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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 10 of 16 rows. Rows without a quote are marked unavailable.

1GOOGLGOOGLE ORDINARY (NMQ) COMMON STOCK13.89%Add +5.5%406,463$262.53M$645.90No quote
2KOCOCA-COLA ORD (NYS) COMMON STOCK13.20%Add +6.6%3,564,822$249.43M$69.97No quote
3ADIANALOG DEVICES ORD (NYS) COMMON STOCK11.58%Add +5.2%6,117,866$218.9M$35.78No quote
4ORCLORACLE STK (NMQ) COMMON STOCK10.98%Add +6.5%8,091,285$207.54M$25.65No quote
5PMPHILIP MORRIS INTL COMMON STOCK9.79%Add +6.8%2,356,992$184.98M$78.48No quote
6CLCOLGATE PALMOLIVE ORD (NYS) COMMON STOCK9.10%Add +5.3%1,862,047$172.04M$92.39No quote
7WSHWILLIS GROUP HOLDINGS COMMON STOCK8.74%Add +6.8%4,255,871$165.13MNo quoteNo quote
8SLHSOLERA HOLDINGS ORD COMMON STOCK4.10%Add +6.7%1,738,001$77.41MNo quoteNo quote
9PCLNPRICELINE INC COMMON STOCK4.01%New161,921$75.73MNo quoteNo quote
10BBDBANCO BRADESCO ADR(NYS) ADR3.98%Add +6.8%4,511,720$75.26MNo quoteNo quote
11ABVCOMPANHIA BEBIDAS ADR3.87%Add +6.7%2,028,270$73.2MNo quoteNo quote
12WATWATERS CORP COMMON STOCK2.82%Add +6.6%719,420$53.27M$74.05No quote
13ALTRALTERA CORP COMMON STOCK2.32%Add +7.6%1,183,850$43.92MNo quoteNo quote
14OPENOPENTABLE INC COMMON STOCK1.10%New530,118$20.74M$39.13No quote
15ULUNILEVER ADR REP 1 ORD ADR0.28%-157,100$5.27M$33.52No quote
16BTIBRITISH AMERICAN TOBACCO ADR0.24%-48,200$4.57M$94.88No quote