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

1SPGIS&P GLOBAL INC6.48%Reduce -6.4%3,228,525$546.91M$169.40No quote
2ADIANALOG DEVICES INC6.13%Reduce -6.5%5,809,251$517.2M$89.03No quote
3FISFIDELITY NATL INFORMATION SV5.31%Reduce -6.6%4,762,477$448.1M$94.09No quote
4GOOGLALPHABET INC4.92%Reduce -6.5%394,511$415.58M$1053.40No quote
5WTWWILLIS TOWERS WATSON PUB LTD4.91%Reduce -6.5%2,749,834$414.37M$150.69No quote
6BIDUBAIDU INC4.77%Reduce -6.7%1,720,228$402.9M$234.21No quote
7ICEINTERCONTINENTAL EXCHANGE IN4.36%Reduce -6.5%5,213,656$367.88M$70.56No quote
8ZTSZOETIS INC4.27%Reduce -6.5%5,009,721$360.9M$72.04No quote
9ECLECOLAB INC4.12%Reduce -6.4%2,595,000$348.2M$134.18No quote
10AMTAMERICAN TOWER CORP NEW4.11%Reduce -6.5%2,430,057$346.7M$142.67No quote
11VVISA INC4.10%Reduce -6.6%3,032,718$345.79M$114.02No quote
12SERVSERVICEMASTER GLOBAL HLDGS I3.75%Reduce -6.5%6,172,630$316.47MNo quoteNo quote
13CMECME GROUP INC3.72%Reduce -6.5%2,152,236$314.33M$146.05No quote
14AVGOBROADCOM LTD3.63%Reduce -6.7%1,192,209$306.28M$256.90No quote
15CBRECBRE GROUP INC3.63%Reduce -6.6%7,068,919$306.16M$43.31No quote
16AAGILENT TECHNOLOGIES INC3.61%Reduce -6.6%4,548,317$304.6M$66.97No quote
17STSENSATA TECHNOLOGIES HLDG NV3.08%Reduce -6.5%5,080,843$259.68M$51.11No quote
18BDXBECTON DICKINSON & CO2.96%Reduce -6.5%1,168,334$250.09M$214.06No quote
19GOOGALPHABET INC2.84%Reduce -6.5%229,121$239.75M$1046.40No quote
20EFXEQUIFAX INC2.73%Reduce -6.3%1,951,536$230.13M$117.92No quote
21TNETTRINET GROUP INC2.06%Reduce -6.6%3,914,624$173.57MNo quoteNo quote
22AGNALLERGAN PLC2.00%Reduce -6.6%1,030,257$168.53MNo quoteNo quote
23CMPRCIMPRESS N V1.90%Reduce -6.7%1,336,990$160.28MNo quoteNo quote
24VRSNVERISIGN INC1.69%Reduce -6.7%1,243,328$142.29M$114.44No quote
25BITABITAUTO HLDGS LTD1.59%Reduce -6.4%4,234,149$134.65MNo quoteNo quote
26AONAON PLC1.48%Reduce -6.4%929,406$124.54M$134.00No quote
27IBKRINTERACTIVE BROKERS GROUP IN1.43%Reduce -4.9%2,040,053$120.79M$59.21No quote
28CACCCREDIT ACCEP CORP MICH1.31%Reduce -6.4%341,504$110.47M$323.48No quote
29TSMTAIWAN SEMICONDUCTOR MFG LTD1.25%Reduce -6.3%2,652,911$105.19M$39.65No quote
30PRIPRIMERICA INC1.12%Reduce -6.9%927,688$94.21M$101.55No quote
31SSNCSS&C TECHNOLOGIES HLDGS INC0.79%Reduce -6.6%1,641,758$66.46M$40.48No quote