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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 18 of 24 rows. Rows without a quote are marked unavailable.

1FISFIDELITY NATL INFORMATION SV9.21%Add +0.2%8,077,562$489.5M$60.60No quote
2BIDUBAIDU INC7.92%Add +0.5%2,228,224$421.22M$189.04No quote
3ADIANALOG DEVICES INC7.83%Add +0.3%7,522,273$416.13M$55.32No quote
4WSHWILLIS GROUP HOLDINGS PUBLIC7.64%Add +0.6%8,369,380$406.5MNo quoteNo quote
5GOOGLALPHABET INC7.39%New504,895$392.81M$778.01No quote
6ECLECOLAB INC7.12%Add +1.7%3,310,797$378.69M$114.38No quote
7MHPMCGRAW HILL FINL INC6.23%Add +75.3%3,361,766$331.4MNo quoteNo quote
8GOOGALPHABET INC5.69%New398,383$302.33M$758.88No quote
9STSENSATA TECHNOLOGIES HLDG NV5.20%Add +0.5%5,997,486$276.24M$46.06No quote
10HOGHARLEY DAVIDSON INC5.19%Add +0.2%6,075,329$275.76M$45.39No quote
11ICEINTERCONTINENTAL EXCHANGE IN5.12%Add +0.3%1,062,440$272.26M$256.26No quote
12CMECME GROUP INC4.37%Add +60.2%2,563,605$232.26M$90.60No quote
13AAGILENT TECHNOLOGIES INC3.78%New4,804,300$200.87M$41.81No quote
14AXPAMERICAN EXPRESS CO2.78%Add +0.3%2,121,750$147.57M$69.55No quote
15MSMMSC INDL DIRECT INC2.40%Add +0.3%2,267,714$127.61M$56.27No quote
16CMPRCIMPRESS N V2.39%Add +0.3%1,564,203$126.92MNo quoteNo quote
17ZTSZOETIS INC2.04%New2,258,100$108.21M$47.92No quote
18VVISA INC1.97%New1,348,665$104.59M$77.55No quote
19GWWGRAINGER W W INC1.89%Reduce -39.9%495,283$100.34M$202.59No quote
20CACCCREDIT ACCEP CORP MICH1.78%Add +0.3%442,898$94.79M$214.02No quote
21BITABITAUTO HLDGS LTD1.06%Add +0.3%1,996,529$56.46MNo quoteNo quote
22ABEVAMBEV SA1.03%Add +0.3%12,335,978$55.02M$4.46No quote
24SIROSIRONA DENTAL SYSTEMS INC-Sold0$0No quoteNo quote
23GOOGGOOGLE INC-Sold0$0No quoteNo quote