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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 35 of 38 rows. Rows without a quote are marked unavailable.

1SPGIS&P GLOBAL INC6.74%Reduce -1.7%2,327,426$988.9M$424.8952w: $303.50 - $456.63; reported $424.89
2GOOGLALPHABET INC5.69%Reduce -1.6%311,989$834.11M$2673.5252w: $71.66 - $146.25; reported $2673.52
3AAGILENT TECHNOLOGIES INC3.90%Reduce -1.6%3,628,722$571.63M$157.5352w: $99.81 - $179.57; reported $157.53
4ADIANALOG DEVICES INC3.89%Reduce -1.7%3,403,479$570.01M$167.4852w: $114.00 - $178.84; reported $167.48
5EFXEQUIFAX INC3.68%Reduce -1.6%2,130,761$539.98M$253.4252w: $135.98 - $279.59; reported $253.42
6VVISA INC3.67%Reduce -1.7%2,413,372$537.58M$222.7552w: $179.23 - $252.67; reported $222.75
7AVGOBROADCOM INC3.58%Reduce -1.5%1,082,706$525.04M$484.9352w: $34.44 - $51.07; reported $484.93
8TMOTHERMO FISHER SCIENTIFIC INC3.51%Reduce -1.7%901,211$514.89M$571.3352w: $433.01 - $616.93; reported $571.33
9AMTAMERICAN TOWER CORP NEW3.50%Reduce -1.7%1,934,586$513.46M$265.4152w: $197.50 - $303.72; reported $265.41
10ICEINTERCONTINENTAL EXCHANGE IN3.24%Reduce -1.6%4,134,701$474.75M$114.8252w: $92.41 - $122.42; reported $114.82
11AMATAPPLIED MATLS INC3.22%Reduce -1.7%3,668,926$472.3M$128.7352w: $56.87 - $146.00; reported $128.73
12FISFIDELITY NATL INFORMATION SV3.14%Reduce -1.5%3,787,345$460.84M$121.6852w: $120.17 - $155.96; reported $121.68
13CBRECBRE GROUP INC3.05%Reduce -1.8%4,596,661$447.53M$97.3652w: $43.17 - $99.73; reported $97.36
14ZTSZOETIS INC2.92%Reduce -1.7%2,206,564$428.38M$194.1452w: $141.41 - $210.10; reported $194.14
15METAFACEBOOK INC2.77%Reduce -1.6%1,198,787$406.86M$339.3952w: $244.61 - $384.33; reported $339.39
16ECLECOLAB INC2.68%Reduce -1.7%1,882,356$392.7M$208.6252w: $181.25 - $231.25; reported $208.62
17TSMTAIWAN SEMICONDUCTOR MFG LTD2.68%Reduce -1.6%3,516,896$392.66M$111.6552w: $80.61 - $142.20; reported $111.65
18BCBRUNSWICK CORP2.66%Add +5.2%4,098,379$390.45M$95.2752w: $58.74 - $117.62; reported $95.27
19WTWWILLIS TOWERS WATSON PLC LTD2.65%Reduce -1.6%1,668,708$387.91M$232.4652w: $179.31 - $271.87; reported $232.46
20AONAON PLC2.52%Reduce -1.8%1,293,142$369.54M$285.7752w: $179.52 - $302.33; reported $285.77
21VRSNVERISIGN INC2.46%Reduce -1.6%1,760,022$360.82M$205.0152w: $184.60 - $234.56; reported $205.01
22GOOGALPHABET INC2.44%Reduce -1.5%134,425$358.28M$2665.3152w: $71.80 - $146.82; reported $2665.31
23TNETTRINET GROUP INC2.42%Reduce -1.5%3,760,211$355.64MNo quoteNo quote
24ADSKAUTODESK INC2.33%Reduce -1.6%1,198,122$341.67M$285.1752w: $223.51 - $344.39; reported $285.17
25CMECME GROUP INC2.26%Reduce -1.5%1,710,603$330.8M$193.3852w: $146.89 - $221.82; reported $193.38
26FASTFASTENAL CO2.02%Reduce -1.6%5,727,645$295.6M$51.6152w: $21.29 - $28.20; reported $51.61
27MSFTMICROSOFT CORP1.90%Reduce -1.9%988,417$278.66M$281.9252w: $199.62 - $305.84; reported $281.92
28CTXSCITRIX SYS INC1.89%Reduce -1.4%2,583,172$277.36MNo quoteNo quote
29BDXBECTON DICKINSON & CO1.87%Reduce -1.8%1,118,342$274.91M$245.8252w: $173.45 - $205.07; reported $245.82
30ENTGENTEGRIS INC1.87%Reduce -1.5%2,181,573$274.66M$125.9052w: $74.14 - $135.99; reported $125.90
31IQVIQVIA HLDGS INC1.84%Reduce -1.7%1,128,213$270.25M$239.5452w: $150.66 - $265.34; reported $239.54
32SSNCSS&C TECHNOLOGIES HLDGS INC1.82%Reduce -2.0%3,841,840$266.62M$69.4052w: $58.40 - $79.71; reported $69.40
33MCOMOODYS CORP1.34%Reduce -1.9%552,503$196.2M$355.1152w: $253.17 - $388.81; reported $355.11
34CACCCREDIT ACCEP CORP MICH1.07%Reduce -2.3%268,874$157.37M$585.3052w: $266.74 - $671.12; reported $585.30
35PRIPRIMERICA INC1.02%Reduce -2.3%975,320$149.84M$153.6352w: $107.63 - $165.35; reported $153.63
36IBKRINTERACTIVE BROKERS GROUP IN0.99%Reduce -1.4%2,325,818$144.99M$62.3452w: $11.68 - $20.14; reported $62.34
37AWIARMSTRONG WORLD INDS INC NEW0.77%Reduce -2.0%1,178,741$112.54M$95.4752w: $57.96 - $113.83; reported $95.47
38NLSNNIELSEN HLDGS PLC-Sold0$0No quoteNo quote