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

1SPGIS&P GLOBAL INC7.86%Reduce -1.2%2,608,414$940.59M$360.6052w: $186.06 - $379.87; reported $360.60
2FISFIDELITY NATL INFORMATION SV4.99%Reduce -1.0%4,052,289$596.54M$147.2152w: $91.68 - $158.21; reported $147.21
3ADIANALOG DEVICES INC4.82%Reduce -1.1%4,935,044$576.12M$116.7452w: $79.08 - $127.39; reported $116.74
4VVISA INC4.32%Reduce -1.1%2,584,741$516.87M$199.9752w: $133.93 - $217.35; reported $199.97
5AMTAMERICAN TOWER CORP NEW4.20%Reduce -1.1%2,076,425$501.93M$241.7352w: $174.32 - $272.20; reported $241.73
6GOOGLALPHABET INC4.11%Reduce -1.1%335,423$491.6M$1465.6052w: $50.44 - $86.31; reported $1465.60
7WTWWILLIS TOWERS WATSON PLC LTD4.10%Reduce -0.9%2,347,168$490.14M$208.8252w: $143.34 - $220.97; reported $208.82
8ZTSZOETIS INC4.04%Reduce -1.1%2,919,668$482.83M$165.3752w: $90.14 - $166.79; reported $165.37
9ICEINTERCONTINENTAL EXCHANGE IN3.70%Reduce -1.2%4,427,534$442.98M$100.0552w: $63.51 - $106.99; reported $100.05
10ECLECOLAB INC3.68%Reduce -1.0%2,202,550$440.16M$199.8452w: $124.60 - $231.36; reported $199.84
11TMOTHERMO FISHER SCIENTIFIC INC3.58%Reduce -1.2%968,981$427.82M$441.5252w: $250.21 - $444.80; reported $441.52
12AVGOBROADCOM INC3.54%Reduce -1.0%1,162,796$423.63M$364.3252w: $15.57 - $37.90; reported $364.32
13AAGILENT TECHNOLOGIES INC3.47%Reduce -1.0%4,117,277$415.6M$100.9452w: $61.13 - $103.66; reported $100.94
14EFXEQUIFAX INC3.00%Reduce -1.0%2,289,609$359.24M$156.9052w: $103.01 - $181.76; reported $156.90
15CBRECBRE GROUP INC2.65%Reduce -1.0%6,739,521$316.56M$46.9752w: $29.17 - $64.75; reported $46.97
16CMECME GROUP INC2.57%Reduce -1.0%1,834,578$306.94M$167.3152w: $131.80 - $225.36; reported $167.31
17TSMTAIWAN SEMICONDUCTOR MFG LTD2.56%Reduce -1.0%3,776,668$306.18M$81.0752w: $42.70 - $86.79; reported $81.07
18VRSNVERISIGN INC2.54%Reduce -1.2%1,480,473$303.28M$204.8552w: $148.77 - $221.30; reported $204.85
19ADSKAUTODESK INC2.48%Reduce -1.0%1,285,218$296.9M$231.0152w: $125.38 - $261.94; reported $231.01
20AONAON PLC2.41%Reduce -1.1%1,395,669$287.93M$206.3052w: $143.93 - $238.19; reported $206.30
21BDXBECTON DICKINSON & CO2.34%Reduce -1.0%1,201,954$279.67M$232.6852w: $151.67 - $219.91; reported $232.68
22FASTFASTENAL CO2.32%Reduce -1.1%6,151,042$277.35M$45.0952w: $13.36 - $24.93; reported $45.09
23METAFACEBOOK INC2.24%Reduce -0.9%1,023,788$268.13M$261.9052w: $137.10 - $304.67; reported $261.90
24SSNCSS&C TECHNOLOGIES HLDGS INC2.09%Reduce -1.4%4,123,623$249.56M$60.5252w: $29.51 - $66.74; reported $60.52
25GOOGALPHABET INC2.07%Reduce -0.9%168,383$247.46M$1469.6052w: $50.68 - $86.66; reported $1469.60
26BCBRUNSWICK CORP2.02%Reduce -1.3%4,104,084$241.77M$58.9152w: $25.22 - $73.99; reported $58.91
27TNETTRINET GROUP INC2.00%Reduce -0.8%4,030,574$239.09MNo quoteNo quote
28AMATAPPLIED MATLS INC1.95%Reduce -1.1%3,925,384$233.36M$59.4552w: $36.64 - $69.90; reported $59.45
29ENTGENTEGRIS INC1.63%Reduce -1.4%2,622,712$194.97M$74.3452w: $38.12 - $75.16; reported $74.34
30MCOMOODYS CORP1.44%Reduce -0.8%595,775$172.69M$289.8552w: $164.19 - $305.96; reported $289.85
31MSFTMICROSOFT CORP1.17%Reduce -1.1%667,051$140.3M$210.3352w: $132.52 - $232.86; reported $210.33
32IBKRINTERACTIVE BROKERS GROUP IN1.01%Reduce -1.0%2,488,447$120.27M$48.3352w: $8.43 - $14.63; reported $48.33
33PRIPRIMERICA INC1.00%Reduce -1.3%1,054,643$119.32M$113.1452w: $61.20 - $137.68; reported $113.14
34CACCCREDIT ACCEP CORP MICH0.82%Reduce -1.2%288,590$97.73M$338.6452w: $199.00 - $539.00; reported $338.64
35AWIARMSTRONG WORLD INDS INC0.73%Reduce -0.9%1,269,230$87.34M$68.8152w: $62.03 - $111.46; reported $68.81
36GRAGRACE W R & CO DEL NEW0.56%Reduce -1.2%1,666,267$67.13MNo quoteNo quote