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Focused investors/William Von Mueffling

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 2026-06-06 from SEC 13F data.

Live quotes available for 12 of 19 rows. Rows without a quote are marked unavailable.

1CLD COLGATE PALMOLIVE COM STK COMMON STOCK11.92%Add +21.0%1,501,914$118.29M$78.76No quote
2WSHD WILLIS GROUP HLDGS LTD COMMON STOCK10.21%Reduce -4.7%3,371,312$101.31MNo quoteNo quote
3COVD COVIDIEN PLC COM STK COMMON STOCK9.61%Add +8.4%2,374,250$95.4MNo quoteNo quote
4AZOD AUTOZONE INC COM STK COMMON STOCK9.10%Add +8.8%467,290$90.29M$193.22No quote
5BDXD BECTON DICKINSON COM STK COMMON STOCK8.99%Add +8.7%1,318,839$89.18M$67.62No quote
6BBDD BANCO BRADESCO ADR ADR8.53%Add +60.5%5,338,191$84.66MNo quoteNo quote
7ORCLD ORACLE COM STK COMMON STOCK8.17%Add +8.4%3,779,312$81.1M$21.46No quote
8KOD COCA COLA COMPANY coM STK COMMON STOCK7.31%New1,448,000$72.57M$50.12No quote
9PMD PHILIP MORRIS INTL INC COMMON STOCK5.46%Add +8.6%1,181,841$54.18M$45.84No quote
10AVPD AVON PRODUCTS INC COMMON STOCK4.74%Add +8.3%1,773,760$47.01MNo quoteNo quote
11BAPD CREDICORP LTD cOMMON STOCK4.42%New482,134$43.82M$90.89No quote
12-D SOLERA HOLDINGS INC COMMON STOCKCUSIP 0301613783.57%Add +89.7%979,070$35.44MNo quoteNo quote
13KMBD KIMBERLY CLARK COM STK COMMON STOCK3.43%Add +8.7%560,659$33.99M$60.63No quote
14VD VISA INC COM STK COMMON STOCK3.32%Add +9.1%465,737$32.95M$70.75No quote
15ULD UNILEVER PLC ADR ADR0.57%Reduce -1.9%212,100$5.67M$26.73No quote
16SNND SMITH & NEPHEW ADR ADR0.36%Reduce -3.0%75,360$3.54M$47.00No quote
17BTID BRIT AM TOBACCO ADR ADR0.31%Reduce -57.2%48,200$3.05M$63.30No quote
19CAGD CONAGRA FOODS INC COM STK COMMON STOCK-Sold0$0No quoteNo quote
18BAXD BAXTER INTL INC COM STK COMMON STOCK-Sold0$0No quoteNo quote