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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 25 of 31 rows. Rows without a quote are marked unavailable.

1ADIANALOG DEVICES INC7.02%Reduce -0.8%6,701,749$549.21M$81.95No quote
2SPGIS&P GLOBAL INC6.21%Reduce -0.8%3,713,166$485.46M$130.74No quote
3FISFIDELITY NATL INFORMATION SV5.72%Reduce -11.2%5,618,865$447.37M$79.62No quote
4WTWWILLIS TOWERS WATSON PUB LTD5.29%Reduce -0.7%3,163,044$414.01M$130.89No quote
5GOOGLALPHABET INC4.91%Reduce -0.7%453,325$384.33M$847.80No quote
6ECLECOLAB INC4.78%Reduce -0.7%2,980,394$373.56M$125.34No quote
7ICEINTERCONTINENTAL EXCHANGE IN4.59%Reduce -0.7%6,000,821$359.27M$59.87No quote
8BIDUBAIDU INC4.38%Reduce -0.7%1,986,865$342.77M$172.52No quote
9AMTAMERICAN TOWER CORP NEW4.34%Reduce -0.8%2,794,752$339.67M$121.54No quote
10VVISA INC3.96%Add +14.8%3,484,497$309.67M$88.87No quote
11ZTSZOETIS INC3.92%Reduce -1.0%5,744,165$306.57M$53.37No quote
12NXPINXP SEMICONDUCTORS N V3.87%Reduce -0.4%2,924,981$302.74M$103.50No quote
13SERVSERVICEMASTER GLOBAL HLDGS I3.78%Reduce -0.8%7,087,673$295.91MNo quoteNo quote
14CMECME GROUP INC3.75%Reduce -0.7%2,469,154$293.34M$118.80No quote
15CBRECBRE GROUP INC3.63%Reduce -0.7%8,151,090$283.58M$34.79No quote
16AAGILENT TECHNOLOGIES INC3.53%Reduce -0.8%5,224,259$276.21M$52.87No quote
17STSENSATA TECHNOLOGIES HLDG NV3.25%Reduce -0.8%5,813,186$253.86M$43.67No quote
18AGNALLERGAN PLC3.19%Add +9.5%1,044,451$249.54MNo quoteNo quote
19BDXBECTON DICKINSON & CO3.15%Add +30.3%1,344,427$246.62M$183.44No quote
20GOOGALPHABET INC2.80%Reduce -14.1%263,790$218.83M$829.56No quote
21AVGOBROADCOM LTD2.42%New864,926$189.38M$218.96No quote
22CMPRCIMPRESS N V1.69%Reduce -0.7%1,532,947$132.12MNo quoteNo quote
23TNETTRINET GROUP INC1.66%Reduce -1.2%4,496,226$129.94MNo quoteNo quote
24AONAON PLC1.61%Add +106.0%1,063,840$126.27M$118.69No quote
25EFXEQUIFAX INC1.38%Add +56.4%789,919$108.01M$136.74No quote
26BITABITAUTO HLDGS LTD1.13%Reduce -1.3%3,441,235$88.13MNo quoteNo quote
27PRIPRIMERICA INC1.11%Reduce -0.8%1,060,080$87.14M$82.20No quote
28SABRSABRE CORP1.07%New3,953,120$83.77M$21.19No quote
29CACCCREDIT ACCEP CORP MICH1.00%Reduce -1.0%391,787$78.13M$199.41No quote
30SSNCSS&C TECHNOLOGIES HLDGS INC0.85%Reduce -0.8%1,877,160$66.45M$35.40No quote
31HOGHARLEY DAVIDSON INC-Sold0$0No quoteNo quote