Question 1

What stocks did William Von Mueffling buy this quarter?

Accepted Answer

In the Q1 '26 13F filing, William Von Mueffling added 1 new positions and increased 3 existing holdings, totaling $1.25B in buy activity. New positions alone account for $213.0M.

Question 2

What was William Von Mueffling's biggest new buy?

Accepted Answer

William Von Mueffling's largest new position in the Q1 '26 filing was SPOTIFY TECHNOLOGY S A (SPOT) at $213.0M, representing 1.42% of the portfolio.

Question 3

How are these "buys" calculated?

Accepted Answer

Buys are derived from quarter-over-quarter changes in 13F filings. NEW positions are stocks not held in the previous quarter; INCREASED positions are existing holdings where share count grew. 13F filings have a ~45-day reporting lag from the SEC.

Ticker	Company	Shares	Value	% Portfolio	Change
UBER	UBER TECHNOLOGIES INC	5193864	$373.6M	2.48%	+1.0%
CP	CANADIAN PACIFIC KANSAS CITY	4344435	$341.7M	2.27%	+3.2%
EFX	EQUIFAX INC	1791379	$322.6M	2.14%	+3.9%

William Von Mueffling — Recent Buys

New positions (1)

Increased positions (3)