William von Mueffling · quarter digest
What William von Mueffling did in Q1 2025
Cantillon Capital Management filed 5 moves in Q1 2025: 1 new, 2 add, 2 trim, 0 exit.
13F filed 2025-05-15. Manager quality score: q8. Philosophy: High-quality businesses at reasonable valuations. Global long.
New positions · 1
Fresh money
ALCONALCON AG
NEW·1.0% book·−1
Adds · 2
Adding to conviction
UBERUBER TECHNOLOGIES INC
ADD +31%·2.7% book·+13
ADBEADOBE INC
ADD +30%·2.1% book·−5
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Trims · 2
Taking chips off
BNBROADCOM INC
TRIM -14%·7.3% book·+16
TMETENCENT MUSIC ENTMT GROUP
TRIM -12%·1.9% 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.