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William von Mueffling · quarter digest

What William von Mueffling did in Q3 2025

Cantillon Capital Management filed 9 moves in Q3 2025: 1 new, 5 add, 2 trim, 1 exit.

13F filed 2025-11-14. Manager quality score: q8. Philosophy: High-quality businesses at reasonable valuations. Global long.

New positions · 1

Fresh money

LSXMALIBERTY MEDIA CORP DEL
NEW·0.7% book·−12
Adds · 5

Adding to conviction

ADD +8%·8.3% book·+2

Microsoft add before Q4 trim.

ADD +10%·5.5% book·+4

S&P Global add.

IQVIQVIA HLDGS INC
ADD +27%·2.1% book·+3
ADBEADOBE INC
ADD +17%·2.0% book·−5
TWTRADEWEB MKTS INC
ADD +71%·1.2% book·+2
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Trims · 2

Taking chips off

BNBROADCOM INC
TRIM -14%·9.0% book·+16
EBAYECOLAB INC
TRIM -93%·0.1% book·−11
Exits · 1

Closed positions

ICONICON PLC
EXIT·0.0% book·−22
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.