William von Mueffling Cantillon Capital Management
William von Mueffling is the founder of Cantillon Capital Management, a firm known for concentrated global equity portfolios of high-quality companies. Cantillon’s process emphasizes durable competitive advantages and multi-year holding periods. The firm’s 13F disclosures are tracked by investors seeking institutional quality-growth exposure.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alcon
ALC
|
+$125M |
| 2 |
Icon
ICLR
|
+$66M |
| 3 |
Canadian Pacific Kansas City
CP
|
+$46.7M |
| 4 |
Blackrock
BLK
|
+$45.6M |
| 5 |
Yum! Brands
YUM
|
+$34.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Broadcom
AVGO
|
+$179M |
| 2 |
IQVIA
IQV
|
+$73.9M |
| 3 |
S&P Global
SPGI
|
+$25.5M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$20.1M |
| 5 |
Visa
V
|
+$19.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 31.23% |
| 2 | Financials | 27.51% |
| 3 | Industrials | 9.29% |
| 4 | Communication Services | 8.87% |
| 5 | Healthcare | 8.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Canadian Pacific Kansas City
CP
$85B
| $335M | 1.93% |
4,219,911
+606,519
| +17% | +$46.7M |
|
27
Adobe
ADBE
$109B
| $331M | 1.92% |
856,629
+59,743
| +7% | +$23M |
|
|
28
Yum! Brands
YUM
$41.8B
| $306M | 1.77% |
2,063,179
+238,615
| +13% | +$34.8M |
|
29
Ecolab
ECL
$78.9B
| $295M | 1.71% |
1,095,150
-31,926
| -3% | -$8.12M |
|
|
30
Alcon
ALC
$35.6B
| $252M | 1.46% |
2,853,474
+1,388,941
| +95% | +$125M |
|
31
Trip.com Group
TCOM
$29B
| $240M | 1.39% |
4,097,251
+520,438
| +15% | +$31.3M |
|
|
32
IQVIA
IQV
$42.8B
| $239M | 1.38% |
1,513,678
-490,756
| -24% | -$73.9M |
|
33
Moody's
MCO
$87.2B
| $224M | 1.3% |
446,889
-12,968
| -3% | -$6.01M |
|
34
Entegris
ENTG
$22B
| $199M | 1.15% |
2,465,773
-72,402
| -3% | -$5.5M |
|
35
Zoetis
ZTS
$32.1B
| $190M | 1.1% |
1,219,095
-35,370
| -3% | -$5.61M |
|
36
Oracle
ORCL
$422B
| $189M | 1.09% |
863,573
-25,222
| -3% | -$4.07M |
|
37
Tradeweb Markets
TW
$22.6B
| $165M | 0.96% |
1,129,909
-33,291
| -3% | -$4.64M |
|
|
38
Icon
ICLR
$13.3B
| $67.7M | 0.39% |
+465,197
| New | +$66M |
|
Similar funds
William von Mueffling's Q2 2025 Portfolio in Review
As of Q2 2025, William von Mueffling held 38 positions worth $17.3B, up 12% from $15.4B the previous quarter. Its ten largest holdings account for 45% of the portfolio.
Trading was light in Q2 2025: portfolio turnover was 2.6%. William von Mueffling opened 1 new position and made no exits, leaving the 38-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 28% a quarter earlier, followed by Financials and Industrials.
- William von Mueffling's largest Q2 2025 buy was Icon: 465,197 shares worth $67.7M.
- William von Mueffling added most to Alcon in Q2 2025, an estimated $125M increase.
- William von Mueffling's biggest Q2 2025 reduction was Broadcom, cutting an estimated $179M.
- William von Mueffling's ten largest holdings make up 45% of its $17.3B portfolio in Q2 2025.
- William von Mueffling opened 1 new position and closed 0 in Q2 2025.
- William von Mueffling's portfolio value rose 12% quarter-over-quarter to $17.3B.
Based on Cantillon Capital Management's 13F filing for Q2 2025, filed 30 Jul 2025.