What William von Mueffling did in Q3 2024

Cantillon Capital Management filed 9 moves in Q3 2024: 1 new, 7 add, 1 trim, 0 exit.

13F filed 2024-11-14. Manager quality score: q8. Philosophy: High-quality businesses at reasonable valuations. Global long.

New positions · 1

Fresh money

FERGFERGUSON ENTERPRISES INC

NEW·2.2% book·−8

Adds · 7

BNBROADCOM INC

ADD +850%·8.2% book·+16

FLUTFLUTTER ENTMT PLC

ADD +3828%·3.7% book·+3

AONAON PLC

ADD +16%·3.0% book·−9

CPCANADIAN PACIFIC KANSAS CITY

ADD +9%·2.1% book·−10

UBERUBER TECHNOLOGIES INC

ADD +65%·2.0% book·+13

ADBEADOBE INC

ADD +18%·1.7% book·−5

TMETENCENT MUSIC ENTMT GROUP

ADD +40%·1.4% book·−13

Trims · 1

ADIANALOG DEVICES INC

TRIM -23%·3.4% book·−8

Current top holdings

#	Ticker	Weight	Conviction
1	MSFT Microsoft	7.8%	+2
2	MCO Moody's	6.4%	+9
3	V Visa	6.1%	+8
4	ICE Intercontinental Exchange	5.8%	0
5	SPGI S&P Global	5.5%	+4
6	CSU.TO Constellation Software	4.9%	0

Other quarters for William von Mueffling

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