William Von Mueffling - Cantillon Capital Management – Largest Buy Additions (2025 Q4)
A detailed view of the stocks most significantly increased by William Von Mueffling - Cantillon Capital Management during the 2025 Q4 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| TME | 18,708,502 | $17.53 | Increased | 1.39% | 1.77% | $327.96M | 2025 Q4 |
| AMT | 1,830,525 | $175.57 | Increased | 0.81% | 1.74% | $321.39M | 2025 Q4 |
| YUM | 2,055,883 | $151.28 | Increased | 0.77% | 1.68% | $311.01M | 2025 Q4 |
| CP | 4,207,858 | $73.63 | Increased | 0.81% | 1.67% | $309.82M | 2025 Q4 |
| TW | 2,688,245 | $107.54 | Increased | 38.98% | 1.56% | $289.09M | 2025 Q4 |
| MCO | 445,400 | $510.85 | Increased | 0.77% | 1.23% | $227.53M | 2025 Q4 |
| ALC | 2,845,121 | $78.81 | Increased | 0.77% | 1.21% | $224.22M | 2025 Q4 |
| ENTG | 2,459,153 | $84.25 | Increased | 0.80% | 1.12% | $207.18M | 2025 Q4 |
| FWONK | 1,706,899 | $98.51 | Increased | 46.37% | 0.91% | $168.15M | 2025 Q4 |
| ORCL | 860,677 | $194.91 | Increased | 0.75% | 0.91% | $167.75M | 2025 Q4 |
| LPLA | 369,068 | $357.17 | Buy | 100.00% | 0.71% | $131.82M | 2025 Q4 |