As of Q1 2026, this manager reported 38 long-equity positions worth $15.05B in aggregate.
As of Q1 2026, William Von Mueffling's Cantillon Capital Management held 38 long-equity positions with a reported value of $15.05B.
Get email alerts when William Von Mueffling files a new 13F — sign in or create a free account.
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 Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | Add +49.1% | 1.25% | 1,283,185 | $188.77M | $147.11 | $135.25 - $207.80(16%)$195.71 -> $147.11 |
| AMAT | APPLIED MATLS INC | Reduce -48.8% | 3.46% | 1,521,843 | $520.15M | $341.79 | $265.10 - $395.95(59%)$268.87 -> $341.79 |
| FWONK | LIBERTY MEDIA CORP DEL | Reduce -39.3% | 0.58% | 1,035,685 | $88.05M | $85.02 | $80.15 - $99.24(26%)$98.04 -> $85.02 |
| FLUT | FLUTTER ENTMT PLC | Reduce -39.2% | 0.93% | 1,375,776 | $140.26M | $101.95 | $98.88 - $226.56(2%)$218.27 -> $101.95 |
| TME | TENCENT MUSIC ENTMT GROUP | Reduce -28.5% | 0.83% | 13,382,595 | $124.19M | $9.28 | $9.15 - $18.73(1%)$17.86 -> $9.28 |
| LPLA | LPL FINL HLDGS INC | Reduce -12.0% | 0.65% | 324,927 | $97.75M | $300.83 | $282.27 - $400.16(16%)$361.63 -> $300.83 |
| TW | TRADEWEB MKTS INC | Reduce -11.9% | 1.85% | 2,367,041 | $278.51M | $117.66 | $97.06 - $126.85(69%)$106.20 -> $117.66 |
| AVGO | BROADCOM INC | Reduce -11.9% | 8.34% | 4,056,002 | $1.26B | $309.51 | $289.96 - $360.66(28%)$347.62 -> $309.51 |
| AMT | AMERICAN TOWER CORP | Reduce -11.9% | 1.85% | 1,612,473 | $278.28M | $172.58 | $165.08 - $195.45(25%)$174.80 -> $172.58 |
| ENTG | ENTEGRIS INC | Reduce -11.9% | 1.69% | 2,166,428 | $253.99M | $117.24 | $85.36 - $142.50(56%)$89.56 -> $117.24 |
| ADBE | ADOBE INC | Reduce -11.9% | 1.65% | 1,019,710 | $247.87M | $243.08 | $233.16 - $351.12(8%)$333.30 -> $243.08 |
| ALC | ALCON AG | Reduce -11.9% | 1.26% | 2,507,095 | $188.91M | $75.35 | $73.12 - $87.64(15%)$77.60 -> $75.35 |
| GOOGL | ALPHABET INC | Reduce -11.9% | 7.10% | 3,715,061 | $1.07B | $287.56 | $272.11 - $349.00(20%)$315.15 -> $287.56 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | Reduce -11.9% | 5.60% | 2,493,551 | $842.7M | $337.95 | $311.70 - $390.21(33%)$319.61 -> $337.95 |
| IBKR | INTERACTIVE BROKERS GROUP IN | Reduce -11.9% | 5.01% | 11,245,881 | $754.26M | $67.07 | $63.02 - $79.18(25%)$67.23 -> $67.07 |
| SPGI | S&P GLOBAL INC | Reduce -11.9% | 4.37% | 1,547,303 | $658.13M | $425.34 | $381.61 - $552.25(26%)$512.66 -> $425.34 |
| V | VISA INC | Reduce -11.9% | 3.45% | 1,718,158 | $519.3M | $302.24 | $294.32 - $358.62(12%)$346.48 -> $302.24 |
| MSFT | MICROSOFT CORP | Reduce -11.9% | 2.74% | 1,112,265 | $411.73M | $370.17 | $356.28 - $489.70(10%)$472.94 -> $370.17 |
| CME | CME GROUP INC | Reduce -11.9% | 2.72% | 1,386,346 | $409.46M | $295.35 | $262.19 - $329.16(50%)$269.68 -> $295.35 |
| FERG | FERGUSON ENTERPRISES INC | Reduce -11.9% | 2.71% | 1,749,302 | $408.04M | $233.26 | $214.51 - $271.64(33%)$225.02 -> $233.26 |
| FAST | FASTENAL CO | Reduce -11.9% | 2.52% | 8,166,664 | $378.93M | $46.40 | $39.86 - $48.45(76%)$40.44 -> $46.40 |
| TMO | THERMO FISHER SCIENTIFIC INC | Reduce -11.9% | 2.51% | 769,698 | $378.33M | $491.53 | $458.34 - $643.99(18%)$592.51 -> $491.53 |
| LYV | LIVE NATION ENTERTAINMENT IN | Reduce -11.9% | 2.50% | 2,465,059 | $375.95M | $152.51 | $136.42 - $168.54(50%)$145.31 -> $152.51 |
| A | AGILENT TECHNOLOGIES INC | Reduce -11.9% | 2.08% | 2,745,829 | $312.97M | $113.98 | $109.90 - $150.10(10%)$137.95 -> $113.98 |
| YUM | YUM BRANDS INC | Reduce -11.9% | 1.87% | 1,811,796 | $281.7M | $155.48 | $148.24 - $169.39(34%)$150.49 -> $155.48 |
| SSNC | SS&C TECH HLDGS | Reduce -11.9% | 1.68% | 3,753,093 | $253.6M | $67.57 | $65.05 - $89.36(10%)$85.75 -> $67.57 |
| MCO | MOODYS CORP | Reduce -11.9% | 1.14% | 392,513 | $171.23M | $436.25 | $402.28 - $546.88(23%)$498.98 -> $436.25 |
| ADI | ANALOG DEVICES INC | Reduce -11.9% | 4.04% | 1,911,491 | $608.12M | $318.14 | $270.46 - $363.20(51%)$273.74 -> $318.14 |
| ICE | INTERCONTINENTAL EXCHANGE IN | Reduce -11.9% | 3.07% | 2,941,954 | $462.71M | $157.28 | $144.18 - $176.05(41%)$159.99 -> $157.28 |
| BLK | BLACKROCK INC | Reduce -11.9% | 2.90% | 453,282 | $435.93M | $961.71 | $917.39 - $1181.36(17%)$1085.06 -> $961.71 |
| AON | AON PLC | Reduce -11.9% | 2.35% | 1,095,574 | $353.63M | $322.78 | $304.59 - $358.04(34%)$344.27 -> $322.78 |
| IQV | IQVIA HLDGS INC | Reduce -11.9% | 1.94% | 1,710,896 | $291.78M | $170.54 | $156.67 - $247.05(15%)$225.37 -> $170.54 |
| CBRE | CBRE GROUP INC | Reduce -11.8% | 3.54% | 3,931,976 | $532.63M | $135.46 | $125.78 - $174.27(20%)$160.19 -> $135.46 |
| EFX | EQUIFAX INC | Add +3.9% | 2.14% | 1,791,379 | $322.57M | $180.07 | $166.02 - $228.67(22%)$214.03 -> $180.07 |
| CP | CANADIAN PACIFIC KANSAS CITY | Add +3.3% | 2.27% | 4,344,435 | $341.73M | $78.66 | $70.01 - $89.42(45%)$74.45 -> $78.66 |
| TCOM | TRIP COM GROUP LTD | Reduce -1.7% | 1.52% | 4,589,621 | $228.52M | $49.79 | $48.48 - $78.99(4%)$74.49 -> $49.79 |
| SPOT | SPOTIFY TECHNOLOGY S A | New | 1.42% | 439,353 | $213.05M | $484.91 | $405.00 - $609.20(39%)$575.00 -> $484.91 |
| UBER | UBER TECHNOLOGIES INC | Add +1.0% | 2.48% | 5,193,864 | $373.59M | $71.93 | $68.46 - $88.24(18%)$82.86 -> $71.93 |