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·−4

Adds · 2

UBERUBER TECHNOLOGIES INC

ADD +31%·2.7% book·+16

ADBEADOBE INC

ADD +30%·2.1% book·−4

Trims · 2

BNBROADCOM INC

TRIM -14%·7.3% book·+12

TMETENCENT MUSIC ENTMT GROUP

TRIM -12%·1.9% book·−10

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.