William Von Mueffling's Cantillon Capital Management sold its entire Thermo Fisher Scientific Inc (TMO) position in 2026 Q2, according to the 13F-HR filed with the SEC on July 29, 2026. The prior filing listed 770K shares worth about $378.3M, 2.51% of the portfolio; the 2026 Q2 filing lists none. TMO had been in the portfolio for about 8 years, since the quarter ended September 30, 2018.
What did the 2026 Q2 filing report for TMO?
As of June 30, 2026, from the 13F-HR filed July 29, 2026.
| Before | After | |
|---|---|---|
| Shares | 770K | 0 |
| Reported value | $378.3M | $0 |
| Portfolio weight | 2.51% | 0% |
| Held since | 2018 Q3 | sold out in 2026 Q2 |
| Quarters held | 31 |
What did William Von Mueffling sell?
William Von Mueffling sold 770K shares of TMO between the quarter ended March 31, 2026 and June 30, 2026. The TMO exit was the 14th largest of the quarter's 38 position changes by percent change to portfolio.
Where does TMO sit in the William Von Mueffling portfolio?
Before the sale, TMO carried 2.51% 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 TMO?
William Von Mueffling held TMO for about 8 years, from the quarter ended September 30, 2018 to March 31, 2026. The weight peaked at 3.91% in 2022 Q3. 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 TMO trade history page.
Did other funds buy or sell TMO in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of July 29, 2026, 6 still hold TMO. One other tracked fund sold out of it this quarter as well. Meanwhile 2 opened it. The largest buyers of TMO this quarter were Dodge & Cox Stock Fund, Ole Andreas Halvorsen and Parnassus Endeavor Fund. The largest sellers were Lindsell Train, Wallace Weitz and Robert Olstein. Every tracked holder of TMO is on the TMO ownership page.
FAQ
How many TMO shares did William Von Mueffling sell?
William Von Mueffling sold all 770K shares of TMO it reported a quarter earlier, worth about $378.3M.
When did William Von Mueffling first buy TMO?
William Von Mueffling first reported TMO in the quarter ended September 30, 2018.
How much of the William Von Mueffling portfolio was TMO?
TMO was 2.51% of the William Von Mueffling portfolio at the prior quarter-end, and 0% after the sale.
Did other funds sell TMO in 2026 Q2?
One other tracked fund sold out of TMO in 2026 Q2 and 2 trimmed it; 6 still hold it.