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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 32 rows. Rows without a quote are marked unavailable.

1ADIANALOG DEVICES INC6.87%Reduce -3.5%6,753,907$490.47M$72.62No quote
2FISFIDELITY NATL INFORMATION SV6.70%Reduce -15.8%6,324,641$478.4M$75.64No quote
3SPGIS&P GLOBAL INC5.64%Reduce -3.2%3,742,482$402.47M$107.54No quote
4WTWWILLIS TOWERS WATSON PUB LTD5.45%Reduce -3.2%3,185,822$389.56M$122.28No quote
5GOOGLALPHABET INC5.07%Reduce -3.1%456,511$361.76M$792.45No quote
6ECLECOLAB INC4.93%Reduce -3.2%3,002,451$351.95M$117.22No quote
7ICEINTERCONTINENTAL EXCHANGE IN4.78%Add +484.0%6,045,585$341.09M$56.42No quote
8BIDUBAIDU INC4.61%Reduce -3.3%2,001,172$329.01M$164.41No quote
9HOGHARLEY DAVIDSON INC4.46%Reduce -3.4%5,457,872$318.41M$58.34No quote
10ZTSZOETIS INC4.35%Reduce -3.0%5,801,686$310.56M$53.53No quote
11AMTAMERICAN TOWER CORP NEW4.17%Add +148.4%2,818,285$297.84M$105.68No quote
12NXPINXP SEMICONDUCTORS N V4.03%Add +8.0%2,937,313$287.89M$98.01No quote
13CMECME GROUP INC4.02%Reduce -3.2%2,486,138$286.78M$115.35No quote
14SERVSERVICEMASTER GLOBAL HLDGS I3.77%Add +9.0%7,142,529$269.06MNo quoteNo quote
15CBRECBRE GROUP INC3.62%Reduce -3.4%8,206,741$258.43M$31.49No quote
16AAGILENT TECHNOLOGIES INC3.36%Add +17.4%5,265,961$239.92M$45.56No quote
17GOOGALPHABET INC3.32%Reduce -17.2%307,007$236.95M$771.82No quote
18VVISA INC3.31%Reduce -3.1%3,034,428$236.75M$78.02No quote
19STSENSATA TECHNOLOGIES HLDG NV3.19%Add +8.8%5,858,209$228.18M$38.95No quote
20AGNALLERGAN PLC2.81%Reduce -3.3%954,120$200.38MNo quoteNo quote
21BDXBECTON DICKINSON & CO2.39%New1,031,501$170.77M$165.55No quote
22CMPRCIMPRESS N V1.98%Reduce -3.2%1,544,213$141.47MNo quoteNo quote
23TNETTRINET GROUP INC1.63%Add +67.1%4,550,587$116.59MNo quoteNo quote
24CACCCREDIT ACCEP CORP MICH1.21%Reduce -4.1%395,688$86.07M$217.51No quote
25PRIPRIMERICA INC1.03%Reduce -3.4%1,068,479$73.89M$69.15No quote
26BITABITAUTO HLDGS LTD0.92%Add +25.1%3,485,461$66.02MNo quoteNo quote
27EFXEQUIFAX INC0.84%New504,990$59.7M$118.23No quote
28AONAON PLC0.81%New516,406$57.6M$111.53No quote
29SSNCSS&C TECHNOLOGIES HLDGS INC0.76%Add +43.5%1,891,986$54.11M$28.60No quote
32MSMMSC INDL DIRECT INC-Sold0$0No quoteNo quote
31ACWIISHARES TR-Sold0$0No quoteNo quote
30ABEVAMBEV SA-Sold0$0No quoteNo quote