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	6.54%	Reduce -1.2%	2,367,081	$971.57M	$410.45
2	GOOGL	ALPHABET INC	5.22%	Reduce -1.4%	317,231	$774.61M	$2441.79
3	ADI	ANALOG DEVICES INC	4.02%	Reduce -1.1%	3,462,813	$596.16M	$172.16
4	V	VISA INC	3.87%	Reduce -1.2%	2,454,639	$573.94M	$233.82
5	A	AGILENT TECHNOLOGIES INC	3.67%	Reduce -1.4%	3,686,433	$544.89M	$147.81
6	FIS	FIDELITY NATL INFORMATION SV	3.67%	Reduce -1.2%	3,845,886	$544.85M	$141.67
7	AMT	AMERICAN TOWER CORP NEW	3.58%	Reduce -1.1%	1,967,250	$531.43M	$270.14
8	AMAT	APPLIED MATLS INC	3.58%	Reduce -1.2%	3,731,428	$531.36M	$142.40
9	AVGO	BROADCOM INC	3.53%	Reduce -1.3%	1,099,192	$524.14M	$476.84
10	EFX	EQUIFAX INC	3.49%	Reduce -1.6%	2,165,578	$518.68M	$239.51
11	ICE	INTERCONTINENTAL EXCHANGE IN	3.36%	Reduce -1.0%	4,200,587	$498.61M	$118.70
12	TMO	THERMO FISHER SCIENTIFIC INC	3.11%	Reduce -1.4%	916,670	$462.43M	$504.47
13	TSM	TAIWAN SEMICONDUCTOR MFG LTD	2.89%	Reduce -1.1%	3,575,182	$429.59M	$120.16
14	META	FACEBOOK INC	2.85%	Add +24.4%	1,218,270	$423.61M	$347.71
15	ZTS	ZOETIS INC	2.82%	Reduce -5.8%	2,243,767	$418.15M	$186.36
16	VRSN	VERISIGN INC	2.74%	Reduce -1.3%	1,788,838	$407.3M	$227.69
17	CBRE	CBRE GROUP INC	2.70%	Reduce -2.4%	4,680,055	$401.22M	$85.73
18	ECL	ECOLAB INC	2.66%	Reduce -1.2%	1,915,563	$394.55M	$205.97
19	WTW	WILLIS TOWERS WATSON PLC LTD	2.63%	Reduce -5.5%	1,696,388	$390.2M	$230.02
20	BC	BRUNSWICK CORP	2.62%	Reduce -1.1%	3,897,669	$388.29M	$99.62
21	CME	CME GROUP INC	2.49%	Reduce -1.2%	1,737,140	$369.46M	$212.68
22	ADSK	AUTODESK INC	2.39%	Reduce -1.3%	1,217,702	$355.45M	$291.90
23	GOOG	ALPHABET INC	2.30%	Reduce -1.1%	136,496	$342.1M	$2506.32
24	AON	AON PLC	2.12%	Reduce -1.5%	1,316,431	$314.31M	$238.76
25	CTXS	CITRIX SYS INC	2.07%	Add +0.0%	2,620,006	$307.25M	No quote	No quote
26	FAST	FASTENAL CO	2.04%	Reduce -1.6%	5,819,233	$302.6M	$52.00
27	SSNC	SS&C TECHNOLOGIES HLDGS INC	1.90%	Reduce -1.2%	3,921,750	$282.6M	$72.06
28	IQV	IQVIA HLDGS INC	1.87%	Add +20.4%	1,147,900	$278.16M	$242.32
30	TNET	TRINET GROUP INC	1.86%	Reduce -1.1%	3,819,059	$276.81M	No quote	No quote
29	BDX	BECTON DICKINSON & CO	1.86%	Reduce -1.0%	1,138,225	$276.81M	$243.19
31	MSFT	MICROSOFT CORP	1.84%	Add +56.7%	1,007,149	$272.84M	$270.90
32	ENTG	ENTEGRIS INC	1.83%	Reduce -1.1%	2,213,895	$272.24M	$122.97
33	MCO	MOODYS CORP	1.37%	Reduce -1.1%	563,004	$204.02M	$362.37
34	IBKR	INTERACTIVE BROKERS GROUP IN	1.04%	Reduce -1.6%	2,359,066	$155.06M	$65.73
35	PRI	PRIMERICA INC	1.03%	Reduce -1.1%	997,734	$152.79M	$153.14
36	AWI	ARMSTRONG WORLD INDS INC NEW	0.87%	Reduce -0.9%	1,203,429	$129.08M	$107.26
37	CACC	CREDIT ACCEP CORP MICH	0.84%	Reduce -1.0%	275,269	$125M	$454.11
38	NLSN	NIELSEN HLDGS PLC	0.71%	Reduce -1.3%	4,273,200	$105.42M	No quote	No quote
39	GRA	GRACE W R & CO DEL NEW	-	Sold	0	$0	No quote	No quote