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·−16

Adds · 5

ADD +8%·8.3% book·−8

“Microsoft add before Q4 trim.”

ADD +10%·5.5% book·−1

“S&P Global add.”

IQVIQVIA HLDGS INC

ADD +27%·2.1% book·−12

ADBEADOBE INC

ADD +17%·2.0% book·−4

TWTRADEWEB MKTS INC

ADD +71%·1.2% book·−6

Trims · 2

BNBROADCOM INC

TRIM -14%·9.0% book·+12

EBAYECOLAB INC

TRIM -93%·0.1% book·−10

Exits · 1

ICONICON PLC

EXIT·0.0% 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.