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

1SPGIS&P GLOBAL INC6.65%Reduce -6.9%2,617,857$714.81M$273.05No quote
2ADIANALOG DEVICES INC5.47%Reduce -2.1%4,951,321$588.42M$118.84No quote
3FISFIDELITY NATL INFORMATION SV5.26%Reduce -2.2%4,063,064$565.13M$139.09No quote
4VVISA INC4.53%Reduce -2.1%2,593,852$487.39M$187.90No quote
5AMTAMERICAN TOWER CORP NEW4.45%Reduce -2.1%2,081,808$478.44M$229.82No quote
6WTWWILLIS TOWERS WATSON PUB LTD4.42%Reduce -2.1%2,351,499$474.86M$201.94No quote
7GOOGLALPHABET INC4.19%Reduce -2.1%336,508$450.72M$1339.39No quote
8ZTSZOETIS INC4.11%Reduce -9.4%3,341,120$442.2M$132.35No quote
9ECLECOLAB INC3.97%Reduce -2.2%2,209,564$426.42M$192.99No quote
10CBRECBRE GROUP INC3.85%Reduce -2.3%6,753,335$413.91M$61.29No quote
11ICEINTERCONTINENTAL EXCHANGE IN3.82%Reduce -2.3%4,438,139$410.75M$92.55No quote
12CMECME GROUP INC3.43%Reduce -2.2%1,838,174$368.96M$200.72No quote
13AVGOBROADCOM INC3.42%Reduce -2.1%1,164,439$367.99M$316.02No quote
14AAGILENT TECHNOLOGIES INC3.27%Reduce -2.2%4,124,586$351.87M$85.31No quote
15BDXBECTON DICKINSON & CO3.05%Reduce -2.0%1,205,651$327.9M$271.97No quote
16EFXEQUIFAX INC2.99%Reduce -2.2%2,298,137$322.02M$140.12No quote
17TMOTHERMO FISHER SCIENTIFIC INC2.94%Reduce -2.1%971,781$315.7M$324.87No quote
18AONAON PLC2.71%Reduce -2.1%1,399,372$291.48M$208.29No quote
19VRSNVERISIGN INC2.66%Reduce -2.1%1,485,486$286.22M$192.68No quote
20SSNCSS&C TECHNOLOGIES HLDGS INC2.36%Reduce -2.4%4,137,480$254.04M$61.40No quote
21ADSKAUTODESK INC2.20%New1,288,774$236.44M$183.46No quote
22TNETTRINET GROUP INC2.13%Reduce -2.1%4,040,469$228.73MNo quoteNo quote
23FASTFASTENAL CO2.12%Reduce -2.1%6,177,501$228.26M$36.95No quote
24GOOGALPHABET INC2.10%Reduce -15.6%168,647$225.49M$1337.02No quote
25TSMTAIWAN SEMICONDUCTOR MFG LTD2.05%Reduce -2.1%3,788,284$220.1M$58.10No quote
26METAFACEBOOK INC1.96%Reduce -1.9%1,027,946$210.99M$205.25No quote
27BCBRUNSWICK CORP1.91%Reduce -1.9%3,426,284$205.51M$59.98No quote
28MCOMOODYS CORP1.32%Reduce -1.9%597,188$141.78M$237.41No quote
29ENTGENTEGRIS INC1.23%Add +23.8%2,651,101$132.79M$50.09No quote
30CACCCREDIT ACCEP CORP MICH1.19%Reduce -2.2%290,390$128.45M$442.33No quote
31AWIARMSTRONG WORLD INDS INC NEW1.11%Reduce -2.7%1,268,338$119.19M$93.97No quote
32PRIPRIMERICA INC1.09%Reduce -2.2%896,545$117.05M$130.56No quote
33IBKRINTERACTIVE BROKERS GROUP IN1.08%Reduce -2.1%2,502,438$116.66M$46.62No quote
34STSENSATA TECHNOLOGIES HLDNG P0.95%Reduce -57.0%1,905,823$102.67M$53.87No quote