William Von Mueffling's Cantillon Capital Management sold its entire American Tower Corp (AMT) position in 2026 Q2, according to the 13F-HR filed with the SEC on July 29, 2026. The prior filing listed 1.61M shares worth about $278.3M, 1.85% of the portfolio; the 2026 Q2 filing lists none. AMT had been in the portfolio for about 10 years, since the quarter ended March 31, 2016.
What did the 2026 Q2 filing report for AMT?
As of June 30, 2026, from the 13F-HR filed July 29, 2026.
| Before | After | |
|---|---|---|
| Shares | 1.61M | 0 |
| Reported value | $278.3M | $0 |
| Portfolio weight | 1.85% | 0% |
| Held since | 2016 Q1 | sold out in 2026 Q2 |
| Quarters held | 41 |
What did William Von Mueffling sell?
William Von Mueffling sold 1.61M shares of AMT between the quarter ended March 31, 2026 and June 30, 2026. The AMT exit was the 25th largest of the quarter's 38 position changes by percent change to portfolio.
Where does AMT sit in the William Von Mueffling portfolio?
Before the sale, AMT carried 1.85% 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 AMT?
William Von Mueffling held AMT for about 10 years, from the quarter ended March 31, 2016 to March 31, 2026. The weight peaked at 5.01% in 2020 Q1. 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 AMT trade history page.
FAQ
How many AMT shares did William Von Mueffling sell?
William Von Mueffling sold all 1.61M shares of AMT it reported a quarter earlier, worth about $278.3M.
When did William Von Mueffling first buy AMT?
William Von Mueffling first reported AMT in the quarter ended March 31, 2016.
How much of the William Von Mueffling portfolio was AMT?
AMT was 1.85% of the William Von Mueffling portfolio at the prior quarter-end, and 0% after the sale.