 | +16.85% | $68.42 | $89.42 |
| TW · Tradeweb Mkts Inc. | 1.56 | Add 38.98% | 2,688,245 | $107.54 | $289,093,867 | $108.81 | +1.18% | $97.06 | $149.25 |
| MCO · Moodys Corp. | 1.23 | Add 0.77% | 445,400 | $510.85 | $227,532,590 | $451.32 | -11.65% | $402.28 | $546.88 |
| ALC · Alcon Ag | 1.21 | Add 0.77% | 2,845,121 | $78.81 | $224,223,986 | $62.56 | -20.62% | $62.40 | $95.34 |
| ENTG · Entegris Inc. | 1.12 | Add 0.80% | 2,459,153 | $84.25 | $207,183,641 | $149.11 | +76.99% | $66.32 | $159.15 |
| FWONA · Liberty Media Corp. Del | 0.91 | Add 46.37% | 1,706,899 | $98.51 | $168,146,621 | $85.95 | -12.75% | $73.70 | $99.52 |
| ORCL · Oracle Corp. | 0.91 | Add 0.75% | 860,677 | $194.91 | $167,754,554 | $195.95 | +0.53% | $134.57 | $345.72 |
| LPLA · Lpl Finl Hldgs Inc. | 0.71 | New | 369,068 | $357.17 | $131,820,017 | $303.52 | -15.02% | $281.51 | $403.58 |
* 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
7 sectors represented
Whales with similar holdings to William Von Mueffling
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