William Von Mueffling portfolio & holdings

About William Von Mueffling

William Von Mueffling founded Cantillon Capital Management in 2003 after leaving Lazard Asset Management, where he had managed the Lazard International and Global funds. Cantillon runs a concentrated long-only equity strategy — 38 positions and roughly $15B in reported assets as of the most recent 13F — focused on high-quality compounders with durable competitive advantages, a style sometimes described as quality-growth rather than deep value. Current top holdings include AVGO, GOOGL, TSM, IBKR, and SPGI, reflecting a consistent preference for businesses with pricing power and network effects. Because Cantillon is predominantly long-only with limited use of derivatives, its 13F is a reasonably complete picture of the book, though position sizes shift between quarterly disclosures. The latticework backtest suggests roughly market-level returns net of the 45-day lag, which is consistent with a strategy where edge comes from stock selection and long holding periods rather than turnover — the filings are most useful as a window into conviction and thematic rotation rather than as a timing signal.