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Focused investors/William Von Mueffling

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 36 of 39 rows. Rows without a quote are marked unavailable.

1SPGIS&P GLOBAL INC6.01%Reduce -0.4%2,134,871$719.58M$337.0652w: $311.87 - $484.21; reported $337.06
2GOOGLALPHABET INC5.41%Reduce -0.4%297,300$647.89M$2179.2652w: $101.88 - $151.55; reported $2179.26
3AVGOBROADCOM INC4.18%Reduce -0.5%1,031,072$500.91M$485.8152w: $45.57 - $67.78; reported $485.81
4ADIANALOG DEVICES INC3.96%Reduce -0.5%3,243,694$473.87M$146.0952w: $141.69 - $191.95; reported $146.09
5AMTAMERICAN TOWER CORP NEW3.93%Reduce -0.5%1,844,227$471.37M$255.5952w: $220.00 - $303.72; reported $255.59
6TMOTHERMO FISHER SCIENTIFIC INC3.89%Reduce -0.5%858,206$466.25M$543.2852w: $497.83 - $672.34; reported $543.28
7VVISA INC3.78%Reduce -0.5%2,301,340$453.11M$196.8952w: $185.91 - $252.67; reported $196.89
8AAGILENT TECHNOLOGIES INC3.43%Reduce -0.3%3,458,756$410.8M$118.7752w: $112.52 - $179.57; reported $118.77
9FISFIDELITY NATL INFORMATION SV3.24%Reduce -0.5%4,233,078$388.05M$91.6752w: $85.00 - $152.20; reported $91.67
10EFXEQUIFAX INC3.10%Reduce -0.3%2,031,359$371.29M$182.7852w: $169.25 - $300.11; reported $182.78
11ICEINTERCONTINENTAL EXCHANGE IN3.09%Reduce -0.5%3,941,181$370.63M$94.0452w: $90.05 - $139.79; reported $94.04
12WTWWILLIS TOWERS WATSON PLC LTD3.05%Reduce -0.5%1,849,323$365.04M$197.3952w: $187.89 - $249.70; reported $197.39
13IQVIQVIA HLDGS INC2.85%Add +6.6%1,573,929$341.53M$216.9952w: $194.67 - $285.61; reported $216.99
14CBRECBRE GROUP INC2.79%Add +3.3%4,545,033$334.56M$73.6152w: $67.68 - $111.00; reported $73.61
15CMECME GROUP INC2.78%Reduce -0.4%1,629,036$333.46M$204.7052w: $185.79 - $256.94; reported $204.70
16AONAON PLC2.78%Reduce -0.5%1,233,391$332.62M$269.6852w: $223.19 - $341.98; reported $269.68
17ZTSZOETIS INC2.68%Reduce -0.4%1,871,317$321.66M$171.8952w: $154.18 - $249.27; reported $171.89
18AMATAPPLIED MATLS INC2.66%Reduce -0.3%3,501,758$318.59M$90.9852w: $87.62 - $167.06; reported $90.98
19VRSNVERISIGN INC2.46%Add +4.9%1,763,237$295.04M$167.3352w: $155.25 - $257.03; reported $167.33
20BCBRUNSWICK CORP2.37%Add +5.4%4,346,374$284.17M$65.3852w: $61.89 - $108.51; reported $65.38
21TNETTRINET GROUP INC2.32%Reduce -0.5%3,575,142$277.5MNo quoteNo quote
22ECLECOLAB INC2.31%Reduce -0.3%1,797,161$276.33M$153.7652w: $143.82 - $238.93; reported $153.76
23MSFTMICROSOFT CORP2.29%Add +12.7%1,068,121$274.33M$256.8352w: $241.51 - $349.67; reported $256.83
24TSMTAIWAN SEMICONDUCTOR MFG LTD2.29%Reduce -0.5%3,350,118$273.87M$81.7552w: $80.12 - $145.00; reported $81.75
25FASTFASTENAL CO2.28%Reduce -0.2%5,466,273$272.88M$49.9252w: $24.05 - $32.38; reported $49.92
26BDXBECTON DICKINSON & CO2.26%Add +0.0%1.025:1 split1,097,454$270.56M$246.5352w: $180.34 - $218.00; reported $246.53
27GOOGALPHABET INC2.21%Reduce -0.6%120,911$264.49M$2187.4552w: $102.21 - $152.10; reported $2187.45
28BLKBLACKROCK INC1.89%Add +62.2%371,881$226.49M$609.0452w: $575.60 - $973.16; reported $609.04
29ADSKAUTODESK INC1.79%Add +8.8%1,246,329$214.32M$171.9652w: $163.20 - $344.39; reported $171.96
30SSNCSS&C TECHNOLOGIES HLDGS INC1.78%Reduce -0.6%3,665,916$212.88M$58.0752w: $54.59 - $84.85; reported $58.07
31ENTGENTEGRIS INC1.60%Reduce -0.1%2,083,722$191.97M$92.1352w: $90.38 - $158.00; reported $92.13
32METAMETA PLATFORMS INC1.54%Reduce -0.4%1,142,935$184.3M$161.2552w: $154.25 - $384.33; reported $161.25
33MCOMOODYS CORP1.20%Reduce -0.2%527,812$143.55M$271.9752w: $251.01 - $407.94; reported $271.97
34ADBEADOBE SYSTEMS INCORPORATED1.18%New385,562$141.14M$366.0652w: $338.00 - $699.54; reported $366.06
35IBKRINTERACTIVE BROKERS GROUP IN1.14%Add +12.1%2,492,911$137.14M$55.0152w: $13.04 - $20.71; reported $55.01
36AWIARMSTRONG WORLD INDS INC NEW1.11%Reduce -0.3%1,780,764$133.49M$74.9652w: $73.25 - $118.14; reported $74.96
37CACCCREDIT ACCEP CORP MICH1.01%Reduce -0.7%255,498$120.96M$473.4152w: $430.00 - $703.27; reported $473.41
38EDRENDEAVOR GROUP HLDGS INC0.71%Add +17.1%4,136,450$85.05MNo quoteNo quote
39HAYWHAYWARD HLDGS INC0.66%New5,463,018$78.61MNo quoteNo quote