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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 11 of 22 rows. Rows without a quote are marked unavailable.

1BBDBANCO BRADESCO ADR(NYS) ADR9.73%Add +22.2%6,524,960$132.98MNo quoteNo quote
2AZOAUTOZONE ORD (NYS) COMMON STOCK8.67%Add +10.8%517,817$118.53M$228.91No quote
3WSHWILLIS GROUP HOLDINGS COMMON STOCK8.46%New3,755,217$115.74MNo quoteNo quote
4AVPAVON PRODUCTS ORD (NYS) COMMON STOCK8.36%Add +100.8%3,561,713$114.37MNo quoteNo quote
5ORCLORACLE STK (NMQ) COMMON STOCK8.24%Add +11.0%4,194,367$112.62M$26.85No quote
6KOCOCA-COLA ORD (NYS) COMMON STOCK8.18%Add +31.9%1,910,200$111.79M$58.52No quote
7BDXBECTON DICKINSON (NYS) COMMON STOCK7.93%Add +11.0%1,464,039$108.49M$74.10No quote
8COVCOVIDIEN ORD COMMON STOCK7.23%Add +3.7%2,461,186$98.92MNo quoteNo quote
9GOOGLGOOGLE ORDINARY (NMQ) COMMON STOCK7.17%New186,550$98.09M$525.79No quote
10PMPHILIP MORRIS INTL COMMON STOCK5.37%Add +10.9%1,310,741$73.43M$56.02No quote
11ADIANALOG DEVICES ORD (NYS) COMMON STOCK4.96%New2,160,400$67.79M$31.38No quote
12CLCOLGATE PALMOLIVE ORD (NYS) COMMON STOCK4.74%Reduce -43.8%843,716$64.85M$76.86No quote
13BAPCREDICORP ORD (NYS) COMMON STOCK4.42%Add +10.1%530,834$60.46M$113.90No quote
14SLHSOLERA HOLDINGS ORD COMMON STOCK3.50%New1,085,170$47.92MNo quoteNo quote
15ABVCOMPANHIA BEBIDAS ADR2.29%New253,210$31.34MNo quoteNo quote
16ULUNILEVER ADR REP 1 ORD ADR0.47%Add +4.2%221,100$6.43M$29.10No quote
17BTIBRITISH AMERICAN TOBACCO ADR0.26%-48,200$3.6M$74.71No quote
22WSHD WILLIS GROUP HLDGS LTD COMMON STOCK-Sold0$0No quoteNo quote
21VD VISA INC COM STK COMMON STOCK-Sold0$0No quoteNo quote
20-D SOLERA HOLDINGS INC COMMON STOCKCUSIP 030161378-Sold0$0No quoteNo quote
19SNND SMITH & NEPHEW ADR ADR-Sold0$0No quoteNo quote
18KMBD KIMBERLY CLARK COM STK COMMON STOCK-Sold0$0No quoteNo quote