What William von Mueffling did in Q3 2025

Cantillon Capital Management filed 2 moves in Q3 2025: 0 new, 2 add, 0 trim, 0 exit.

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

Adds · 2

Adding to conviction

ADD +8%·8.3% book·+6

“Microsoft add before Q4 trim.”

ADD +10%·5.5% book·−2

“S&P Global add.”

Current top holdings

#	Ticker	Weight	Conviction
1	MSFT Microsoft	7.8%	+6
2	MCO Moody's	6.4%	+15
3	V Visa	6.1%	+8
4	ICE Intercontinental Exchange	5.8%	+5
5	SPGI S&P Global	5.5%	−2
6	CSU.TO Constellation Software	4.9%	0

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.