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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 25 of 31 rows. Rows without a quote are marked unavailable.

1SPGIS&P GLOBAL INC6.49%Reduce -4.2%3,558,733$519.54M$145.99No quote
2ADIANALOG DEVICES INC6.24%Reduce -4.2%6,422,100$499.64M$77.80No quote
3FISFIDELITY NATL INFORMATION SV5.75%Reduce -4.0%5,395,291$460.76M$85.40No quote
4WTWWILLIS TOWERS WATSON PUB LTD5.51%Reduce -4.2%3,031,453$440.96M$145.46No quote
5GOOGLALPHABET INC5.05%Reduce -4.0%435,119$404.52M$929.68No quote
6ECLECOLAB INC4.74%Reduce -4.1%2,858,964$379.53M$132.75No quote
7ICEINTERCONTINENTAL EXCHANGE IN4.74%Reduce -4.1%5,755,671$379.41M$65.92No quote
8AMTAMERICAN TOWER CORP NEW4.42%Reduce -4.2%2,677,667$354.31M$132.32No quote
9ZTSZOETIS INC4.29%Reduce -4.0%5,513,565$343.94M$62.38No quote
10BIDUBAIDU INC4.25%Reduce -4.3%1,902,480$340.28M$178.86No quote
11VVISA INC3.91%Reduce -4.2%3,338,297$313.07M$93.78No quote
12NXPINXP SEMICONDUCTORS N V3.82%Reduce -4.4%2,795,440$305.96M$109.45No quote
13AAGILENT TECHNOLOGIES INC3.71%Reduce -4.0%5,013,259$297.34M$59.31No quote
14CMECME GROUP INC3.70%Reduce -4.1%2,367,254$296.48M$125.24No quote
15CBRECBRE GROUP INC3.55%Reduce -4.3%7,803,918$284.06M$36.40No quote
16SERVSERVICEMASTER GLOBAL HLDGS I3.33%Reduce -4.1%6,797,087$266.38MNo quoteNo quote
17BDXBECTON DICKINSON & CO3.14%Reduce -4.0%1,290,427$251.78M$195.11No quote
18AGNALLERGAN PLC3.04%Reduce -4.0%1,002,451$243.69MNo quoteNo quote
19STSENSATA TECHNOLOGIES HLDG NV2.97%Reduce -4.1%5,572,792$238.07M$42.72No quote
20GOOGALPHABET INC2.87%Reduce -4.2%252,850$229.77M$908.73No quote
21AVGOBROADCOM LTD2.41%Reduce -4.4%826,606$192.64M$233.05No quote
22TNETTRINET GROUP INC1.79%Reduce -2.7%4,374,995$143.24MNo quoteNo quote
23CMPRCIMPRESS N V1.73%Reduce -4.5%1,464,609$138.45MNo quoteNo quote
24AONAON PLC1.70%Reduce -4.0%1,021,260$135.78M$132.95No quote
25EFXEQUIFAX INC1.56%Add +15.2%909,901$125.04M$137.42No quote
26BITABITAUTO HLDGS LTD1.36%Add +10.4%3,800,612$109.27MNo quoteNo quote
27CACCCREDIT ACCEP CORP MICH1.21%Reduce -3.8%376,818$96.9M$257.14No quote
28PRIPRIMERICA INC0.96%Reduce -3.8%1,019,700$77.24M$75.75No quote
29IBKRINTERACTIVE BROKERS GROUP IN0.90%New1,925,891$72.07M$37.42No quote
30SSNCSS&C TECHNOLOGIES HLDGS INC0.86%Reduce -4.3%1,796,265$69M$38.41No quote
31SABRSABRE CORP-Sold0$0No quoteNo quote