William Von Mueffling
Cantillon Capital Management
Cantillon Capital Management Portfolio 13F
William Von Mueffling Holdings Activity
- Portfolio value:
- $18.49B≈ (+$331M≈)
- Previous value:
- $18.16B≈
- # of changes:
- 39
- New positions:
- 1
- Reported for:
- 31 Dec 2025 (Q4)
- Latest filing date:
- 11 Feb 2026
Cantillon Capital Management has disclosed a total of 39 changes to the portfolio in the (2025 Q4) SEC report(s): increased the number of shares of 35, bought 1 totally new, decreased the number of shares of 1 and completely sold out 2 position(s).
What stocks did William Von Mueffling buy in 2025 Q4?
During 2025 Q4 William Von Mueffling has bought 36 securities out of which top 5 purchases (by % change to portfolio) were (GOOGL) Alphabet Inc, CL-A (added shares +0.76%), (SPGI) S&P Global Inc (added shares +0.76%), (TSM) Taiwan Semiconductor Manufacturing (added shares +0.76%), (IBKR) Interactive Brokers Group Inc (added shares +0.76%) and (AMAT) Applied Materials Inc (added shares +0.76%).
What did William Von Mueffling invest in during 2025 Q4?
In the 2025 Q4 report(s) the following changes have been made to the top investments: (AVGO) Broadcom Inc (reduced shares -2.03%), (GOOGL) Alphabet Inc, CL-A (added shares +0.76%), (SPGI) S&P Global Inc (added shares +0.76%), (TSM) Taiwan Semiconductor Manufacturing (added shares +0.76%) and (IBKR) Interactive Brokers Group Inc (added shares +0.76%).
39 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
LPL Financial Holdings Inc
|
new
|
+369,068
|
369,068
|
+0.71%
|
$357.17
|
-1.68%($351.18)
|
0.71%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
Liberty Media Corp Series C Liberty Formula One
|
+46.37%
|
+540,760
|
1,706,899
|
+0.29%
|
$98.51
|
-0.64%($97.88)
|
0.91%
|
2025 Q3
|
≈ 0.50 years
|
|
|
|
Tradeweb Markets Inc
|
+38.98%
|
+753,923
|
2,688,245
|
+0.44%
|
$107.54
|
-6.54%($100.51)
|
1.56%
|
2023 Q2
|
≈ 2.75 years
|
|
|
|
Adobe Systems Incorporated
|
+15.69%
|
+156,929
|
1,157,237
|
+0.3%
|
$349.99
|
-28.90%($248.85)
|
2.19%
|
2022 Q2
|
≈ 3.75 years
|
|
|
|
Tencent Music Entertainment Group
|
+1.39%
|
+256,286
|
18,708,502
|
+0.02%
|
$17.53
|
-46.55%($9.37)
|
1.77%
|
2024 Q2
|
≈ 1.75 years
|
|
|
|
Trip.com Group Ltd ADR
|
+1.38%
|
+63,637
|
4,669,778
|
+0.02%
|
$71.91
|
-35.00%($46.74)
|
1.82%
|
2024 Q2
|
≈ 1.75 years
|
|
|
|
Canadian Pacific Kansas City Limited
|
+0.81%
|
+33,849
|
4,207,858
|
+0.01%
|
$73.63
|
+20.75%($88.90)
|
1.68%
|
2023 Q3
|
≈ 2.50 years
|
|
|
|
American Tower Corp
|
+0.81%
|
+14,709
|
1,830,525
|
+0.01%
|
$175.57
|
-2.20%($171.70)
|
1.74%
|
2016 Q1
|
≈ 10.00 years
|
|
|
|
Entegris Inc
|
+0.80%
|
+19,434
|
2,459,153
|
+0.01%
|
$84.25
|
+44.93%($122.10)
|
1.12%
|
2019 Q3
|
≈ 6.50 years
|
|
|
|
Alcon AG
|
+0.77%
|
+21,799
|
2,845,121
|
+0.01%
|
$78.81
|
-13.17%($68.43)
|
1.21%
|
2025 Q1
|
≈ 1.00 year
|
|
* 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.