Latticework
← William Von Mueffling

William Von Mueffling's 2026Q1 portfolio

William Von Mueffling (Cantillon Capital Management) held 38 positions as of Mar 31, 2026, with the largest position at 8.3% of the portfolio. This is the latest 13F filing on record.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2026Q1but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Mar 31, 2026 (38)

  1. 1AVGOBroadcom Inc
    % port
    8.3%
    -0.3pp vs prior Q
  2. 2GOOGLAlphabet Inc-cl A
    % port
    7.1%
  3. 3TSMTaiwan Semiconductor-sp Adr
    % port
    5.6%
    +1.0pp vs prior Q
  4. 4IBKRInteractive Brokers Gro-cl A
    % port
    5.0%
    +0.6pp vs prior Q
  5. 5SPGIS&p Global Inc
    % port
    4.4%
    -0.6pp vs prior Q
  6. 6ADIAnalog Devices Inc
    % port
    4.0%
    +0.9pp vs prior Q
  7. 7CBRECbre Group Inc - A
    % port
    3.5%
    -0.3pp vs prior Q
  8. 8AMATApplied Materials Inc
    % port
    3.5%
    -0.7pp vs prior Q
  9. 9VVisa Inc-class A Shares
    % port
    3.5%
    -0.2pp vs prior Q
  10. 10ICEIntercontinental Exchange IN
    % port
    3.1%
    +0.2pp vs prior Q
  11. 11BLKBlackrock Inc
    % port
    2.9%
  12. 12MSFTMicrosoft Corp
    % port
    2.7%
    -0.6pp vs prior Q
  13. 13CMECme Group Inc
    % port
    2.7%
    +0.4pp vs prior Q
  14. 14FERGFerguson Enterprises Inc
    % port
    2.7%
    +0.3pp vs prior Q
  15. 15FASTFastenal CO
    % port
    2.5%
    +0.5pp vs prior Q
  16. 16TMOThermo Fisher Scientific Inc
    % port
    2.5%
    -0.2pp vs prior Q
  17. 17LYVLive Nation Entertainment IN
    % port
    2.5%
    +0.3pp vs prior Q
  18. 18UBERUber Technologies Inc
    % port
    2.5%
    +0.2pp vs prior Q
  19. 19AONAon Plc
    % port
    2.4%
  20. 20CPCanadian Pacific Kansas City
    % port
    2.3%
    +0.6pp vs prior Q
  21. 21EFXEquifax Inc
    % port
    2.1%
    +0.1pp vs prior Q
  22. 22AAgilent Technologies Inc
    % port
    2.1%
    -0.2pp vs prior Q
  23. 23IQVIqvia Holdings Inc
    % port
    1.9%
    -0.4pp vs prior Q
  24. 24YUMYum! Brands Inc
    % port
    1.9%
    +0.2pp vs prior Q
  25. 25TWTradeweb Markets Inc-class A
    % port
    1.9%
    +0.3pp vs prior Q
  26. 26AMTAmerican Tower Corp
    % port
    1.8%
    +0.1pp vs prior Q
  27. 27ENTGEntegris Inc
    % port
    1.7%
    +0.6pp vs prior Q
  28. 28SSNCSs&c Technologies Holdings
    % port
    1.7%
    -0.3pp vs prior Q
  29. 29ADBEAdobe Inc
    % port
    1.6%
    -0.5pp vs prior Q
  30. 30TCOMTrip.com Group Ltd-adr
    % port
    1.5%
    -0.3pp vs prior Q
  31. 31SPOTSpotify Technology S A
    % port
    1.4%
  32. 32ALCAlcon AG
    % port
    1.3%
  33. 33ORCLOracle Corp
    % port
    1.3%
    +0.3pp vs prior Q
  34. 34MCOMoody's Corp
    % port
    1.1%
  35. 35FLUTFlutter Entmt Plc
    % port
    0.9%
    -1.7pp vs prior Q
  36. 36TMETencent Music Entertainm-adr
    % port
    0.8%
    -0.9pp vs prior Q
  37. 37LPLALpl Financial Holdings Inc
    % port
    0.6%
  38. 38FWONKLiberty Media Corp-formula-c
    % port
    0.6%
    -0.3pp vs prior Q

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.