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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Sells
These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. 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 -> $377.50 |
| 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 -> $726.85 |
| IBKR | INTERACTIVE BROKERS GROUP IN | Reduce -95.4% | 6.78% | 517,833 | $45.07M | $87.04 | $65.40 - $97.83(67%)$67.91 -> $87.04 |
| ADI | ANALOG DEVICES INC | Reduce -95.4% | 5.26% | 88,014 | $34.96M | $397.17 | $309.79 - $444.75(65%)$320.58 -> $397.87 |
| SPGI | S&P GLOBAL INC | Reduce -95.4% | 4.36% | 71,249 | $29.02M | $407.26 | $393.03 - $456.70(22%)$425.17 -> $407.26 |
| V | VISA INC | Reduce -95.1% | 4.31% | 83,643 | $28.7M | $343.09 | $293.89 - $345.80(95%)$298.51 -> $343.09 |
| CBRE | CBRE GROUP INC | Reduce -95.4% | 3.67% | 181,083 | $24.39M | $134.69 | $121.71 - $157.60(36%)$134.49 -> $134.76 |
| 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 -> $960.67 |
| FERG | FERGUSON ENTERPRISES INC | Reduce -95.4% | 2.87% | 80,548 | $19.12M | $237.33 | $214.44 - $268.95(42%)$239.06 -> $237.40 |
| 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 - $91.49(67%)$78.02 -> $86.64 |
| 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 -> $132.84 |
| 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 | $218.33 - $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 | — | - |