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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 INC6.40%Reduce -0.5%2,595,713$853.29M$328.7352w: $186.06 - $379.87; reported $328.73
2ADIANALOG DEVICES INC5.44%Reduce -0.5%4,910,681$725.46M$147.7352w: $79.08 - $147.83; reported $147.73
3GOOGLALPHABET INC4.39%Reduce -0.4%334,004$585.39M$1752.6452w: $50.44 - $92.19; reported $1752.64
4FISFIDELITY NATL INFORMATION SV4.28%Reduce -0.5%4,033,105$570.52M$141.4652w: $91.68 - $158.21; reported $141.46
5VVISA INC4.22%Reduce -0.4%2,573,794$562.97M$218.7352w: $133.93 - $220.39; reported $218.73
6ICEINTERCONTINENTAL EXCHANGE IN3.81%Reduce -0.5%4,406,168$507.99M$115.2952w: $63.51 - $115.40; reported $115.29
7AVGOBROADCOM INC3.79%Reduce -0.7%1,154,896$505.67M$437.8552w: $15.57 - $43.85; reported $437.85
8WTWWILLIS TOWERS WATSON PLC LTD3.69%Reduce -0.6%2,333,044$491.53M$210.6852w: $143.34 - $220.97; reported $210.68
9AAGILENT TECHNOLOGIES INC3.64%Reduce -0.6%4,092,752$484.95M$118.4952w: $61.13 - $120.24; reported $118.49
10ZTSZOETIS INC3.61%Reduce -0.3%2,910,287$481.65M$165.5052w: $90.14 - $176.64; reported $165.50
11ECLECOLAB INC3.55%Reduce -0.6%2,190,316$473.9M$216.3652w: $124.60 - $231.36; reported $216.36
12AMTAMERICAN TOWER CORP NEW3.48%Reduce -0.5%2,066,147$463.77M$224.4652w: $174.32 - $272.20; reported $224.46
13TMOTHERMO FISHER SCIENTIFIC INC3.37%Reduce -0.5%964,200$449.11M$465.7852w: $250.21 - $532.57; reported $465.78
14EFXEQUIFAX INC3.30%Reduce -0.3%2,281,774$440.02M$192.8452w: $103.01 - $196.47; reported $192.84
15CBRECBRE GROUP INC3.14%Reduce -0.9%6,676,525$418.75M$62.7252w: $29.17 - $67.70; reported $62.72
16TSMTAIWAN SEMICONDUCTOR MFG LTD3.07%Reduce -0.6%3,753,709$409.3M$109.0452w: $42.70 - $109.70; reported $109.04
17ADSKAUTODESK INC2.93%Reduce -0.4%1,279,572$390.7M$305.3452w: $125.38 - $307.22; reported $305.34
18AMATAPPLIED MATLS INC2.52%Reduce -0.9%3,890,325$335.74M$86.3052w: $36.64 - $90.61; reported $86.30
19CMECME GROUP INC2.48%Reduce -0.9%1,817,062$330.8M$182.0552w: $131.80 - $225.36; reported $182.05
20TNETTRINET GROUP INC2.42%Reduce -0.5%4,009,377$323.16MNo quoteNo quote
21VRSNVERISIGN INC2.39%Reduce -0.5%1,473,799$318.93M$216.4052w: $148.77 - $221.30; reported $216.40
22BCBRUNSWICK CORP2.34%Reduce -0.5%4,085,616$311.49M$76.2452w: $25.22 - $84.00; reported $76.24
23FASTFASTENAL CO2.24%Reduce -0.5%6,122,311$298.95M$48.8352w: $13.36 - $25.23; reported $48.83
24SSNCSS&C TECHNOLOGIES HLDGS INC2.24%Reduce -0.4%4,105,440$298.67M$72.7552w: $29.51 - $74.00; reported $72.75
25BDXBECTON DICKINSON & CO2.23%Reduce -1.0%1,190,036$297.77M$250.2252w: $151.67 - $219.91; reported $250.22
26GOOGALPHABET INC2.20%Reduce -0.5%167,472$293.39M$1751.8852w: $50.68 - $92.36; reported $1751.88
27AONAON PLC2.20%Reduce -0.7%1,386,579$292.94M$211.2752w: $143.93 - $238.19; reported $211.27
28METAFACEBOOK INC2.09%Reduce -0.5%1,018,524$278.22M$273.1652w: $137.10 - $304.67; reported $273.16
29ENTGENTEGRIS INC1.88%Reduce -0.5%2,609,800$250.8M$96.1052w: $38.12 - $100.12; reported $96.10
30MCOMOODYS CORP1.29%Reduce -0.7%591,561$171.7M$290.2452w: $164.19 - $305.96; reported $290.24
31IBKRINTERACTIVE BROKERS GROUP IN1.13%Reduce -0.4%2,478,421$150.99M$60.9252w: $8.43 - $15.74; reported $60.92
32MSFTMICROSOFT CORP1.11%Reduce -0.4%664,113$147.71M$222.4252w: $132.52 - $232.86; reported $222.42
33PRIPRIMERICA INC1.05%Reduce -1.0%1,043,938$139.81M$133.9352w: $61.20 - $141.15; reported $133.93
34CACCCREDIT ACCEP CORP MICH0.74%Reduce -1.6%283,968$98.29M$346.1452w: $199.00 - $539.00; reported $346.14
35AWIARMSTRONG WORLD INDS INC0.69%Reduce -1.9%1,245,260$92.64M$74.3952w: $57.96 - $111.46; reported $74.39
36GRAGRACE W R & CO DEL NEW0.67%Reduce -2.0%1,633,651$89.56MNo quoteNo quote