William Von Mueffling's Cantillon Capital Management sold its entire Adobe Systems Incorporated (ADBE) position in 2026 Q2, according to the 13F-HR filed with the SEC on July 29, 2026. The prior filing listed 1.02M shares worth about $247.9M, 1.65% of the portfolio; the 2026 Q2 filing lists none. ADBE had been in the portfolio for 4 years, since the quarter ended June 30, 2022.
What did the 2026 Q2 filing report for ADBE?
As of June 30, 2026, from the 13F-HR filed July 29, 2026.
| Before | After | |
|---|---|---|
| Shares | 1.02M | 0 |
| Reported value | $247.9M | $0 |
| Portfolio weight | 1.65% | 0% |
| Held since | 2022 Q2 | sold out in 2026 Q2 |
| Quarters held | 16 |
What did William Von Mueffling sell?
William Von Mueffling sold 1.02M shares of ADBE between the quarter ended March 31, 2026 and June 30, 2026. The ADBE exit was the 27th largest of the quarter's 38 position changes by percent change to portfolio.
Where does ADBE sit in the William Von Mueffling portfolio?
Before the sale, ADBE carried 1.65% of the William Von Mueffling portfolio, below the fund's average stock position of 4%. The largest stock position is AVGO at 10.61%. Next come GOOGL at 9.19% and TSM at 8.24%. The three largest stocks together are 28.04% of the book. Across the 2026 Q2 portfolio, William Von Mueffling reported 27 stock positions, with none opened and 11 closed. The total portfolio value is about $665.1M, down 96% from the prior quarter.
How long has William Von Mueffling held ADBE?
William Von Mueffling held ADBE for 4 years, from the quarter ended June 30, 2022 to March 31, 2026. The weight peaked at 2.19% in 2025 Q4. Last quarter the fund had already cut the position by 12%, so the exit finishes a two-quarter unwind. Every reported trade is on the William Von Mueffling ADBE trade history page.
Did other funds buy or sell ADBE in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of July 29, 2026, 7 still hold ADBE. One other tracked fund sold out of it this quarter as well. Meanwhile one opened it. The largest buyers of ADBE this quarter were Dodge & Cox Stock Fund, Charles Jigarjian and Mark A. Hillman. The largest sellers were Eric H. Schoenstein, Robert Olstein and Polen Capital Management. Every tracked holder of ADBE is on the ADBE ownership page.
FAQ
How many ADBE shares did William Von Mueffling sell?
William Von Mueffling sold all 1.02M shares of ADBE it reported a quarter earlier, worth about $247.9M.
When did William Von Mueffling first buy ADBE?
William Von Mueffling first reported ADBE in the quarter ended June 30, 2022.
How much of the William Von Mueffling portfolio was ADBE?
ADBE was 1.65% of the William Von Mueffling portfolio at the prior quarter-end, and 0% after the sale.
Did other funds sell ADBE in 2026 Q2?
One other tracked fund sold out of ADBE in 2026 Q2 and 2 trimmed it; 7 still hold it.