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 35 of 38 rows. Rows without a quote are marked unavailable.
| 1 | SPGI | S&P GLOBAL INC | 6.74% | Reduce -1.7% | 2,327,426 | $988.9M | $424.89 | |
| 2 | GOOGL | ALPHABET INC | 5.69% | Reduce -1.6% | 311,989 | $834.11M | $2673.52 | |
| 3 | A | AGILENT TECHNOLOGIES INC | 3.90% | Reduce -1.6% | 3,628,722 | $571.63M | $157.53 | |
| 4 | ADI | ANALOG DEVICES INC | 3.89% | Reduce -1.7% | 3,403,479 | $570.01M | $167.48 | |
| 5 | EFX | EQUIFAX INC | 3.68% | Reduce -1.6% | 2,130,761 | $539.98M | $253.42 | |
| 6 | V | VISA INC | 3.67% | Reduce -1.7% | 2,413,372 | $537.58M | $222.75 | |
| 7 | AVGO | BROADCOM INC | 3.58% | Reduce -1.5% | 1,082,706 | $525.04M | $484.93 | |
| 8 | TMO | THERMO FISHER SCIENTIFIC INC | 3.51% | Reduce -1.7% | 901,211 | $514.89M | $571.33 | |
| 9 | AMT | AMERICAN TOWER CORP NEW | 3.50% | Reduce -1.7% | 1,934,586 | $513.46M | $265.41 | |
| 10 | ICE | INTERCONTINENTAL EXCHANGE IN | 3.24% | Reduce -1.6% | 4,134,701 | $474.75M | $114.82 | |
| 11 | AMAT | APPLIED MATLS INC | 3.22% | Reduce -1.7% | 3,668,926 | $472.3M | $128.73 | |
| 12 | FIS | FIDELITY NATL INFORMATION SV | 3.14% | Reduce -1.5% | 3,787,345 | $460.84M | $121.68 | |
| 13 | CBRE | CBRE GROUP INC | 3.05% | Reduce -1.8% | 4,596,661 | $447.53M | $97.36 | |
| 14 | ZTS | ZOETIS INC | 2.92% | Reduce -1.7% | 2,206,564 | $428.38M | $194.14 | |
| 15 | META | FACEBOOK INC | 2.77% | Reduce -1.6% | 1,198,787 | $406.86M | $339.39 | |
| 16 | ECL | ECOLAB INC | 2.68% | Reduce -1.7% | 1,882,356 | $392.7M | $208.62 | |
| 17 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2.68% | Reduce -1.6% | 3,516,896 | $392.66M | $111.65 | |
| 18 | BC | BRUNSWICK CORP | 2.66% | Add +5.2% | 4,098,379 | $390.45M | $95.27 | |
| 19 | WTW | WILLIS TOWERS WATSON PLC LTD | 2.65% | Reduce -1.6% | 1,668,708 | $387.91M | $232.46 | |
| 20 | AON | AON PLC | 2.52% | Reduce -1.8% | 1,293,142 | $369.54M | $285.77 | |
| 21 | VRSN | VERISIGN INC | 2.46% | Reduce -1.6% | 1,760,022 | $360.82M | $205.01 | |
| 22 | GOOG | ALPHABET INC | 2.44% | Reduce -1.5% | 134,425 | $358.28M | $2665.31 | |
| 23 | TNET | TRINET GROUP INC | 2.42% | Reduce -1.5% | 3,760,211 | $355.64M | No quote | No quote |
| 24 | ADSK | AUTODESK INC | 2.33% | Reduce -1.6% | 1,198,122 | $341.67M | $285.17 | |
| 25 | CME | CME GROUP INC | 2.26% | Reduce -1.5% | 1,710,603 | $330.8M | $193.38 | |
| 26 | FAST | FASTENAL CO | 2.02% | Reduce -1.6% | 5,727,645 | $295.6M | $51.61 | |
| 27 | MSFT | MICROSOFT CORP | 1.90% | Reduce -1.9% | 988,417 | $278.66M | $281.92 | |
| 28 | CTXS | CITRIX SYS INC | 1.89% | Reduce -1.4% | 2,583,172 | $277.36M | No quote | No quote |
| 29 | BDX | BECTON DICKINSON & CO | 1.87% | Reduce -1.8% | 1,118,342 | $274.91M | $245.82 | |
| 30 | ENTG | ENTEGRIS INC | 1.87% | Reduce -1.5% | 2,181,573 | $274.66M | $125.90 | |
| 31 | IQV | IQVIA HLDGS INC | 1.84% | Reduce -1.7% | 1,128,213 | $270.25M | $239.54 | |
| 32 | SSNC | SS&C TECHNOLOGIES HLDGS INC | 1.82% | Reduce -2.0% | 3,841,840 | $266.62M | $69.40 | |
| 33 | MCO | MOODYS CORP | 1.34% | Reduce -1.9% | 552,503 | $196.2M | $355.11 | |
| 34 | CACC | CREDIT ACCEP CORP MICH | 1.07% | Reduce -2.3% | 268,874 | $157.37M | $585.30 | |
| 35 | PRI | PRIMERICA INC | 1.02% | Reduce -2.3% | 975,320 | $149.84M | $153.63 | |
| 36 | IBKR | INTERACTIVE BROKERS GROUP IN | 0.99% | Reduce -1.4% | 2,325,818 | $144.99M | $62.34 | |
| 37 | AWI | ARMSTRONG WORLD INDS INC NEW | 0.77% | Reduce -2.0% | 1,178,741 | $112.54M | $95.47 | |
| 38 | NLSN | NIELSEN HLDGS PLC | - | Sold | 0 | $0 | No quote | No quote |