Investor profile

William von Mueffling

Cantillon Capital Management · Founder & CIO · Net worth: ~$500M

Former Lazard star PM who founded Cantillon in 2003. Known for a highly research-driven, long-biased strategy focused on return-on-capital compounders. Low drawdowns, patient capital.

"High-quality businesses at reasonable valuations. Global long."

Tracked positions

Top concentration

37%

Longest holding

Microsoft (since 2012)

Realized 10-year track record

Cantillon Capital Management (private; mid-teens reported)

See leaderboard →

10y CAGR

10.7%

net of fees

Alpha vs S&P

-2.4%

vs 13.1% benchmark

Win rate

30%

years beating S&P

Quality score

3.8

computed 0–10

Best year

+24%

Worst year

-14%

Cumulative 10y

2.8×

Volatility

11%

Recent moves

Manager quality score: 8/10

Every tracked 13F move — buys, adds, trims, and exits — over the last two quarters.

Q4 2025

2 buys · 1 sell

Ticker	Activity	Share change	% portfolio
ICE	Add 15% Building ICE.	+52K	5.80%
MCO	Add 10% Adding to Moody's.	+32K	6.40%
MSFT	Reduce 6% Small Microsoft trim.	-48K	7.80%

Q3 2025

2 buys · 0 sells

Ticker	Activity	Share change	% portfolio
SPGI	Add 10% S&P Global add.	+13K	5.50%
MSFT	Add 8% Microsoft add before Q4 trim.	+62K	8.30%

Top holdings

Ticker	Company	% Portfolio	Shares (M)
MSFT	Microsoft Core compounder.	7.8%	0.8
MCO	Moody's Credit rating duopoly.	6.4%	0.35
V	Visa Payment network.	6.1%	0.6
ICE	Intercontinental Exchange Exchange + data compounder.	5.8%	0.4
SPGI	S&P Global Index + ratings.	5.5%	0.15
CSU.TO	Constellation Software Serial software acquirer.	4.9%	0.03

Want William move-alerts?

One email per 13F filing. Summarizes every new position, exit, and trim.

Similar investors

Tracked managers whose top positions overlap with William's portfolio.

Chris Hohn

TCI Fund Management

3 shared positions: MSFT, V, MCO

François Rochon

Giverny Capital

3 shared positions: V, CSU.TO, MCO

Glenn Greenberg

Brave Warrior Advisors

2 shared positions: MCO, V

Data sourced from Cantillon Capital Management 13F filings with the SEC. Approximate snapshot. Not investment advice.