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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 21 of 28 rows. Rows without a quote are marked unavailable.

1FISFIDELITY NATL INFORMATION SV9.36%Reduce -2.6%7,544,509$555.88M$73.68No quote
2SPGIS&P GLOBAL INC7.02%New3,884,258$416.63M$107.26No quote
3ADIANALOG DEVICES INC6.70%Reduce -2.6%7,020,997$397.67M$56.64No quote
4ECLECOLAB INC6.20%Reduce -2.6%3,105,151$368.27M$118.60No quote
5WTWWILLIS TOWERS WATSON PUB LTD6.18%Reduce -2.9%2,951,891$366.95M$124.31No quote
6BIDUBAIDU INC5.79%Reduce -2.5%2,080,972$343.67M$165.15No quote
7GOOGLALPHABET INC5.60%Reduce -2.7%472,961$332.74M$703.53No quote
8ZTSZOETIS INC4.80%Reduce -2.3%5,999,986$284.76M$47.46No quote
9ICEINTERCONTINENTAL EXCHANGE IN4.48%Add +2.1%1,038,882$265.91M$255.96No quote
10GOOGALPHABET INC4.36%Reduce -2.5%373,672$258.62M$692.10No quote
11HOGHARLEY DAVIDSON INC4.33%Reduce -2.6%5,674,770$257.07M$45.30No quote
12CMECME GROUP INC4.23%Add +4.6%2,576,838$250.98M$97.40No quote
13SERVSERVICEMASTER GLOBAL HLDGS I3.84%Add +25.0%5,729,323$228.03MNo quoteNo quote
14STSENSATA TECHNOLOGIES HLDG NV3.58%Reduce -2.5%6,085,127$212.31M$34.89No quote
15AAGILENT TECHNOLOGIES INC3.37%Reduce -2.5%4,507,394$199.95M$44.36No quote
16CBRECBRE GROUP INC3.29%Add +93.8%7,374,944$195.29M$26.48No quote
17AGNALLERGAN PLC2.86%New736,010$170.08MNo quoteNo quote
18VVISA INC2.84%Reduce -2.6%2,270,028$168.37M$74.17No quote
19CMPRCIMPRESS N V2.49%Add +6.2%1,599,905$147.96MNo quoteNo quote
20AMTAMERICAN TOWER CORP NEW2.18%Add +50.6%1,138,260$129.32M$113.61No quote
21MSMMSC INDL DIRECT INC1.82%Reduce -29.6%1,532,523$108.13M$70.56No quote
22CACCCREDIT ACCEP CORP MICH1.29%Reduce -2.7%413,651$76.56M$185.08No quote
23ABEVAMBEV SA1.15%Reduce -2.6%11,536,973$68.18M$5.91No quote
24PRIPRIMERICA INC1.07%New1,110,739$63.58M$57.24No quote
25BITABITAUTO HLDGS LTD1.05%Reduce -2.1%2,309,124$62.25MNo quoteNo quote
26TNETTRINET GROUP INC0.15%New437,507$9.1MNo quoteNo quote
28MHPMCGRAW HILL FINL INC-Sold0$0No quoteNo quote
27GWWGRAINGER W W INC-Sold0$0No quoteNo quote