Cantillon Capital Management William Von Mueffling
Top positions activity
Value History
Quarterly report: Q4 2025
Total portfolio value: $18.5B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
AVGO
|
Broadcom Inc | 1.6B 8.61% | 4.6M | -95.4K ↓2.03% | |
|
GOOGL
|
Alphabet Inc - Class A | 1.3B 7.13% | 4.2M | +31.7K ↑0.76% | |
|
SPGI
|
S&P Global Inc | 917.5M 4.96% | 1.8M | +13.2K ↑0.76% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 859.8M 4.64% | 2.8M | +21.3K ↑0.76% | |
|
IBKR
|
Interactive Brokers Group Inc - Class A | 820.6M 4.43% | 12.8M | +95.9K ↑0.76% | |
|
AMAT
|
Applied Materials Inc. | 764.2M 4.13% | 3.0M | +22.4K ↑0.76% | |
|
CBRE
|
CBRE Group Inc - Class A | 717.2M 3.87% | 4.5M | +33.6K ↑0.76% | |
|
V
|
Visa Inc - Class A | 683.7M 3.69% | 1.9M | +14.6K ↑0.76% | |
|
MSFT
|
Microsoft Corporation | 610.3M 3.3% | 1.3M | +9.5K ↑0.76% | |
|
ADI
|
Analog Devices Inc. | 588.2M 3.18% | 2.2M | +16.3K ↑0.76% | |
|
BLK
|
Blackrock Inc. | 550.4M 2.97% | 514.3K | +3.9K ↑0.75% | |
|
ICE
|
Intercontinental Exchange Inc | 540.6M 2.92% | 3.3M | +25.0K ↑0.76% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 506.0M 2.73% | 873.3K | +6.6K ↑0.76% | |
|
FERG
|
Ferguson Plc. | 441.9M 2.38% | 2.0M | +15.0K ↑0.76% | |
|
AON
|
Aon plc. - Class A | 438.6M 2.37% | 1.2M | +9.3K ↑0.75% | |
|
IQV
|
IQVIA Holdings Inc | 437.6M 2.36% | 1.9M | +14.2K ↑0.74% | |
|
CME
|
CME Group Inc - Class A | 429.6M 2.32% | 1.6M | +11.8K ↑0.76% | |
|
A
|
Agilent Technologies Inc. | 423.9M 2.29% | 3.1M | +23.5K ↑0.76% | |
|
UBER
|
Uber Technologies Inc | 420.0M 2.27% | 5.1M | +38.6K ↑0.76% | |
|
ADBE
|
Adobe Inc | 405.0M 2.19% | 1.2M | +156.9K ↑15.69% | |
|
LYV
|
Live Nation Entertainment Inc | 398.6M 2.15% | 2.8M | +21.2K ↑0.77% | |
|
EFX
|
Equifax, Inc. | 374.1M 2.02% | 1.7M | +13.0K ↑0.76% | |
|
SSNC
|
SS&C Technologies Holdings Inc | 372.3M 2.01% | 4.3M | +32.1K ↑0.76% | |
|
FAST
|
Fastenal Co. | 371.9M 2.01% | 9.3M | +70.2K ↑0.76% | |
|
TCOM
|
Trip.com Group Ltd - ADR | 335.8M 1.81% | 4.7M | +63.6K ↑1.38% | |
|
TME
|
Tencent Music Entertainment Group - ADR | 328.0M 1.77% | 18.7M | +256.3K ↑1.39% | |
|
AMT
|
American Tower Corp. | 321.4M 1.73% | 1.8M | +14.7K ↑0.81% | |
|
YUM
|
Yum Brands Inc. | 311.0M 1.68% | 2.1M | +15.6K ↑0.77% | |
|
CP
|
Canadian Pacific Railway Ltd | 309.8M 1.67% | 4.2M | +33.8K ↑0.81% | |
|
TW
|
Tradeweb Markets Inc Cls A | 289.1M 1.56% | 2.7M | +753.9K ↑38.98% | |
|
MCO
|
Moody`s Corp. | 227.5M 1.23% | 445.4K | +3.4K ↑0.77% | |
|
ALC
|
Alcon Inc. - Registered Shares | 224.2M 1.21% | 2.8M | +21.8K ↑0.77% | |
|
ENTG
|
Entegris Inc | 207.2M 1.12% | 2.5M | +19.4K ↑0.80% | |
|
FWONK
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C | 168.1M 0.9% | 1.7M | +540.8K ↑46.37% | |
|
ORCL
|
Oracle Corp. | 167.8M 0.9% | 860.7K | +6.4K ↑0.75% | |
|
LPLA
|
LPL Financial Holdings Inc | 131.8M 0.71% | 369.1K | +369.1K Newly Added |
Sold Out Positions
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