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William Von Mueffling

Cantillon Capital Management

Cantillon Capital Management Portfolio 13F

William Von Mueffling Holdings Activity

Portfolio value:
$665.11M≈ (-$14B≈)
Previous value:
$15.05B≈
# of changes:
38
New positions:
0
Reported for:
30 Jun 2026 (Q2)
Latest filing date:
29 Jul 2026
Cantillon Capital Management has disclosed a total of 38 changes to the portfolio in the latest (2026 Q2) SEC report(s): decreased the number of shares of 27 and completely sold out 11 position(s).

What stocks is William Von Mueffling buying now?

In the recent quarter William Von Mueffling has not purchased any securities.

What does William Von Mueffling invest in?

William Von Mueffling's top 5 holdings (by % of portfolio) are (AVGO) Broadcom Inc (10.61%), (GOOGL) Alphabet Inc, CL-A (9.19%), (TSM) Taiwan Semiconductor Manufacturing (8.24%), (IBKR) Interactive Brokers Group Inc (6.78%) and (AMAT) Applied Materials Inc (5.45%).
In the latest report(s) the following changes have been made to the top investments: (AVGO) Broadcom Inc (reduced shares -95.40%), (GOOGL) Alphabet Inc, CL-A (reduced shares -95.40%), (TSM) Taiwan Semiconductor Manufacturing (reduced shares -95.40%), (IBKR) Interactive Brokers Group Inc (reduced shares -95.40%) and (AMAT) Applied Materials Inc (reduced shares -96.70%).
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.