William von Mueffling · quarter digest
What William von Mueffling did in Q4 2024
Cantillon Capital Management filed 11 moves in Q4 2024: 1 new, 7 add, 0 trim, 3 exit.
13F filed 2025-02-14. Manager quality score: q8. Philosophy: High-quality businesses at reasonable valuations. Global long.
New positions · 1
Fresh money
BLKBLACKROCK INC
NEW·3.2% book·−7
Adds · 7
Adding to conviction
TMOTHERMO FISHER SCIENTIFIC INC
ADD +16%·3.1% book·−23
IQVIQVIA HLDGS INC
ADD +12%·2.6% book·−13
FERGFERGUSON ENTERPRISES INC
ADD +24%·2.3% book·−10
ADBEADOBE INC
ADD +18%·1.8% book·−11
ENTGENTEGRIS INC
ADD +13%·1.7% book·−8
TMETENCENT MUSIC ENTMT GROUP
ADD +18%·1.6% book·−11
YUMYUM BRANDS INC
ADD +32%·1.6% book·−4
Exits · 3
Closed positions
BLKBLACKROCK INC
EXIT·0.0% book·−7
CDWCDW CORP
EXIT·0.0% book·+5
CACCCREDIT ACCEP CORP MICH
EXIT·0.0% book·−9
Current top holdings
William von Mueffling’s book, latest snapshot
Other quarters for William von Mueffling
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
Deep dive
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
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Benjamin Graham
The Intelligent Investor
The foundational text. Buffett calls it 'by far the best book about investing ever written.'
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Benjamin Graham & David Dodd
Security Analysis
The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.
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