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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 35 of 39 rows. Rows without a quote are marked unavailable.


1	SPGI	S&P GLOBAL INC	6.16%	Reduce -7.7%	2,396,701	$845.72M	$352.87
2	GOOGL	ALPHABET INC	4.83%	Reduce -3.7%	321,603	$663.31M	$2062.52
3	FIS	FIDELITY NATL INFORMATION SV	3.98%	Reduce -3.5%	3,891,313	$547.16M	$140.61
4	ADI	ANALOG DEVICES INC	3.95%	Reduce -28.7%	3,502,546	$543.18M	$155.08
5	V	VISA INC	3.83%	Reduce -3.4%	2,485,235	$526.2M	$211.73
6	AVGO	BROADCOM INC	3.76%	Reduce -3.6%	1,113,059	$516.08M	$463.66
7	AMAT	APPLIED MATLS INC	3.67%	Reduce -2.9%	3,776,538	$504.55M	$133.60
8	AMT	AMERICAN TOWER CORP NEW	3.46%	Reduce -3.7%	1,989,472	$475.6M	$239.06
9	A	AGILENT TECHNOLOGIES INC	3.46%	Reduce -8.7%	3,737,259	$475.16M	$127.14
10	ICE	INTERCONTINENTAL EXCHANGE IN	3.45%	Reduce -3.7%	4,244,417	$474.02M	$111.68
11	TSM	TAIWAN SEMICONDUCTOR MFG LTD	3.11%	Reduce -3.6%	3,616,582	$427.77M	$118.28
12	TMO	THERMO FISHER SCIENTIFIC INC	3.09%	Reduce -3.6%	929,404	$424.16M	$456.38
13	ECL	ECOLAB INC	3.02%	Reduce -11.5%	1,938,827	$415.05M	$214.07
14	WTW	WILLIS TOWERS WATSON PLC LTD	2.99%	Reduce -23.0%	1,795,686	$411M	$228.88
15	EFX	EQUIFAX INC	2.90%	Reduce -3.5%	2,201,794	$398.81M	$181.13
16	CBRE	CBRE GROUP INC	2.76%	Reduce -28.2%	4,792,603	$379.14M	$79.11
17	BC	BRUNSWICK CORP	2.74%	Reduce -3.5%	3,942,544	$376M	$95.37
18	ZTS	ZOETIS INC	2.73%	Reduce -18.2%	2,381,198	$374.99M	$157.48
19	CTXS	CITRIX SYS INC	2.68%	New	2,619,215	$367.63M	No quote	No quote
20	VRSN	VERISIGN INC	2.62%	Add +22.9%	1,811,632	$360.08M	$198.76
21	CME	CME GROUP INC	2.62%	Reduce -3.2%	1,758,889	$359.22M	$204.23
22	ADSK	AUTODESK INC	2.49%	Reduce -3.6%	1,233,318	$341.81M	$277.15
23	AON	AON PLC	2.24%	Reduce -3.6%	1,336,974	$307.65M	$230.11
24	TNET	TRINET GROUP INC	2.19%	Reduce -3.6%	3,863,446	$301.19M	No quote	No quote
25	FAST	FASTENAL CO	2.16%	Reduce -3.4%	5,912,354	$297.27M	$50.28
26	META	FACEBOOK INC	2.10%	Reduce -3.9%	978,982	$288.34M	$294.53
27	GOOG	ALPHABET INC	2.08%	Reduce -17.6%	138,047	$285.57M	$2068.64
28	BDX	BECTON DICKINSON & CO	2.04%	Reduce -3.4%	1,150,038	$279.63M	$243.15
29	SSNC	SS&C TECHNOLOGIES HLDGS INC	2.02%	Reduce -3.3%	3,969,825	$277.37M	$69.87
30	ENTG	ENTEGRIS INC	1.82%	Reduce -14.3%	2,237,448	$250.15M	$111.80
31	IQV	IQVIA HLDGS INC	1.34%	New	953,595	$184.18M	$193.14
32	IBKR	INTERACTIVE BROKERS GROUP IN	1.27%	Reduce -3.3%	2,397,278	$175.1M	$73.04
33	MCO	MOODYS CORP	1.24%	Reduce -3.7%	569,454	$170.05M	$298.61
34	MSFT	MICROSOFT CORP	1.10%	Reduce -3.2%	642,731	$151.54M	$235.77
35	PRI	PRIMERICA INC	1.09%	Reduce -3.4%	1,008,794	$149.12M	$147.82
36	AWI	ARMSTRONG WORLD INDS INC NEW	0.80%	Reduce -2.5%	1,214,023	$109.37M	$90.09
37	NLSN	NIELSEN HLDGS PLC	0.79%	New	4,331,115	$108.93M	No quote	No quote
38	CACC	CREDIT ACCEP CORP MICH	0.73%	Reduce -2.1%	277,975	$100.14M	$360.23
39	GRA	GRACE W R & CO DEL NEW	0.69%	Reduce -3.1%	1,583,141	$94.77M	No quote	No quote