What William Von Mueffling Bought in Q4 2025
Cantillon Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-12-31 · Filed · Historical
$18.49B
Total Value
37
Holdings
1
New Buys
1
Reduced
In Q4 2025, William Von Mueffling reported 37 long equity positions worth $18.49B in their Cantillon Capital Management 13F filing, including 1 new positions (largest: LPL FINL HLDGS INC at $131.8M) and 35 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 4604301 | $1.59B | 8.62% | -2.0% |
| 2 | GOOGL | ALPHABET INC | 4215234 | $1.32B | 7.13% | +0.8% |
| 3 | SPGI | S&P GLOBAL INC | 1755624 | $917.5M | 4.96% | +0.8% |
| 4 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2829278 | $859.8M | 4.65% | +0.8% |
| 5 | IBKR | INTERACTIVE BROKERS GROUP IN | 12759904 | $820.6M | 4.44% | +0.8% |
| 6 | AMAT | APPLIED MATLS INC | 2973661 | $764.2M | 4.13% | +0.8% |
| 7 | CBRE | CBRE GROUP INC | 4460586 | $717.2M | 3.88% | +0.8% |
| 8 | V | VISA INC | 1949488 | $683.7M | 3.70% | +0.8% |
| 9 | MSFT | MICROSOFT CORP | 1262019 | $610.3M | 3.30% | +0.8% |
| 10 | ADI | ANALOG DEVICES INC | 2168792 | $588.2M | 3.18% | +0.8% |
| 11 | BLK | BLACKROCK INC | 514252 | $550.4M | 2.98% | +0.8% |
| 12 | ICE | Intercontinental Exchange | 3337982 | $540.6M | 2.92% | +0.8% |
| 13 | TMO | THERMO FISHER SCIENTIFIC INC | 873322 | $506.0M | 2.74% | +0.8% |
| 14 | FLUT | FLUTTER ENTMT PLC | 2264025 | $486.9M | 2.63% | +0.8% |
| 15 | FERG | FERGUSON ENTERPRISES INC | 1984854 | $441.9M | 2.39% | +0.8% |
| 16 | AON | AON PLC | 1243018 | $438.6M | 2.37% | +0.8% |
| 17 | IQV | IQVIA HLDGS INC | 1941144 | $437.6M | 2.37% | +0.7% |
| 18 | CME | CME GROUP INC | 1573017 | $429.6M | 2.32% | +0.8% |
| 19 | A | AGILENT TECHNOLOGIES INC | 3115638 | $423.9M | 2.29% | +0.8% |
| 20 | UBER | UBER TECHNOLOGIES INC | 5140663 | $420.0M | 2.27% | +0.8% |
| 21 | ADBE | ADOBE INC | 1157237 | $405.0M | 2.19% | +15.7% |
| 22 | LYV | LIVE NATION ENTERTAINMENT IN | 2797205 | $398.6M | 2.16% | +0.8% |
| 23 | EFX | EQUIFAX INC | 1723998 | $374.1M | 2.02% | +0.8% |
| 24 | SSNC | SS&C TECHNOLOGIES HLDGS INC | 4258493 | $372.3M | 2.01% | +0.8% |
| 25 | FAST | FASTENAL CO | 9266888 | $371.9M | 2.01% | +0.8% |
| 26 | TRPCF | TRIP COM GROUP LTD | 4669778 | $335.8M | 1.82% | +1.4% |
| 27 | TME | TENCENT MUSIC ENTMT GROUP | 18708502 | $328.0M | 1.77% | +1.4% |
| 28 | AMT | AMERICAN TOWER CORP NEW | 1830525 | $321.4M | 1.74% | +0.8% |
| 29 | YUM | YUM BRANDS INC | 2055883 | $311.0M | 1.68% | +0.8% |
| 30 | CP | CANADIAN PACIFIC KANSAS CITY | 4207858 | $309.8M | 1.68% | +0.8% |
| 31 | TW | TRADEWEB MKTS INC | 2688245 | $289.1M | 1.56% | +39.0% |
| 32 | MCO | MOODYS CORP | 445400 | $227.5M | 1.23% | +0.8% |
| 33 | ALC | ALCON AG | 2845121 | $224.2M | 1.21% | +0.8% |
| 34 | ENTG | ENTEGRIS INC | 2459153 | $207.2M | 1.12% | +0.8% |
| 35 | FWONK | LIBERTY MEDIA CORP DEL | 1706899 | $168.1M | 0.91% | +46.4% |
| 36 | ORCL | ORACLE CORP | 860677 | $167.8M | 0.91% | +0.8% |
| 37 | LPLA | LPL FINL HLDGS INC | 369068 | $131.8M | 0.71% | NEW |