What William von Mueffling did in Q4 2025

Cantillon Capital Management filed 9 moves in Q4 2025: 1 new, 5 add, 1 trim, 2 exit.

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

New positions · 1

Fresh money

LPLALPL FINL HLDGS INC

NEW·0.7% book·−10

Adds · 5

ADD +10%·6.4% book·+16

“Adding to Moody's.”

ADD +15%·5.8% book·−2

“Building ICE.”

ADBEADOBE INC

ADD +16%·2.3% book·−4

TWTRADEWEB MKTS INC

ADD +39%·1.6% book·−6

LSXMALIBERTY MEDIA CORP DEL

ADD +46%·1.0% book·−16

Trims · 1

TRIM -6%·7.8% book·−8

“Small Microsoft trim.”

Exits · 2

ZTSZOETIS INC

EXIT·0.0% book·+1

EBAYECOLAB INC

EXIT·0.0% 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.