William Von Mueffling — Recent Sells
Cantillon Capital Management · Sold and reduced positions in the Q1 '26 13F filing.
Filed May 7, 2026 · Last updated
William Von Mueffling fully exited 0 positions and reduced 34 existing holdings in the Q1 '26 filing — a combined sell footprint of approximately $3.68B.
Reduced positions (34)
| Ticker | Company | Shares Now | Value Now | % Portfolio | Change |
|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 4056002 | $1.26B | 8.34% | -11.9% |
| GOOGL | ALPHABET INC | 3715061 | $1.07B | 7.10% | -11.9% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2493551 | $842.7M | 5.60% | -11.9% |
| IBKR | INTERACTIVE BROKERS GROUP IN | 11245881 | $754.3M | 5.01% | -11.9% |
| SPGI | S&P GLOBAL INC | 1547303 | $658.1M | 4.37% | -11.9% |
| ADI | ANALOG DEVICES INC | 1911491 | $608.1M | 4.04% | -11.9% |
| CBRE | CBRE GROUP INC | 3931976 | $532.6M | 3.54% | -11.9% |
| AMAT | APPLIED MATLS INC | 1521843 | $520.2M | 3.46% | -48.8% |
| V | VISA INC | 1718158 | $519.3M | 3.45% | -11.9% |
| ICE | Intercontinental Exchange | 2941954 | $462.7M | 3.07% | -11.9% |
| BLK | BLACKROCK INC | 453282 | $435.9M | 2.90% | -11.9% |
| MSFT | MICROSOFT CORP | 1112265 | $411.7M | 2.74% | -11.9% |
| CME | CME GROUP INC | 1386346 | $409.5M | 2.72% | -11.9% |
| FERG | FERGUSON ENTERPRISES INC | 1749302 | $408.0M | 2.71% | -11.9% |
| FAST | FASTENAL CO | 8166664 | $378.9M | 2.52% | -11.9% |
| TMO | THERMO FISHER SCIENTIFIC INC | 769698 | $378.3M | 2.51% | -11.9% |
| LYV | LIVE NATION ENTERTAINMENT IN | 2465059 | $375.9M | 2.50% | -11.9% |
| AON | AON PLC | 1095574 | $353.6M | 2.35% | -11.9% |
| A | AGILENT TECHNOLOGIES INC | 2745829 | $313.0M | 2.08% | -11.9% |
| IQV | IQVIA HLDGS INC | 1710896 | $291.8M | 1.94% | -11.9% |
| YUM | YUM BRANDS INC | 1811796 | $281.7M | 1.87% | -11.9% |
| TW | TRADEWEB MKTS INC | 2367041 | $278.5M | 1.85% | -11.9% |
| AMT | AMERICAN TOWER CORP | 1612473 | $278.3M | 1.85% | -11.9% |
| ENTG | ENTEGRIS INC | 2166428 | $254.0M | 1.69% | -11.9% |
| SSNC | SS&C TECH HLDGS | 3753093 | $253.6M | 1.68% | -11.9% |
| ADBE | ADOBE INC | 1019710 | $247.9M | 1.65% | -11.9% |
| TRPCF | TRIP COM GROUP LTD | 4589621 | $228.5M | 1.52% | -1.7% |
| ALC | ALCON AG | 2507095 | $188.9M | 1.26% | -11.9% |
| ORCL | ORACLE CORP | 1283185 | $188.8M | 1.25% | 49.1% |
| MCO | MOODYS CORP | 392513 | $171.2M | 1.14% | -11.9% |
| FLUT | FLUTTER ENTMT PLC | 1375776 | $140.3M | 0.93% | -39.2% |
| TME | TENCENT MUSIC ENTMT GROUP | 13382595 | $124.2M | 0.83% | -28.5% |
| LPLA | LPL FINL HLDGS INC | 324927 | $97.7M | 0.65% | -12.0% |
| FWONK | LIBERTY MEDIA CORP DEL | 1035685 | $88.1M | 0.59% | -39.3% |