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
- -1.22%
- 1-year
- +17.57%
- 3-year
- +62.51%
- 5-year
- +45.51%
- 3-year vs S&P 500
- -1.14%
- 5-year vs S&P 500
- -14.48%
- 5-year top 5
- +109.91%
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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All activity
This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | Reduce -95.4% | 10.61% | 186,760 | $70.55M | $377.75 | $301.75 - $495.00(39%)$313.49 -> $377.75 |
| GOOGL | ALPHABET INC | Reduce -95.4% | 9.19% | 171,066 | $61.13M | $357.37 | $289.45 - $408.61(57%)$297.39 -> $357.37 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | Reduce -95.4% | 8.24% | 114,820 | $54.83M | $477.57 | $326.80 - $479.00(99%)$341.49 -> $477.57 |
| AMAT | APPLIED MATLS INC | Reduce -96.7% | 5.45% | 50,176 | $36.28M | $723.00 | $337.25 - $739.67(96%)$353.80 -> $723.00 |
| IBKR | INTERACTIVE BROKERS GROUP IN | Reduce -95.4% | 6.78% | 517,833 | $45.07M | $87.04 | $65.40 - $97.84(67%)$67.91 -> $87.04 |
| ADI | ANALOG DEVICES INC | Reduce -95.4% | 5.26% | 88,014 | $34.96M | $397.17 | $309.79 - $445.91(64%)$320.58 -> $397.17 |
| SPGI | S&P GLOBAL INC | Reduce -95.4% | 4.36% | 71,249 | $29.02M | $407.26 | $371.84 - $456.70(42%)$425.17 -> $385.30 |
| V | VISA INC | Reduce -95.1% | 4.31% | 83,643 | $28.7M | $343.09 | $293.89 - $345.81(95%)$298.51 -> $343.09 |
| CBRE | CBRE GROUP INC | Reduce -95.4% | 3.67% | 181,083 | $24.39M | $134.69 | $121.69 - $157.60(36%)$134.49 -> $134.69 |
| LYV | LIVE NATION ENTERTAINMENT IN | Reduce -95.4% | 3.12% | 113,503 | $20.78M | $183.11 | $149.26 - $184.86(95%)$152.63 -> $183.11 |
| BLK | BLACKROCK INC | Reduce -95.4% | 3.02% | 20,873 | $20.07M | $961.56 | $929.25 - $1111.09(18%)$957.40 -> $961.56 |
| FERG | FERGUSON ENTERPRISES INC | Reduce -95.4% | 2.87% | 80,548 | $19.12M | $237.33 | $214.44 - $268.95(42%)$239.06 -> $237.33 |
| MSFT | MICROSOFT CORP | Reduce -93.8% | 3.86% | 68,901 | $25.7M | $373.02 | $349.20 - $466.32(20%)$369.37 -> $373.02 |
| FAST | FASTENAL CO | Reduce -95.4% | 2.72% | 376,044 | $18.06M | $48.03 | $42.91 - $49.67(76%)$46.63 -> $48.03 |
| ENTG | ENTEGRIS INC | Reduce -95.4% | 2.70% | 99,756 | $17.94M | $179.86 | $112.88 - $186.94(90%)$118.71 -> $179.86 |
| CP | CANADIAN PACIFIC KANSAS CITY | Reduce -95.4% | 2.60% | 199,860 | $17.32M | $86.65 | $76.99 - $91.52(66%)$78.02 -> $86.65 |
| UBER | UBER TECHNOLOGIES INC | Reduce -95.4% | 2.59% | 238,965 | $17.24M | $72.16 | $67.19 - $80.83(36%)$71.71 -> $72.16 |
| A | AGILENT TECHNOLOGIES INC | Reduce -95.4% | 2.53% | 126,437 | $16.79M | $132.83 | $108.35 - $141.09(75%)$114.54 -> $132.83 |
| ICE | INTERCONTINENTAL EXCHANGE IN | Reduce -95.4% | 2.51% | 135,468 | $16.68M | $123.11 | $121.79 - $168.20(3%)$158.08 -> $123.11 |
| CME | CME GROUP INC | Reduce -95.4% | 2.12% | 63,835 | $14.1M | $220.83 | $218.31 - $312.68(3%)$296.94 -> $220.83 |
| YUM | YUM BRANDS INC | Reduce -95.4% | 2.01% | 83,427 | $13.34M | $159.86 | $145.44 - $164.16(77%)$153.70 -> $159.86 |
| TW | TRADEWEB MKTS INC | Reduce -95.4% | 1.63% | 108,989 | $10.86M | $99.66 | $91.42 - $127.69(23%)$118.56 -> $99.66 |
| SSNC | SS&C TECH HLDGS | Reduce -95.4% | 1.61% | 172,816 | $10.72M | $62.05 | $61.40 - $72.89(6%)$67.65 -> $62.05 |
| SPOT | SPOTIFY TECHNOLOGY S A | Reduce -95.4% | 1.40% | 20,216 | $9.28M | $459.13 | $411.24 - $543.69(36%)$470.01 -> $459.13 |
| TCOM | TRIP COM GROUP LTD | Reduce -95.3% | 1.28% | 214,242 | $8.54M | $39.84 | $38.04 - $55.70(10%)$49.79 -> $39.84 |
| ORCL | ORACLE CORP | Reduce -91.8% | 2.32% | 105,457 | $15.45M | $146.55 | $134.57 - $250.25(10%)$145.23 -> $146.55 |
| MCO | MOODYS CORP | Reduce -95.4% | 1.23% | 18,075 | $8.19M | $452.92 | $424.40 - $482.54(49%)$438.78 -> $452.92 |
| ADBE | ADOBE INC | Sold | — | 0 | $0 | — | - |
| ALC | ALCON AG | Sold | — | 0 | $0 | — | - |
| AMT | AMERICAN TOWER CORP | Sold | — | 0 | $0 | — | - |
| AON | AON PLC | Sold | — | 0 | $0 | — | - |
| EFX | EQUIFAX INC | Sold | — | 0 | $0 | — | - |
| FLUT | FLUTTER ENTMT PLC | Sold | — | 0 | $0 | — | - |
| IQV | IQVIA HLDGS INC | Sold | — | 0 | $0 | — | - |
| FWONK | LIBERTY MEDIA CORP DEL | Sold | — | 0 | $0 | — | - |
| LPLA | LPL FINL HLDGS INC | Sold | — | 0 | $0 | — | - |
| TME | TENCENT MUSIC ENTMT GROUP | Sold | — | 0 | $0 | — | - |
| TMO | THERMO FISHER SCIENTIFIC INC | Sold | — | 0 | $0 | — | - |