William von Mueffling · quarter digest
What William von Mueffling did in Q1 2025
Cantillon Capital Management filed 6 moves in Q1 2025: 1 new, 2 add, 3 trim, 0 exit.
13F filed 2025-05-15. Manager quality score: q8. Philosophy: High-quality businesses at reasonable valuations. Global long.
New positions · 1
Fresh money
ALCALCON AG
NEW·1.0% book·−4
Adds · 2
Adding to conviction
UBERUBER TECHNOLOGIES INC
ADD +31%·2.7% book·+15
ADBEADOBE INC
ADD +30%·2.1% book·−11
Trims · 3
Taking chips off
AVGOBROADCOM INC
TRIM -14%·7.3% book·−12
TMETENCENT MUSIC ENTMT GROUP
TRIM -12%·1.9% book·−11
TCOMTRIP COM GROUP LTD
TRIM -25%·1.6% book·−1
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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Security Analysis
The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.
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