CA
Rating #77
William Von Mueffling
Cantillon Capital Management
Portfolio value
Stocks
Performance
1 Year
+9.25%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
William Von Mueffling’s Portfolio: Q1 2026
Top10 stocks: 47.98% of the portfolio
William Von Mueffling’s Trades: Q1 2026
Adds
New Buys
Sold Outs
Cuts
0.35ppt
0.12ppt
0.60ppt
0.21ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  ORCL | Add +49.09% | $162.55 | $68.68M | 0.35ppt | |
2  EFX | Add +3.91% | $198.61 | $13.38M | 0.12ppt | |
3  CP | Add +3.25% | $78.94 | $10.78M | 0.60ppt | |
4  UBER | Add +1.03% | $76.97 | $4.09M | 0.21ppt |
William Von Mueffling’s Holdings: Q1 2026
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
1  AVGO | Semiconductors | $31.45 | Cut -11.91% | 4.06M | $1.26B | 8.34% -0.28ppt | 0.09% | 32 Quarters | Q1 2026 | |
Computer Programming & Data | $62.03 | Cut -11.87% | 3.72M | $1.07B | 7.10% -0.04ppt | 0.03% | 42 Quarters | Q1 2026 | ||
3  TSM | Semiconductors | $48.23 | Cut -11.87% | 2.49M | $842.70M | 5.60% 0.95ppt | 0.05% | 35 Quarters | Q1 2026 | |
4  IBKR | Security Brokers & Dealers | $56.10 | Cut -11.87% | 11.25M | $754.26M | 5.01% 0.57ppt | 2.53% | 36 Quarters | Q1 2026 | |
5  SPGI | Consumer Credit Reporting | $139.91 | Cut -11.87% | 1.55M | $658.13M | 4.37% -0.59ppt | 0.51% | 40 Quarters | Q1 2026 | |
6  ADI | Semiconductors | $62.18 | Cut -11.86% | 1.91M | $608.12M | 4.04% 0.86ppt | 0.39% | 52 Quarters | Q1 2026 | |
7  CBRE | Real Estate | $43.50 | Cut -11.85% | 3.93M | $532.63M | 3.54% -0.34ppt | 1.32% | 41 Quarters | Q1 2026 | |
8  AMAT | Semiconductors | $61.13 | Cut -48.82% | 1.52M | $520.15M | 3.46% -0.68ppt | 0.19% | 25 Quarters | Q1 2026 | |
9  V | Other Business Services | $97.53 | Cut -11.87% | 1.72M | $519.30M | 3.45% -0.25ppt | 0.09% | 42 Quarters | Q1 2026 | |
10  ICE | Security & Commodity Brokers | $54.73 | Cut -11.86% | 2.94M | $462.71M | 3.07% 0.15ppt | 0.52% | 46 Quarters | Q1 2026 | |
11  BLK | Security Brokers & Dealers | $1027.69 | Cut -11.86% | 453.28K | $435.93M | 2.90% -0.08ppt | 0.29% | 6 Quarters | Q1 2026 | |
12  MSFT | Prepackaged Software | $233.97 | Cut -11.87% | 1.11M | $411.73M | 2.74% -0.56ppt | 0.02% | 25 Quarters | Q1 2026 | |
13  CME | Security & Commodity Brokers | $112.32 | Cut -11.87% | 1.39M | $409.46M | 2.72% 0.40ppt | 0.39% | 46 Quarters | Q1 2026 | |
14  FERG | Wholesale-Hardware & Plumbing | $193.88 | Cut -11.87% | 1.75M | $408.04M | 2.71% 0.32ppt | 0.89% | 7 Quarters | Q1 2026 | |
15  FAST | Retail-Building Materials | $34.62 | Cut -11.87% | 8.17M | $378.93M | 2.52% 0.51ppt | 0.71% | 32 Quarters | Q1 2026 | |
16  TMO | Other Measuring Devices | $311.00 | Cut -11.87% | 769.70K | $378.33M | 2.51% -0.22ppt | 0.20% | 31 Quarters | Q1 2026 | |
17  LYV | Amusement & Recreation | $94.81 | Cut -11.87% | 2.47M | $375.95M | 2.50% 0.34ppt | 1.05% | 12 Quarters | Q1 2026 | |
18 UBER | Other Business Services | $72.75 | Add +1.03% | 5.19M | $373.59M | 2.48% 0.21ppt | 0.25% | 8 Quarters | Q1 2026 | |
19  AON | Insurance Agents & Brokers | $226.02 | Cut -11.86% | 1.10M | $353.63M | 2.35% -0.02ppt | 0.51% | 24 Quarters | Q1 2026 | |
20 CP | Railroad Operations | $80.52 | Add +3.25% | 4.34M | $341.73M | 2.27% 0.60ppt | 0.47% | 11 Quarters | Q1 2026 |
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