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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 27 of 33 rows. Rows without a quote are marked unavailable.

1SPGIS&P GLOBAL INC6.84%Reduce -2.4%3,150,060$601.85M$191.06No quote
2ADIANALOG DEVICES INC5.89%Reduce -2.0%5,690,260$518.55M$91.13No quote
3FISFIDELITY NATL INFORMATION SV5.11%Reduce -1.9%4,670,317$449.75M$96.30No quote
4WTWWILLIS TOWERS WATSON PUB LTD4.66%Reduce -2.1%2,691,220$409.58M$152.19No quote
5GOOGLALPHABET INC4.56%Reduce -2.0%386,580$400.94M$1037.14No quote
6BIDUBAIDU INC4.28%Reduce -2.0%1,686,034$376.31M$223.19No quote
7ICEINTERCONTINENTAL EXCHANGE IN4.21%Reduce -2.1%5,105,459$370.25M$72.52No quote
8VVISA INC4.05%Reduce -1.9%2,975,221$355.9M$119.62No quote
9ECLECOLAB INC3.96%Reduce -2.0%2,544,157$348.73M$137.07No quote
10AMTAMERICAN TOWER CORP NEW3.94%Reduce -1.9%2,384,428$346.55M$145.34No quote
11ZTSZOETIS INC3.92%Reduce -17.5%4,134,677$345.29M$83.51No quote
12CMECME GROUP INC3.88%Reduce -2.0%2,108,730$341.07M$161.74No quote
13AVGOBROADCOM LTD3.83%Add +20.0%1,430,924$337.2M$235.65No quote
14CBRECBRE GROUP INC3.72%Reduce -2.1%6,923,433$326.92M$47.22No quote
15SERVSERVICEMASTER GLOBAL HLDGS I3.50%Reduce -2.0%6,047,047$307.49MNo quoteNo quote
16AAGILENT TECHNOLOGIES INC2.95%Reduce -14.8%3,874,935$259.23M$66.90No quote
17STSENSATA TECHNOLOGIES HLDNG P2.93%New4,968,450$257.51M$51.83No quote
18BDXBECTON DICKINSON & CO2.81%Reduce -2.2%1,142,180$247.51M$216.70No quote
19GOOGALPHABET INC2.62%Reduce -2.4%223,695$230.81M$1031.79No quote
20EFXEQUIFAX INC2.56%Reduce -2.0%1,912,156$225.27M$117.81No quote
21CMPRCIMPRESS N V2.31%Reduce -1.8%1,313,609$203.22MNo quoteNo quote
22TNETTRINET GROUP INC2.18%Add +5.8%4,140,605$191.79MNo quoteNo quote
23TSMTAIWAN SEMICONDUCTOR MFG LTD2.16%Add +64.0%4,351,374$190.42M$43.76No quote
24IBKRINTERACTIVE BROKERS GROUP IN1.94%Add +24.6%2,541,244$170.87M$67.24No quote
25AGNALLERGAN PLC1.93%Reduce -1.9%1,010,756$170.1MNo quoteNo quote
26SSNCSS&C TECHNOLOGIES HLDGS INC1.73%Add +72.7%2,834,465$152.04M$53.64No quote
27VRSNVERISIGN INC1.64%Reduce -1.9%1,220,192$144.67M$118.56No quote
28AONAON PLC1.46%Reduce -1.9%912,129$128M$140.33No quote
29METAFACEBOOK INC1.32%New724,909$115.83M$159.79No quote
30CACCCREDIT ACCEP CORP MICH1.26%Reduce -2.0%334,823$110.63M$330.41No quote
31PRIPRIMERICA INC1.00%Reduce -1.7%911,746$88.07M$96.60No quote
32BITABITAUTO HLDGS LTD0.85%Reduce -16.2%3,550,000$75.08MNo quoteNo quote
33STSENSATA TECHNOLOGIES HLDG NV-Sold0$0No quoteNo quote