Broadcom Inc (AVGO) is 10.61% of William Von Mueffling's Cantillon Capital Management portfolio as of June 30, 2026, according to the 13F-HR filed with the SEC on July 29, 2026: 187K shares worth about $70.5M, the largest of 27 stock positions. William Von Mueffling trimmed the share count by 95% in 2026 Q2.
What did the 2026 Q2 filing report for AVGO?
As of June 30, 2026, from the 13F-HR filed July 29, 2026.
| Value | |
|---|---|
| Portfolio weight | 10.61% |
| Shares | 187K |
| Reported value | $70.5M |
| Rank in portfolio | 1st of 27 |
| Next largest holding | GOOGL at 9.19% |
| Top three holdings | 28.04% of the book |
| Change this quarter | -95% shares |
How concentrated is William Von Mueffling in AVGO?
AVGO at 10.61% is 2.9 times the average stock position in the William Von Mueffling portfolio, which is 4%. The next largest holding is GOOGL at 9.19%. The three largest stocks together are 28.04% of the reported book. A quarter earlier AVGO was 8.34% of the book.
Where does AVGO sit in the William Von Mueffling portfolio?
AVGO is the largest of 27 stock positions in the William Von Mueffling portfolio at 10.61%, above the fund's average stock position of 4%. The AVGO cut was the largest of the quarter's 38 position changes by percent change to portfolio. 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 AVGO?
William Von Mueffling first reported AVGO in the quarter ended March 31, 2017. The current weight is the highest the fund has reported for the name. Last quarter the fund cut the position by 12%. Every reported trade is on the William Von Mueffling AVGO trade history page.
Did other funds buy or sell AVGO in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of July 29, 2026, 8 hold AVGO. Of those, 2 opened it this quarter. One other tracked fund sold out of it. The largest buyers of AVGO this quarter were Lewis Sanders and David Tepper. The largest sellers were Chase Coleman III, Polen Capital Management and Eric H. Schoenstein. Every tracked holder of AVGO is on the AVGO ownership page.
FAQ
What share of the William Von Mueffling portfolio is AVGO?
AVGO is 10.61% of the William Von Mueffling portfolio as of 2026 Q2, the largest of 27 stock positions.
What is the AVGO stake of William Von Mueffling worth?
William Von Mueffling holds 187K shares of AVGO, worth about $70.5M at June 30, 2026 prices, 10.61% of the reported portfolio.
What are the largest holdings of William Von Mueffling?
The largest stock positions of William Von Mueffling as of 2026 Q2 are AVGO (10.61%), GOOGL (9.19%) and TSM (8.24%), together 28.04% of the book.
Did William Von Mueffling's Cantillon Capital Management change its AVGO position in 2026 Q2?
William Von Mueffling trimmed the share count by 95% in 2026 Q2.