The 2026 Q2 filing of William Von Mueffling's Cantillon Capital Management shows 38 of the 38 stock positions held at the start of the quarter reduced or sold out, according to the 13F-HR filed with the SEC on July 29, 2026, by a median 95%. Of those, 11 were sold out and 27 trimmed. The total portfolio value is about $665.1M, down 96% from the prior quarter.
What did the 2026 Q2 filing report?
As of June 30, 2026, from the 13F-HR filed July 29, 2026.
| Value | |
|---|---|
| Stock positions | 38 to 27 |
| Positions cut | 38 |
| Median cut | 95% |
| Sold out | 11 |
| Trimmed | 27 |
| Reported value | $15.1B to $665.1M |
What was cut?
The largest cuts by percent change to portfolio were AVGO (trimmed from 8.34% to 10.61%), GOOGL (trimmed from 7.1% to 9.19%) and TSM (trimmed from 5.6% to 8.24%). Against that, William Von Mueffling opened none and added to none.
What does the William Von Mueffling portfolio look like now?
William Von Mueffling's Cantillon Capital Management reported 27 stock positions in its 2026 Q2 portfolio, down from 38 a quarter earlier. The total portfolio value is about $665.1M, down 96% from the prior quarter. 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.
FAQ
How many positions did William Von Mueffling cut in 2026 Q2?
William Von Mueffling cut 38 of the 38 stock positions it went into 2026 Q2 with: 11 sold out and 27 trimmed by 30% or more of the shares, a median cut of 95%.
Did William Von Mueffling sell everything?
No. The 2026 Q2 filing still lists 27 stock positions, and the reported portfolio value is about $665.1M.
How did the reported portfolio value change?
The reported portfolio value went from about $15.1B to about $665.1M, down 96% from the prior quarter. A 13F marks the positions it lists at quarter-end prices, so the value mixes sales with price moves, while the count of positions cut does not.