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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 9 of 15 rows. Rows without a quote are marked unavailable.

1KOCOCA-COLA ORD (NYS) COMMON STOCK13.46%Add +19.9%3,070,400$203.72M$66.35No quote
2ORCLORACLE STK (NMQ) COMMON STOCK12.90%Add +20.6%5,850,375$195.23M$33.37No quote
3BBDBANCO BRADESCO ADR(NYS) ADR12.36%Add +20.0%9,021,260$187.19MNo quoteNo quote
4GOOGLGOOGLE ORDINARY (NMQ) COMMON STOCK12.09%Add +45.1%312,260$183.05M$586.21No quote
5ADIANALOG DEVICES ORD (NYS) COMMON STOCK11.60%Add +20.4%4,458,259$175.57M$39.38No quote
6WSHWILLIS GROUP HOLDINGS COMMON STOCK9.72%Reduce -27.5%3,645,373$147.13MNo quoteNo quote
7PMPHILIP MORRIS INTL COMMON STOCK7.82%Add +19.5%1,803,441$118.36M$65.63No quote
8CLCOLGATE PALMOLIVE ORD (NYS) COMMON STOCK6.29%Add +21.3%1,179,691$95.27M$80.76No quote
9BAPCREDICORP ORD (NYS) COMMON STOCK5.07%Add +20.0%731,003$76.7M$104.93No quote
10SLHSOLERA HOLDINGS ORD COMMON STOCK4.74%Add +12.4%1,403,870$71.74MNo quoteNo quote
11ABVCOMPANHIA BEBIDAS ADR3.26%Add +20.1%1,741,075$49.29MNo quoteNo quote
12ULUNILEVER ADR REP 1 ORD ADR0.45%-221,100$6.77M$30.62No quote
13BTIBRITISH AMERICAN TOBACCO ADR0.26%-48,200$3.9M$81.00No quote
15COVCOVIDIEN ORD SHS COMMON STOCK-Sold0$0No quoteNo quote
14BDXBECTON DICKINSON (NYS) COMMON STOCK-Sold0$0No quoteNo quote