William von Mueffling · quarter digest
What William von Mueffling did in Q2 2025
Cantillon Capital Management filed 9 moves in Q2 2025: 1 new, 6 add, 2 trim, 0 exit.
13F filed 2025-08-14. Manager quality score: q8. Philosophy: High-quality businesses at reasonable valuations. Global long.
New positions · 1
Fresh money
ICONICON PLC
NEW·0.4% book·−22
Adds · 6
Adding to conviction
BLKBLACKROCK INC
ADD +10%·3.3% book·−4
FASTFASTENAL CO
ADD +94%·2.4% book·−7
ADBEADOBE INC
ADD +7%·2.0% book·−5
CPCANADIAN PACIFIC KANSAS CITY
ADD +17%·2.0% book·−10
YUMYUM BRANDS INC
ADD +13%·1.9% book·−2
ALCONALCON AG
ADD +95%·1.5% book·−1
HoldLens Pro · Founders pricing
Email alerts + conviction scores + alpha attribution
€9/mo founders · cancel anytime
See pricing →
Trims · 2
Taking chips off
BNBROADCOM INC
TRIM -13%·9.2% book·+16
IQVIQVIA HLDGS INC
TRIM -24%·1.5% book·+3
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.