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·−12

Adds · 6

BLKBLACKROCK INC

ADD +10%·3.3% book·−6

FASTFASTENAL CO

ADD +94%·2.4% book·−7

ADBEADOBE INC

ADD +7%·2.0% book·−4

CPCANADIAN PACIFIC KANSAS CITY

ADD +17%·2.0% book·−9

YUMYUM BRANDS INC

ADD +13%·1.9% book·−5

ALCONALCON AG

ADD +95%·1.5% book·−4

Trims · 2

BNBROADCOM INC

TRIM -13%·9.2% book·+12

IQVIQVIA HLDGS INC

TRIM -24%·1.5% book·−12

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.