William Von Mueffling

Cantillon Capital Management

$18.49B

Portfolio Value

Holdings

Q4 '25

Period

2026-02-11

Filed

📈 Recent Activity

Changes from previous quarter

AVGOREDUCED

8.6% of portfolio

-2% shares+0.1pp

GOOGLINCREASED

7.1% of portfolio

+1% shares+1.5pp

SPGIINCREASED

5.0% of portfolio

+1% shares+0.3pp

TSMINCREASED

4.6% of portfolio

+1% shares+0.3pp

IBKRINCREASED

4.4% of portfolio

+1% shares-0.4pp

AMATINCREASED

4.1% of portfolio

+1% shares+0.8pp

CBREINCREASED

3.9% of portfolio

+1% shares+0.0pp

VINCREASED

3.7% of portfolio

+1% shares+0.1pp

MSFTINCREASED

3.3% of portfolio

+1% shares-0.3pp

ADIINCREASED

3.2% of portfolio

+1% shares+0.3pp

BLKINCREASED

3.0% of portfolio

+1% shares-0.3pp

IEPINCREASED

2.9% of portfolio

+1% shares-0.1pp

TMOINCREASED

2.7% of portfolio

+1% shares+0.4pp

FLUTINCREASED

2.6% of portfolio

+1% shares-0.5pp

FERGINCREASED

2.4% of portfolio

+1% shares-0.0pp

AONINCREASED

2.4% of portfolio

+1% shares-0.1pp

IQVINCREASED

2.4% of portfolio

+1% shares+0.4pp

CMEINCREASED

2.3% of portfolio

+1% shares

AINCREASED

2.3% of portfolio

+1% shares+0.1pp

UBERINCREASED

2.3% of portfolio

+1% shares-0.5pp

ADBEINCREASED

2.2% of portfolio

+16% shares+0.2pp

LYVINCREASED

2.2% of portfolio

+1% shares-0.3pp

EFXINCREASED

2.0% of portfolio

+1% shares-0.4pp

SSNCINCREASED

2.0% of portfolio

+1% shares-0.1pp

FASTINCREASED

2.0% of portfolio

+1% shares-0.5pp

TRPCFINCREASED

1.8% of portfolio

+1% shares-0.1pp

TCMEFINCREASED

1.8% of portfolio

+1% shares-0.6pp

AMTINCREASED

1.7% of portfolio

+1% shares-0.2pp

YUMINCREASED

1.7% of portfolio

+1% shares-0.0pp

CPINCREASED

1.7% of portfolio

+1% shares-0.0pp

TWINCREASED

1.6% of portfolio

+39% shares+0.4pp

MCOINCREASED

1.2% of portfolio

+1% shares+0.1pp

ALCINCREASED

1.2% of portfolio

+1% shares+0.1pp

ENTGINCREASED

1.1% of portfolio

+1% shares-0.1pp

FWONBINCREASED

0.9% of portfolio

+46% shares+0.2pp

ORCLINCREASED

0.9% of portfolio

+1% shares-0.4pp

LPLANEW

0.7% of portfolio

New position

ZBHSOLD

was 1.0%

Sold out position

Filing price: $146.32

ECLSOLD

was 0.1%

Sold out position

Filing price: $273.86

Sold Out (2)

SOLDECLECOLAB INC COM STK USD1 LLCwas 0.12%@$273.86

SOLDZBHZOETIS INC COM USD0.01 CL 'A' LLCwas 0.97%@$146.32

📊 Sector Breakdown

Portfolio allocation by sector

Unknown 42.5%Technology 33.2%Financials 15.7%Healthcare 2.7%Communication Services 2.2%+2 more (3.7%)

💼 Holdings

🔍

37 of 37 positions · $18.49B

This quarter: 1 new position, increased 35, reduced 1, sold 2. Net buyer.

#	Stock	% Portfolio▼	Activity	Shares	Reported Price	Value	Current Price	+/- Reported	52w Low	52w High
1	AVGOBROADCOM INC	8.6%	Reduce 2.03%	4604301	$346.10	$1.59B	—	—	—	—
2	GOOGLALPHABET INC	7.1%	Add 0.76%	4215234	$313.00	$1.32B	—	—	—	—
3	SPGIS&P GLOBAL INC	5.0%	Add 0.76%	1755624	$522.59	$917.5M	—	—	—	—
4	TSMTAIWAN SEMICONDUCTOR MFG LTD	4.6%	Add 0.76%	2829278	$303.89	$859.8M	—	—	—	—
5	IBKRINTERACTIVE BROKERS GROUP IN	4.4%	Add 0.76%	12759904	$64.31	$820.6M	—	—	—	—
6	AMATAPPLIED MATLS INC	4.1%	Add 0.76%	2973661	$256.99	$764.2M	—	—	—	—
7	CBRECBRE GROUP INC	3.9%	Add 0.76%	4460586	$160.79	$717.2M	—	—	—	—
8	VVISA INC	3.7%	Add 0.76%	1949488	$350.71	$683.7M	—	—	—	—
9	MSFTMICROSOFT CORP	3.3%	Add 0.76%	1262019	$483.62	$610.3M	—	—	—	—
10	ADIANALOG DEVICES INC	3.2%	Add 0.76%	2168792	$271.20	$588.2M	—	—	—	—
11	BLKBLACKROCK INC	3.0%	Add 0.75%	514252	$1070.34	$550.4M	—	—	—	—
12	IEPINTERCONTINENTAL EXCHANGE IN	2.9%	Add 0.76%	3337982	$161.96	$540.6M	—	—	—	—
13	TMOTHERMO FISHER SCIENTIFIC INC	2.7%	Add 0.76%	873322	$579.45	$506.0M	—	—	—	—
14	FLUTFLUTTER ENTMT PLC	2.6%	Add 0.75%	2264025	$215.04	$486.9M	—	—	—	—
15	FERGFERGUSON ENTERPRISES INC	2.4%	Add 0.76%	1984854	$222.63	$441.9M	—	—	—	—
16	AONAON PLC	2.4%	Add 0.75%	1243018	$352.88	$438.6M	—	—	—	—
17	IQVIQVIA HLDGS INC	2.4%	Add 0.74%	1941144	$225.41	$437.6M	—	—	—	—
18	CMECME GROUP INC	2.3%	Add 0.76%	1573017	$273.08	$429.6M	—	—	—	—
19	AAGILENT TECHNOLOGIES INC	2.3%	Add 0.76%	3115638	$136.07	$423.9M	—	—	—	—
20	UBERUBER TECHNOLOGIES INC	2.3%	Add 0.76%	5140663	$81.71	$420.0M	—	—	—	—
21	ADBEADOBE INC	2.2%	Add 15.69%	1157237	$349.99	$405.0M	—	—	—	—
22	LYVLIVE NATION ENTERTAINMENT IN	2.2%	Add 0.77%	2797205	$142.50	$398.6M	—	—	—	—
23	EFXEQUIFAX INC	2.0%	Add 0.76%	1723998	$216.98	$374.1M	—	—	—	—
24	SSNCSS&C TECHNOLOGIES HLDGS INC	2.0%	Add 0.76%	4258493	$87.42	$372.3M	—	—	—	—
25	FASTFASTENAL CO	2.0%	Add 0.76%	9266888	$40.13	$371.9M	—	—	—	—
26	TRPCFTRIP COM GROUP LTD	1.8%	Add 1.38%	4669778	$71.91	$335.8M	—	—	—	—
27	TCMEFTENCENT MUSIC ENTMT GROUP	1.8%	Add 1.39%	18708502	$17.53	$328.0M	—	—	—	—
28	AMTAMERICAN TOWER CORP NEW	1.7%	Add 0.81%	1830525	$175.57	$321.4M	—	—	—	—
29	YUMYUM BRANDS INC	1.7%	Add 0.77%	2055883	$151.28	$311.0M	—	—	—	—
30	CPCANADIAN PACIFIC KANSAS CITY	1.7%	Add 0.81%	4207858	$73.63	$309.8M	—	—	—	—
31	TWTRADEWEB MKTS INC	1.6%	Add 38.98%	2688245	$107.54	$289.1M	—	—	—	—
32	MCOMOODYS CORP	1.2%	Add 0.77%	445400	$510.85	$227.5M	—	—	—	—
33	ALCALCON AG	1.2%	Add 0.77%	2845121	$78.81	$224.2M	—	—	—	—
34	ENTGENTEGRIS INC	1.1%	Add 0.80%	2459153	$84.25	$207.2M	—	—	—	—
35	FWONBLIBERTY MEDIA CORP DEL	0.9%	Add 46.37%	1706899	$98.51	$168.1M	—	—	—	—
36	ORCLORACLE CORP	0.9%	Add 0.75%	860677	$194.91	$167.8M	—	—	—	—
37	LPLALPL FINL HLDGS INC	0.7%	Buy	369068	$357.17	$131.8M	—	—	—	—

AVGOREDUCED

8.6%

8.6% of portfolio (was 8.5%, trimmed)

Filed ~$346—

GOOGLINCREASED

7.1%

7.1% of portfolio (was 5.6%, added)

Filed ~$313—

SPGIINCREASED

5.0%

5.0% of portfolio (was 4.7%, added)

Filed ~$523—

TSMINCREASED

4.6%

4.6% of portfolio (was 4.3%, added)

Filed ~$304—

IBKRINCREASED

4.4%

4.4% of portfolio (was 4.8%, added)

Filed ~$64—

AMATINCREASED

4.1%

4.1% of portfolio (was 3.3%, added)

Filed ~$257—

CBREINCREASED

3.9%

3.9% of portfolio (was 3.8%, added)

Filed ~$161—

VINCREASED

3.7%

3.7% of portfolio (was 3.6%, added)

Filed ~$351—

MSFTINCREASED

3.3%

3.3% of portfolio (was 3.6%, added)

Filed ~$484—

ADIINCREASED

3.2%

3.2% of portfolio (was 2.9%, added)

Filed ~$271—

BLKINCREASED

3.0%

3.0% of portfolio (was 3.3%, added)

Filed ~$1070—

IEPINCREASED

2.9%

2.9% of portfolio (was 3.1%, added)

Filed ~$162—

TMOINCREASED

2.7%

2.7% of portfolio (was 2.3%, added)

Filed ~$579—

FLUTINCREASED

2.6%

2.6% of portfolio (was 3.1%, added)

Filed ~$215—

FERGINCREASED

2.4%

2.4% of portfolio (was 2.4%, added)

Filed ~$223—

AONINCREASED

2.4%

2.4% of portfolio (was 2.4%, added)

Filed ~$353—

IQVINCREASED

2.4%

2.4% of portfolio (was 2.0%, added)

Filed ~$225—

CMEINCREASED

2.3%

2.3% of portfolio (was 2.3%, added)

Filed ~$273—

AINCREASED

2.3%

2.3% of portfolio (was 2.2%, added)

Filed ~$136—

UBERINCREASED

2.3%

2.3% of portfolio (was 2.8%, added)

Filed ~$82—

ADBEINCREASED

2.2%

2.2% of portfolio (was 1.9%, added)

Filed ~$350—

LYVINCREASED

2.2%

2.2% of portfolio (was 2.5%, added)

Filed ~$143—

EFXINCREASED

2.0%

2.0% of portfolio (was 2.4%, added)

Filed ~$217—

SSNCINCREASED

2.0%

2.0% of portfolio (was 2.1%, added)

Filed ~$87—

FASTINCREASED

2.0%

2.0% of portfolio (was 2.5%, added)

Filed ~$40—

TRPCFINCREASED

1.8%

1.8% of portfolio (was 1.9%, added)

Filed ~$72—

TCMEFINCREASED

1.8%

1.8% of portfolio (was 2.4%, added)

Filed ~$18—

AMTINCREASED

1.7%

1.7% of portfolio (was 1.9%, added)

Filed ~$176—

YUMINCREASED

1.7%

1.7% of portfolio (was 1.7%, added)

Filed ~$151—

CPINCREASED

1.7%

1.7% of portfolio (was 1.7%, added)

Filed ~$74—

TWINCREASED

1.6%

1.6% of portfolio (was 1.2%, added)

Filed ~$108—

MCOINCREASED

1.2%

1.2% of portfolio (was 1.2%, added)

Filed ~$511—

ALCINCREASED

1.2%

1.2% of portfolio (was 1.2%, added)

Filed ~$79—

ENTGINCREASED

1.1%

1.1% of portfolio (was 1.2%, added)

Filed ~$84—

FWONBINCREASED

0.9%

0.9% of portfolio (was 0.7%, added)

Filed ~$99—

ORCLINCREASED

0.9%

0.9% of portfolio (was 1.3%, added)

Filed ~$195—

LPLANEW

0.7%

0.7% of portfolio (new position)

Filed ~$357—

🚫 Sold Out (2 positions)

SOLDECLECOLAB INC COM STK USD1 LLCwas 0.12%@$273.8678513 shares · $21.5M

SOLDZBHZOETIS INC COM USD0.01 CL 'A' LLCwas 0.97%@$146.321205716 shares · $176.4M