CA
Rating #73
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 | +38.98% | $107.36 | $80.94M | 0.38ppt | |
2  ADBE | +15.69% | $340.09 | $53.37M | 0.25ppt | |
+46.37% | $98.15 | $53.08M | 0.24ppt | ||
+0.76% | $285.73 | $9.06M | 1.53ppt | ||
5  SPGI | +0.76% | $494.79 | $6.54M | 0.29ppt | |
6  IBKR | +0.76% | $66.94 | $6.42M | -0.36ppt | |
7  TSM | +0.76% | $293.42 | $6.25M | 0.33ppt | |
8  AMAT | +0.76% | $239.74 | $5.37M | 0.81ppt | |
9  CBRE | +0.76% | $157.23 | $5.28M | 0.04ppt | |
10  TME | +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 | -2.03% | 4.60M | $1.59B | 8.62% 0.08ppt | 0.10% | 31 Quarters | Q4 2025 | |
Computer Programming & Data | $62.03 | +0.76% | 4.22M | $1.32B | 7.13% 1.53ppt | 0.03% | 41 Quarters | Q4 2025 | ||
3 SPGI | Consumer Credit Reporting | $139.91 | +0.76% | 1.76M | $917.47M | 4.96% 0.29ppt | 0.58% | 39 Quarters | Q4 2025 | |
4 TSM | Semiconductors | $48.23 | +0.76% | 2.83M | $859.79M | 4.65% 0.33ppt | 0.05% | 34 Quarters | Q4 2025 | |
5 IBKR | Security Brokers & Dealers | $56.10 | +0.76% | 12.76M | $820.59M | 4.44% -0.36ppt | 2.87% | 35 Quarters | Q4 2025 | |
6 AMAT | Semiconductors | $61.13 | +0.76% | 2.97M | $764.20M | 4.13% 0.81ppt | 0.37% | 24 Quarters | Q4 2025 | |
7 CBRE | Real Estate | $43.50 | +0.76% | 4.46M | $717.22M | 3.88% 0.04ppt | 1.50% | 40 Quarters | Q4 2025 | |
8  V | Other Business Services | $97.53 | +0.76% | 1.95M | $683.70M | 3.70% 0.06ppt | 0.10% | 41 Quarters | Q4 2025 | |
9  MSFT | Prepackaged Software | $233.97 | +0.76% | 1.26M | $610.34M | 3.30% -0.27ppt | 0.02% | 24 Quarters | Q4 2025 | |
10  ADI | Semiconductors | $62.18 | +0.76% | 2.17M | $588.18M | 3.18% 0.27ppt | 0.44% | 51 Quarters | Q4 2025 | |
11  BLK | Security Brokers & Dealers | $1027.69 | +0.75% | 514.25K | $550.42M | 2.98% -0.30ppt | 0.33% | 5 Quarters | Q4 2025 | |
12  ICE | Security & Commodity Brokers | $54.73 | +0.76% | 3.34M | $540.62M | 2.92% -0.15ppt | 0.58% | 45 Quarters | Q4 2025 | |
13  TMO | Other Measuring Devices | $311.00 | +0.76% | 873.32K | $506.05M | 2.74% 0.42ppt | 0.23% | 30 Quarters | Q4 2025 | |
14  FLUT | Computer Programming & Data | $235.94 | +0.75% | 2.26M | $486.86M | 2.63% -0.51ppt | 1.26% | 7 Quarters | Q4 2025 | |
15  FERG | Wholesale-Hardware & Plumbing | $193.88 | +0.76% | 1.98M | $441.89M | 2.39% -0.05ppt | 1.01% | 6 Quarters | Q4 2025 | |
16  AON | Insurance Agents & Brokers | $226.02 | +0.75% | 1.24M | $438.64M | 2.37% -0.05ppt | 0.58% | 23 Quarters | Q4 2025 | |
17  IQV | Physical & Biological Research | $206.85 | +0.74% | 1.94M | $437.55M | 2.37% 0.35ppt | 1.13% | 20 Quarters | Q4 2025 | |
18  CME | Security & Commodity Brokers | $112.32 | +0.76% | 1.57M | $429.56M | 2.32% 0.00ppt | 0.44% | 45 Quarters | Q4 2025 | |
19  A | Lab Analytical Instruments | $59.78 | +0.76% | 3.12M | $423.94M | 2.29% 0.11ppt | 1.10% | 41 Quarters | Q4 2025 | |
20  UBER | Other Business Services | $72.76 | +0.76% | 5.14M | $420.04M | 2.27% -0.48ppt | 0.25% | 7 Quarters | Q4 2025 |
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