What William von Mueffling did in Q4 2025

Cantillon Capital Management filed 3 moves in Q4 2025: 0 new, 2 add, 1 trim, 0 exit.

13F filed 2026-02-14. Manager quality score: q8. Philosophy: High-quality businesses at reasonable valuations. Global long.

Adds · 2

Adding to conviction

ADD +10%·6.4% book·+15

“Adding to Moody's.”

ADD +15%·5.8% book·+5

“Building ICE.”

Trims · 1

TRIM -6%·7.8% book·+6

“Small Microsoft trim.”

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.