William Von Mueffling
Cantillon Capital Management
Cantillon Capital Management Portfolio 13F
William Von Mueffling Holdings Activity
- Portfolio value:
- $17.30B≈ (+$2B≈)
- Previous value:
- $15.44B≈
- # of changes:
- 38
- New positions:
- 1
- Reported for:
- 30 Jun 2025 (Q2)
- Latest filing date:
- 17 Feb 2026
Cantillon Capital Management has disclosed a total of 38 changes to the portfolio in the (2025 Q2) SEC report(s): increased the number of shares of 6, bought 1 totally new and decreased the number of shares of 31 position(s).
What stocks did William Von Mueffling buy in 2025 Q2?
During 2025 Q2 William Von Mueffling has bought 7 securities out of which top 5 purchases (by % change to portfolio) were (BLK) BlackRock Inc (added shares +10.30%), (CP) Canadian Pacific Kansas City Limited (added shares +16.79%), (ADBE) Adobe Systems Incorporated (added shares +7.50%), (YUM) Yum! Brands Inc (added shares +13.08%) and (ALC) Alcon AG (added shares +94.84%).
In the 2025 Q2 report(s) the following changes have been made to the top investments: (AVGO) Broadcom Inc (reduced shares -13.10%), (SPGI) S&P Global Inc (reduced shares -2.82%), (GOOGL) Alphabet Inc, CL-A (reduced shares -2.82%), (IBKR) Interactive Brokers Group Inc (reduced shares -2.82%) and (V) Visa Inc, CL-A (reduced shares -2.82%).
38 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
ICON PLC
|
new
|
+465,197
|
465,197
|
+0.39%
|
$145.45
|
+13.34%($164.85)
|
0.39%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
Alcon AG
|
+94.84%
|
+1,388,941
|
2,853,474
|
+0.71%
|
$88.28
|
-22.49%($68.43)
|
1.46%
|
2025 Q1
|
≈ 0.50 years
|
|
|
|
Canadian Pacific Kansas City Limited
|
+16.79%
|
+606,519
|
4,219,911
|
+0.28%
|
$79.27
|
+12.15%($88.90)
|
1.93%
|
2023 Q3
|
≈ 2.00 years
|
|
|
|
Trip.com Group Ltd ADR
|
+14.55%
|
+520,438
|
4,097,251
|
+0.18%
|
$58.64
|
-20.29%($46.74)
|
1.39%
|
2024 Q2
|
≈ 1.25 years
|
|
|
|
Yum! Brands Inc
|
+13.08%
|
+238,615
|
2,063,179
|
+0.2%
|
$148.18
|
+3.81%($153.83)
|
1.77%
|
2024 Q1
|
≈ 1.50 years
|
|
|
|
BlackRock Inc
|
+10.30%
|
+48,173
|
516,027
|
+0.29%
|
$1,049.25
|
+3.97%($1,090.87)
|
3.13%
|
2021 Q4
|
≈ 3.75 years
|
|
|
|
Adobe Systems Incorporated
|
+7.50%
|
+59,743
|
856,629
|
+0.13%
|
$386.88
|
-35.68%($248.85)
|
1.92%
|
2022 Q2
|
≈ 3.25 years
|
|
|
|
Zoetis Inc
|
-2.82%
|
-35,370
|
1,219,095
|
-0.04%
|
$155.95
|
-50.51%($77.18)
|
1.10%
|
2015 Q4
|
≈ 9.75 years
|
|
|
|
Aon PLC
|
-2.82%
|
-36,194
|
1,247,354
|
-0.08%
|
$356.76
|
+1.92%($363.60)
|
2.57%
|
2016 Q4
|
≈ 8.75 years
|
|
|
|
Moodys Corp
|
-2.82%
|
-12,968
|
446,889
|
-0.04%
|
$501.59
|
-4.46%($479.23)
|
1.30%
|
2018 Q4
|
≈ 6.75 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.