Q2 2026 · SEC CIK 0001279936
William Von Mueffling portfolio
SuperinvestorHedge fundCantillon Capital Management LLC filed on 2026-07-29. Open SEC filings ↗
- Reported 13F value
- $665.1M
- Reported positions
- 27
- Eligible equities
- 27
- Holdings vs S&P 500, 3 years
- +3.1 pts
Average holding period of the top positions: 8.9 yrs. Holdings vs the S&P 500 over 1 and 5 years: —, -0.3 pts.
In its Q2 2026 13F, filed 2026-07-29, Cantillon Capital Management LLC reported 27 positions worth $665.1M. Its largest holdings were BROADCOM INC (AVGO, 10.6%), ALPHABET INC (GOOGL, 9.2%), TAIWAN SEMICONDUCTOR MANUFAC (TSM, 8.2%). Over the last 3 years its top holdings ran 3.1 points a year ahead of the S&P 500.
Reported holdings in the Q2 2026 13F.
The portfolio weight uses the full reported share-portfolio denominator. Weight changes compare this 13F with the one before it; price moves also change weights, so these are not trade labels. “New” means the position was not in the previous 13F at all; “—” marks a small position the earlier filing data does not cover.
| Stock | % of reported portfolio | Weight change | Reported value |
|---|---|---|---|
| AVGOBROADCOM INC | 10.6% | +2.27 pp | $70.5M |
| GOOGLALPHABET INC | 9.2% | +2.09 pp | $61.1M |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 8.2% | +2.64 pp | $54.8M |
| IBKRINTERACTIVE BROKERS GROUP IN | 6.8% | +1.77 pp | $45.1M |
| AMATAPPLIED MATLS INC | 5.5% | +2.00 pp | $36.3M |
| ADIANALOG DEVICES INC | 5.3% | +1.22 pp | $35.0M |
| SPGIS&P GLOBAL INC | 4.4% | -0.01 pp | $29.0M |
| VVISA INC | 4.3% | +0.87 pp | $28.7M |
| MSFTMICROSOFT CORP | 3.9% | +1.13 pp | $25.7M |
| CBRECBRE GROUP INC | 3.7% | +0.13 pp | $24.4M |
| LYVLIVE NATION ENTERTAINMENT IN | 3.1% | +0.63 pp | $20.8M |
| BLKBLACKROCK INC | 3.0% | +0.12 pp | $20.1M |
| FERGFERGUSON ENTERPRISES INC | 2.9% | +0.16 pp | $19.1M |
| FASTFASTENAL CO | 2.7% | +0.20 pp | $18.1M |
| ENTGENTEGRIS INC | 2.7% | +1.01 pp | $17.9M |
| CPCANADIAN PACIFIC KANSAS CITY | 2.6% | +0.33 pp | $17.3M |
| UBERUBER TECHNOLOGIES INC | 2.6% | +0.11 pp | $17.2M |
| AAGILENT TECHNOLOGIES INC | 2.5% | +0.45 pp | $16.8M |
| ICEINTERCONTINENTAL EXCHANGE IN | 2.5% | -0.57 pp | $16.7M |
| ORCLORACLE CORP | 2.3% | +1.07 pp | $15.5M |
| CMECME GROUP INC | 2.1% | -0.60 pp | $14.1M |
| YUMYUM BRANDS INC | 2.0% | +0.13 pp | $13.3M |
| TWTRADEWEB MKTS INC | 1.6% | -0.22 pp | $10.9M |
| SSNCSS&C TECH HLDGS | 1.6% | -0.07 pp | $10.7M |
| SPOTSPOTIFY TECHNOLOGY S A | 1.4% | -0.02 pp | $9.3M |
| TCOMTRIP COM GROUP LTD | 1.3% | -0.24 pp | $8.5M |
| MCOMOODYS CORP | 1.2% | +0.09 pp | $8.2M |
What William Von Mueffling bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
No position grew by more than 5%.
Reduced
- AMAT Applied Matls Inc-96.7% shares
- CP Canadian Pacific Kansas City-95.4% shares
- UBER Uber Technologies Inc-95.4% shares
- SPOT Spotify Technology SA-95.4% shares
- TW Tradeweb Mkts Inc-95.4% shares
- ADI Analog Devices Inc-95.4% shares
- LYV Live Nation Entertainment in-95.4% shares
- AVGO Broadcom Inc-95.4% shares
Sold out
- TMO Thermo Fisher Scientific Incwas 2.5%
- AON Aon PLCwas 2.4%
- EFX Equifax Incwas 2.1%
- IQV Iqvia Hldgs Incwas 1.9%
- AMT American Tower Corpwas 1.8%
- ADBE Adobe Incwas 1.6%
- ALC Alcon Incwas 1.3%
- FLUT Flutter Entmt PLCwas 0.9%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- +25.4% /yr
- S&P 500 +22.0%
- 5 years
- +10.6% /yr
- S&P 500 +11.4%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Questions about William Von Mueffling's portfolio
What stocks does William Von Mueffling own?
Cantillon Capital Management LLC's latest 13F, for Q2 2026 and filed Jul 29, 2026, lists 27 positions worth $665.1M. The largest are Broadcom Inc (AVGO) at 10.6%, Alphabet Inc (GOOGL) at 9.2%, Taiwan Semiconductor Manufac (TSM) at 8.2%, Interactive Brokers Group in (IBKR) at 6.8% and Applied Matls Inc (AMAT) at 5.5%.
What did William Von Mueffling buy last quarter?
Cantillon Capital Management LLC opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.
What did William Von Mueffling sell last quarter?
In Q2 2026, Cantillon Capital Management LLC sold all of Thermo Fisher Scientific Inc (TMO), sold all of Aon PLC (AON), sold all of Equifax Inc (EFX), sold all of Iqvia Hldgs Inc (IQV), sold all of American Tower Corp (AMT), Applied Matls Inc (AMAT) (-96.7% shares), Canadian Pacific Kansas City (CP) (-95.4% shares) and Uber Technologies Inc (UBER) (-95.4% shares), compared with its Q1 2026 filing.
How has William Von Mueffling's portfolio performed?
A portfolio copying Cantillon Capital Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +25.4% a year over the last 3 years, against +22.0% for the S&P 500. Over 5 years: +10.6% a year against +11.4%.
When is Cantillon Capital Management LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Cantillon Capital Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.