What William Von Mueffling Bought in Q1 2026
Cantillon Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed
$15.05B
Total Value
38
Holdings
1
New Buys
34
Reduced
In Q1 2026, William Von Mueffling reported 38 long equity positions worth $15.05B in their Cantillon Capital Management 13F filing, including 1 new positions (largest: SPOTIFY TECHNOLOGY S A at $213.0M) and 3 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 4056002 | $1.26B | 8.34% | -11.9% |
| 2 | GOOGL | ALPHABET INC | 3715061 | $1.07B | 7.10% | -11.9% |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2493551 | $842.7M | 5.60% | -11.9% |
| 4 | IBKR | INTERACTIVE BROKERS GROUP IN | 11245881 | $754.3M | 5.01% | -11.9% |
| 5 | SPGI | S&P GLOBAL INC | 1547303 | $658.1M | 4.37% | -11.9% |
| 6 | ADI | ANALOG DEVICES INC | 1911491 | $608.1M | 4.04% | -11.9% |
| 7 | CBRE | CBRE GROUP INC | 3931976 | $532.6M | 3.54% | -11.9% |
| 8 | AMAT | APPLIED MATLS INC | 1521843 | $520.2M | 3.46% | -48.8% |
| 9 | V | VISA INC | 1718158 | $519.3M | 3.45% | -11.9% |
| 10 | ICE | Intercontinental Exchange | 2941954 | $462.7M | 3.07% | -11.9% |
| 11 | BLK | BLACKROCK INC | 453282 | $435.9M | 2.90% | -11.9% |
| 12 | MSFT | MICROSOFT CORP | 1112265 | $411.7M | 2.74% | -11.9% |
| 13 | CME | CME GROUP INC | 1386346 | $409.5M | 2.72% | -11.9% |
| 14 | FERG | FERGUSON ENTERPRISES INC | 1749302 | $408.0M | 2.71% | -11.9% |
| 15 | FAST | FASTENAL CO | 8166664 | $378.9M | 2.52% | -11.9% |
| 16 | TMO | THERMO FISHER SCIENTIFIC INC | 769698 | $378.3M | 2.51% | -11.9% |
| 17 | LYV | LIVE NATION ENTERTAINMENT IN | 2465059 | $375.9M | 2.50% | -11.9% |
| 18 | UBER | UBER TECHNOLOGIES INC | 5193864 | $373.6M | 2.48% | +1.0% |
| 19 | AON | AON PLC | 1095574 | $353.6M | 2.35% | -11.9% |
| 20 | CP | CANADIAN PACIFIC KANSAS CITY | 4344435 | $341.7M | 2.27% | +3.2% |
| 21 | EFX | EQUIFAX INC | 1791379 | $322.6M | 2.14% | +3.9% |
| 22 | A | AGILENT TECHNOLOGIES INC | 2745829 | $313.0M | 2.08% | -11.9% |
| 23 | IQV | IQVIA HLDGS INC | 1710896 | $291.8M | 1.94% | -11.9% |
| 24 | YUM | YUM BRANDS INC | 1811796 | $281.7M | 1.87% | -11.9% |
| 25 | TW | TRADEWEB MKTS INC | 2367041 | $278.5M | 1.85% | -11.9% |
| 26 | AMT | AMERICAN TOWER CORP | 1612473 | $278.3M | 1.85% | -11.9% |
| 27 | ENTG | ENTEGRIS INC | 2166428 | $254.0M | 1.69% | -11.9% |
| 28 | SSNC | SS&C TECH HLDGS | 3753093 | $253.6M | 1.68% | -11.9% |
| 29 | ADBE | ADOBE INC | 1019710 | $247.9M | 1.65% | -11.9% |
| 30 | TRPCF | TRIP COM GROUP LTD | 4589621 | $228.5M | 1.52% | -1.7% |
| 31 | SPOT | SPOTIFY TECHNOLOGY S A | 439353 | $213.0M | 1.42% | NEW |
| 32 | ALC | ALCON AG | 2507095 | $188.9M | 1.26% | -11.9% |
| 33 | ORCL | ORACLE CORP | 1283185 | $188.8M | 1.25% | 49.1% |
| 34 | MCO | MOODYS CORP | 392513 | $171.2M | 1.14% | -11.9% |
| 35 | FLUT | FLUTTER ENTMT PLC | 1375776 | $140.3M | 0.93% | -39.2% |
| 36 | TME | TENCENT MUSIC ENTMT GROUP | 13382595 | $124.2M | 0.83% | -28.5% |
| 37 | LPLA | LPL FINL HLDGS INC | 324927 | $97.7M | 0.65% | -12.0% |
| 38 | FWONK | LIBERTY MEDIA CORP DEL | 1035685 | $88.1M | 0.59% | -39.3% |