What did William Von Mueffling actually do?

A source-backed history of material decisions from Cantillon Capital Management. We preserve the sequence and observed outcomes instead of compressing judgment into a guru grade.

Material decisions: 16
Stocks observed: 14
Outcomes observed: 16

Each outcome preserves the stock’s post-disclosure excess return over the fixed observation window. The evidence stays decision-level; it is not rolled into a manager score.

Observed decisions and outcomes

Q2 2026
filed Jul 29, 2026
29d lag
AVGOTRIM-95.4%
William Von Mueffling · 8.3% of reported portfolio
Original SEC filing ↗
-12.3% vs SPY
46 sessions after disclosure
direction supported so far
Q2 2026
filed Jul 29, 2026
29d lag
GOOGLTRIM-95.4%
William Von Mueffling · 7.1% of reported portfolio
Original SEC filing ↗
-1.0% vs SPY
46 sessions after disclosure
direction supported so far
Q2 2026
filed Jul 29, 2026
29d lag
TSMTRIM-95.4%
William Von Mueffling · 5.6% of reported portfolio
Original SEC filing ↗
+13.5% vs SPY
46 sessions after disclosure
direction not supported so far
Q2 2026
filed Jul 29, 2026
29d lag
ADITRIM-95.4%
William Von Mueffling · 4.0% of reported portfolio
Original SEC filing ↗
+10.1% vs SPY
46 sessions after disclosure
direction not supported so far
Q2 2026
filed Jul 29, 2026
29d lag
SPGITRIM-95.4%
William Von Mueffling · 4.4% of reported portfolio
Original SEC filing ↗
-10.7% vs SPY
46 sessions after disclosure
direction supported so far
Q2 2026
filed Jul 29, 2026
29d lag
VTRIM-95.1%
William Von Mueffling · 3.5% of reported portfolio
Original SEC filing ↗
-5.4% vs SPY
46 sessions after disclosure
direction supported so far
Q2 2026
filed Jul 29, 2026
29d lag
MSFTTRIM-93.8%
William Von Mueffling · 2.7% of reported portfolio
Original SEC filing ↗
+10.9% vs SPY
46 sessions after disclosure
direction not supported so far
Q2 2026
filed Jul 29, 2026
29d lag
UBERTRIM-95.4%
William Von Mueffling · 2.5% of reported portfolio
Original SEC filing ↗
-7.2% vs SPY
46 sessions after disclosure
direction supported so far
Q2 2026
filed Jul 29, 2026
29d lag
TMOEXITEXIT
William Von Mueffling · 2.5% of reported portfolio
Original SEC filing ↗
+9.6% vs SPY
46 sessions after disclosure
direction not supported so far
Q2 2026
filed Jul 29, 2026
29d lag
AONEXITEXIT
William Von Mueffling · 2.4% of reported portfolio
Original SEC filing ↗
-30.4% vs SPY
46 sessions after disclosure
direction supported so far
Q2 2026
filed Jul 29, 2026
29d lag
ORCLTRIM-91.8%
William Von Mueffling · 1.3% of reported portfolio
Original SEC filing ↗
+7.5% vs SPY
46 sessions after disclosure
direction not supported so far
Q2 2026
filed Jul 29, 2026
29d lag
ADBEEXITEXIT
William Von Mueffling · 1.6% of reported portfolio
Original SEC filing ↗
-8.1% vs SPY
46 sessions after disclosure
direction supported so far
Q2 2026
filed Jul 29, 2026
29d lag
MCOTRIM-95.4%
William Von Mueffling · 1.1% of reported portfolio
Original SEC filing ↗
-12.3% vs SPY
46 sessions after disclosure
direction supported so far
Q1 2026
filed May 7, 2026
37d lag
AMATTRIM-48.8%
William Von Mueffling · 4.1% of reported portfolio
Original SEC filing ↗
+18.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 7, 2026
37d lag
ORCLADD+49.1%
William Von Mueffling · 1.3% of reported portfolio
Original SEC filing ↗
-29.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed Feb 17, 2026
323d lag
ADBEADD+29.6%
William Von Mueffling · 2.0% of reported portfolio
Original SEC filing ↗
-10.8% vs SPY
63 sessions after disclosure
direction not supported so far

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The evidence is limited to selected widely owned U.S.-listed securities in Form 13F filings. Filing dates can trail quarter end by up to 45 days in the normal reporting cycle, and the filings do not disclose transaction dates, prices, or intent.