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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 30 of 36 rows. Rows without a quote are marked unavailable.

1SPGIS&P GLOBAL INC6.72%Reduce -2.8%3,063,265$624.57M$203.89No quote
2ADIANALOG DEVICES INC5.72%Reduce -2.7%5,535,062$530.92M$95.92No quote
3FISFIDELITY NATL INFORMATION SV5.18%Reduce -2.8%4,539,450$481.32M$106.03No quote
4GOOGLALPHABET INC4.57%Reduce -2.8%375,829$424.38M$1129.19No quote
5BIDUBAIDU INC4.31%Reduce -2.3%1,646,627$400.13M$243.00No quote
6WTWWILLIS TOWERS WATSON PUB LTD4.27%Reduce -2.7%2,618,507$396.97M$151.60No quote
7VVISA INC4.13%Reduce -2.7%2,893,552$383.25M$132.45No quote
8ICEINTERCONTINENTAL EXCHANGE IN3.93%Reduce -2.8%4,963,364$365.06M$73.55No quote
9CBRECBRE GROUP INC3.88%Add +9.0%7,543,472$360.13M$47.74No quote
10SERVSERVICEMASTER GLOBAL HLDGS I3.76%Reduce -2.9%5,871,695$349.19MNo quoteNo quote
11ECLECOLAB INC3.73%Reduce -2.9%2,471,577$346.84M$140.33No quote
12ZTSZOETIS INC3.69%Reduce -2.7%4,023,120$342.73M$85.19No quote
13AVGOBROADCOM INC3.64%New1,393,059$338.01M$242.64No quote
14CMECME GROUP INC3.62%Reduce -2.8%2,050,748$336.16M$163.92No quote
15AMTAMERICAN TOWER CORP NEW3.60%Reduce -2.7%2,319,452$334.4M$144.17No quote
16BDXBECTON DICKINSON & CO2.87%Reduce -2.7%1,111,320$266.23M$239.56No quote
17TNETTRINET GROUP INC2.72%Add +9.0%4,514,891$252.56MNo quoteNo quote
18GOOGALPHABET INC2.61%Reduce -2.8%217,495$242.65M$1115.65No quote
19AAGILENT TECHNOLOGIES INC2.51%Reduce -2.7%3,770,779$233.19M$61.84No quote
20EFXEQUIFAX INC2.50%Reduce -2.9%1,857,752$232.42M$125.11No quote
21STSENSATA TECHNOLOGIES HLDNG P2.48%Reduce -2.7%4,832,438$229.93M$47.58No quote
22METAFACEBOOK INC2.40%Add +58.5%1,148,707$223.22M$194.32No quote
23AONAON PLC2.06%Add +53.2%1,397,690$191.72M$137.17No quote
24CMPRCIMPRESS N V1.99%Reduce -2.9%1,275,730$184.93MNo quoteNo quote
25VRSNVERISIGN INC1.75%Reduce -2.9%1,184,305$162.75M$137.42No quote
26IBKRINTERACTIVE BROKERS GROUP IN1.72%Reduce -2.7%2,473,537$159.32M$64.41No quote
27TSMTAIWAN SEMICONDUCTOR MFG LTD1.66%Reduce -3.0%4,222,961$154.39M$36.56No quote
28FASTFASTENAL CO1.66%New3,201,206$154.07M$48.13No quote
29SSNCSS&C TECHNOLOGIES HLDGS INC1.54%Reduce -2.5%2,763,546$143.43M$51.90No quote
30INTCINTEL CORP1.31%New2,450,142$121.8M$49.71No quote
31CACCCREDIT ACCEP CORP MICH1.23%Reduce -3.1%324,360$114.63M$353.40No quote
32PRIPRIMERICA INC1.08%Add +10.3%1,006,041$100.2M$99.60No quote
33AWIARMSTRONG WORLD INDS INC NEW0.78%New1,150,668$72.72M$63.20No quote
34AGNALLERGAN PLC0.37%Reduce -79.8%204,467$34.09MNo quoteNo quote
36AVGOBROADCOM LTD-Sold0$0No quoteNo quote
35BITABITAUTO HLDGS LTD-Sold0$0No quoteNo quote