What William Von Mueffling Bought in Q2 2025
Cantillon Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$17.30B
Total Value
38
Holdings
1
New Buys
30
Reduced
In Q2 2025, William Von Mueffling reported 38 long equity positions worth $17.30B in their Cantillon Capital Management 13F filing, including 1 new positions (largest: ICON PLC COM LLC at $67.7M) and 7 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC COM LLC | 5480780 | $1.51B | 8.73% | -13.1% |
| 2 | SPGI | S&P GLOBAL INC COM LLC | 1761604 | $928.9M | 5.37% | -2.8% |
| 3 | GOOGL | ALPHABET INC CAPITAL STOCK USD0.001 CL A LLC | 4229590 | $745.4M | 4.31% | -2.8% |
| 4 | IBKR | INTERACTIVE BROKERS GROUP INC CL COM LLC | 12803631 | $709.4M | 4.10% | 288.7% |
| 5 | V | VISA INC COM CL A STK LLC | 1956163 | $694.5M | 4.02% | -2.8% |
| 6 | FLUT | FLUTTER ENTERTAINMENT PLC ORD EUR0.09 LLC | 2271857 | $649.2M | 3.75% | -2.8% |
| 7 | TSM | ADR TAIWAN SEMICONDUCTOR MANUFACTURING A LLC | 2838923 | $643.0M | 3.72% | -2.8% |
| 8 | MSFT | MICROSOFT CORP COM LLC | 1266324 | $629.9M | 3.64% | -2.8% |
| 9 | CBRE | CBRE GROUP INC CL A CL A LLC | 4475823 | $627.2M | 3.63% | -2.8% |
| 10 | ICE | Intercontinental Exchange | 3349433 | $614.5M | 3.55% | -2.8% |
| 11 | AMAT | APPLIED MATERIALS, INC., COMMON STOCK, LLC | 2983740 | $546.2M | 3.16% | -2.8% |
| 12 | BLK | BLACKROCK INC NEW COM LLC | 516027 | $541.4M | 3.13% | +10.3% |
| 13 | ADI | ANALOG DEVICES, INC., COMMON STOCK, LLC | 2176247 | $518.0M | 2.99% | -2.8% |
| 14 | UBER | UBER TECHNOLOGIES INC COM USD0.00001 LLC | 5158226 | $481.3M | 2.78% | -2.8% |
| 15 | EFX | EQUIFAX INC COM LLC | 1729771 | $448.7M | 2.59% | -2.8% |
| 16 | AON | AON PLC LLC | 1247354 | $445.0M | 2.57% | -2.8% |
| 17 | CME | CME GROUP INC COM STK LLC | 1578350 | $435.0M | 2.51% | -2.8% |
| 18 | FERG | FERGUSON ENTERPRISES INC USD0.0001 LLC | 1991561 | $433.7M | 2.51% | -2.8% |
| 19 | LYV | LIVE NATION ENTERTAINMENT INC LLC | 2806585 | $424.6M | 2.45% | -2.8% |
| 20 | AMT | AMERICAN TOWER CORP LLC | 1835851 | $405.8M | 2.35% | -2.8% |
| 21 | FAST | FASTENAL CO COM LLC | 9298033 | $390.5M | 2.26% | +94.4% |
| 22 | A | AGILENT TECHNOLOGIES INC COM LLC | 3126283 | $368.9M | 2.13% | -2.8% |
| 23 | TME | ADR TENCENT MUSIC ENTMT GROUP ADS LLC | 18687995 | $364.2M | 2.11% | -2.9% |
| 24 | TMO | THERMO FISHER SCIENTIFIC INC COM USD1 LLC | 876265 | $355.3M | 2.05% | -2.8% |
| 25 | SSNC | SS&C TECHNOLOGIES HLDGS INC COM LLC | 4272947 | $353.8M | 2.05% | -2.8% |
| 26 | CP | CANADIAN PAC KANS CITY LTD LLC | 4219911 | $334.5M | 1.93% | +16.8% |
| 27 | ADBE | ADOBE INC COM LLC | 856629 | $331.4M | 1.92% | +7.5% |
| 28 | YUM | YUM BRANDS INC COM LLC | 2063179 | $305.7M | 1.77% | +13.1% |
| 29 | ECL | ECOLAB INC COM STK USD1 LLC | 1095150 | $295.1M | 1.71% | -2.8% |
| 30 | ALC | ALCON AG COM USD0.04 WI LLC | 2853474 | $251.9M | 1.46% | +94.8% |
| 31 | TRPCF | ADR TRIP COM GRP LTD LLC | 4097251 | $240.3M | 1.39% | +14.6% |
| 32 | IQV | IQVIA HLDGS INC COM USD0.01 LLC | 1513678 | $238.5M | 1.38% | -24.5% |
| 33 | MCO | MOODYS CORP COM LLC | 446889 | $224.2M | 1.30% | -2.8% |
| 34 | ENTG | ENTEGRIS INC COM LLC | 2465773 | $198.9M | 1.15% | -2.9% |
| 35 | ZTS | ZOETIS INC COM USD0.01 CL 'A' LLC | 1219095 | $190.1M | 1.10% | -2.8% |
| 36 | ORCL | ORACLE CORPORATION COM LLC | 863573 | $188.8M | 1.09% | -2.8% |
| 37 | TW | TRADEWEB MKTS INC CL A CL A LLC | 1129909 | $165.4M | 0.96% | -2.9% |
| 38 | ICLR | ICON PLC COM LLC | 465197 | $67.7M | 0.39% | NEW |