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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 34 of 36 rows. Rows without a quote are marked unavailable.

1SPGIS&P GLOBAL INC7.55%Add +1.0%2,638,926$869.47M$329.4852w: $186.06 - $334.66; reported $329.48
2ADIANALOG DEVICES INC5.32%Add +1.0%4,990,949$612.09M$122.6452w: $79.08 - $127.39; reported $122.64
3FISFIDELITY NATL INFORMATION SV4.77%Add +0.9%4,093,145$548.85M$134.0952w: $91.68 - $158.21; reported $134.09
4AMTAMERICAN TOWER CORP NEW4.71%Add +0.9%2,098,625$542.58M$258.5452w: $174.32 - $269.25; reported $258.54
5VVISA INC4.39%Add +0.9%2,614,580$505.06M$193.1752w: $133.93 - $214.17; reported $193.17
6GOOGLALPHABET INC4.18%Add +1.0%339,104$480.87M$1418.0552w: $50.44 - $76.54; reported $1418.05
7WTWWILLIS TOWERS WATSON PLC LTD4.05%Add +0.9%2,369,569$466.69M$196.9552w: $143.34 - $220.97; reported $196.95
8ECLECOLAB INC3.85%Add +0.9%2,225,634$442.79M$198.9552w: $124.60 - $231.36; reported $198.95
9ICEINTERCONTINENTAL EXCHANGE IN3.57%Add +1.1%4,481,010$410.46M$91.6052w: $63.51 - $101.93; reported $91.60
10ZTSZOETIS INC3.52%Add +1.0%2,953,392$404.73M$137.0452w: $90.14 - $146.26; reported $137.04
11EFXEQUIFAX INC3.45%Add +0.8%2,313,199$397.59M$171.8852w: $103.01 - $180.07; reported $171.88
12AVGOBROADCOM INC3.22%Add +1.0%1,174,830$370.79M$315.6152w: $15.57 - $33.16; reported $315.61
13AAGILENT TECHNOLOGIES INC3.19%Add +1.0%4,157,384$367.39M$88.3752w: $61.13 - $93.04; reported $88.37
14TMOTHERMO FISHER SCIENTIFIC INC3.09%Add +1.1%980,848$355.4M$362.3452w: $250.21 - $363.97; reported $362.34
15ADSKAUTODESK INC2.70%Add +0.9%1,298,765$310.65M$239.1952w: $125.38 - $247.14; reported $239.19
16VRSNVERISIGN INC2.69%Add +1.0%1,498,044$309.84M$206.8352w: $148.77 - $221.30; reported $206.83
17CBRECBRE GROUP INC2.67%Add +1.0%6,806,916$307.81M$45.2252w: $29.17 - $64.75; reported $45.22
18CMECME GROUP INC2.62%Add +1.0%1,853,069$301.2M$162.5452w: $131.80 - $225.36; reported $162.54
19BDXBECTON DICKINSON & CO2.52%Add +0.9%1,214,279$290.54M$239.2752w: $151.67 - $219.91; reported $239.27
20AONAON PLC2.36%Add +1.0%1,411,632$271.88M$192.6052w: $143.93 - $238.19; reported $192.60
21FASTFASTENAL CO2.32%Add +0.9%6,221,215$266.52M$42.8452w: $13.36 - $21.60; reported $42.84
22BCBRUNSWICK CORP2.31%Add +10.5%4,157,277$266.11M$64.0152w: $25.22 - $67.39; reported $64.01
23TNETTRINET GROUP INC2.15%Add +0.9%4,064,072$247.66MNo quoteNo quote
24GOOGALPHABET INC2.09%Add +0.9%169,842$240.09M$1413.6152w: $50.68 - $76.61; reported $1413.61
25AMATAPPLIED MATLS INC2.08%Add +62.7%3,968,872$239.92M$60.4552w: $36.64 - $69.44; reported $60.45
26SSNCSS&C TECHNOLOGIES HLDGS INC2.05%Add +1.2%4,182,652$236.24M$56.4852w: $29.51 - $66.74; reported $56.48
27METAFACEBOOK INC2.04%Add +0.8%1,032,789$234.52M$227.0752w: $137.10 - $245.19; reported $227.07
28TSMTAIWAN SEMICONDUCTOR MFG LTD1.88%Add +0.8%3,814,765$216.57M$56.7752w: $42.70 - $60.64; reported $56.77
29MCOMOODYS CORP1.43%Add +0.9%600,295$164.92M$274.7352w: $164.19 - $287.25; reported $274.73
30ENTGENTEGRIS INC1.36%Add +0.7%2,660,905$157.13M$59.0552w: $38.12 - $64.90; reported $59.05
31MSFTMICROSOFT CORP1.19%Add +1.0%674,367$137.24M$203.5152w: $132.52 - $204.40; reported $203.51
32PRIPRIMERICA INC1.08%Add +8.2%1,068,871$124.63M$116.6052w: $61.20 - $137.68; reported $116.60
33CACCCREDIT ACCEP CORP MICH1.06%Add +1.0%292,165$122.42M$419.0152w: $199.00 - $499.61; reported $419.01
34IBKRINTERACTIVE BROKERS GROUP IN0.91%Add +0.8%2,514,083$105.01M$41.7752w: $8.43 - $14.63; reported $41.77
35AWIARMSTRONG WORLD INDS INC0.87%Add +1.1%1,281,030$99.87M$77.9652w: $62.03 - $111.46; reported $77.96
36GRAGRACE W R & CO DEL NEW0.74%Add +1.4%1,686,006$85.67MNo quoteNo quote