William Von Mueffling - Cantillon Capital Management Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Jul 30, 2025 | |
| Total Stocks | 38 | |
| Portfolio Value | $17.30B |
Portfolio Overview
Comprehensive analysis of William Von Mueffling's investment portfolio
34
Total Holdings
$17.3B
Portfolio Value
Jun 30, 2025
Latest Filing
8.7%
Largest Position
Top Holdings
1
AVGO
BROADCOM INC
$1.5B
8.7%
↓-0.1%
2
SPGI
S&P GLOBAL INC
$928.9M
5.4%
↓-0.0%
3
GOOGL
ALPHABET INC
$745.4M
4.3%
↓-0.0%
4
IBKR
INTERACTIVE BROKERS GROUP IN
$709.4M
4.1%
↑+2.9%
5
V
VISA INC
$694.5M
4.0%
↓-0.0%
Recent Activity
IBKR
Interactive Brokers Group, Inc.
+9,509,805
Jun 30, 2025
FAST
Fastenal Company
+4,513,985
Jun 30, 2025
CP
Canadian Pacific Kansas City Li
+606,519
Jun 30, 2025