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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 32 of 33 rows. Rows without a quote are marked unavailable.

1SPGIS&P GLOBAL INC6.69%Reduce -0.7%2,810,567$688.53M$244.98No quote
2ADIANALOG DEVICES INC5.50%Reduce -0.6%5,059,946$565.35M$111.73No quote
3FISFIDELITY NATL INFORMATION SV5.36%Reduce -0.6%4,154,006$551.49M$132.76No quote
4AMTAMERICAN TOWER CORP NEW4.57%Reduce -0.6%2,125,626$470.04M$221.13No quote
5WTWWILLIS TOWERS WATSON PUB LTD4.51%Reduce -0.5%2,401,869$463.49M$192.97No quote
6ZTSZOETIS INC4.46%Reduce -0.6%3,686,472$459.3M$124.59No quote
7VVISA INC4.43%Reduce -0.6%2,649,239$455.7M$172.01No quote
8ECLECOLAB INC4.35%Reduce -0.7%2,258,359$447.25M$198.04No quote
9GOOGLALPHABET INC4.08%Reduce -0.7%343,771$419.79M$1221.14No quote
10ICEINTERCONTINENTAL EXCHANGE IN4.08%Reduce -0.7%4,543,897$419.27M$92.27No quote
11CMECME GROUP INC3.86%Reduce -0.5%1,878,995$397.11M$211.34No quote
12CBRECBRE GROUP INC3.56%Reduce -0.5%6,909,083$366.25M$53.01No quote
13EFXEQUIFAX INC3.21%Reduce -0.6%2,349,091$330.45M$140.67No quote
14AVGOBROADCOM INC3.19%Reduce -0.7%1,190,051$328.54M$276.07No quote
15AAGILENT TECHNOLOGIES INC3.14%Add +6.9%4,216,472$323.11M$76.63No quote
16BDXBECTON DICKINSON & CO3.03%Reduce -0.6%1,230,670$311.31M$252.96No quote
17TMOTHERMO FISHER SCIENTIFIC INC2.81%Reduce -0.8%992,864$289.19M$291.27No quote
18VRSNVERISIGN INC2.78%Reduce -0.4%1,517,615$286.27M$188.63No quote
19AONAON PLC2.69%Reduce -0.6%1,429,051$276.62M$193.57No quote
20TNETTRINET GROUP INC2.50%Reduce -0.9%4,128,870$256.77MNo quoteNo quote
21GOOGALPHABET INC2.37%Reduce -0.8%199,835$243.6M$1219.00No quote
22STSENSATA TECHNOLOGIES HLDNG P2.15%Reduce -0.4%4,426,862$221.61M$50.06No quote
23SSNCSS&C TECHNOLOGIES HLDGS INC2.12%Reduce -0.6%4,237,401$218.52M$51.57No quote
24FASTFASTENAL CO2.00%Reduce -0.4%6,308,021$206.08M$32.67No quote
25METAFACEBOOK INC1.81%Reduce -1.0%1,048,079$186.64M$178.08No quote
26BCBRUNSWICK CORP1.77%Add +43.5%3,492,394$182.02M$52.12No quote
27TSMTAIWAN SEMICONDUCTOR MFG LTD1.75%Reduce -0.9%3,870,375$179.9M$46.48No quote
28IBKRINTERACTIVE BROKERS GROUP IN1.34%Reduce -0.7%2,555,209$137.42M$53.78No quote
29CACCCREDIT ACCEP CORP MICH1.33%Reduce -0.5%296,877$136.95M$461.31No quote
30AWIARMSTRONG WORLD INDS INC NEW1.23%Reduce -0.3%1,303,076$126.01M$96.70No quote
31MCOMOODYS CORP1.21%Reduce -0.6%608,960$124.73M$204.83No quote
32PRIPRIMERICA INC1.13%Reduce -0.7%916,933$116.66M$127.23No quote
33ENTGENTEGRIS INC0.98%New2,140,678$100.74M$47.06No quote