William von Mueffling · quarter digest
What William von Mueffling did in Q2 2025
Cantillon Capital Management filed 11 moves in Q2 2025: 1 new, 8 add, 2 trim, 0 exit.
13F filed 2025-08-14. Manager quality score: q8. Philosophy: High-quality businesses at reasonable valuations. Global long.
New positions · 1
Fresh money
ICLRICON PLC
NEW·0.4% book·−10
Adds · 8
Adding to conviction
IBKRINTERACTIVE BROKERS GROUP IN
ADD +289%·4.3% book·0
BLKBLACKROCK INC
ADD +10%·3.3% book·−7
FASTFASTENAL CO
ADD +94%·2.4% book·−7
ADBEADOBE INC
ADD +7%·2.0% book·−11
CPCANADIAN PACIFIC KANSAS CITY
ADD +17%·2.0% book·−10
YUMYUM BRANDS INC
ADD +13%·1.9% book·−4
ALCALCON AG
ADD +95%·1.5% book·−4
TCOMTRIP COM GROUP LTD
ADD +15%·1.5% book·−1
Trims · 2
Taking chips off
AVGOBROADCOM INC
TRIM -13%·9.2% book·−12
IQVIQVIA HLDGS INC
TRIM -24%·1.5% book·−13
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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