William von Mueffling · quarter digest
What William von Mueffling did in Q4 2024
Cantillon Capital Management filed 9 moves in Q4 2024: 0 new, 7 add, 0 trim, 2 exit.
13F filed 2025-02-14. Manager quality score: q8. Philosophy: High-quality businesses at reasonable valuations. Global long.
Adds · 7
Adding to conviction
TMOTHERMO FISHER SCIENTIFIC INC
ADD +16%·3.1% book·−12
IQVIQVIA HLDGS INC
ADD +12%·2.6% book·+3
FERGFERGUSON ENTERPRISES INC
ADD +24%·2.3% book·−8
ADBEADOBE INC
ADD +18%·1.8% book·−5
ENTGENTEGRIS INC
ADD +13%·1.7% book·−2
TMETENCENT MUSIC ENTMT GROUP
ADD +18%·1.6% book·−13
YUMYUM BRANDS INC
ADD +32%·1.6% book·−2
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Exits · 2
Closed positions
CDWCDW CORP
EXIT·0.0% book·+3
CACCCREDIT ACCEP CORP MICH
EXIT·0.0% book·−13
Current top holdings
William von Mueffling’s book, latest snapshot
Other quarters for William von Mueffling
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.