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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 15 of 20 rows. Rows without a quote are marked unavailable.

1GOOGLGOOGLE INC10.47%Reduce -0.5%405,846$452.32M$1114.51No quote
2FISFIDELITY NATL INFORMATION SV9.58%Add +44.4%7,744,560$413.95M$53.45No quote
3HOGHARLEY DAVIDSON INC8.41%Reduce -0.8%5,457,213$363.51M$66.61No quote
4PCLNPRICELINE COM INC8.26%Reduce -0.9%299,537$357.02MNo quoteNo quote
5BIDUBAIDU INC8.16%Reduce -0.9%2,313,678$352.56M$152.38No quote
6ADIANALOG DEVICES INC8.12%Reduce -0.5%6,605,573$351.02M$53.14No quote
7ECLECOLAB INC6.35%Reduce -0.6%2,539,117$274.2M$107.99No quote
8GWWGRAINGER W W INC5.94%Add +50.8%1,016,804$256.91M$252.66No quote
9WSHWILLIS GROUP HOLDINGS PUBLIC5.11%Add +32.5%5,004,670$220.86MNo quoteNo quote
10ABEVAMBEV SA5.06%Add +32.8%29,514,178$218.7M$7.41No quote
11ALTRALTERA CORP4.71%Reduce -0.6%5,613,743$203.44MNo quoteNo quote
12SIROSIRONA DENTAL SYSTEMS INC3.09%New1,791,067$133.74MNo quoteNo quote
13KOCOCA COLA CO3.03%Reduce -52.6%3,384,808$130.86M$38.66No quote
14CLCOLGATE PALMOLIVE CO2.70%Reduce -0.7%1,798,241$116.65M$64.87No quote
15LKQLKQ CORP2.63%Reduce -22.1%4,306,819$113.48M$26.35No quote
16SLHSOLERA HOLDINGS INC2.53%Reduce -0.1%1,723,470$109.16MNo quoteNo quote
17BCOBRINKS CO2.06%Reduce -0.3%3,120,709$89.1M$28.55No quote
18MSMMSC INDL DIRECT INC1.94%Add +84.1%966,864$83.65M$86.52No quote
19CACCCREDIT ACCEP CORP MICH1.50%Reduce -1.0%457,420$65.02M$142.15No quote
20WATWATERS CORP0.35%Reduce -86.7%140,990$15.29M$108.41No quote