William Von Mueffling's portfolio
Cantillon Capital Management · SEC CIK 1279936
High-return-on-capital businesses, globally.
This filing is 93 days old. Cantillon Capital Management keeps roughly 94% of its positions in a typical quarter, so about 94% of this book is likely still intact today.
How half-life is computedSnapshot half-life is the number of days after the period end at which half of this specific fund's reported book is expected to have changed, measured from its own past filings. It is a decay estimate, not knowledge of current positions.
Largest holdings, as filed
Top 10 of 27 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | % of book | Freshness |
|---|---|---|---|---|
| BROADCOM INC | AVGO | $70.55M | 10.6% | |
| ALPHABET INC | GOOGL | $61.13M | 9.2% | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $54.83M | 8.2% | |
| INTERACTIVE BROKERS GROUP IN | IBKR | $45.07M | 6.8% | |
| APPLIED MATLS INC | AMAT | $36.28M | 5.5% | |
| ANALOG DEVICES INC | ADI | $34.96M | 5.3% | |
| S&P GLOBAL INC | SPGI | $29.02M | 4.4% | |
| VISA INC | V | $28.70M | 4.3% | |
| MICROSOFT CORP | MSFT | $25.70M | 3.9% | |
| CBRE GROUP INC | CBRE | $24.39M | 3.7% |
Freshness: how likely each position is still held today, from this fund's own turnover history, each position's tenure and the filing's age. Hover a bar for the numbers. Method.
What changed last quarter
Between Q1 2026 and Q2 2026, the largest trim was AVGO (shares down 95%); TMO, AON PLC, EFX no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Biggest buys, Q2 2026
No new or increased common-stock positions detected.
Common questions
What are William Von Mueffling's biggest holdings?
As of the Q2 2026 13F, the largest reported positions at Cantillon Capital Management are AVGO (10.6% of the book), GOOGL (9.2% of the book), TSM (8.2% of the book).
How big is Cantillon Capital Management's portfolio?
The latest 13F reports $665.11M across 27 US-listed positions. 13F filings cover US-listed holdings only, so non-US positions and shorts are not included.
Does William Von Mueffling still hold these positions?
Unknown for certain: a 13F may be filed up to 45 days after quarter end. Based on Cantillon Capital Management's own filing history, the fund keeps roughly 94% of positions in a typical quarter, so at 93 days since the period end roughly 94% of this book is likely intact. The snapshot half-life for this fund is about 1047 days.
What did William Von Mueffling buy and sell last quarter?
Between Q1 2026 and Q2 2026, the largest trim was AVGO (shares down 95%); TMO, AON PLC, EFX no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Funds with overlapping books
Every 13F we hold, quarter by quarter
Each filing has its own page: the whole book as filed that quarter and what changed from the filing before.
Inside the app: the full book for Cantillon Capital Management, quarter on quarter buys and sells, consensus across 140+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. A 13F may be filed up to 45 days after the quarter ends, so positions can change before the filing is even public; the freshness figures above quantify that lag instead of hiding it. Educational information, not financial advice.