What William Von Mueffling Bought in Q1 2025
Cantillon Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$15.44B
Total Value
37
Holdings
0
New Buys
0
Reduced
In Q1 2025, William Von Mueffling reported 37 long equity positions worth $15.44B in their Cantillon Capital Management 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC COM LLC | 6306874 | $1.06B | 6.84% | — |
| 2 | SPGI | S&P GLOBAL INC COM LLC | 1812764 | $921.1M | 5.96% | — |
| 3 | V | VISA INC COM CL A STK LLC | 2012972 | $705.5M | 4.57% | — |
| 4 | GOOGL | ALPHABET INC CAPITAL STOCK USD0.001 CL A LLC | 4352428 | $673.1M | 4.36% | — |
| 5 | CBRE | CBRE GROUP INC CL A CL A LLC | 4605765 | $602.3M | 3.90% | — |
| 6 | ICE | Intercontinental Exchange | 3446696 | $594.6M | 3.85% | — |
| 7 | IBKR | INTERACTIVE BROKERS GROUP INC CL COM LLC | 3293826 | $545.4M | 3.53% | — |
| 8 | FLUT | FLUTTER ENTERTAINMENT PLC ORD EUR0.09 LLC | 2337798 | $517.9M | 3.35% | — |
| 9 | AON | AON PLC LLC | 1283548 | $512.3M | 3.32% | — |
| 10 | MSFT | MICROSOFT CORP COM LLC | 1303090 | $489.2M | 3.17% | — |
| 11 | TSM | ADR TAIWAN SEMICONDUCTOR MANUFACTURING A LLC | 2921336 | $484.9M | 3.14% | — |
| 12 | ADI | ANALOG DEVICES, INC., COMMON STOCK, LLC | 2239461 | $451.6M | 2.92% | — |
| 13 | TMO | THERMO FISHER SCIENTIFIC INC COM USD1 LLC | 901773 | $448.7M | 2.91% | — |
| 14 | AMAT | APPLIED MATERIALS, INC., COMMON STOCK, LLC | 3070430 | $445.6M | 2.89% | — |
| 15 | BLK | BLACKROCK INC NEW COM LLC | 467854 | $442.8M | 2.87% | — |
| 16 | EFX | EQUIFAX INC COM LLC | 1780067 | $433.6M | 2.81% | — |
| 17 | CME | CME GROUP INC COM STK LLC | 1624206 | $430.9M | 2.79% | — |
| 18 | AMT | AMERICAN TOWER CORP LLC | 1889190 | $411.1M | 2.66% | — |
| 19 | UBER | UBER TECHNOLOGIES INC COM USD0.00001 LLC | 5308459 | $386.8M | 2.50% | — |
| 20 | LYV | LIVE NATION ENTERTAINMENT INC LLC | 2888072 | $377.1M | 2.44% | — |
| 21 | A | AGILENT TECHNOLOGIES INC COM LLC | 3217069 | $376.3M | 2.44% | — |
| 22 | FAST | FASTENAL CO COM LLC | 4784048 | $371.0M | 2.40% | — |
| 23 | SSNC | SS&C TECHNOLOGIES HLDGS INC COM LLC | 4397147 | $367.3M | 2.38% | — |
| 24 | IQV | IQVIA HLDGS INC COM USD0.01 LLC | 2004434 | $353.4M | 2.29% | — |
| 25 | FERG | FERGUSON ENTERPRISES INC USD0.0001 LLC | 2049411 | $328.4M | 2.13% | — |
| 26 | ADBE | ADOBE INC COM LLC | 796886 | $305.6M | 1.98% | — |
| 27 | YUM | YUM BRANDS INC COM LLC | 1824564 | $287.1M | 1.86% | — |
| 28 | ECL | ECOLAB INC COM STK USD1 LLC | 1127076 | $285.7M | 1.85% | — |
| 29 | TME | ADR TENCENT MUSIC ENTMT GROUP ADS LLC | 19240319 | $277.3M | 1.80% | — |
| 30 | CP | CANADIAN PAC KANS CITY LTD LLC | 3613392 | $253.7M | 1.64% | — |
| 31 | TRPCF | ADR TRIP COM GRP LTD LLC | 3576813 | $227.4M | 1.47% | — |
| 32 | ENTG | ENTEGRIS INC COM LLC | 2538175 | $222.0M | 1.44% | — |
| 33 | MCO | MOODYS CORP COM LLC | 459857 | $214.2M | 1.39% | — |
| 34 | ZTS | ZOETIS INC COM USD0.01 CL 'A' LLC | 1254465 | $206.5M | 1.34% | — |
| 35 | TW | TRADEWEB MKTS INC CL A CL A LLC | 1163200 | $172.7M | 1.12% | — |
| 36 | ALC | ALCON AG COM USD0.04 WI LLC | 1464533 | $139.0M | 0.90% | — |
| 37 | ORCL | ORACLE CORPORATION COM LLC | 888795 | $124.3M | 0.80% | — |