William Von Mueffling's Portfolio

Cantillon Capital Management 13F holdings

What is William Von Mueffling's portfolio?

Cantillon Capital Management has disclosed a total of 37 security holdings in their (2025 Q4) SEC 13F filing(s) with portfolio value of $18,493,573,387.

What stocks does William Von Mueffling own?

In William Von Mueffling's portfolio as of 31 Dec 2025, the top 5 holdings are (AVGO) BROADCOM INC (8.62%), (GOOGL) ALPHABET INC-CL A (7.13%), (SPGI) S&P GLOBAL INC (4.96%), (TSM) TAIWAN SEMICONDUCTOR-SP ADR (4.65%) and (IBKR) INTERACTIVE BROKERS GRO-CL A (4.44%).

To see the historical data of Cantillon Capital Management's portfolio holdings please click on the "2025 Q4" dropdown menu and select the date.

To see Cantillon Capital Management's original 13F reports (2025 Q4), please click on the "important" button.

Portfolio value: $18B+
Period: 2025 Q4
Number of stock: 37
Update: 11 Feb 2026
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
IQV
IQVIA HOLDINGS INC
2.37%
1,941,144
$225.41
18.61% $183.45
$437,553,269
+0.74% (+14,210)
+0.02%
FWONK
LIBERTY MEDIA CORP-LIB-NEW-C
0.91%
1,706,899
$98.51
-
$168,146,621
+46.37% (+540,760)
+0.29%
LYV
LIVE NATION ENTERTAINMENT IN
2.16%
2,797,205
$142.50
12.33% $160.07
$398,601,713
+0.77% (+21,246)
+0.02%
LPLA
LPL FINANCIAL HOLDINGS INC
0.71%
369,068
$357.17
19.23% $288.49
$131,820,017
buy
+0.71%
MSFT
MICROSOFT CORP
3.30%
1,262,019
$483.62
13.84% $416.67
$610,337,629
+0.76% (+9,495)
+0.02%
MCO
MOODY'S CORP
1.23%
445,400
$510.85
11.65% $451.35
$227,532,590
+0.77% (+3,395)
+0.01%
ORCL
ORACLE CORP
0.91%
860,677
$194.91
9.63% $213.68
$167,754,554
+0.75% (+6,419)
+0.01%
SPGI
S&P GLOBAL INC
4.96%
1,755,624
$522.59
18.78% $424.44
$917,471,546
+0.76% (+13,209)
+0.04%
SSNC
SS&C TECHNOLOGIES HOLDINGS
2.01%
4,258,493
$87.42
20.03% $69.91
$372,277,458
+0.76% (+32,136)
+0.02%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
4.65%
2,829,278
$303.89
-
$859,789,292
+0.76% (+21,307)
+0.04%
TME
TENCENT MUSIC ENTERTAINM-ADR
1.77%
18,708,502
$17.53
-
$327,960,040
+1.39% (+256,286)
+0.02%
TMO
THERMO FISHER SCIENTIFIC INC
2.74%
873,322
$579.45
18.41% $472.80
$506,046,433
+0.76% (+6,552)
+0.02%
TW
TRADEWEB MARKETS INC-CLASS A
1.56%
2,688,245
$107.54
4.66% $102.53
$289,093,867
+38.98% (+753,923)
+0.44%
TCOM
TRIPCOM GROUP LTD-ADR
1.82%
4,669,778
$71.91
-
$335,803,736
+1.38% (+63,637)
+0.02%
UBER
UBER TECHNOLOGIES INC
2.27%
5,140,663
$81.71
13.46% $70.71
$420,043,574
+0.76% (+38,605)
+0.02%
V
VISA INC-CLASS A SHARES
3.70%
1,949,488
$350.71
7.74% $323.57
$683,704,937
+0.76% (+14,646)
+0.03%
YUM
YUM! BRANDS INC
1.68%
2,055,883
$151.28
0.27% $150.87
$311,013,980
+0.77% (+15,649)
+0.01%
17 of 37

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
ECL
ECOLAB INC
78,513
-0.12%
ZTS
ZOETIS INC
1,205,716
-0.95%

Shares, change to shares, sold shares - 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.