William Von Mueffling
Quality GrowthCantillon Capital Management
Quality growth investor focused on companies with sustainable competitive advantages.
Portfolio Value
$18.5B
Holdings
37
Top 10 Concentration
48.0%
Latest Period
Q4 2025
Portfolio Holdings
As reported on February 11, 2026 · vs Q3 2025
| # | Security | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | BROADCOM INC CUSIP: 11135F101 | $1.6B | 4,604,301 | 8.6% | -2.0% |
| 2 | ALPHABET INC CUSIP: 02079K305 | $1.3B | 4,215,234 | 7.1% | +0.8% |
| 3 | S&P GLOBAL INC CUSIP: 78409V104 | $917.5M | 1,755,624 | 5.0% | +0.8% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD CUSIP: 874039100 | $859.8M | 2,829,278 | 4.6% | +0.8% |
| 5 | INTERACTIVE BROKERS GROUP IN CUSIP: 45841N107 | $820.6M | 12,759,904 | 4.4% | +0.8% |
| 6 | APPLIED MATLS INC CUSIP: 038222105 | $764.2M | 2,973,661 | 4.1% | +0.8% |
| 7 | CBRE GROUP INC CUSIP: 12504L109 | $717.2M | 4,460,586 | 3.9% | +0.8% |
| 8 | VISA INC CUSIP: 92826C839 | $683.7M | 1,949,488 | 3.7% | +0.8% |
| 9 | MICROSOFT CORP CUSIP: 594918104 | $610.3M | 1,262,019 | 3.3% | +0.8% |
| 10 | ANALOG DEVICES INC CUSIP: 032654105 | $588.2M | 2,168,792 | 3.2% | +0.8% |
| 11 | BLACKROCK INC CUSIP: 09290D101 | $550.4M | 514,252 | 3.0% | +0.8% |
| 12 | INTERCONTINENTAL EXCHANGE IN CUSIP: 45866F104 | $540.6M | 3,337,982 | 2.9% | +0.8% |
| 13 | THERMO FISHER SCIENTIFIC INC CUSIP: 883556102 | $506.0M | 873,322 | 2.7% | +0.8% |
| 14 | FLUTTER ENTMT PLC CUSIP: G3643J108 | $486.9M | 2,264,025 | 2.6% | +0.8% |
| 15 | FERGUSON ENTERPRISES INC CUSIP: 31488V107 | $441.9M | 1,984,854 | 2.4% | +0.8% |
| 16 | AON PLC CUSIP: G0403H108 | $438.6M | 1,243,018 | 2.4% | +0.8% |
| 17 | IQVIA HLDGS INC CUSIP: 46266C105 | $437.6M | 1,941,144 | 2.4% | +0.7% |
| 18 | CME GROUP INC CUSIP: 12572Q105 | $429.6M | 1,573,017 | 2.3% | +0.8% |
| 19 | AGILENT TECHNOLOGIES INC CUSIP: 00846U101 | $423.9M | 3,115,638 | 2.3% | +0.8% |
| 20 | UBER TECHNOLOGIES INC CUSIP: 90353T100 | $420.0M | 5,140,663 | 2.3% | +0.8% |
| 21 | ADOBE INC CUSIP: 00724F101 | $405.0M | 1,157,237 | 2.2% | +15.7% |
| 22 | LIVE NATION ENTERTAINMENT IN CUSIP: 538034109 | $398.6M | 2,797,205 | 2.2% | +0.8% |
| 23 | EQUIFAX INC CUSIP: 294429105 | $374.1M | 1,723,998 | 2.0% | +0.8% |
| 24 | SS&C TECHNOLOGIES HLDGS INC CUSIP: 78467J100 | $372.3M | 4,258,493 | 2.0% | +0.8% |
| 25 | FASTENAL CO CUSIP: 311900104 | $371.9M | 9,266,888 | 2.0% | +0.8% |
| 26 | TRIP COM GROUP LTD CUSIP: 89677Q107 | $335.8M | 4,669,778 | 1.8% | +1.4% |
| 27 | TENCENT MUSIC ENTMT GROUP CUSIP: 88034P109 | $328.0M | 18,708,502 | 1.8% | +1.4% |
| 28 | AMERICAN TOWER CORP NEW CUSIP: 03027X100 | $321.4M | 1,830,525 | 1.7% | +0.8% |
| 29 | YUM BRANDS INC CUSIP: 988498101 | $311.0M | 2,055,883 | 1.7% | +0.8% |
| 30 | CANADIAN PACIFIC KANSAS CITY CUSIP: 13646K108 | $309.8M | 4,207,858 | 1.7% | +0.8% |
| 31 | TRADEWEB MKTS INC CUSIP: 892672106 | $289.1M | 2,688,245 | 1.6% | +39.0% |
| 32 | MOODYS CORP CUSIP: 615369105 | $227.5M | 445,400 | 1.2% | +0.8% |
| 33 | ALCON AG CUSIP: H01301128 | $224.2M | 2,845,121 | 1.2% | +0.8% |
| 34 | ENTEGRIS INC CUSIP: 29362U104 | $207.2M | 2,459,153 | 1.1% | +0.8% |
| 35 | LIBERTY MEDIA CORP DEL CUSIP: 531229755 | $168.1M | 1,706,899 | 0.9% | +46.4% |
| 36 | ORACLE CORP CUSIP: 68389X105 | $167.8M | 860,677 | 0.9% | +0.8% |
| 37 | LPL FINL HLDGS INC NEWCUSIP: 50212V100 | $131.8M | 369,068 | 0.7% | NEW |