William Von Mueffling Portfolio Update: December 31, 2025 Insights
Cantillon Capital Management's portfolio valued at $18.5B as of Dec 31, 2025, featuring major holdings in Broadcom, Alphabet, and Interactive Brokers.
William Von Mueffling, managing $18.5 billion for Cantillon Capital Management as of December 31, 2025, saw his portfolio holdings reflect strategic adjustments across several sectors.
His largest position, Broadcom (AVGO), experienced a slight decrease in shares (-2.03%) during the period. Other significant holdings like Alphabet (GOOGL) and Interactive Brokers (IBKR) saw modest increases in their share count.
Mr. Von Mueffling's portfolio also includes substantial allocations to S&P Global (SPGI), Taiwan Semiconductor (TSM), Applied Materials (AMAT), CBRE Group (CBRE), Visa (V), Microsoft (MSFT), and Analog Devices (ADI).
For detailed analysis of each holding, including performance metrics, you can explore the individual stock profiles: AVGO, GOOGL, SPGI, TSM, IBKR, AMAT, CBRE, V, MSFT, ADI.
For more information on William Von Mueffling's investment activities, visit his profile: Cantillon Capital Management.