William von Mueffling · quarter digest
What William von Mueffling did in Q1 2026
Cantillon Capital Management filed 33 moves in Q1 2026: 1 new, 1 add, 31 trim, 0 exit.
13F filed 2026-05-15. Manager quality score: q8. Philosophy: High-quality businesses at reasonable valuations. Global long.
New positions · 1
Fresh money
SPOTSPOTIFY TECHNOLOGY S A
NEW·1.5% book·−5
Adds · 1
Adding to conviction
ORCLORACLE CORP
ADD +49%·1.3% book·−18
Trims · 31
Taking chips off
AVGOBROADCOM INC
TRIM -12%·8.7% book·−12
GOOGLALPHABET INC
TRIM -12%·7.4% book·−27
TSMTAIWAN SEMICONDUCTOR MANUFAC
TRIM -12%·5.9% book·−2
IBKRINTERACTIVE BROKERS GROUP IN
TRIM -12%·5.2% book·0
ADIANALOG DEVICES INC
TRIM -12%·4.2% book·−11
CBRECBRE GROUP INC
TRIM -12%·3.7% book·−15
AMATAPPLIED MATLS INC
TRIM -49%·3.6% book·−2
VVISA INC
TRIM -12%·3.6% book·−14
ICEINTERCONTINENTAL EXCHANGE IN
TRIM -12%·3.2% book·0
BLKBLACKROCK INC
TRIM -12%·3.0% book·−7
MSFTMICROSOFT CORP
TRIM -12%·2.9% book·−17
CMECME GROUP INC
TRIM -12%·2.8% book·−4
FERGFERGUSON ENTERPRISES INC
TRIM -12%·2.8% book·−10
FASTFASTENAL CO
TRIM -12%·2.6% book·−7
LYVLIVE NATION ENTERTAINMENT IN
TRIM -12%·2.6% book·−16
TMOTHERMO FISHER SCIENTIFIC INC
TRIM -12%·2.6% book·−23
AONAON PLC
TRIM -12%·2.5% book·−17
AAGILENT TECHNOLOGIES INC
TRIM -12%·2.2% book·−9
IQVIQVIA HLDGS INC
TRIM -12%·2.0% book·−13
YUMYUM BRANDS INC
TRIM -12%·2.0% book·−4
AMTAMERICAN TOWER CORP
TRIM -12%·1.9% book·−23
TWTRADEWEB MKTS INC
TRIM -12%·1.9% book·−6
ENTGENTEGRIS INC
TRIM -12%·1.8% book·−8
SSNCSS&C TECH HLDGS
TRIM -12%·1.8% book·−9
ADBEADOBE INC
TRIM -12%·1.7% book·−11
ALCALCON AG
TRIM -12%·1.3% book·−4
MCOMOODYS CORP
TRIM -12%·1.2% book·+14
FLUTFLUTTER ENTMT PLC
TRIM -39%·1.0% book·−7
TMETENCENT MUSIC ENTMT GROUP
TRIM -28%·0.9% book·−11
LPLALPL FINL HLDGS INC
TRIM -12%·0.7% book·−10
FWONKLIBERTY MEDIA CORP DEL
TRIM -39%·0.6% book·−14
Current top holdings
William von Mueffling’s book, latest snapshot
Other quarters for William von Mueffling
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
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