TSM
Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing historical holders
total: 26
Cantillon Capital Management Taiwan Semiconductor Manufacturing transactions over time
- Total transactions:
- 35
- New positions:
- 1
- Added:
- 7
- Reduced:
- 27
- Held since:
- 2017 Q3
- Held for:
- 35 quarters
- Latest activity:
- 2026 Q1
William Von Mueffling has been an institutional investor in Taiwan Semiconductor Manufacturing (TSM) since 2017 Q3. According to 2026 Q1 report, William Von Mueffling holds 2,493,551 shares with a market value of roughly $842.70M representing 5.60% of their equity portfolio. The fund/company first acquired TSM in 2017 Q3, initially purchasing about 2.83M shares. Since the initial investment, Cantillon Capital Management has made 34 more transactions in this position.
Does William Von Mueffling still hold TSM?
Yes, William Von Mueffling continues to hold Taiwan Semiconductor Manufacturing (TSM). According to their 2026 Q1 report, they maintain a position of 2,493,551 shares valued at approximately $842.70M, representing 5.60% of their equity portfolio.
When did William Von Mueffling first invest in TSM?
William Von Mueffling first invested in Taiwan Semiconductor Manufacturing (TSM) in 2017 Q3 at the reported quarter-end price of $37.55 per share, acquiring 2,831,662 shares in their initial purchase.
What is William Von Mueffling's average cost basis for TSM?
Based on historical transaction data, William Von Mueffling's estimated cost basis for Taiwan Semiconductor Manufacturing (TSM) is approximately $45.42 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $45.42
- Weighted AVG sell price:
- $134.27
TSM transactions history by Cantillon Capital Management
35 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
5.60%
|
2,493,551
|
$337.95
|
$842,695,561
|
-11.87% (-335,727)
|
-0.61%
|
|
2025 Q4
|
4.65%
|
2,829,278
|
$303.89
|
$859,789,292
|
+0.76% (+21,307)
|
+0.04%
|
|
2025 Q3
|
4.32%
|
2,807,971
|
$279.29
|
$784,238,220
|
-1.09% (-30,952)
|
-0.05%
|
|
2025 Q2
|
3.72%
|
2,838,923
|
$226.49
|
$642,987,671
|
-2.82% (-82,413)
|
-0.12%
|
|
2025 Q1
|
3.14%
|
2,921,336
|
$166.00
|
$484,941,776
|
-3.00% (-90,328)
|
-0.09%
|
|
2024 Q4
|
3.59%
|
3,011,664
|
$197.49
|
$594,773,523
|
+0.53% (+15,977)
|
+0.02%
|
|
2024 Q3
|
3.18%
|
2,995,687
|
$173.67
|
$520,260,961
|
-2.90% (-89,406)
|
-0.1%
|
|
2024 Q2
|
3.59%
|
3,085,093
|
$173.81
|
$536,220,015
|
-4.85% (-157,221)
|
-0.17%
|
|
2024 Q1
|
2.77%
|
3,242,314
|
$136.05
|
$441,116,819
|
-1.98% (-65,656)
|
-0.06%
|
|
2023 Q4
|
2.30%
|
3,307,970
|
$104.00
|
$344,028,880
|
-2.38% (-80,539)
|
-0.06%
|
|
2023 Q3
|
2.18%
|
$86.90
|
-0.39% (-13,229)
|
|||
|
2023 Q2
|
2.40%
|
$100.92
|
+6.34% (+202,676)
|
|||
|
2023 Q1
|
2.42%
|
$93.02
|
-1.58% (-51,192)
|
|||
|
2022 Q4
|
2.05%
|
$74.49
|
-2.17% (-72,028)
|
|||
|
2022 Q3
|
2.06%
|
$68.56
|
-0.83% (-27,836)
|
|||
|
2022 Q2
|
2.29%
|
$81.75
|
-0.54% (-18,082)
|
|||
|
2022 Q1
|
2.51%
|
$104.26
|
+3.03% (+98,903)
|
|||
|
2021 Q4
|
2.60%
|
$120.31
|
-7.04% (-247,599)
|
|||
|
2021 Q3
|
2.68%
|
$111.65
|
-1.63% (-58,286)
|
|||
|
2021 Q2
|
2.89%
|
$120.16
|
-1.14% (-41,400)
|
|||
|
2021 Q1
|
3.11%
|
$118.28
|
-3.65% (-137,127)
|
|||
|
2020 Q4
|
3.07%
|
$109.04
|
-0.61% (-22,959)
|
|||
|
2020 Q3
|
2.56%
|
$81.07
|
-1.00% (-38,097)
|
|||
|
2020 Q2
|
1.88%
|
$56.77
|
+0.79% (+29,791)
|
|||
|
2020 Q1
|
2.00%
|
$47.79
|
-0.09% (-3,310)
|
|||
|
2019 Q4
|
2.05%
|
$58.10
|
-2.12% (-82,091)
|
|||
|
2019 Q3
|
1.75%
|
$46.48
|
-0.95% (-37,036)
|
|||
|
2019 Q2
|
1.55%
|
$39.17
|
-1.67% (-66,546)
|
|||
|
2019 Q1
|
1.73%
|
$40.96
|
-0.45% (-18,162)
|
|||
|
2018 Q4
|
1.78%
|
$36.91
|
+0.75% (+29,864)
|
|||
|
2018 Q3
|
1.97%
|
$44.16
|
-6.17% (-260,706)
|
|||
|
2018 Q2
|
1.66%
|
$36.56
|
-2.95% (-128,413)
|
|||
|
2018 Q1
|
2.16%
|
$43.76
|
+64.02% (+1,698,463)
|
|||
|
2017 Q4
|
1.25%
|
$39.65
|
-6.31% (-178,751)
|
|||
|
2017 Q3
|
1.24%
|
$37.55
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.