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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 24 of 29 rows. Rows without a quote are marked unavailable.

1FISFIDELITY NATL INFORMATION SV8.18%Reduce -0.4%7,513,909$578.8M$77.03No quote
2SPGIS&P GLOBAL INC6.91%Reduce -0.5%3,866,258$489.31M$126.56No quote
3ADIANALOG DEVICES INC6.37%Reduce -0.4%6,994,997$450.83M$64.45No quote
4WTWWILLIS TOWERS WATSON PUB LTD6.18%Add +11.5%3,292,291$437.12M$132.77No quote
5GOOGLALPHABET INC5.35%Reduce -0.4%471,001$378.71M$804.06No quote
6ECLECOLAB INC5.33%Reduce -0.1%3,101,851$377.56M$121.72No quote
7BIDUBAIDU INC5.32%Reduce -0.5%2,069,672$376.83M$182.07No quote
8ZTSZOETIS INC4.39%Reduce -0.3%5,980,986$311.07M$52.01No quote
9HOGHARLEY DAVIDSON INC4.20%Reduce -0.4%5,650,470$297.16M$52.59No quote
10GOOGALPHABET INC4.07%Reduce -0.8%370,882$288.28M$777.29No quote
11ICEINTERCONTINENTAL EXCHANGE IN3.94%Reduce -0.3%1,035,282$278.86M$269.36No quote
12NXPINXP SEMICONDUCTORS N V3.92%New2,719,461$277.41M$102.01No quote
13CMECME GROUP INC3.79%Reduce -0.3%2,569,038$268.52M$104.52No quote
14VVISA INC3.66%Add +38.0%3,132,128$259.03M$82.70No quote
15CBRECBRE GROUP INC3.36%Add +15.1%8,490,762$237.57M$27.98No quote
16AGNALLERGAN PLC3.21%Add +34.0%986,550$227.21MNo quoteNo quote
17SERVSERVICEMASTER GLOBAL HLDGS I3.12%Add +14.4%6,553,162$220.71MNo quoteNo quote
18AAGILENT TECHNOLOGIES INC2.98%Reduce -0.5%4,485,394$211.22M$47.09No quote
19STSENSATA TECHNOLOGIES HLDG NV2.95%Reduce -11.5%5,384,958$208.83M$38.78No quote
20CMPRCIMPRESS N V2.28%Reduce -0.3%1,594,805$161.36MNo quoteNo quote
21AMTAMERICAN TOWER CORP NEW1.82%Reduce -0.3%1,134,360$128.56M$113.33No quote
22MSMMSC INDL DIRECT INC1.58%Reduce -0.4%1,526,323$112.05M$73.41No quote
23ACWIISHARES TR1.52%New1,821,500$107.65M$59.10No quote
24CACCCREDIT ACCEP CORP MICH1.17%Reduce -0.2%412,691$82.98M$201.07No quote
25BITABITAUTO HLDGS LTD1.14%Add +20.7%2,786,494$81.03MNo quoteNo quote
26ABEVAMBEV SA0.99%Reduce -0.3%11,503,973$70.06M$6.09No quote
27TNETTRINET GROUP INC0.83%Add +522.6%2,723,916$58.92MNo quoteNo quote
28PRIPRIMERICA INC0.83%Reduce -0.5%1,105,539$58.63M$53.03No quote
29SSNCSS&C TECHNOLOGIES HLDGS INC0.60%New1,318,666$42.4M$32.15No quote