William von Mueffling · quarter digest
What William von Mueffling did in Q2 2026
Cantillon Capital Management filed 35 moves in Q2 2026: 0 new, 0 add, 24 trim, 11 exit.
13F filed 2026-08-14. Manager quality score: q8. Philosophy: High-quality businesses at reasonable valuations. Global long.
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Remove with Pro →Trims · 24
Taking chips off
BNBROADCOM INC
TRIM -95%·11.1% book·+11
GOOGLALPHABET INC
TRIM -95%·9.6% book·−27
TSMTAIWAN SEMICONDUCTOR MANUFAC
TRIM -95%·8.6% book·−2
AMATAPPLIED MATLS INC
TRIM -97%·5.7% book·−2
ADIANALOG DEVICES INC
TRIM -95%·5.5% book·−10
VVISA INC
TRIM -95%·4.5% book·−15
MSFTMICROSOFT CORP
TRIM -94%·4.0% book·−11
CBRECBRE GROUP INC
TRIM -95%·3.8% book·−15
LYVLIVE NATION ENTERTAINMENT IN
TRIM -95%·3.3% book·−17
BLKBLACKROCK INC
TRIM -95%·3.2% book·−7
FERGFERGUSON ENTERPRISES INC
TRIM -95%·3.0% book·−10
ENTGENTEGRIS INC
TRIM -95%·2.8% book·−8
FASTFASTENAL CO
TRIM -95%·2.8% book·−7
CPCANADIAN PACIFIC KANSAS CITY
TRIM -95%·2.7% book·−10
UBERUBER TECHNOLOGIES INC
TRIM -95%·2.7% book·+17
AFRMAGILENT TECHNOLOGIES INC
TRIM -95%·2.6% book·−9
ICEINTERCONTINENTAL EXCHANGE IN
TRIM -95%·2.6% book·0
ORCLORACLE CORP
TRIM -92%·2.4% book·−12
CRMCME GROUP INC
TRIM -95%·2.2% book·−8
YUMYUM BRANDS INC
TRIM -95%·2.1% book·−4
SSNCSS&C TECH HLDGS
TRIM -95%·1.7% book·−9
TWTRADEWEB MKTS INC
TRIM -95%·1.7% book·−6
SPOTSPOTIFY TECHNOLOGY S A
TRIM -95%·1.5% book·−1
MCOMOODYS CORP
TRIM -95%·1.3% book·+14
Exits · 11
Closed positions
TMOTHERMO FISHER SCIENTIFIC INC
EXIT·0.0% book·−23
AONAON PLC
EXIT·0.0% book·−17
EFXEQUIFAX INC
EXIT·0.0% book·+5
IQVIQVIA HLDGS INC
EXIT·0.0% book·−12
AMTAMERICAN TOWER CORP
EXIT·0.0% book·−23
ADBEADOBE INC
EXIT·0.0% book·−5
ALCONALCON AG
EXIT·0.0% book·−4
FLUTFLUTTER ENTMT PLC
EXIT·0.0% book·−6
TMETENCENT MUSIC ENTMT GROUP
EXIT·0.0% book·−11
LPLALPL FINL HLDGS INC
EXIT·0.0% book·−10
LSXMALIBERTY MEDIA CORP DEL
EXIT·0.0% book·−17
Current top holdings
William von Mueffling’s book, latest snapshot
Other quarters for William von Mueffling
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.