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.
| 1 | SPGI | S&P GLOBAL INC | 5.85% | Reduce -0.9% | 2,116,093 | $646.15M | $305.35 | |
| 2 | GOOGL | ALPHABET INC | 5.10% | Reduce -1.0%20:1 split | 5,889,126 | $563.3M | $95.65 | |
| 3 | AVGO | BROADCOM INC | 4.11% | Reduce -0.9% | 1,021,489 | $453.55M | $444.01 | |
| 4 | ADI | ANALOG DEVICES INC | 4.06% | Reduce -0.9% | 3,215,910 | $448.11M | $139.34 | |
| 5 | TMO | THERMO FISHER SCIENTIFIC INC | 3.91% | Reduce -0.8% | 851,439 | $431.84M | $507.19 | |
| 6 | A | AGILENT TECHNOLOGIES INC | 3.77% | Reduce -0.9% | 3,427,840 | $416.65M | $121.55 | |
| 7 | V | VISA INC | 3.67% | Reduce -0.9% | 2,281,428 | $405.3M | $177.65 | |
| 8 | AMT | AMERICAN TOWER CORP NEW | 3.56% | Reduce -0.7% | 1,831,099 | $393.14M | $214.70 | |
| 9 | WTW | WILLIS TOWERS WATSON PLC LTD | 3.34% | Reduce -0.7% | 1,836,160 | $368.96M | $200.94 | |
| 10 | ICE | INTERCONTINENTAL EXCHANGE IN | 3.20% | Reduce -0.8% | 3,907,633 | $353.06M | $90.35 | |
| 11 | EFX | EQUIFAX INC | 3.13% | Reduce -0.8% | 2,015,876 | $345.58M | $171.43 | |
| 12 | AON | AON PLC | 2.96% | Reduce -0.9% | 1,221,914 | $327.32M | $267.87 | |
| 13 | FIS | FIDELITY NATL INFORMATION SV | 2.87% | Reduce -0.9% | 4,196,301 | $317.11M | $75.57 | |
| 14 | VRSN | VERISIGN INC | 2.76% | Reduce -0.7% | 1,751,262 | $304.2M | $173.70 | |
| 15 | CBRE | CBRE GROUP INC | 2.75% | Reduce -0.9% | 4,505,213 | $304.15M | $67.51 | |
| 16 | CME | CME GROUP INC | 2.59% | Reduce -0.9% | 1,614,662 | $286.01M | $177.13 | |
| 17 | AMAT | APPLIED MATLS INC | 2.58% | Reduce -0.9% | 3,470,583 | $284.35M | $81.93 | |
| 18 | IQV | IQVIA HLDGS INC | 2.56% | Reduce -0.9% | 1,560,039 | $282.59M | $181.14 | |
| 19 | BC | BRUNSWICK CORP | 2.55% | Reduce -1.1% | 4,300,917 | $281.5M | $65.45 | |
| 20 | MSFT | MICROSOFT CORP | 2.55% | Add +13.0% | 1,207,444 | $281.21M | $232.90 | |
| 21 | ZTS | ZOETIS INC | 2.50% | Reduce -0.7% | 1,857,751 | $275.49M | $148.29 | |
| 22 | ECL | ECOLAB INC | 2.33% | Reduce -0.8% | 1,782,160 | $257.38M | $144.42 | |
| 23 | TNET | TRINET GROUP INC | 2.29% | Reduce -0.7% | 3,549,515 | $252.8M | No quote | No quote |
| 24 | FAST | FASTENAL CO | 2.26% | Reduce -1.0% | 5,409,249 | $249.04M | $46.04 | |
| 25 | BDX | BECTON DICKINSON & CO | 2.19% | Reduce -1.1% | 1,085,256 | $241.83M | $222.83 | |
| 26 | BLK | BLACKROCK INC | 2.12% | Add +14.5% | 425,689 | $234.25M | $550.28 | |
| 27 | ADSK | AUTODESK INC | 2.09% | Reduce -0.9% | 1,235,493 | $230.79M | $186.80 | |
| 28 | GOOG | ALPHABET INC | 2.09% | Reduce -0.9%20:1 split | 2,396,018 | $230.38M | $96.15 | |
| 29 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2.06% | Reduce -0.8% | 3,322,282 | $227.78M | $68.56 | |
| 30 | ENTG | ENTEGRIS INC | 1.92% | Add +22.7% | 2,556,644 | $212.25M | $83.02 | |
| 31 | SSNC | SS&C TECHNOLOGIES HLDGS INC | 1.90% | Add +19.7% | 4,386,719 | $209.47M | $47.75 | |
| 32 | IBKR | INTERACTIVE BROKERS GROUP IN | 1.43% | Reduce -0.9% | 2,470,872 | $157.91M | $63.91 | |
| 33 | META | META PLATFORMS INC | 1.39% | Reduce -0.8% | 1,133,827 | $153.84M | $135.68 | |
| 34 | AWI | ARMSTRONG WORLD INDS INC NEW | 1.27% | Reduce -0.9% | 1,764,912 | $139.83M | $79.23 | |
| 35 | MCO | MOODYS CORP | 1.15% | Reduce -0.9% | 523,267 | $127.21M | $243.11 | |
| 36 | CACC | CREDIT ACCEP CORP MICH | 1.00% | Reduce -1.2% | 252,544 | $110.61M | $438.00 | |
| 37 | ADBE | ADOBE SYSTEMS INCORPORATED | 0.95% | Reduce -0.8% | 382,590 | $105.29M | $275.20 | |
| 38 | EDR | ENDEAVOR GROUP HLDGS INC | 0.75% | Reduce -0.9% | 4,099,864 | $83.06M | No quote | No quote |
| 39 | HAYW | HAYWARD HLDGS INC | 0.43% | Reduce -1.1% | 5,402,297 | $47.92M | No quote | No quote |