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 27 of 33 rows. Rows without a quote are marked unavailable.
| 1 | SPGI | S&P GLOBAL INC | 6.84% | Reduce -2.4% | 3,150,060 | $601.85M | $191.06 | No quote |
| 2 | ADI | ANALOG DEVICES INC | 5.89% | Reduce -2.0% | 5,690,260 | $518.55M | $91.13 | No quote |
| 3 | FIS | FIDELITY NATL INFORMATION SV | 5.11% | Reduce -1.9% | 4,670,317 | $449.75M | $96.30 | No quote |
| 4 | WTW | WILLIS TOWERS WATSON PUB LTD | 4.66% | Reduce -2.1% | 2,691,220 | $409.58M | $152.19 | No quote |
| 5 | GOOGL | ALPHABET INC | 4.56% | Reduce -2.0% | 386,580 | $400.94M | $1037.14 | No quote |
| 6 | BIDU | BAIDU INC | 4.28% | Reduce -2.0% | 1,686,034 | $376.31M | $223.19 | No quote |
| 7 | ICE | INTERCONTINENTAL EXCHANGE IN | 4.21% | Reduce -2.1% | 5,105,459 | $370.25M | $72.52 | No quote |
| 8 | V | VISA INC | 4.05% | Reduce -1.9% | 2,975,221 | $355.9M | $119.62 | No quote |
| 9 | ECL | ECOLAB INC | 3.96% | Reduce -2.0% | 2,544,157 | $348.73M | $137.07 | No quote |
| 10 | AMT | AMERICAN TOWER CORP NEW | 3.94% | Reduce -1.9% | 2,384,428 | $346.55M | $145.34 | No quote |
| 11 | ZTS | ZOETIS INC | 3.92% | Reduce -17.5% | 4,134,677 | $345.29M | $83.51 | No quote |
| 12 | CME | CME GROUP INC | 3.88% | Reduce -2.0% | 2,108,730 | $341.07M | $161.74 | No quote |
| 13 | AVGO | BROADCOM LTD | 3.83% | Add +20.0% | 1,430,924 | $337.2M | $235.65 | No quote |
| 14 | CBRE | CBRE GROUP INC | 3.72% | Reduce -2.1% | 6,923,433 | $326.92M | $47.22 | No quote |
| 15 | SERV | SERVICEMASTER GLOBAL HLDGS I | 3.50% | Reduce -2.0% | 6,047,047 | $307.49M | No quote | No quote |
| 16 | A | AGILENT TECHNOLOGIES INC | 2.95% | Reduce -14.8% | 3,874,935 | $259.23M | $66.90 | No quote |
| 17 | ST | SENSATA TECHNOLOGIES HLDNG P | 2.93% | New | 4,968,450 | $257.51M | $51.83 | No quote |
| 18 | BDX | BECTON DICKINSON & CO | 2.81% | Reduce -2.2% | 1,142,180 | $247.51M | $216.70 | No quote |
| 19 | GOOG | ALPHABET INC | 2.62% | Reduce -2.4% | 223,695 | $230.81M | $1031.79 | No quote |
| 20 | EFX | EQUIFAX INC | 2.56% | Reduce -2.0% | 1,912,156 | $225.27M | $117.81 | No quote |
| 21 | CMPR | CIMPRESS N V | 2.31% | Reduce -1.8% | 1,313,609 | $203.22M | No quote | No quote |
| 22 | TNET | TRINET GROUP INC | 2.18% | Add +5.8% | 4,140,605 | $191.79M | No quote | No quote |
| 23 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2.16% | Add +64.0% | 4,351,374 | $190.42M | $43.76 | No quote |
| 24 | IBKR | INTERACTIVE BROKERS GROUP IN | 1.94% | Add +24.6% | 2,541,244 | $170.87M | $67.24 | No quote |
| 25 | AGN | ALLERGAN PLC | 1.93% | Reduce -1.9% | 1,010,756 | $170.1M | No quote | No quote |
| 26 | SSNC | SS&C TECHNOLOGIES HLDGS INC | 1.73% | Add +72.7% | 2,834,465 | $152.04M | $53.64 | No quote |
| 27 | VRSN | VERISIGN INC | 1.64% | Reduce -1.9% | 1,220,192 | $144.67M | $118.56 | No quote |
| 28 | AON | AON PLC | 1.46% | Reduce -1.9% | 912,129 | $128M | $140.33 | No quote |
| 29 | META | FACEBOOK INC | 1.32% | New | 724,909 | $115.83M | $159.79 | No quote |
| 30 | CACC | CREDIT ACCEP CORP MICH | 1.26% | Reduce -2.0% | 334,823 | $110.63M | $330.41 | No quote |
| 31 | PRI | PRIMERICA INC | 1.00% | Reduce -1.7% | 911,746 | $88.07M | $96.60 | No quote |
| 32 | BITA | BITAUTO HLDGS LTD | 0.85% | Reduce -16.2% | 3,550,000 | $75.08M | No quote | No quote |
| 33 | ST | SENSATA TECHNOLOGIES HLDG NV | - | Sold | 0 | $0 | No quote | No quote |