What William Von Mueffling bought and sold in Q2 2026
In Q2 2026, William Von Mueffling (Cantillon Capital Management) trimmed 27, exited 11 (TMO, AON, EFX). The book stood at $665M across 27 positions, filed Jul 29, 2026.
0New0Added27Trimmed11Exited
Trimmed (27)
- AVGOBroadcom Inc-95% shares · 10.6% · $71M
- GOOGLAlphabet Inc-cl A-95% shares · 9.2% · $61M
- TSMTaiwan Semiconductor-sp Adr-95% shares · 8.2% · $55M
- IBKRInteractive Brokers Gro-cl A-95% shares · 6.8% · $45M
- AMATApplied Materials Inc-97% shares · 5.5% · $36M
- ADIAnalog Devices Inc-95% shares · 5.3% · $35M
- SPGIS&p Global Inc-95% shares · 4.4% · $29M
- VVisa Inc-class A Shares-95% shares · 4.3% · $29M
- MSFTMicrosoft Corp-94% shares · 3.9% · $26M
- CBRECbre Group Inc - A-95% shares · 3.7% · $24M
- LYVLive Nation Entertainment IN-95% shares · 3.1% · $21M
- BLKBlackrock Inc-95% shares · 3.0% · $20M
- FERGFerguson Enterprises Inc-95% shares · 2.9% · $19M
- FASTFastenal CO-95% shares · 2.7% · $18M
- ENTGEntegris Inc-95% shares · 2.7% · $18M
- CPCanadian Pacific Kansas City-95% shares · 2.6% · $17M
- UBERUber Technologies Inc-95% shares · 2.6% · $17M
- AAgilent Technologies Inc-95% shares · 2.5% · $17M
- ICEIntercontinental Exchange IN-95% shares · 2.5% · $17M
- ORCLOracle Corp-92% shares · 2.3% · $15M
- CMECme Group Inc-95% shares · 2.1% · $14M
- YUMYum! Brands Inc-95% shares · 2.0% · $13M
- TWTradeweb Markets Inc-class A-95% shares · 1.6% · $11M
- SSNCSs&c Technologies Holdings-95% shares · 1.6% · $11M
- SPOTSpotify Technology S A-95% shares · 1.4% · $9M
- TCOMTrip.com Group Ltd-adr-95% shares · 1.3% · $9M
- MCOMoody's Corp-95% shares · 1.2% · $8M
Exited (11)
- TMOThermo Fisher Scientific Incwas 2.5% of book
- AONAon Plcwas 2.4% of book
- EFXEquifax Incwas 2.1% of book
- IQVIqvia Holdings Incwas 1.9% of book
- AMTAmerican Tower Corpwas 1.8% of book
- ADBEAdobe Incwas 1.6% of book
- ALCAlcon AGwas 1.3% of book
- FLUTFlutter Entmt Plcwas 0.9% of book
- TMETencent Music Entertainm-adrwas 0.8% of book
- LPLALpl Financial Holdings Incwas 0.6% of book
- FWONKLiberty Media Corp-formula-cwas 0.6% of book
William Von Mueffling's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.