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William von Mueffling · quarter digest

What William von Mueffling did in Q2 2024

Cantillon Capital Management filed 7 moves in Q2 2024: 3 new, 2 add, 0 trim, 2 exit.

13F filed 2024-08-14. Manager quality score: q8. Philosophy: High-quality businesses at reasonable valuations. Global long.

New positions · 3

Fresh money

TMETENCENT MUSIC ENTMT GROUP
NEW·1.3% book·−13
UBERUBER TECHNOLOGIES INC
NEW·1.3% book·+13
FLUTFLUTTER ENTMT PLC
NEW·0.1% book·+3
Adds · 2

Adding to conviction

BLKBLACKROCK INC
ADD +7%·2.9% book·−4
IQVIQVIA HLDGS INC
ADD +7%·2.8% book·+3
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Exits · 2

Closed positions

ADSKAUTODESK INC
EXIT·0.0% book·−14
VRSNVERISIGN INC
EXIT·0.0% book·−11
Current top holdings

William von Mueffling’s book, latest snapshot

#TickerWeight
1MSFT
Microsoft
7.8%
2MCO
Moody's
6.4%
3V
Visa
6.1%
4ICE
Intercontinental Exchange
5.8%
5SPGI
S&P Global
5.5%
6CSU.TO
Constellation Software
4.9%
Other quarters for William von Mueffling

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.