CA
Rating #61
William Von Mueffling
Cantillon Capital Management
Portfolio value
Stocks
Performance
1 Year
+13.07%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
William Von Mueffling’s Portfolio: Q3 2025
Top10 stocks: 45.59% of the portfolio
William Von Mueffling’s Trades: Q3 2025
Adds
New Buys
Sold Outs
Cuts
0.23ppt
0.64ppt
0.03ppt
0.52ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  TW | +71.19% | $128.54 | $103.40M | 0.23ppt | |
2  IQV | +27.30% | $181.84 | $75.15M | 0.64ppt | |
3  ADBE | +16.77% | $358.75 | $51.54M | 0.03ppt | |
4  TCOM | +12.42% | $66.81 | $34.00M | 0.52ppt |
William Von Mueffling’s Holdings: Q3 2025
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
1  AVGO | Semiconductors | $31.45 | -14.25% | 4.70M | $1.55B | 8.54% -0.20ppt | 0.10% | 30 Quarters | Q3 2025 | |
Computer Programming & Data | $60.13 | -1.09% | 4.18M | $1.02B | 5.60% 1.29ppt | 0.03% | 40 Quarters | Q3 2025 | ||
3  IBKR | Security Brokers & Dealers | $56.04 | -1.09% | 12.66M | $871.41M | 4.80% 0.70ppt | 2.89% | 34 Quarters | Q3 2025 | |
4  SPGI | Consumer Credit Reporting | $137.01 | -1.09% | 1.74M | $848.05M | 4.67% -0.70ppt | 0.57% | 38 Quarters | Q3 2025 | |
5  TSM | Semiconductors | $46.29 | -1.09% | 2.81M | $784.24M | 4.32% 0.60ppt | 0.05% | 33 Quarters | Q3 2025 | |
6  CBRE | Real Estate | $42.61 | -1.09% | 4.43M | $697.52M | 3.84% 0.21ppt | 1.45% | 39 Quarters | Q3 2025 | |
7  V | Other Business Services | $95.61 | -1.09% | 1.93M | $660.52M | 3.64% -0.38ppt | 0.10% | 40 Quarters | Q3 2025 | |
8  MSFT | Prepackaged Software | $232.08 | -1.09% | 1.25M | $648.74M | 3.57% -0.07ppt | 0.02% | 23 Quarters | Q3 2025 | |
9  AMAT | Semiconductors | $59.64 | -1.09% | 2.95M | $604.24M | 3.33% 0.17ppt | 0.37% | 23 Quarters | Q3 2025 | |
10  BLK | Security Brokers & Dealers | $1027.36 | -1.09% | 510.40K | $595.06M | 3.28% 0.15ppt | 0.33% | 4 Quarters | Q3 2025 | |
11  FLUT | Computer Programming & Data | $236.10 | -1.09% | 2.25M | $570.76M | 3.14% -0.61ppt | 1.26% | 6 Quarters | Q3 2025 | |
12  ICE | Security & Commodity Brokers | $53.92 | -1.09% | 3.31M | $558.17M | 3.07% -0.48ppt | 0.58% | 44 Quarters | Q3 2025 | |
13  ADI | Semiconductors | $60.60 | -1.09% | 2.15M | $528.87M | 2.91% -0.08ppt | 0.44% | 50 Quarters | Q3 2025 | |
14  UBER | Other Business Services | $72.69 | -1.09% | 5.10M | $499.85M | 2.75% -0.03ppt | 0.24% | 6 Quarters | Q3 2025 | |
15  LYV | Amusement & Recreation | $94.44 | -1.09% | 2.78M | $453.59M | 2.50% 0.04ppt | 1.20% | 10 Quarters | Q3 2025 | |
16  FAST | Retail-Building Materials | $34.58 | -1.09% | 9.20M | $451.01M | 2.48% 0.23ppt | 0.80% | 30 Quarters | Q3 2025 | |
17  FERG | Wholesale-Hardware & Plumbing | $193.66 | -1.09% | 1.97M | $442.40M | 2.44% -0.07ppt | 0.99% | 5 Quarters | Q3 2025 | |
18  AON | Insurance Agents & Brokers | $225.07 | -1.09% | 1.23M | $439.93M | 2.42% -0.15ppt | 0.57% | 22 Quarters | Q3 2025 | |
19  EFX | Consumer Credit Reporting | $129.61 | -1.09% | 1.71M | $438.92M | 2.42% -0.18ppt | 1.38% | 36 Quarters | Q3 2025 | |
20  TME | Radio Broadcasting | $13.32 | -1.26% | 18.45M | $430.67M | 2.37% 0.27ppt | 1.21% | 6 Quarters | Q3 2025 |
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