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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.

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Sectors

This breakdown groups the manager’s latest reported 13F holdings by industry sector, so you can see where their conviction is concentrated and how diversified the portfolio is.

Technology: 32.9% ($4.96B)Financial Services: 27.5% ($4.14B)Communication Services: 12.4% ($1.87B)Industrials: 9.6% ($1.45B)Healthcare: 7.8% ($1.17B)Real Estate: 5.4% ($810.91M)Consumer Cyclical: 4.3% ($650.48M)

Sector breakdown

  • Technology(10)32.9%
  • Financial Services(10)27.5%
  • Communication Services(5)12.4%
  • Industrials(4)9.6%
  • Healthcare(4)7.8%
  • Real Estate(2)5.4%
  • Consumer Cyclical(3)4.3%