What William von Mueffling did in Q4 2024

Cantillon Capital Management filed 10 moves in Q4 2024: 1 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.

New positions · 1

Fresh money

BLKBLACKROCK INC

NEW·3.2% book·−6

Adds · 7

TMOTHERMO FISHER SCIENTIFIC INC

ADD +16%·3.1% book·−23

IQVIQVIA HLDGS INC

ADD +12%·2.6% book·−12

FERGFERGUSON ENTERPRISES INC

ADD +24%·2.3% book·−10

ADBEADOBE INC

ADD +18%·1.8% book·−4

ENTGENTEGRIS INC

ADD +13%·1.7% book·−8

TMETENCENT MUSIC ENTMT GROUP

ADD +18%·1.6% book·−10

YUMYUM BRANDS INC

ADD +32%·1.6% book·−5

Exits · 2

CDWCDW CORP

EXIT·0.0% book·+3

CACCCREDIT ACCEP CORP MICH

EXIT·0.0% book·−8

Current top holdings

#	Ticker	Weight	Conviction
1	MSFT Microsoft	7.8%	−8
2	MCO Moody's	6.4%	+16
3	V Visa	6.1%	−14
4	ICE Intercontinental Exchange	5.8%	−2
5	SPGI S&P Global	5.5%	−1
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.