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

1SPGIS&P GLOBAL INC6.51%Reduce -2.0%2,829,604$644.56M$227.79No quote
2ADIANALOG DEVICES INC5.81%Reduce -2.0%5,092,571$574.8M$112.87No quote
3FISFIDELITY NATL INFORMATION SV5.18%Reduce -1.9%4,179,553$512.75M$122.68No quote
4VVISA INC4.67%Reduce -2.1%2,665,843$462.66M$173.55No quote
5WTWWILLIS TOWERS WATSON PUB LTD4.67%Reduce -2.1%2,415,021$462.57M$191.54No quote
6ECLECOLAB INC4.54%Reduce -2.1%2,274,394$449.06M$197.44No quote
7AMTAMERICAN TOWER CORP NEW4.42%Reduce -2.0%2,137,968$437.11M$204.45No quote
8ZTSZOETIS INC4.25%Reduce -2.0%3,708,300$420.86M$113.49No quote
9ICEINTERCONTINENTAL EXCHANGE IN3.97%Reduce -1.9%4,575,273$393.2M$85.94No quote
10GOOGLALPHABET INC3.79%Reduce -1.9%346,131$374.79M$1082.80No quote
11CMECME GROUP INC3.70%Reduce -2.0%1,888,098$366.5M$194.11No quote
12CBRECBRE GROUP INC3.60%Reduce -2.0%6,941,678$356.11M$51.30No quote
13AVGOBROADCOM INC3.48%Add +19.0%1,197,873$344.82M$287.86No quote
14EFXEQUIFAX INC3.23%Reduce -2.0%2,363,230$319.6M$135.24No quote
15VRSNVERISIGN INC3.22%Reduce -2.1%1,524,343$318.83M$209.16No quote
16BDXBECTON DICKINSON & CO3.15%Add +18.7%1,238,445$312.1M$252.01No quote
17AAGILENT TECHNOLOGIES INC2.98%Add +11.5%3,945,223$294.59M$74.67No quote
18TMOTHERMO FISHER SCIENTIFIC INC2.97%Reduce -2.0%1,000,981$293.97M$293.68No quote
19TNETTRINET GROUP INC2.86%Reduce -1.8%4,167,719$282.57MNo quoteNo quote
20AONAON PLC2.80%Reduce -2.1%1,437,834$277.47M$192.98No quote
21SSNCSS&C TECHNOLOGIES HLDGS INC2.48%Add +20.0%4,262,655$245.57M$57.61No quote
22STSENSATA TECHNOLOGIES HLDNG P2.20%Reduce -2.0%4,444,361$217.77M$49.00No quote
23GOOGALPHABET INC2.20%Reduce -2.1%201,472$217.77M$1080.91No quote
24FASTFASTENAL CO2.09%Add +96.1%6,335,959$206.49M$32.59No quote
25METAFACEBOOK INC2.06%Reduce -1.7%1,058,899$204.37M$193.00No quote
26TSMTAIWAN SEMICONDUCTOR MFG LTD1.55%Reduce -1.7%3,907,411$153.05M$39.17No quote
27CACCCREDIT ACCEP CORP MICH1.46%Reduce -2.2%298,427$144.39M$483.83No quote
28IBKRINTERACTIVE BROKERS GROUP IN1.41%Reduce -1.7%2,573,615$139.49M$54.20No quote
29AWIARMSTRONG WORLD INDS INC NEW1.28%Reduce -2.2%1,307,014$127.04M$97.20No quote
30MCOMOODYS CORP1.21%Reduce -2.1%612,481$119.62M$195.31No quote
31BCBRUNSWICK CORP1.13%New2,434,616$111.72M$45.89No quote
32PRIPRIMERICA INC1.12%Reduce -1.9%923,022$110.72M$119.95No quote
33INTCINTEL CORP-Sold0$0No quoteNo quote