As of Q1 2026, William Von Mueffling reported 38 long-equity positions worth $15.05B in aggregate.
Copy-investor backtest
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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These are the positions the manager opened or added to this quarter, showing where they put more money to work. 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 |
| 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 |
| 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 |
