William von Mueffling
Net sellingCantillon Capital Management Llc — managed by William von Mueffling; US equity positions disclosed quarterly via SEC 13F
Data as of 2026-03-31 (filed 2026-05-07) · Source: SEC EDGAR
Cantillon Capital Management Llc's most recent 13F filing, for the quarter ended 2026-03-31, reports 38 positions worth $15.05B. The top 5 holdings represent 30% of that value, a broadly diversified portfolio.
The single largest position is Broadcom Inc at 8.3% of the portfolio, followed by Alphabet Inc at 7.1% and Taiwan Semiconductor Manufac at 5.6%.
Against the prior quarter, William von Mueffling opened 1 new position, exited 0, added to 4, and trimmed 33. The largest new buy was Spotify Technology S A.
Across all 8 quarters on file, Broadcom Inc has appeared in every filing, as has Alphabet Inc. Broadcom Inc currently ranks first by value.
A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.
None of William von Mueffling's tracked holdings are in the strike zone right now.
Valuation as of 2026-07-02; method: conservative Greenwald value band + Owner-Earnings DCF. Position observation, not advice.
Next · is it cheap
William von Mueffling has no positions in the strike zone right now.
Browse the whole market by value band- Value$1.26BValuationAbove valueHolders11Weight (prev→now)8.6% → 8.3% ▼
- Value$1.07BValuationAbove valueHolders34Weight (prev→now)7.1% → 7.1% ▼
- Value$842.7MValuation—Holders21Weight (prev→now)4.6% → 5.6% ▼
- Value$754.3MValuationAbove valueHolders6Weight (prev→now)4.4% → 5.0% ▼
- Value$658.1MValuationAbove valueHolders13Weight (prev→now)5.0% → 4.4% ▼
- Value$608.1MValuationAbove valueHolders9Weight (prev→now)3.2% → 4.0% ▼
- Value$532.6MValuationAbove valueHolders7Weight (prev→now)3.9% → 3.5% ▼
- Value$520.2MValuationAbove valueHolders9Weight (prev→now)4.1% → 3.5% ▼
- Value$519.3MValuation—Holders26Weight (prev→now)3.7% → 3.5% ▼
- Value$462.7MValuationAbove valueHolders6Weight (prev→now)2.9% → 3.1% ▼
- Value$435.9MValuationAbove valueHolders5Weight (prev→now)3.0% → 2.9% ▼
- Value$411.7MValuationAbove valueHolders32Weight (prev→now)3.3% → 2.7% ▼
- Value$409.5MValuationAbove valueHolders5Weight (prev→now)2.3% → 2.7% ▼
- Value$408.0MValuation—Holders10Weight (prev→now)2.4% → 2.7% ▼
- Value$378.9MValuationAbove valueHolders1Weight (prev→now)2.0% → 2.5% ▼
- Value$378.3MValuationAbove valueHolders11Weight (prev→now)2.7% → 2.5% ▼
- Value$375.9MValuationAbove valueHolders8Weight (prev→now)2.2% → 2.5% ▼
- Value$373.6MValuationAbove valueHolders12Weight (prev→now)2.3% → 2.5% ▲
- Value$353.6MValuation—Holders11Weight (prev→now)2.4% → 2.3% ▼
- Value$341.7MValuation—Holders6Weight (prev→now)1.7% → 2.3% ▲
- Value$322.6MValuationAbove valueHolders7Weight (prev→now)2.0% → 2.1% ▲
- Value$313.0MValuationAbove valueHolders3Weight (prev→now)2.3% → 2.1% ▼
- Value$291.8MValuationAbove valueHolders5Weight (prev→now)2.4% → 1.9% ▼
- Value$281.7MValuationAbove valueHolders3Weight (prev→now)1.7% → 1.9% ▼
- Value$278.5MValuationAbove valueHolders2Weight (prev→now)1.6% → 1.9% ▼
Showing top 25 of 38 positions
Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-05-07
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