William Von Mueffling - Cantillon Capital Management
As of Q2 2026, William Von Mueffling reported 27 long-equity positions worth $665.11M in aggregate.
Copy-investor backtest
- Latest quarter
- -1.15%
- 1-year
- +7.19%
- 3-year
- +60.66%
- 5-year
- +50.59%
- 3-year vs S&P 500
- -3.00%
- 5-year vs S&P 500
- -15.58%
- 5-year top 5
- +109.94%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-07-30 from SEC 13F data.
Live quotes available for 27 of 38 rows. Rows without a quote are marked unavailable.
| 1 | AVGO | BROADCOM INC | 10.61% | Reduce -95.4% | 186,760 | $70.55M | $377.75 | |
| 2 | GOOGL | ALPHABET INC | 9.19% | Reduce -95.4% | 171,066 | $61.13M | $357.37 | |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 8.24% | Reduce -95.4% | 114,820 | $54.83M | $477.57 | |
| 4 | IBKR | INTERACTIVE BROKERS GROUP IN | 6.78% | Reduce -95.4% | 517,833 | $45.07M | $87.04 | |
| 5 | AMAT | APPLIED MATLS INC | 5.45% | Reduce -96.7% | 50,176 | $36.28M | $723.00 | |
| 6 | ADI | ANALOG DEVICES INC | 5.26% | Reduce -95.4% | 88,014 | $34.96M | $397.17 | |
| 7 | SPGI | S&P GLOBAL INC | 4.36% | Reduce -95.4% | 71,249 | $29.02M | $407.26 | |
| 8 | V | VISA INC | 4.31% | Reduce -95.1% | 83,643 | $28.7M | $343.09 | |
| 9 | MSFT | MICROSOFT CORP | 3.86% | Reduce -93.8% | 68,901 | $25.7M | $373.02 | |
| 10 | CBRE | CBRE GROUP INC | 3.67% | Reduce -95.4% | 181,083 | $24.39M | $134.69 | |
| 11 | LYV | LIVE NATION ENTERTAINMENT IN | 3.12% | Reduce -95.4% | 113,503 | $20.78M | $183.11 | |
| 12 | BLK | BLACKROCK INC | 3.02% | Reduce -95.4% | 20,873 | $20.07M | $961.56 | |
| 13 | FERG | FERGUSON ENTERPRISES INC | 2.87% | Reduce -95.4% | 80,548 | $19.12M | $237.33 | |
| 14 | FAST | FASTENAL CO | 2.72% | Reduce -95.4% | 376,044 | $18.06M | $48.03 | |
| 15 | ENTG | ENTEGRIS INC | 2.70% | Reduce -95.4% | 99,756 | $17.94M | $179.86 | |
| 16 | CP | CANADIAN PACIFIC KANSAS CITY | 2.60% | Reduce -95.4% | 199,860 | $17.32M | $86.65 | |
| 17 | UBER | UBER TECHNOLOGIES INC | 2.59% | Reduce -95.4% | 238,965 | $17.24M | $72.16 | |
| 18 | A | AGILENT TECHNOLOGIES INC | 2.53% | Reduce -95.4% | 126,437 | $16.79M | $132.83 | |
| 19 | ICE | INTERCONTINENTAL EXCHANGE IN | 2.51% | Reduce -95.4% | 135,468 | $16.68M | $123.11 | |
| 20 | ORCL | ORACLE CORP | 2.32% | Reduce -91.8% | 105,457 | $15.45M | $146.55 | |
| 21 | CME | CME GROUP INC | 2.12% | Reduce -95.4% | 63,835 | $14.1M | $220.83 | |
| 22 | YUM | YUM BRANDS INC | 2.01% | Reduce -95.4% | 83,427 | $13.34M | $159.86 | |
| 23 | TW | TRADEWEB MKTS INC | 1.63% | Reduce -95.4% | 108,989 | $10.86M | $99.66 | |
| 24 | SSNC | SS&C TECH HLDGS | 1.61% | Reduce -95.4% | 172,816 | $10.72M | $62.05 | |
| 25 | SPOT | SPOTIFY TECHNOLOGY S A | 1.40% | Reduce -95.4% | 20,216 | $9.28M | $459.13 | |
| 26 | TCOM | TRIP COM GROUP LTD | 1.28% | Reduce -95.3% | 214,242 | $8.54M | $39.84 | |
| 27 | MCO | MOODYS CORP | 1.23% | Reduce -95.4% | 18,075 | $8.19M | $452.92 | |
| 38 | TMO | THERMO FISHER SCIENTIFIC INC | - | Sold | 0 | $0 | No quote | No quote |
| 37 | TME | TENCENT MUSIC ENTMT GROUP | - | Sold | 0 | $0 | No quote | No quote |
| 36 | LPLA | LPL FINL HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 35 | FWONK | LIBERTY MEDIA CORP DEL | - | Sold | 0 | $0 | No quote | No quote |
| 34 | IQV | IQVIA HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 33 | FLUT | FLUTTER ENTMT PLC | - | Sold | 0 | $0 | No quote | No quote |
| 32 | EFX | EQUIFAX INC | - | Sold | 0 | $0 | No quote | No quote |
| 31 | AON | AON PLC | - | Sold | 0 | $0 | No quote | No quote |
| 30 | AMT | AMERICAN TOWER CORP | - | Sold | 0 | $0 | No quote | No quote |
| 29 | ALC | ALCON AG | - | Sold | 0 | $0 | No quote | No quote |
| 28 | ADBE | ADOBE INC | - | Sold | 0 | $0 | No quote | No quote |