William von Mueffling's portfolio
In the Q2 2026 13F, filed July 29, 2026, Cantillon Capital Management reported 27 US stock positions worth $665M. The largest was Broadcom (AVGO) at 10.6% of the portfolio. The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
None this quarter.
Added to
None this quarter.
Trimmed
- BroadcomAVGO$71M
- AlphabetGOOGL$61M
- Taiwan Semiconductor ManufacturingTSM$55M
- Interactive BrokersIBKR$45M
- Applied MaterialsAMAT$36M
- Analog DevicesADI$35M
- S&P GlobalSPGI$29M
- VisaV$29M
- MicrosoftMSFT$26M
- CBRECBRE$24M
Sold out
None this quarter.
Holdings
27 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| BroadcomAVGO | 10.61% | $71M | 186,760 | Trimmed |
| AlphabetGOOGL | 9.19% | $61M | 171,066 | Trimmed |
| Taiwan Semiconductor ManufacturingTSM | 8.24% | $55M | 114,820 | Trimmed |
| Interactive BrokersIBKR | 6.78% | $45M | 517,833 | Trimmed |
| Applied MaterialsAMAT | 5.45% | $36M | 50,176 | Trimmed |
| Analog DevicesADI | 5.26% | $35M | 88,014 | Trimmed |
| S&P GlobalSPGI | 4.36% | $29M | 71,249 | Trimmed |
| VisaV | 4.32% | $29M | 83,643 | Trimmed |
| MicrosoftMSFT | 3.86% | $26M | 68,901 | Trimmed |
| CBRECBRE | 3.67% | $24M | 181,083 | Trimmed |
| Live Nation Entertainment In | 3.12% | $21M | 113,503 | Held |
| BlackRockBLK | 3.02% | $20M | 20,873 | Trimmed |
| Ferguson PlcFERG | 2.87% | $19M | 80,548 | Trimmed |
| FastenalFAST | 2.72% | $18M | 376,044 | Trimmed |
| EntegrisENTG | 2.70% | $18M | 99,756 | Trimmed |
| Canadian Pacific Kansas CityCP | 2.60% | $17M | 199,860 | Trimmed |
| Uber TechnologiesUBER | 2.59% | $17M | 238,965 | Trimmed |
| Agilent TechnologiesA | 2.52% | $17M | 126,437 | Trimmed |
| Intercontinental Exchange In | 2.51% | $17M | 135,468 | Held |
| OracleORCL | 2.32% | $15M | 105,457 | Trimmed |
| CMECME | 2.12% | $14M | 63,835 | Trimmed |
| Yum! BrandsYUM | 2.00% | $13M | 83,427 | Trimmed |
| Tradeweb MarketsTW | 1.63% | $11M | 108,989 | Trimmed |
| SS&C TechnologiesSSNC | 1.61% | $11M | 172,816 | Trimmed |
| Spotify TechnologySPOT | 1.40% | $9M | 20,216 | Trimmed |
| Trip.com GroupTCOM | 1.28% | $9M | 214,242 | Trimmed |
| MoodysMCO | 1.23% | $8M | 18,075 | Trimmed |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does William von Mueffling own?
In the Q2 2026 13F, Cantillon Capital Management reported 27 US stock positions worth $665M. The largest: Broadcom (AVGO) 10.6%, Alphabet (GOOGL) 9.2%, Taiwan Semiconductor Manufacturing (TSM) 8.2%, Interactive Brokers (IBKR) 6.8%, Applied Materials (AMAT) 5.5%.
What did William von Mueffling sell last quarter?
In Q2 2026: cut Broadcom (AVGO); cut Alphabet (GOOGL); cut Taiwan Semiconductor Manufacturing (TSM).
When is William von Mueffling's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.