Cantillon Capital Management William Von Mueffling
Top positions activity
Value History
Quarterly report: Q3 2025
Total portfolio value: $18.2B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
AVGO
|
Broadcom Inc | 1.6B 8.53% | 4.7M | -781.0K ↓14.25% | |
|
GOOGL
|
Alphabet Inc - Class A | 1.0B 5.59% | 4.2M | -46.1K ↓1.09% | |
|
IBKR
|
Interactive Brokers Group Inc - Class A | 871.4M 4.79% | 12.7M | -139.6K ↓1.09% | |
|
SPGI
|
S&P Global Inc | 848.1M 4.66% | 1.7M | -19.2K ↓1.09% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 784.2M 4.31% | 2.8M | -31.0K ↓1.09% | |
|
CBRE
|
CBRE Group Inc - Class A | 697.5M 3.84% | 4.4M | -48.8K ↓1.09% | |
|
V
|
Visa Inc - Class A | 660.5M 3.63% | 1.9M | -21.3K ↓1.09% | |
|
MSFT
|
Microsoft Corporation | 648.7M 3.57% | 1.3M | -13.8K ↓1.09% | |
|
AMAT
|
Applied Materials Inc. | 604.2M 3.32% | 3.0M | -32.5K ↓1.09% | |
|
BLK
|
Blackrock Inc. | 595.1M 3.27% | 510.4K | -5.6K ↓1.09% | |
|
ICE
|
Intercontinental Exchange Inc | 558.2M 3.07% | 3.3M | -36.5K ↓1.09% | |
|
ADI
|
Analog Devices Inc. | 528.9M 2.91% | 2.2M | -23.7K ↓1.09% | |
|
UBER
|
Uber Technologies Inc | 499.8M 2.75% | 5.1M | -56.2K ↓1.09% | |
|
LYV
|
Live Nation Entertainment Inc | 453.6M 2.49% | 2.8M | -30.6K ↓1.09% | |
|
FAST
|
Fastenal Co. | 451.0M 2.48% | 9.2M | -101.3K ↓1.09% | |
|
FERG
|
Ferguson Plc. | 442.4M 2.43% | 2.0M | -21.7K ↓1.09% | |
|
AON
|
Aon plc. - Class A | 439.9M 2.42% | 1.2M | -13.6K ↓1.09% | |
|
EFX
|
Equifax, Inc. | 438.9M 2.41% | 1.7M | -18.8K ↓1.08% | |
|
TME
|
Tencent Music Entertainment Group - ADR | 430.7M 2.37% | 18.5M | -235.8K ↓1.26% | |
|
CME
|
CME Group Inc - Class A | 421.8M 2.32% | 1.6M | -17.2K ↓1.09% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 420.4M 2.31% | 866.8K | -9.5K ↓1.08% | |
|
A
|
Agilent Technologies Inc. | 396.9M 2.18% | 3.1M | -34.1K ↓1.09% | |
|
SSNC
|
SS&C Technologies Holdings Inc | 375.1M 2.06% | 4.2M | -46.6K ↓1.09% | |
|
IQV
|
IQVIA Holdings Inc | 366.0M 2.01% | 1.9M | +413.3K ↑27.30% | |
|
ADBE
|
Adobe Inc | 352.9M 1.94% | 1.0M | +143.7K ↑16.77% | |
|
AMT
|
American Tower Corp. | 349.2M 1.92% | 1.8M | -20.0K ↓1.09% | |
|
TCOM
|
Trip.com Group Ltd - ADR | 346.4M 1.9% | 4.6M | +508.9K ↑12.42% | |
|
CP
|
Canadian Pacific Railway Ltd | 310.9M 1.71% | 4.2M | -45.9K ↓1.09% | |
|
YUM
|
Yum Brands Inc. | 310.1M 1.7% | 2.0M | -22.9K ↓1.11% | |
|
ORCL
|
Oracle Corp. | 240.3M 1.32% | 854.3K | -9.3K ↓1.08% | |
|
ENTG
|
Entegris Inc | 225.6M 1.24% | 2.4M | -26.1K ↓1.06% | |
|
TW
|
Tradeweb Markets Inc Cls A | 214.7M 1.18% | 1.9M | +804.4K ↑71.19% | |
|
MCO
|
Moody`s Corp. | 210.6M 1.15% | 442.0K | -4.9K ↓1.09% | |
|
ALC
|
Alcon Inc. - Registered Shares | 210.4M 1.15% | 2.8M | -30.2K ↓1.06% | |
|
ZTS
|
Zoetis Inc - Class A | 176.4M 0.97% | 1.2M | -13.4K ↓1.10% | |
|
FWONK
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C | 121.8M 0.67% | 1.2M | +1.2M Newly Added |
Sold Out Positions
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