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Focused investors/William Von Mueffling

William Von Mueffling - Cantillon Capital Management

As of Q1 2026, William Von Mueffling reported 38 long-equity positions worth $15.05B in aggregate.

Copy-investor backtest

Latest quarter
+5.15%
1-year
+26.09%
3-year
+79.40%
3-year top 5
+176.60%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.

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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 36 of 39 rows. Rows without a quote are marked unavailable.

1SPGIS&P GLOBAL INC6.50%Reduce -10.4%2,084,527$983.75M$471.9352w: $303.50 - $484.21; reported $471.93
2GOOGLALPHABET INC5.56%Reduce -6.9%290,373$841.22M$2897.0452w: $84.81 - $150.97; reported $2897.04
3AVGOBROADCOM INC4.42%Reduce -7.1%1,006,000$669.4M$665.4152w: $41.91 - $67.78; reported $665.41
4EFXEQUIFAX INC3.83%Reduce -7.1%1,980,280$579.81M$292.7952w: $161.87 - $300.11; reported $292.79
5TMOTHERMO FISHER SCIENTIFIC INC3.69%Reduce -7.0%838,290$559.34M$667.2452w: $433.52 - $672.34; reported $667.24
6ADIANALOG DEVICES INC3.68%Reduce -6.8%3,170,886$557.35M$175.7752w: $142.25 - $191.95; reported $175.77
7AAGILENT TECHNOLOGIES INC3.56%Reduce -7.0%3,376,215$539.01M$159.6552w: $112.47 - $179.57; reported $159.65
8AMATAPPLIED MATLS INC3.55%Reduce -6.9%3,416,194$537.57M$157.3652w: $86.15 - $163.02; reported $157.36
9ICEINTERCONTINENTAL EXCHANGE IN3.48%Reduce -6.9%3,850,096$526.58M$136.7752w: $108.95 - $139.79; reported $136.77
10AMTAMERICAN TOWER CORP NEW3.48%Reduce -7.0%1,799,761$526.43M$292.5052w: $197.50 - $303.72; reported $292.50
11VVISA INC3.22%Reduce -6.9%2,246,953$486.94M$216.7152w: $190.10 - $252.67; reported $216.71
12CBRECBRE GROUP INC3.07%Reduce -6.8%4,283,446$464.8M$108.5152w: $58.74 - $109.56; reported $108.51
13FISFIDELITY NATL INFORMATION SV2.98%Add +9.2%4,134,390$451.27M$109.1552w: $101.79 - $155.96; reported $109.15
14ZTSZOETIS INC2.94%Reduce -17.2%1,826,045$445.61M$244.0352w: $141.41 - $249.27; reported $244.03
15WTWWILLIS TOWERS WATSON PLC LTD2.84%Add +8.3%1,807,400$429.24M$237.4952w: $197.63 - $271.87; reported $237.49
16VRSNVERISIGN INC2.74%Reduce -7.0%1,636,612$415.41M$253.8252w: $184.60 - $257.03; reported $253.82
17ECLECOLAB INC2.71%Reduce -7.0%1,749,897$410.51M$234.5952w: $201.15 - $238.93; reported $234.59
18TSMTAIWAN SEMICONDUCTOR MFG LTD2.60%Reduce -7.0%3,269,297$393.33M$120.3152w: $107.58 - $142.20; reported $120.31
19BCBRUNSWICK CORP2.54%Reduce -7.0%3,812,919$384.08M$100.7352w: $75.87 - $117.62; reported $100.73
20METAMETA PLATFORMS INC2.48%Reduce -7.0%1,114,649$374.91M$336.3552w: $244.61 - $384.33; reported $336.35
21CMECME GROUP INC2.40%Reduce -7.0%1,591,456$363.59M$228.4652w: $177.51 - $232.64; reported $228.46
22AONAON PLC2.39%Reduce -6.9%1,204,090$361.9M$300.5652w: $200.65 - $326.25; reported $300.56
23IQVIQVIA HLDGS INC2.31%Add +9.9%1,239,587$349.74M$282.1452w: $170.00 - $285.61; reported $282.14
24GOOGALPHABET INC2.26%Reduce -12.0%118,309$342.34M$2893.5952w: $84.95 - $151.85; reported $2893.59
25FASTFASTENAL CO2.26%Reduce -6.9%5,333,285$341.65M$64.0652w: $21.68 - $32.38; reported $64.06
26TNETTRINET GROUP INC2.20%Reduce -7.1%3,494,896$332.92MNo quoteNo quote
27ADSKAUTODESK INC2.07%Reduce -6.8%1,116,267$313.88M$281.1952w: $245.05 - $344.39; reported $281.19
28MSFTMICROSOFT CORP2.05%Reduce -6.8%921,442$309.9M$336.3252w: $211.94 - $349.67; reported $336.32
29SSNCSS&C TECHNOLOGIES HLDGS INC1.94%Reduce -6.8%3,580,872$293.56M$81.9852w: $62.51 - $83.28; reported $81.98
30ENTGENTEGRIS INC1.86%Reduce -7.0%2,029,260$281.22M$138.5852w: $93.50 - $158.00; reported $138.58
31BDXBECTON DICKINSON & CO1.73%Reduce -6.8%1,042,502$262.17M$251.4852w: $180.34 - $205.07; reported $251.48
32MCOMOODYS CORP1.33%Reduce -7.0%514,015$200.76M$390.5852w: $261.38 - $407.94; reported $390.58
33CACCCREDIT ACCEP CORP MICH1.14%Reduce -7.1%249,861$171.82M$687.6852w: $320.19 - $703.27; reported $687.68
34IBKRINTERACTIVE BROKERS GROUP IN1.13%Reduce -7.0%2,162,492$171.75M$79.4252w: $14.71 - $20.71; reported $79.42
35AWIARMSTRONG WORLD INDS INC NEW0.93%Add +2.7%1,210,207$140.53M$116.1252w: $70.83 - $118.14; reported $116.12
36EDRENDEAVOR GROUP HLDGS INC0.79%New3,425,337$119.51MNo quoteNo quote
37PRIPRIMERICA INC0.74%Reduce -25.4%727,292$111.47M$153.2752w: $128.84 - $179.51; reported $153.27
38BLKBLACKROCK INC0.62%New102,295$93.66M$915.5652w: $670.28 - $973.16; reported $915.56
39CTXSCITRIX SYS INC-Sold0$0No quoteNo quote