William Von Mueffling - Cantillon Capital Management
As of Q1 2026, William Von Mueffling reported 38 long-equity positions worth $15.05B in aggregate.
Copy-investor backtest
- Latest quarter
- +5.15%
- 1-year
- +26.09%
- 3-year
- +79.40%
- 3-year top 5
- +176.60%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. 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.
| 1 | SPGI | S&P GLOBAL INC | 6.28% | Add +2.8% | 2,143,230 | $879.11M | $410.18 | |
| 2 | GOOGL | ALPHABET INC | 5.93% | Add +2.8% | 298,611 | $830.54M | $2781.35 | |
| 3 | AVGO | BROADCOM INC | 4.66% | Add +3.0% | 1,035,732 | $652.18M | $629.68 | |
| 4 | ADI | ANALOG DEVICES INC | 3.85% | Add +2.8% | 3,260,667 | $538.6M | $165.18 | |
| 5 | ICE | INTERCONTINENTAL EXCHANGE IN | 3.74% | Add +2.9% | 3,959,809 | $523.17M | $132.12 | |
| 6 | V | VISA INC | 3.66% | Add +2.9% | 2,312,472 | $512.84M | $221.77 | |
| 7 | TMO | THERMO FISHER SCIENTIFIC INC | 3.64% | Add +2.9% | 862,901 | $509.67M | $590.65 | |
| 8 | EFX | EQUIFAX INC | 3.45% | Add +2.9% | 2,037,897 | $483.19M | $237.10 | |
| 9 | AMT | AMERICAN TOWER CORP NEW | 3.32% | Add +2.9% | 1,852,545 | $465.4M | $251.22 | |
| 10 | AMAT | APPLIED MATLS INC | 3.30% | Add +2.8% | 3,511,824 | $462.86M | $131.80 | |
| 11 | A | AGILENT TECHNOLOGIES INC | 3.28% | Add +2.8% | 3,469,770 | $459.16M | $132.33 | |
| 12 | WTW | WILLIS TOWERS WATSON PLC LTD | 3.14% | Add +2.9% | 1,859,187 | $439.18M | $236.22 | |
| 13 | FIS | FIDELITY NATL INFORMATION SV | 3.05% | Add +2.9% | 4,255,690 | $427.36M | $100.42 | |
| 14 | AON | AON PLC | 2.88% | Add +3.0% | 1,240,000 | $403.78M | $325.63 | |
| 15 | CBRE | CBRE GROUP INC | 2.88% | Add +2.8% | 4,401,989 | $402.87M | $91.52 | |
| 16 | CME | CME GROUP INC | 2.78% | Add +2.8% | 1,636,262 | $389.2M | $237.86 | |
| 17 | VRSN | VERISIGN INC | 2.67% | Add +2.7% | 1,681,163 | $373.99M | $222.46 | |
| 18 | ZTS | ZOETIS INC | 2.53% | Add +2.9% | 1,878,890 | $354.34M | $188.59 | |
| 19 | TNET | TRINET GROUP INC | 2.52% | Add +2.8% | 3,593,304 | $353.44M | No quote | No quote |
| 20 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2.51% | Add +3.0% | 3,368,200 | $351.17M | $104.26 | |
| 21 | IQV | IQVIA HLDGS INC | 2.44% | Add +19.1% | 1,476,928 | $341.48M | $231.21 | |
| 22 | GOOG | ALPHABET INC | 2.43% | Add +2.8% | 121,606 | $339.64M | $2792.99 | |
| 23 | BC | BRUNSWICK CORP | 2.38% | Add +8.1% | 4,122,800 | $333.49M | $80.89 | |
| 24 | FAST | FASTENAL CO | 2.32% | Add +2.7% | 5,479,566 | $325.49M | $59.40 | |
| 25 | ECL | ECOLAB INC | 2.27% | Add +3.0% | 1,802,648 | $318.28M | $176.56 | |
| 26 | MSFT | MICROSOFT CORP | 2.09% | Add +2.9% | 947,955 | $292.26M | $308.31 | |
| 27 | BDX | BECTON DICKINSON & CO | 2.03% | Add +2.7% | 1,070,648 | $284.79M | $266.00 | |
| 28 | SSNC | SS&C TECHNOLOGIES HLDGS INC | 1.98% | Add +3.0% | 3,687,562 | $276.64M | $75.02 | |
| 29 | ENTG | ENTEGRIS INC | 1.95% | Add +2.8% | 2,085,651 | $273.76M | $131.26 | |
| 30 | META | META PLATFORMS INC | 1.82% | Add +2.9% | 1,147,459 | $255.15M | $222.36 | |
| 31 | ADSK | AUTODESK INC | 1.75% | Add +2.6% | 1,145,030 | $245.44M | $214.35 | |
| 32 | MCO | MOODYS CORP | 1.27% | Add +2.9% | 529,062 | $178.51M | $337.41 | |
| 33 | BLK | BLACKROCK INC | 1.25% | Add +124.1% | 229,279 | $175.21M | $764.17 | |
| 34 | AWI | ARMSTRONG WORLD INDS INC NEW | 1.15% | Add +47.6% | 1,785,922 | $160.75M | $90.01 | |
| 35 | IBKR | INTERACTIVE BROKERS GROUP IN | 1.05% | Add +2.9% | 2,224,503 | $146.62M | $65.91 | |
| 36 | CACC | CREDIT ACCEP CORP MICH | 1.01% | Add +3.0% | 257,231 | $141.57M | $550.37 | |
| 37 | EDR | ENDEAVOR GROUP HLDGS INC | 0.74% | Add +3.1% | 3,532,804 | $104.29M | No quote | No quote |
| 38 | PRI | PRIMERICA INC | - | Sold | 0 | $0 | No quote | No quote |