William Von Mueffling's Cantillon Capital Management reported a portfolio value of about $665.1M for 2026 Q2, down 96% from about $15.1B a quarter earlier, according to the 13F-HR filed with the SEC on July 29, 2026. A 13F marks the positions it lists at quarter-end prices. The drop can come from sales, from prices, or from assets moving outside the form, and the filing does not separate them.
What did the 2026 Q2 filing report?
As of June 30, 2026, from the 13F-HR filed July 29, 2026.
| Before | After | |
|---|---|---|
| Reported value | $15.1B | $665.1M |
| Positions | 38 | 27 |
| Largest holding | AVGO at 10.61% |
What fell, and by how much?
William Von Mueffling closed 11 stock positions in 2026 Q2 and trimmed 27; it 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 much did the reported value of William Von Mueffling fall?
The reported portfolio value of William Von Mueffling fell 96%, from about $15.1B to about $665.1M as of 2026 Q2.
Did William Von Mueffling sell positions or did prices fall?
A 13F marks the positions it lists at quarter-end prices. The drop can come from sales, from prices, or from assets moving outside the form, and the filing does not separate them. The filing shows 11 positions closed and 27 trimmed.
What is the largest holding of William Von Mueffling now?
The largest stock position of William Von Mueffling as of 2026 Q2 is AVGO at 10.61% of the reported book.