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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 8 of 13 rows. Rows without a quote are marked unavailable.


1	ORCL	ORACLE STK (NMQ) COMMON STOCK	15.67%	Add +29.4%	7,571,050	$249.16M	$32.91	No quote
2	KO	COCA-COLA ORD (NYS) COMMON STOCK	14.10%	Add +8.5%	3,332,465	$224.24M	$67.29	No quote
3	ADI	ANALOG DEVICES ORD (NYS) COMMON STOCK	14.07%	Add +28.2%	5,714,919	$223.68M	$39.14	No quote
4	BBD	BANCO BRADESCO ADR(NYS) ADR	12.77%	Add +9.8%	9,910,060	$203.06M	No quote	No quote
5	GOOGL	GOOGLE ORDINARY (NMQ) COMMON STOCK	12.13%	Add +22.0%	380,851	$192.86M	$506.38	No quote
6	CL	COLGATE PALMOLIVE ORD (NYS) COMMON STOCK	9.55%	Add +47.2%	1,736,698	$151.81M	$87.41	No quote
7	SLH	SOLERA HOLDINGS ORD COMMON STOCK	6.06%	Add +16.0%	1,628,479	$96.34M	No quote	No quote
8	WSH	WILLIS GROUP HOLDINGS COMMON STOCK	6.05%	Reduce -35.8%	2,341,603	$96.26M	No quote	No quote
9	PM	PHILIP MORRIS INTL COMMON STOCK	4.95%	Reduce -34.7%	1,178,432	$78.68M	$66.77	No quote
10	ABV	COMPANHIA BEBIDAS ADR	4.05%	Add +9.8%	1,910,995	$64.46M	No quote	No quote
11	UL	UNILEVER ADR REP 1 ORD ADR	0.32%	Reduce -28.9%	157,100	$5.09M	$32.39	No quote
12	BTI	BRITISH AMERICAN TOBACCO ADR	0.27%	-	48,200	$4.24M	$88.01	No quote
13	BAP	CREDICORP ORD (NYS) COMMON STOCK	-	Sold	0	$0	No quote	No quote