https://holdlens.com/investor/william-von-mueffling Every 13F move by William von Mueffling (Cantillon Capital Management) — buys, adds, trims, exits — as filed with the SEC. Updated after each quarterly filing. Not investment advice. en-us Tue, 19 May 2026 21:00:43 GMT https://holdlens.com/signal/BN https://holdlens.com/investor/william-von-mueffling#2026-Q1-BN-trim-0 William von Mueffling (Cantillon Capital Management) trimmed BN (BROADCOM INC) in Q1 2026 · 8.7% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/GOOGL https://holdlens.com/investor/william-von-mueffling#2026-Q1-GOOGL-trim-1 William von Mueffling (Cantillon Capital Management) trimmed GOOGL (ALPHABET INC) in Q1 2026 · 7.4% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/TSM https://holdlens.com/investor/william-von-mueffling#2026-Q1-TSM-trim-2 William von Mueffling (Cantillon Capital Management) trimmed TSM (TAIWAN SEMICONDUCTOR MANUFAC) in Q1 2026 · 5.9% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/ADI https://holdlens.com/investor/william-von-mueffling#2026-Q1-ADI-trim-3 William von Mueffling (Cantillon Capital Management) trimmed ADI (ANALOG DEVICES INC) in Q1 2026 · 4.2% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/CBRE https://holdlens.com/investor/william-von-mueffling#2026-Q1-CBRE-trim-4 William von Mueffling (Cantillon Capital Management) trimmed CBRE (CBRE GROUP INC) in Q1 2026 · 3.7% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/AMAT https://holdlens.com/investor/william-von-mueffling#2026-Q1-AMAT-trim-5 William von Mueffling (Cantillon Capital Management) trimmed AMAT (APPLIED MATLS INC) in Q1 2026 · 3.6% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/V https://holdlens.com/investor/william-von-mueffling#2026-Q1-V-trim-6 William von Mueffling (Cantillon Capital Management) trimmed V (VISA INC) in Q1 2026 · 3.6% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/ICE https://holdlens.com/investor/william-von-mueffling#2026-Q1-ICE-trim-7 William von Mueffling (Cantillon Capital Management) trimmed ICE (INTERCONTINENTAL EXCHANGE IN) in Q1 2026 · 3.2% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/BLK https://holdlens.com/investor/william-von-mueffling#2026-Q1-BLK-trim-8 William von Mueffling (Cantillon Capital Management) trimmed BLK (BLACKROCK INC) in Q1 2026 · 3.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/MSFT https://holdlens.com/investor/william-von-mueffling#2026-Q1-MSFT-trim-9 William von Mueffling (Cantillon Capital Management) trimmed MSFT (MICROSOFT CORP) in Q1 2026 · 2.9% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/CRM https://holdlens.com/investor/william-von-mueffling#2026-Q1-CRM-trim-10 William von Mueffling (Cantillon Capital Management) trimmed CRM (CME GROUP INC) in Q1 2026 · 2.8% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/FERG https://holdlens.com/investor/william-von-mueffling#2026-Q1-FERG-trim-11 William von Mueffling (Cantillon Capital Management) trimmed FERG (FERGUSON ENTERPRISES INC) in Q1 2026 · 2.8% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/FAST https://holdlens.com/investor/william-von-mueffling#2026-Q1-FAST-trim-12 William von Mueffling (Cantillon Capital Management) trimmed FAST (FASTENAL CO) in Q1 2026 · 2.6% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/LYV https://holdlens.com/investor/william-von-mueffling#2026-Q1-LYV-trim-13 William von Mueffling (Cantillon Capital Management) trimmed LYV (LIVE NATION ENTERTAINMENT IN) in Q1 2026 · 2.6% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/TMO https://holdlens.com/investor/william-von-mueffling#2026-Q1-TMO-trim-14 William von Mueffling (Cantillon Capital Management) trimmed TMO (THERMO FISHER SCIENTIFIC INC) in Q1 2026 · 2.6% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/AON https://holdlens.com/investor/william-von-mueffling#2026-Q1-AON-trim-15 William von Mueffling (Cantillon Capital Management) trimmed AON (AON PLC) in Q1 2026 · 2.5% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/AFRM https://holdlens.com/investor/william-von-mueffling#2026-Q1-AFRM-trim-16 William von Mueffling (Cantillon Capital Management) trimmed AFRM (AGILENT TECHNOLOGIES INC) in Q1 2026 · 2.2% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/IQV https://holdlens.com/investor/william-von-mueffling#2026-Q1-IQV-trim-17 William von Mueffling (Cantillon Capital Management) trimmed IQV (IQVIA HLDGS INC) in Q1 2026 · 2.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/YUM https://holdlens.com/investor/william-von-mueffling#2026-Q1-YUM-trim-18 William von Mueffling (Cantillon Capital Management) trimmed YUM (YUM BRANDS INC) in Q1 2026 · 2.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/AMT https://holdlens.com/investor/william-von-mueffling#2026-Q1-AMT-trim-19 William von Mueffling (Cantillon Capital Management) trimmed AMT (AMERICAN TOWER CORP) in Q1 2026 · 1.9% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/TW https://holdlens.com/investor/william-von-mueffling#2026-Q1-TW-trim-20 William von Mueffling (Cantillon Capital Management) trimmed TW (TRADEWEB MKTS INC) in Q1 2026 · 1.9% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/ENTG https://holdlens.com/investor/william-von-mueffling#2026-Q1-ENTG-trim-21 William von Mueffling (Cantillon Capital Management) trimmed ENTG (ENTEGRIS INC) in Q1 2026 · 1.8% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/SSNC https://holdlens.com/investor/william-von-mueffling#2026-Q1-SSNC-trim-22 William von Mueffling (Cantillon Capital Management) trimmed SSNC (SS&C TECH HLDGS) in Q1 2026 · 1.8% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/ADBE https://holdlens.com/investor/william-von-mueffling#2026-Q1-ADBE-trim-23 William von Mueffling (Cantillon Capital Management) trimmed ADBE (ADOBE INC) in Q1 2026 · 1.7% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/SPOT https://holdlens.com/investor/william-von-mueffling#2026-Q1-SPOT-new-24 William von Mueffling (Cantillon Capital Management) new position SPOT (SPOTIFY TECHNOLOGY S A) in Q1 2026 · 1.5% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/ALCON https://holdlens.com/investor/william-von-mueffling#2026-Q1-ALCON-trim-25 William von Mueffling (Cantillon Capital Management) trimmed ALCON (ALCON AG) in Q1 2026 · 1.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/ORCL https://holdlens.com/investor/william-von-mueffling#2026-Q1-ORCL-add-26 William von Mueffling (Cantillon Capital Management) added ORCL (ORACLE CORP) in Q1 2026 · 1.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/MCO https://holdlens.com/investor/william-von-mueffling#2026-Q1-MCO-trim-27 William von Mueffling (Cantillon Capital Management) trimmed MCO (MOODYS CORP) in Q1 2026 · 1.2% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/FLUT https://holdlens.com/investor/william-von-mueffling#2026-Q1-FLUT-trim-28 William von Mueffling (Cantillon Capital Management) trimmed FLUT (FLUTTER ENTMT PLC) in Q1 2026 · 1.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/TME https://holdlens.com/investor/william-von-mueffling#2026-Q1-TME-trim-29 William von Mueffling (Cantillon Capital Management) trimmed TME (TENCENT MUSIC ENTMT GROUP) in Q1 2026 · 0.9% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/LPLA https://holdlens.com/investor/william-von-mueffling#2026-Q1-LPLA-trim-30 William von Mueffling (Cantillon Capital Management) trimmed LPLA (LPL FINL HLDGS INC) in Q1 2026 · 0.7% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/LSXMA https://holdlens.com/investor/william-von-mueffling#2026-Q1-LSXMA-trim-31 William von Mueffling (Cantillon Capital Management) trimmed LSXMA (LIBERTY MEDIA CORP DEL) in Q1 2026 · 0.6% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/MCO https://holdlens.com/investor/william-von-mueffling#2025-Q4-MCO-add-32 William von Mueffling (Cantillon Capital Management) added MCO in Q4 2025 · 6.4% of portfolio. Adding to Moody's. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/ICE https://holdlens.com/investor/william-von-mueffling#2025-Q4-ICE-add-33 William von Mueffling (Cantillon Capital Management) added ICE in Q4 2025 · 5.8% of portfolio. Building ICE. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/MSFT https://holdlens.com/investor/william-von-mueffling#2025-Q4-MSFT-trim-34 William von Mueffling (Cantillon Capital Management) trimmed MSFT in Q4 2025 · 7.8% of portfolio. Small Microsoft trim. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/ADBE https://holdlens.com/investor/william-von-mueffling#2025-Q4-ADBE-add-35 William von Mueffling (Cantillon Capital Management) added ADBE (ADOBE INC) in Q4 2025 · 2.3% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/TW https://holdlens.com/investor/william-von-mueffling#2025-Q4-TW-add-36 William von Mueffling (Cantillon Capital Management) added TW (TRADEWEB MKTS INC) in Q4 2025 · 1.6% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/LSXMA https://holdlens.com/investor/william-von-mueffling#2025-Q4-LSXMA-add-37 William von Mueffling (Cantillon Capital Management) added LSXMA (LIBERTY MEDIA CORP DEL) in Q4 2025 · 1.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/LPLA https://holdlens.com/investor/william-von-mueffling#2025-Q4-LPLA-new-38 William von Mueffling (Cantillon Capital Management) new position LPLA (LPL FINL HLDGS INC) in Q4 2025 · 0.7% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/ZTS https://holdlens.com/investor/william-von-mueffling#2025-Q4-ZTS-exit-39 William von Mueffling (Cantillon Capital Management) exited ZTS (ZOETIS INC) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT exit