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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 18 rows. Rows without a quote are marked unavailable.

1GOOGLGOOGLE ORDINARY (NMQ) COMMON STOCK13.45%Reduce -1.9%414,920$313.06M$754.50No quote
2KOCOCA-COLA ORD (NYS) COMMON STOCK11.90%Add +96.9%7,298,024$276.81M$37.93No quote
3ORCLORACLE STK (NMQ) COMMON STOCK11.18%Reduce -2.0%8,262,665$260.19M$31.49No quote
4ADIANALOG DEVICES ORD (NYS) COMMON STOCK10.55%Reduce -1.8%6,264,964$245.52M$39.19No quote
5CLCOLGATE PALMOLIVE ORD (NYS) COMMON STOCK8.76%Reduce -1.8%1,900,811$203.81M$107.22No quote
6PMPHILIP MORRIS INTL COMMON STOCK7.24%Reduce -1.9%1,873,116$168.47M$89.94No quote
7PCLNPRICELINE INC COMMON STOCK5.66%Reduce -1.9%212,735$131.63MNo quoteNo quote
8AMZNAMAZON COM INC COMMON STOCK4.88%Reduce -1.9%446,821$113.64M$254.32No quote
9ECLECOLAB INC COMMONC COMMON STOCK4.14%Reduce -1.4%1,487,989$96.44M$64.81No quote
10WATWATERS CORP COMMON STOCK3.88%Reduce -1.5%1,082,770$90.23M$83.33No quote
11BIDUBAIDU INC SPONSORED ADR ADR3.71%New738,260$86.24M$116.82No quote
12ALTRALTERA CORP COMMON STOCK3.56%Reduce -1.4%2,438,650$82.88MNo quoteNo quote
13ABVCOMPANHIA BEBIDAS ADR3.40%Reduce -1.4%2,069,790$79.21MNo quoteNo quote
14SLHSOLERA HOLDINGS ORD COMMON STOCK3.36%Reduce -1.4%1,782,306$78.19MNo quoteNo quote
15BBDBANCO BRADESCO ADR(NYS) ADR3.19%Reduce -1.8%4,620,060$74.25MNo quoteNo quote
16CACCCREDIT ACCEP CORP MICH COMMON STOCK1.13%Reduce -1.6%308,805$26.41M$85.51No quote
18ULUNILEVER ADR REP 1 ORD ADR-Sold0$0No quoteNo quote
17BTIBRITISH AMERICAN TOBACCO ADR-Sold0$0No quoteNo quote