What William Von Mueffling Bought in Q3 2025
Cantillon Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed · Historical
$18.16B
Total Value
38
Holdings
1
New Buys
33
Reduced
In Q3 2025, William Von Mueffling reported 38 long equity positions worth $18.16B in their Cantillon Capital Management 13F filing, including 1 new positions (largest: LIBERTY MEDIA CORP DEL COM LIBERTY LLC at $121.8M) and 4 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC COM LLC | 4699739 | $1.55B | 8.54% | -14.3% |
| 2 | GOOGL | ALPHABET INC CAPITAL STOCK USD0.001 CL A LLC | 4183532 | $1.02B | 5.60% | -1.1% |
| 3 | IBKR | INTERACTIVE BROKERS GROUP INC CL COM LLC | 12664026 | $871.4M | 4.80% | -1.1% |
| 4 | SPGI | S&P GLOBAL INC COM LLC | 1742415 | $848.1M | 4.67% | -1.1% |
| 5 | TSM | ADR TAIWAN SEMICONDUCTOR MANUFACTURING A LLC | 2807971 | $784.2M | 4.32% | -1.1% |
| 6 | CBRE | CBRE GROUP INC CL A CL A LLC | 4427021 | $697.5M | 3.84% | -1.1% |
| 7 | V | VISA INC COM CL A STK LLC | 1934842 | $660.5M | 3.64% | -1.1% |
| 8 | MSFT | MICROSOFT CORP COM LLC | 1252524 | $648.7M | 3.57% | -1.1% |
| 9 | AMAT | APPLIED MATERIALS, INC., COMMON STOCK, LLC | 2951260 | $604.2M | 3.33% | -1.1% |
| 10 | BLK | BLACKROCK INC NEW COM LLC | 510402 | $595.1M | 3.28% | -1.1% |
| 11 | FLUT | FLUTTER ENTERTAINMENT PLC ORD EUR0.09 LLC | 2247096 | $570.8M | 3.14% | -1.1% |
| 12 | ICE | Intercontinental Exchange | 3312950 | $558.2M | 3.07% | -1.1% |
| 13 | ADI | ANALOG DEVICES, INC., COMMON STOCK, LLC | 2152518 | $528.9M | 2.91% | -1.1% |
| 14 | UBER | UBER TECHNOLOGIES INC COM USD0.00001 LLC | 5102058 | $499.8M | 2.75% | -1.1% |
| 15 | LYV | LIVE NATION ENTERTAINMENT INC LLC | 2775959 | $453.6M | 2.50% | -1.1% |
| 16 | FAST | FASTENAL CO COM LLC | 9196705 | $451.0M | 2.48% | -1.1% |
| 17 | FERG | FERGUSON ENTERPRISES INC USD0.0001 LLC | 1969891 | $442.4M | 2.44% | -1.1% |
| 18 | AON | AON PLC LLC | 1233741 | $439.9M | 2.42% | -1.1% |
| 19 | EFX | EQUIFAX INC COM LLC | 1711003 | $438.9M | 2.42% | -1.1% |
| 20 | TME | ADR TENCENT MUSIC ENTMT GROUP ADS LLC | 18452216 | $430.7M | 2.37% | -1.3% |
| 21 | CME | CME GROUP INC COM STK LLC | 1561173 | $421.8M | 2.32% | -1.1% |
| 22 | TMO | THERMO FISHER SCIENTIFIC INC COM USD1 LLC | 866770 | $420.4M | 2.31% | -1.1% |
| 23 | A | AGILENT TECHNOLOGIES INC COM LLC | 3092145 | $396.9M | 2.19% | -1.1% |
| 24 | SSNC | SS&C TECHNOLOGIES HLDGS INC COM LLC | 4226357 | $375.1M | 2.07% | -1.1% |
| 25 | IQV | IQVIA HLDGS INC COM USD0.01 LLC | 1926934 | $366.0M | 2.02% | +27.3% |
| 26 | ADBE | ADOBE INC COM LLC | 1000308 | $352.9M | 1.94% | 16.8% |
| 27 | AMT | AMERICAN TOWER CORP LLC | 1815816 | $349.2M | 1.92% | -1.1% |
| 28 | TRPCF | ADR TRIP COM GRP LTD LLC | 4606141 | $346.4M | 1.91% | +12.4% |
| 29 | CP | CANADIAN PAC KANS CITY LTD LLC | 4174009 | $310.9M | 1.71% | -1.1% |
| 30 | YUM | YUM BRANDS INC COM LLC | 2040234 | $310.1M | 1.71% | -1.1% |
| 31 | ORCL | ORACLE CORPORATION COM LLC | 854258 | $240.3M | 1.32% | -1.1% |
| 32 | ENTG | ENTEGRIS INC COM LLC | 2439719 | $225.6M | 1.24% | -1.1% |
| 33 | TW | TRADEWEB MKTS INC CL A CL A LLC | 1934322 | $214.7M | 1.18% | +71.2% |
| 34 | MCO | MOODYS CORP COM LLC | 442005 | $210.6M | 1.16% | -1.1% |
| 35 | ALC | ALCON AG COM USD0.04 WI LLC | 2823322 | $210.4M | 1.16% | -1.1% |
| 36 | ZTS | ZOETIS INC COM USD0.01 CL 'A' LLC | 1205716 | $176.4M | 0.97% | -1.1% |
| 37 | FWONK | LIBERTY MEDIA CORP DEL COM LIBERTY LLC | 1166139 | $121.8M | 0.67% | NEW |
| 38 | ECL | ECOLAB INC COM STK USD1 LLC | 78513 | $21.5M | 0.12% | +-92.8% |