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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 31 of 34 rows. Rows without a quote are marked unavailable.

1SPGIS&P GLOBAL INC6.46%Reduce -0.5%2,886,936$607.85M$210.55No quote
2ADIANALOG DEVICES INC5.81%Reduce -0.5%5,195,684$546.95M$105.27No quote
3FISFIDELITY NATL INFORMATION SV5.12%Reduce -0.5%4,261,387$481.96M$113.10No quote
4WTWWILLIS TOWERS WATSON PUB LTD4.61%Reduce -0.3%2,467,627$433.44M$175.65No quote
5AMTAMERICAN TOWER CORP NEW4.57%Reduce -0.4%2,181,922$429.97M$197.06No quote
6VVISA INC4.52%Reduce -0.4%2,722,450$425.22M$156.19No quote
7GOOGLALPHABET INC4.41%Reduce -0.5%352,912$415.34M$1176.89No quote
8ECLECOLAB INC4.36%Reduce -0.4%2,322,326$409.98M$176.54No quote
9ZTSZOETIS INC4.05%Reduce -0.5%3,783,425$380.88M$100.67No quote
10ICEINTERCONTINENTAL EXCHANGE IN3.78%Reduce -0.4%4,666,050$355.27M$76.14No quote
11CBRECBRE GROUP INC3.72%Reduce -0.5%7,080,311$350.12M$49.45No quote
12CMECME GROUP INC3.37%Reduce -0.5%1,926,804$317.11M$164.58No quote
13AVGOBROADCOM INC3.22%Add +9.8%1,006,774$302.75M$300.71No quote
14EFXEQUIFAX INC3.04%Reduce -0.4%2,411,525$285.77M$118.50No quote
15AAGILENT TECHNOLOGIES INC3.02%Reduce -0.5%3,539,625$284.52M$80.38No quote
16VRSNVERISIGN INC3.00%Reduce -0.4%1,556,694$282.63M$181.56No quote
17TMOTHERMO FISHER SCIENTIFIC INC2.97%Reduce -0.3%1,021,745$279.67M$273.72No quote
18BDXBECTON DICKINSON & CO2.77%Reduce -0.7%1,043,728$260.65M$249.73No quote
19TNETTRINET GROUP INC2.69%Reduce -0.4%4,242,453$253.44MNo quoteNo quote
20AONAON PLC2.67%Add +11.3%1,469,331$250.82M$170.70No quote
21GOOGALPHABET INC2.57%Reduce -0.3%205,783$241.45M$1173.31No quote
22SSNCSS&C TECHNOLOGIES HLDGS INC2.40%Reduce -0.3%3,551,141$226.17M$63.69No quote
23INTCINTEL CORP2.38%Reduce -0.5%4,171,211$223.99M$53.70No quote
24FASTFASTENAL CO2.21%Reduce -0.3%3,230,525$207.76M$64.31No quote
25STSENSATA TECHNOLOGIES HLDNG P2.17%Reduce -0.5%4,534,978$204.17M$45.02No quote
26METAFACEBOOK INC1.91%Reduce -0.6%1,076,916$179.51M$166.69No quote
27TSMTAIWAN SEMICONDUCTOR MFG LTD1.73%Reduce -0.5%3,973,957$162.77M$40.96No quote
28CACCCREDIT ACCEP CORP MICH1.47%Reduce -0.5%305,094$137.88M$451.93No quote
29IBKRINTERACTIVE BROKERS GROUP IN1.44%Reduce -0.8%2,618,638$135.86M$51.88No quote
30PRIPRIMERICA INC1.22%Reduce -0.4%940,765$114.92M$122.15No quote
31MCOMOODYS CORP1.20%Reduce -0.5%625,445$113.26M$181.09No quote
32AWIARMSTRONG WORLD INDS INC NEW1.13%Reduce -0.5%1,336,024$106.11M$79.42No quote
34CMPRCIMPRESS N V-Sold0$0No quoteNo quote
33BIDUBAIDU INC-Sold0$0No quoteNo quote