CA
Rating #64
William Von Mueffling
Cantillon Capital Management
Portfolio value
Stocks
Performance
1 Year
+12.87%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
William Von Mueffling’s Portfolio: Q4 2025
Top10 stocks: 47.99% of the portfolio
William Von Mueffling’s Trades: Q4 2025
Adds
New Buys
Sold Outs
Cuts
0.38ppt
0.25ppt
0.24ppt
1.53ppt
0.29ppt
-0.36ppt
0.33ppt
0.81ppt
0.04ppt
-0.60ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  TW | Add +38.98% | $107.36 | $80.94M | 0.38ppt | |
2  ADBE | Add +15.69% | $340.09 | $53.37M | 0.25ppt | |
Add +46.37% | $98.15 | $53.08M | 0.24ppt | ||
Add +0.76% | $285.73 | $9.06M | 1.53ppt | ||
5  SPGI | Add +0.76% | $494.79 | $6.54M | 0.29ppt | |
6  IBKR | Add +0.76% | $66.94 | $6.42M | -0.36ppt | |
7  TSM | Add +0.76% | $293.42 | $6.25M | 0.33ppt | |
8  AMAT | Add +0.76% | $239.74 | $5.37M | 0.81ppt | |
9  CBRE | Add +0.76% | $157.23 | $5.28M | 0.04ppt | |
10  TME | Add +1.39% | $20.28 | $5.20M | -0.60ppt |
William Von Mueffling’s Holdings: Q4 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 | Cut -2.03% | 4.60M | $1.59B | 8.62% 0.08ppt | 0.10% | 31 Quarters | Q4 2025 | |
Computer Programming & Data | $62.03 | Add +0.76% | 4.22M | $1.32B | 7.13% 1.53ppt | 0.03% | 41 Quarters | Q4 2025 | ||
3 SPGI | Consumer Credit Reporting | $139.91 | Add +0.76% | 1.76M | $917.47M | 4.96% 0.29ppt | 0.58% | 39 Quarters | Q4 2025 | |
4 TSM | Semiconductors | $48.23 | Add +0.76% | 2.83M | $859.79M | 4.65% 0.33ppt | 0.05% | 34 Quarters | Q4 2025 | |
5 IBKR | Security Brokers & Dealers | $56.10 | Add +0.76% | 12.76M | $820.59M | 4.44% -0.36ppt | 2.87% | 35 Quarters | Q4 2025 | |
6 AMAT | Semiconductors | $61.13 | Add +0.76% | 2.97M | $764.20M | 4.13% 0.81ppt | 0.37% | 24 Quarters | Q4 2025 | |
7 CBRE | Real Estate | $43.50 | Add +0.76% | 4.46M | $717.22M | 3.88% 0.04ppt | 1.50% | 40 Quarters | Q4 2025 | |
8  V | Other Business Services | $97.53 | Add +0.76% | 1.95M | $683.70M | 3.70% 0.06ppt | 0.10% | 41 Quarters | Q4 2025 | |
9  MSFT | Prepackaged Software | $233.97 | Add +0.76% | 1.26M | $610.34M | 3.30% -0.27ppt | 0.02% | 24 Quarters | Q4 2025 | |
10  ADI | Semiconductors | $62.18 | Add +0.76% | 2.17M | $588.18M | 3.18% 0.27ppt | 0.44% | 51 Quarters | Q4 2025 | |
11  BLK | Security Brokers & Dealers | $1027.69 | Add +0.75% | 514.25K | $550.42M | 2.98% -0.30ppt | 0.33% | 5 Quarters | Q4 2025 | |
12  ICE | Security & Commodity Brokers | $54.73 | Add +0.76% | 3.34M | $540.62M | 2.92% -0.15ppt | 0.58% | 45 Quarters | Q4 2025 | |
13  TMO | Other Measuring Devices | $311.00 | Add +0.76% | 873.32K | $506.05M | 2.74% 0.42ppt | 0.23% | 30 Quarters | Q4 2025 | |
14  FLUT | Computer Programming & Data | $235.94 | Add +0.75% | 2.26M | $486.86M | 2.63% -0.51ppt | 1.26% | 7 Quarters | Q4 2025 | |
15  FERG | Wholesale-Hardware & Plumbing | $193.88 | Add +0.76% | 1.98M | $441.89M | 2.39% -0.05ppt | 1.01% | 6 Quarters | Q4 2025 | |
16  AON | Insurance Agents & Brokers | $226.02 | Add +0.75% | 1.24M | $438.64M | 2.37% -0.05ppt | 0.58% | 23 Quarters | Q4 2025 | |
17  IQV | Physical & Biological Research | $206.85 | Add +0.74% | 1.94M | $437.55M | 2.37% 0.35ppt | 1.13% | 20 Quarters | Q4 2025 | |
18  CME | Security & Commodity Brokers | $112.32 | Add +0.76% | 1.57M | $429.56M | 2.32% 0.00ppt | 0.44% | 45 Quarters | Q4 2025 | |
19  A | Lab Analytical Instruments | $59.78 | Add +0.76% | 3.12M | $423.94M | 2.29% 0.11ppt | 1.10% | 41 Quarters | Q4 2025 | |
20  UBER | Other Business Services | $72.76 | Add +0.76% | 5.14M | $420.04M | 2.27% -0.48ppt | 0.25% | 7 Quarters | Q4 2025 |
NEWSLETTER
NEWSLETTER
Market data is sourced from S&P Global Market Intelligence. All insights and analysis are developed by Gainify. Copyright © 2026, S&P Global Market Intelligence. All rights reserved.
View Data ProvidersOur content is general in nature and does not account for your personal financial circumstances. Any investment decisions you make are your responsibility. We strongly recommend speaking with a licensed financial advisor or professional before acting on any information found on Gainify. Before using Gainify, please review our Terms of Service.