William von Mueffling · quarter digest
What William von Mueffling did in Q2 2026
Cantillon Capital Management filed 37 moves in Q2 2026: 0 new, 0 add, 26 trim, 11 exit.
13F filed 2026-08-14. Manager quality score: q8. Philosophy: High-quality businesses at reasonable valuations. Global long.
Trims · 26
Taking chips off
AVGOBROADCOM INC
TRIM -95%·11.1% book·−12
GOOGLALPHABET INC
TRIM -95%·9.6% book·−27
TSMTAIWAN SEMICONDUCTOR MANUFAC
TRIM -95%·8.6% book·−2
IBKRINTERACTIVE BROKERS GROUP IN
TRIM -95%·7.1% book·0
AMATAPPLIED MATLS INC
TRIM -97%·5.7% book·−2
ADIANALOG DEVICES INC
TRIM -95%·5.5% book·−11
VVISA INC
TRIM -95%·4.5% book·−14
MSFTMICROSOFT CORP
TRIM -94%·4.0% book·−17
CBRECBRE GROUP INC
TRIM -95%·3.8% book·−15
LYVLIVE NATION ENTERTAINMENT IN
TRIM -95%·3.3% book·−16
BLKBLACKROCK INC
TRIM -95%·3.2% book·−7
FERGFERGUSON ENTERPRISES INC
TRIM -95%·3.0% book·−10
ENTGENTEGRIS INC
TRIM -95%·2.8% book·−8
FASTFASTENAL CO
TRIM -95%·2.8% book·−7
CPCANADIAN PACIFIC KANSAS CITY
TRIM -95%·2.7% book·−10
UBERUBER TECHNOLOGIES INC
TRIM -95%·2.7% book·+15
AAGILENT TECHNOLOGIES INC
TRIM -95%·2.6% book·−9
ICEINTERCONTINENTAL EXCHANGE IN
TRIM -95%·2.6% book·0
ORCLORACLE CORP
TRIM -92%·2.4% book·−18
CMECME GROUP INC
TRIM -95%·2.2% book·−4
YUMYUM BRANDS INC
TRIM -95%·2.1% book·−4
SSNCSS&C TECH HLDGS
TRIM -95%·1.7% book·−9
TWTRADEWEB MKTS INC
TRIM -95%·1.7% book·−6
SPOTSPOTIFY TECHNOLOGY S A
TRIM -95%·1.5% book·−5
MCOMOODYS CORP
TRIM -95%·1.3% book·+14
TCOMTRIP COM GROUP LTD
TRIM -95%·1.3% book·−1
Exits · 11
Closed positions
TMOTHERMO FISHER SCIENTIFIC INC
EXIT·0.0% book·−23
AONAON PLC
EXIT·0.0% book·−17
EFXEQUIFAX INC
EXIT·0.0% book·+4
IQVIQVIA HLDGS INC
EXIT·0.0% book·−13
AMTAMERICAN TOWER CORP
EXIT·0.0% book·−23
ADBEADOBE INC
EXIT·0.0% book·−11
ALCALCON AG
EXIT·0.0% book·−4
FLUTFLUTTER ENTMT PLC
EXIT·0.0% book·−7
TMETENCENT MUSIC ENTMT GROUP
EXIT·0.0% book·−11
LPLALPL FINL HLDGS INC
EXIT·0.0% book·−10
FWONKLIBERTY MEDIA CORP DEL
EXIT·0.0% 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.
Deep dive
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.
Benjamin Graham
The Intelligent Investor
The foundational text. Buffett calls it 'by far the best book about investing ever written.'
See price on Amazon
Benjamin Graham & David Dodd
Security Analysis
The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.
See price on Amazon
See the full investing reading list
More by topic:Foundations