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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.

1FISFIDELITY NATL INFORMATION SV9.97%Reduce -2.8%8,078,512$499.25M$61.80No quote
2ADIANALOG DEVICES INC9.64%Reduce -2.8%7,517,873$482.54M$64.19No quote
3BIDUBAIDU INC8.83%Reduce -2.9%2,220,227$442M$199.08No quote
4ECLECOLAB INC7.36%Reduce -2.9%3,261,697$368.8M$113.07No quote
5WSHWILLIS GROUP HOLDINGS PUBLIC7.30%Reduce -2.9%7,789,485$365.33MNo quoteNo quote
6HOGHARLEY DAVIDSON INC6.84%Reduce -2.9%6,077,833$342.49M$56.35No quote
7GWWGRAINGER W W INC6.29%Reduce -2.8%1,331,228$315.04M$236.65No quote
8GOOGLGOOGLE INC5.36%Reduce -3.1%497,370$268.6M$540.04No quote
9STSENSATA TECHNOLOGIES HLDG NV4.98%Add +33.5%4,725,202$249.21M$52.74No quote
10SIROSIRONA DENTAL SYSTEMS INC4.82%Reduce -2.8%2,403,990$241.41MNo quoteNo quote
11ICEINTERCONTINENTAL EXCHANGE IN4.74%Add +25.8%1,061,590$237.38M$223.61No quote
12GOOGGOOGLE INC4.08%Reduce -2.5%392,163$204.13M$520.51No quote
13ABEVAMBEV SA3.47%Reduce -2.7%28,458,578$173.6M$6.10No quote
14AXPAMERICAN EXPRESS CO3.29%Reduce -2.7%2,119,350$164.72M$77.72No quote
15MSMMSC INDL DIRECT INC3.15%Reduce -2.8%2,264,244$157.98M$69.77No quote
16CMECME GROUP INC2.71%Reduce -2.8%1,456,800$135.57M$93.06No quote
17CACCCREDIT ACCEP CORP MICH2.18%Reduce -2.3%442,998$109.06M$246.18No quote
18CMPRCIMPRESS N V1.91%Add +14.6%1,133,871$95.43MNo quoteNo quote
19MHPMCGRAW HILL FINL INC1.63%Reduce -2.0%811,499$81.52MNo quoteNo quote
20BITABITAUTO HLDGS LTD1.47%Reduce -2.4%1,443,109$73.67MNo quoteNo quote