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
- -1.22%
- 1-year
- +17.57%
- 3-year
- +62.51%
- 5-year
- +45.51%
- 3-year vs S&P 500
- -1.14%
- 5-year vs S&P 500
- -14.48%
- 5-year top 5
- +109.91%
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 2026-09-12 from SEC 13F data.
Live quotes available for 37 of 37 rows. Rows without a quote are marked unavailable.
| 1 | AVGO | BROADCOM INC COM LLC | 6.84% | Reduce -14.4% | 6,306,874 | $1.06B | $167.43 | |
| 2 | SPGI | S&P GLOBAL INC COM LLC | 5.96% | Reduce -3.0% | 1,812,764 | $921.07M | $508.10 | |
| 3 | V | VISA INC COM CL A STK LLC | 4.57% | Reduce -3.0% | 2,012,972 | $705.47M | $350.46 | |
| 4 | GOOGL | ALPHABET INC CAPITAL STOCK USD0.001 CL A LLC | 4.36% | Reduce -3.0% | 4,352,428 | $673.06M | $154.64 | |
| 5 | CBRE | CBRE GROUP INC CL A CL A LLC | 3.90% | Reduce -3.0% | 4,605,765 | $602.34M | $130.78 | |
| 6 | ICE | INTERCONTINENTAL EXCHANGE INC COM LLC | 3.85% | Reduce -3.0% | 3,446,696 | $594.56M | $172.50 | |
| 7 | IBKR | INTERACTIVE BROKERS GROUP INC CL COM LLC | 3.53% | Reduce -3.0% | 3,293,826 | $545.42M | $165.59 | |
| 8 | FLUT | FLUTTER ENTERTAINMENT PLC ORD EUR0.09 LLC | 3.35% | Reduce -3.0% | 2,337,798 | $517.94M | $221.55 | |
| 9 | AON | AON PLC LLC | 3.32% | Reduce -3.0% | 1,283,548 | $512.25M | $399.09 | |
| 10 | MSFT | MICROSOFT CORP COM LLC | 3.17% | Reduce -3.0% | 1,303,090 | $489.17M | $375.39 | |
| 11 | TSM | ADR TAIWAN SEMICONDUCTOR MANUFACTURING A LLC | 3.14% | Reduce -3.0% | 2,921,336 | $484.94M | $166.00 | |
| 12 | ADI | ANALOG DEVICES, INC., COMMON STOCK, LLC | 2.92% | Reduce -3.0% | 2,239,461 | $451.63M | $201.67 | |
| 13 | TMO | THERMO FISHER SCIENTIFIC INC COM USD1 LLC | 2.91% | Reduce -3.0% | 901,773 | $448.72M | $497.60 | |
| 14 | AMAT | APPLIED MATERIALS, INC., COMMON STOCK, LLC | 2.89% | Reduce -3.0% | 3,070,430 | $445.58M | $145.12 | |
| 15 | BLK | BLACKROCK INC NEW COM LLC | 2.87% | Reduce -3.3% | 467,854 | $442.81M | $946.48 | |
| 16 | EFX | EQUIFAX INC COM LLC | 2.81% | Reduce -3.0% | 1,780,067 | $433.55M | $243.56 | |
| 17 | CME | CME GROUP INC COM STK LLC | 2.79% | Reduce -3.0% | 1,624,206 | $430.89M | $265.29 | |
| 18 | AMT | AMERICAN TOWER CORP LLC | 2.66% | Reduce -3.0% | 1,889,190 | $411.09M | $217.60 | |
| 19 | UBER | UBER TECHNOLOGIES INC COM USD0.00001 LLC | 2.50% | Add +31.3% | 5,308,459 | $386.77M | $72.86 | |
| 20 | LYV | LIVE NATION ENTERTAINMENT INC LLC | 2.44% | Reduce -3.0% | 2,888,072 | $377.12M | $130.58 | |
| 21 | A | AGILENT TECHNOLOGIES INC COM LLC | 2.44% | Reduce -3.0% | 3,217,069 | $376.33M | $116.98 | |
| 22 | FAST | FASTENAL CO COM LLC | 2.40% | Reduce -3.0% | 4,784,048 | $371M | $77.55 | |
| 23 | SSNC | SS&C TECHNOLOGIES HLDGS INC COM LLC | 2.38% | Reduce -3.0% | 4,397,147 | $367.29M | $83.53 | |
| 24 | IQV | IQVIA HLDGS INC COM USD0.01 LLC | 2.29% | Reduce -3.0% | 2,004,434 | $353.38M | $176.30 | |
| 25 | FERG | FERGUSON ENTERPRISES INC USD0.0001 LLC | 2.13% | Reduce -3.0% | 2,049,411 | $328.38M | $160.23 | |
| 26 | ADBE | ADOBE INC COM LLC | 1.98% | Add +29.6% | 796,886 | $305.63M | $383.53 | |
| 27 | YUM | YUM BRANDS INC COM LLC | 1.86% | Reduce -3.0% | 1,824,564 | $287.11M | $157.36 | |
| 28 | ECL | ECOLAB INC COM STK USD1 LLC | 1.85% | Reduce -3.0% | 1,127,076 | $285.74M | $253.52 | |
| 29 | TME | ADR TENCENT MUSIC ENTMT GROUP ADS LLC | 1.80% | Reduce -11.9% | 19,240,319 | $277.25M | $14.41 | |
| 30 | CP | CANADIAN PAC KANS CITY LTD LLC | 1.64% | Reduce -3.0% | 3,613,392 | $253.7M | $70.21 | |
| 31 | TCOM | ADR TRIP COM GRP LTD LLC | 1.47% | Reduce -24.7% | 3,576,813 | $227.41M | $63.58 | |
| 32 | ENTG | ENTEGRIS INC COM LLC | 1.44% | Reduce -3.0% | 2,538,175 | $222.04M | $87.48 | |
| 33 | MCO | MOODYS CORP COM LLC | 1.39% | Reduce -3.0% | 459,857 | $214.15M | $465.69 | |
| 34 | ZTS | ZOETIS INC COM USD0.01 CL 'A' LLC | 1.34% | Reduce -3.0% | 1,254,465 | $206.55M | $164.65 | |
| 35 | TW | TRADEWEB MKTS INC CL A CL A LLC | 1.12% | Reduce -3.0% | 1,163,200 | $172.69M | $148.46 | |
| 36 | ALC | ALCON AG COM USD0.04 WI LLC | 0.90% | New | 1,464,533 | $139.03M | $94.93 | |
| 37 | ORCL | ORACLE CORPORATION COM LLC | 0.80% | Reduce -3.1% | 888,795 | $124.26M | $139.81 |