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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 13 of 17 rows. Rows without a quote are marked unavailable.

1COVD COVIDIEN PLC COM STK COMMON STOCK12.64%-1,243,203$59.54MNo quoteNo quote
2BDXD BECTON DICKINSON COM STK COMMON STOCK11.34%-677,476$53.43M$78.86No quote
3WSHD WILLIS GROUP HLDGS LTD COMMON STOCK11.14%-1,989,250$52.48MNo quoteNo quote
4ACND ACCENTURE LTD CLASS A COMMON STOCK10.44%-1,185,378$49.19M$41.50No quote
5PFED PFIZER INC COM STK COMMON STOCK7.62%-1,972,155$35.87M$18.19No quote
6BBDD BANCO BRADESCO ADR ADR6.38%-1,374,157$30.05MNo quoteNo quote
7CAGD CONAGRA FOODS INC COM STK COMMON STOCK6.26%-1,279,974$29.5M$23.05No quote
8CLD COLGATE PALMOLIVE COM STK COMMON STOCK6.23%-357,152$29.34M$82.15No quote
9ORCLD ORACLE COM STK COMMON STOCK6.10%-1,170,432$28.72M$24.54No quote
10PMD PHILIP MORRIS INTL INC COM STK COMMON STOCK4.57%-446,342$21.51M$48.19No quote
11VD VISA INC COM STK COMMON STOCK4.53%-244,120$21.35M$87.46No quote
12KMBD KIMBERLY CLARK COM STK COMMON STOCK3.96%-293,018$18.67M$63.71No quote
13AVPD AVON PRODUCTS INC COMMON STOCK2.60%-388,100$12.23MNo quoteNo quote
14TRVD TRAVELERS INC COM STK COMMON STOCK2.06%-194,914$9.72M$49.86No quote
15BTID BRIT AM TOBACCO ADR ADR1.55%-112,600$7.28M$64.66No quote
16ULD UNILEVER PLC ADR ADR1.46%-216,100$6.89M$31.90No quote
17SNND SMITH & NEPHEW ADR ADR1.12%-103,260$5.29M$51.25No quote