William von Mueffling

Net selling

Cantillon Capital Management Llc — managed by William von Mueffling; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-06-30 (filed 2026-07-29) · Source: SEC EDGAR

Portfolio value −96% QoQ (Q1 2026 $15.05B → Q2 2026 $665.1M, 38 → 27 positions), as reported in the 13F. Prices don't move this much in a quarter: the usual causes are client redemptions, a wind-down, or accounts dropping out of the 13F's reporting scope — not necessarily the manager selling on purpose.

Portfolio value$665.1M (−96%)

Holdings27 (−11)

Top holdingBroadcom Inc

Below band2

New

Added

Exited

By what price implies: 14 demand a demanding growth rate, 3 modest.

13F × valuation

Valuation posture

Of 12 valued US positions, 2 trade below a conservative value band (as of 2026-10-16):

Interactive Brokers Group InIBKR33% · below
Trip Com Group LtdTCOM14% · below

SEC 13F · latest filing

Holdings

Security	Value	Valuation	Holders	Shares	Weight	Signal
Broadcom IncAVGO	$70.5M	—	13	186,760	10.6%	Core · 8 quarters
Alphabet IncGOOGL	$61.1M	—	40	171,066	9.2%	Core · 8 quarters
Taiwan Semiconductor ManufacTSM	$54.8M	—	28	114,820	8.2%	Core · 8 quarters
Interactive Brokers Group InIBKR	$45.1M	Below value	9	517,833	6.8%	Core · 8 quarters
Applied Matls IncAMAT	$36.3M	—	14	50,176	5.5%	Core · 8 quarters
Analog Devices IncADI	$35.0M	—	12	88,014	5.3%	—
S&P Global IncSPGI	$29.0M	—	18	71,249	4.4%	—
Visa IncV	$28.7M	—	32	83,643	4.3%	—
Microsoft CorpMSFT	$25.7M	—	42	68,901	3.9%	—
Cbre Group IncCBRE	$24.4M	—	8	181,083	3.7%	—
Live Nation Entertainment InLYV	$20.8M	—	8	113,503	3.1%	—
Blackrock IncBLK	$20.1M	—	7	20,873	3.0%	—
Ferguson Enterprises IncFERG	$19.1M	—	11	80,548	2.9%	—
Fastenal CoFAST	$18.1M	—	2	376,044	2.7%	—
Entegris IncENTG	$17.9M	—	6	99,756	2.7%	—
Canadian Pacific Kansas CityCP	$17.3M	—	7	199,860	2.6%	—
Uber Technologies IncUBER	$17.2M	—	15	238,965	2.6%	—
Agilent Technologies IncA	$16.8M	—	4	126,437	2.5%	—
Intercontinental Exchange InICE	$16.7M	—	8	135,468	2.5%	—
Oracle CorpORCL	$15.5M	—	15	105,457	2.3%	—
Cme Group IncCME	$14.1M	—	6	63,835	2.1%	—
Yum Brands IncYUM	$13.3M	—	6	83,427	2.0%	—
Tradeweb Mkts IncTW	$10.9M	—	3	108,989	1.6%	—
Ss&C Tech HldgsSSNC	$10.7M	—	5	172,816	1.6%	—
Spotify Technology S ASPOT	$9.3M	—	9	20,216	1.4%	—

Broadcom IncAVGOCore · 8 quarters
Value$70.5MValuation—Holders13Weight10.6%
Alphabet IncGOOGLCore · 8 quarters
Value$61.1MValuation—Holders40Weight9.2%
Taiwan Semiconductor ManufacTSMCore · 8 quarters
Value$54.8MValuation—Holders28Weight8.2%
Interactive Brokers Group InIBKRCore · 8 quarters
Value$45.1MValuationBelow valueHolders9Weight6.8%
Applied Matls IncAMATCore · 8 quarters
Value$36.3MValuation—Holders14Weight5.5%
Analog Devices IncADI—
Value$35.0MValuation—Holders12Weight5.3%
S&P Global IncSPGI—
Value$29.0MValuation—Holders18Weight4.4%
Visa IncV—
Value$28.7MValuation—Holders32Weight4.3%
Microsoft CorpMSFT—
Value$25.7MValuation—Holders42Weight3.9%
Cbre Group IncCBRE—
Value$24.4MValuation—Holders8Weight3.7%
Live Nation Entertainment InLYV—
Value$20.8MValuation—Holders8Weight3.1%
Blackrock IncBLK—
Value$20.1MValuation—Holders7Weight3.0%
Ferguson Enterprises IncFERG—
Value$19.1MValuation—Holders11Weight2.9%
Fastenal CoFAST—
Value$18.1MValuation—Holders2Weight2.7%
Entegris IncENTG—
Value$17.9MValuation—Holders6Weight2.7%
Canadian Pacific Kansas CityCP—
Value$17.3MValuation—Holders7Weight2.6%
Uber Technologies IncUBER—
Value$17.2MValuation—Holders15Weight2.6%
Agilent Technologies IncA—
Value$16.8MValuation—Holders4Weight2.5%
Intercontinental Exchange InICE—
Value$16.7MValuation—Holders8Weight2.5%
Oracle CorpORCL—
Value$15.5MValuation—Holders15Weight2.3%
Cme Group IncCME—
Value$14.1MValuation—Holders6Weight2.1%
Yum Brands IncYUM—
Value$13.3MValuation—Holders6Weight2.0%
Tradeweb Mkts IncTW—
Value$10.9MValuation—Holders3Weight1.6%
Ss&C Tech HldgsSSNC—
Value$10.7MValuation—Holders5Weight1.6%
Spotify Technology S ASPOT—
Value$9.3MValuation—Holders9Weight1.4%

Showing top 25 of 27 positions

Exited this quarter (11)Thermo Fisher Scientific Inc、Aon Plc、Equifax Inc、Iqvia Hldgs Inc、American Tower Corp、Adobe Inc、Alcon Ag、Flutter Entmt Plc、Tencent Music Entmt Group、Lpl Finl Hldgs Inc、Liberty Media Corp

What is a superinvestor

About this investor

Portfolio overview

Cantillon Capital Management Llc's most recent 13F filing, for the quarter ended 2026-06-30, reports 27 positions worth $665.1M. The top 5 holdings represent 40% of that value, a moderately concentrated portfolio.

The single largest position is Broadcom Inc at 10.6% of the portfolio, followed by Alphabet Inc at 9.2% and Taiwan Semiconductor Manufac at 8.2%.

Against the prior quarter, William von Mueffling opened 0 new positions, exited 11, added to 0, and trimmed 27. The most notable sale was the full exit from Tencent Music Entmt Group.

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.

William von Mueffling has no positions in the strike zone right now. Browse the whole market by value band

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-07-29

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