Cantillon Capital Management William Von Mueffling
Top positions activity
Value History
Quarterly report: Q2 2025
Total portfolio value: $17.3B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
AVGO
|
Broadcom Inc | 1.5B 8.73% | 5.5M | -826.1K ↓13.10% | |
|
SPGI
|
S&P Global Inc | 928.9M 5.36% | 1.8M | -51.2K ↓2.82% | |
|
GOOGL
|
Alphabet Inc - Class A | 745.4M 4.3% | 4.2M | -122.8K ↓2.82% | |
|
IBKR
|
Interactive Brokers Group Inc - Class A | 709.4M 4.1% | 12.8M | +9.5M ↑288.72% | |
|
V
|
Visa Inc - Class A | 694.5M 4.01% | 2.0M | -56.8K ↓2.82% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 643.0M 3.71% | 2.8M | -82.4K ↓2.82% | |
|
MSFT
|
Microsoft Corporation | 629.9M 3.64% | 1.3M | -36.8K ↓2.82% | |
|
CBRE
|
CBRE Group Inc - Class A | 627.2M 3.62% | 4.5M | -129.9K ↓2.82% | |
|
ICE
|
Intercontinental Exchange Inc | 614.5M 3.55% | 3.3M | -97.3K ↓2.82% | |
|
AMAT
|
Applied Materials Inc. | 546.2M 3.15% | 3.0M | -86.7K ↓2.82% | |
|
BLK
|
Blackrock Inc. | 541.4M 3.13% | 516.0K | +48.2K ↑10.30% | |
|
ADI
|
Analog Devices Inc. | 518.0M 2.99% | 2.2M | -63.2K ↓2.82% | |
|
UBER
|
Uber Technologies Inc | 481.3M 2.78% | 5.2M | -150.2K ↓2.83% | |
|
EFX
|
Equifax, Inc. | 448.7M 2.59% | 1.7M | -50.3K ↓2.83% | |
|
AON
|
Aon plc. - Class A | 445.0M 2.57% | 1.2M | -36.2K ↓2.82% | |
|
CME
|
CME Group Inc - Class A | 435.0M 2.51% | 1.6M | -45.9K ↓2.82% | |
|
FERG
|
Ferguson Plc. | 433.7M 2.5% | 2.0M | -57.9K ↓2.82% | |
|
LYV
|
Live Nation Entertainment Inc | 424.6M 2.45% | 2.8M | -81.5K ↓2.82% | |
|
AMT
|
American Tower Corp. | 405.8M 2.34% | 1.8M | -53.3K ↓2.82% | |
|
FAST
|
Fastenal Co. | 390.5M 2.25% | 9.3M | +4.5M ↑94.35% | |
|
A
|
Agilent Technologies Inc. | 368.9M 2.13% | 3.1M | -90.8K ↓2.82% | |
|
TME
|
Tencent Music Entertainment Group - ADR | 364.2M 2.1% | 18.7M | -552.3K ↓2.87% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 355.3M 2.05% | 876.3K | -25.5K ↓2.83% | |
|
SSNC
|
SS&C Technologies Holdings Inc | 353.8M 2.04% | 4.3M | -124.2K ↓2.82% | |
|
CP
|
Canadian Pacific Railway Ltd | 334.5M 1.93% | 4.2M | +606.5K ↑16.79% | |
|
ADBE
|
Adobe Inc | 331.4M 1.91% | 856.6K | +59.7K ↑7.50% | |
|
YUM
|
Yum Brands Inc. | 305.7M 1.76% | 2.1M | +238.6K ↑13.08% | |
|
ECL
|
Ecolab, Inc. | 295.1M 1.7% | 1.1M | -31.9K ↓2.83% | |
|
ALC
|
Alcon Inc. - Registered Shares | 251.9M 1.45% | 2.9M | +1.4M ↑94.84% | |
|
TCOM
|
Trip.com Group Ltd - ADR | 240.3M 1.38% | 4.1M | +520.4K ↑14.55% | |
|
IQV
|
IQVIA Holdings Inc | 238.5M 1.37% | 1.5M | -490.8K ↓24.48% | |
|
MCO
|
Moody`s Corp. | 224.2M 1.29% | 446.9K | -13.0K ↓2.82% | |
|
ENTG
|
Entegris Inc | 198.9M 1.14% | 2.5M | -72.4K ↓2.85% | |
|
ZTS
|
Zoetis Inc - Class A | 190.1M 1.09% | 1.2M | -35.4K ↓2.82% | |
|
ORCL
|
Oracle Corp. | 188.8M 1.09% | 863.6K | -25.2K ↓2.84% | |
|
TW
|
Tradeweb Markets Inc Cls A | 165.4M 0.95% | 1.1M | -33.3K ↓2.86% |