William Von Mueffling - Cantillon Capital Management Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Jul 30, 2025 | |
| Total Stocks | 38 | |
| Portfolio Value | $17.30B |
Cantillon Capital Management Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 2.2 years | Style | Average duration positions are maintained |
| Position Count | 47 | Style | Number of active positions in portfolio |
| Position Size | 1.3% | Risk | Typical allocation per position |
| Win Rate | 54.4% | Performance | Percentage of profitable positions |
| Average Return | 7.6% | Performance | Mean return across positions |
| Sharpe Ratio | 0.22 | Performance | Return per unit of risk taken |
Investment Case Study: BROADCOM INC (AVGO)
6/30/2018 - 8/4/2025
Performance Metrics
Total Return: 123,478.65%
Holding Period: 2592 days
Max Position Size: $1,708,862,501.00
Position Weight: 4.89%
Key Events
6/30/2018: ENTRY(1,393,059.00 shares) @ $0.24
9/30/2018: DECREASE(-485,031.00 shares) @ $0.25
12/31/2018: INCREASE(8,477.00 shares) @ $0.25
3/31/2019: INCREASE(90,269.00 shares) @ $0.30
6/30/2019: INCREASE(191,099.00 shares) @ $0.29
9/30/2019: DECREASE(-7,822.00 shares) @ $0.28
12/31/2019: DECREASE(-25,612.00 shares) @ $0.32
3/31/2020: DECREASE(-1,463.00 shares) @ $0.24
6/30/2020: INCREASE(11,854.00 shares) @ $0.32
9/30/2020: DECREASE(-12,034.00 shares) @ $0.36
12/31/2020: DECREASE(-7,900.00 shares) @ $0.44
3/31/2021: DECREASE(-41,837.00 shares) @ $0.46
6/30/2021: DECREASE(-13,867.00 shares) @ $0.48
9/30/2021: DECREASE(-16,486.00 shares) @ $0.48
12/31/2021: DECREASE(-76,706.00 shares) @ $0.67
3/31/2022: INCREASE(29,732.00 shares) @ $0.63
6/30/2022: DECREASE(-4,660.00 shares) @ $0.49
9/30/2022: DECREASE(-9,583.00 shares) @ $0.44
12/31/2022: DECREASE(-20,646.00 shares) @ $559.13
3/31/2023: DECREASE(-15,686.00 shares) @ $641.54
6/30/2023: INCREASE(62,560.00 shares) @ $867.43
9/30/2023: DECREASE(-98,954.00 shares) @ $830.58
12/31/2023: DECREASE(-22,487.00 shares) @ $1,116.25
3/31/2024: DECREASE(-114,589.00 shares) @ $1,325.41
6/30/2024: DECREASE(-39,610.00 shares) @ $1,605.53
9/30/2024: INCREASE(6,559,316.00 shares) @ $172.50
12/31/2024: INCREASE(39,477.00 shares) @ $231.84
3/31/2025: DECREASE(-1,063,996.00 shares) @ $167.43
6/30/2025: DECREASE(-826,094.00 shares) @ $275.65
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
Risk Factors:
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure