---
title: William Von Mueffling (Cantillon Capital Management LLC) — 13F holdings
canonical: https://sweetvaluelab.com/investors/william-von-mueffling
cik: 0001279936
quarter: 2026-06-30
filed: 2026-07-29
---
# William Von Mueffling — Cantillon Capital Management LLC

Latest 13F for the quarter ended Jun 30, 2026, filed Jul 29, 2026: 27 positions worth $665.1M. Against the quarter ended Mar 31, 2026: 0 bought, 0 added to, 0 unchanged, 27 reduced, 11 sold. The top five are 40% of the portfolio, the top ten 62%; 20 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| AVGO | BROADCOM INC | 186,760 | $70.5M | 10.6% | reduced (-95%) |
| GOOGL | ALPHABET INC | 171,066 | $61.1M | 9.2% | reduced (-95%) |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 114,820 | $54.8M | 8.2% | reduced (-95%) |
| IBKR | INTERACTIVE BROKERS GROUP IN | 517,833 | $45.1M | 6.8% | reduced (-95%) |
| AMAT | APPLIED MATLS INC | 50,176 | $36.3M | 5.5% | reduced (-97%) |
| ADI | ANALOG DEVICES INC | 88,014 | $35.0M | 5.3% | reduced (-95%) |
| SPGI | S&P GLOBAL INC | 71,249 | $29.0M | 4.4% | reduced (-95%) |
| V | VISA INC | 83,643 | $28.7M | 4.3% | reduced (-95%) |
| MSFT | MICROSOFT CORP | 68,901 | $25.7M | 3.9% | reduced (-94%) |
| CBRE | CBRE GROUP INC | 181,083 | $24.4M | 3.7% | reduced (-95%) |
| LYV | LIVE NATION ENTERTAINMENT IN | 113,503 | $20.8M | 3.1% | reduced (-95%) |
| BLK | BLACKROCK INC | 20,873 | $20.1M | 3.0% | reduced (-95%) |
| FERG | FERGUSON ENTERPRISES INC | 80,548 | $19.1M | 2.9% | reduced (-95%) |
| FAST | FASTENAL CO | 376,044 | $18.1M | 2.7% | reduced (-95%) |
| ENTG | ENTEGRIS INC | 99,756 | $17.9M | 2.7% | reduced (-95%) |
| CP | CANADIAN PACIFIC KANSAS CITY | 199,860 | $17.3M | 2.6% | reduced (-95%) |
| UBER | UBER TECHNOLOGIES INC | 238,965 | $17.2M | 2.6% | reduced (-95%) |
| A | AGILENT TECHNOLOGIES INC | 126,437 | $16.8M | 2.5% | reduced (-95%) |
| ICE | INTERCONTINENTAL EXCHANGE IN | 135,468 | $16.7M | 2.5% | reduced (-95%) |
| ORCL | ORACLE CORP | 105,457 | $15.5M | 2.3% | reduced (-92%) |
| CME | CME GROUP INC | 63,835 | $14.1M | 2.1% | reduced (-95%) |
| YUM | YUM BRANDS INC | 83,427 | $13.3M | 2.0% | reduced (-95%) |
| TW | TRADEWEB MKTS INC | 108,989 | $10.9M | 1.6% | reduced (-95%) |
| SSNC | SS&C TECH HLDGS | 172,816 | $10.7M | 1.6% | reduced (-95%) |
| SPOT | SPOTIFY TECHNOLOGY S A | 20,216 | $9.3M | 1.4% | reduced (-95%) |
| TCOM | TRIP COM GROUP LTD | 214,242 | $8.5M | 1.3% | reduced (-95%) |
| MCO | MOODYS CORP | 18,075 | $8.2M | 1.2% | reduced (-95%) |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| AVGO | BROADCOM INC | 186,760 | 4,056,002 | reduced (-95%) | −$1.5B | $70.5M |
| GOOGL | ALPHABET INC | 171,066 | 3,715,061 | reduced (-95%) | −$1.3B | $61.1M |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 114,820 | 2,493,551 | reduced (-95%) | −$1.1B | $54.8M |
| AMAT | APPLIED MATLS INC | 50,176 | 1,521,843 | reduced (-97%) | −$1.1B | $36.3M |
| IBKR | INTERACTIVE BROKERS GROUP IN | 517,833 | 11,245,881 | reduced (-95%) | −$933.8M | $45.1M |
| ADI | ANALOG DEVICES INC | 88,014 | 1,911,491 | reduced (-95%) | −$724.2M | $35.0M |
| SPGI | S&P GLOBAL INC | 71,249 | 1,547,303 | reduced (-95%) | −$601.1M | $29.0M |

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Source: https://sweetvaluelab.com/investors/william-von-mueffling (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.