William von Mueffling
Cantillon Capital Management · Founder & CIO · Net worth: ~$500M
Former Lazard star PM who founded Cantillon in 2003. Known for a highly research-driven, long-biased strategy focused on return-on-capital compounders. Low drawdowns, patient capital.
Concentration profile
Diversified
BNTop-5 zoneTop-10William's single largest bet is BN at 9.1% of tracked positions. Exposure is spread across a broader basket, reducing single-name risk.
Recent moves
Every tracked 13F move — buys, adds, trims, and exits — over the last two quarters.
| Ticker | Activity | % portfolio |
|---|---|---|
| LPLA | Buy (new) | 0.70% |
| LSXMA | Add 46% | 1.00% |
| TW | Add 39% | 1.60% |
| ADBE | Add 16% | 2.30% |
| ICE | Add 15% Building ICE. | 5.80% |
| MCO | Add 10% Adding to Moody's. | 6.40% |
| ZTS | Sell (exit) | 0.00% |
| EBAY | Sell (exit) | 0.00% |
| MSFT | Reduce 6% Small Microsoft trim. | 7.80% |
| Ticker | Activity | % portfolio |
|---|---|---|
| LSXMA | Buy (new) | 0.70% |
| TW | Add 71% | 1.20% |
| IQV | Add 27% | 2.10% |
| ADBE | Add 17% | 2.00% |
| SPGI | Add 10% S&P Global add. | 5.50% |
| MSFT | Add 8% Microsoft add before Q4 trim. | 8.30% |
| ICON | Sell (exit) | 0.00% |
| EBAY | Reduce 93% | 0.10% |
| BN | Reduce 14% | 9.00% |
| Ticker | Activity | % portfolio |
|---|---|---|
| ICON | Buy (new) | 0.40% |
| ALCON | Add 95% | 1.50% |
| FAST | Add 94% | 2.40% |
| CP | Add 17% | 2.00% |
| YUM | Add 13% | 1.90% |
| BLK | Add 10% | 3.30% |
| ADBE | Add 7% | 2.00% |
| IQV | Reduce 24% | 1.50% |
| BN | Reduce 13% | 9.20% |
| Ticker | Activity | % portfolio |
|---|---|---|
| ALCON | Buy (new) | 1.00% |
| UBER | Add 31% | 2.70% |
| ADBE | Add 30% | 2.10% |
| BN | Reduce 14% | 7.30% |
| TME | Reduce 12% | 1.90% |
| Ticker | Activity | % portfolio |
|---|---|---|
| YUM | Add 32% | 1.60% |
| FERG | Add 24% | 2.30% |
| ADBE | Add 18% | 1.80% |
| TME | Add 18% | 1.60% |
| TMO | Add 16% | 3.10% |
| ENTG | Add 13% | 1.70% |
| IQV | Add 12% | 2.60% |
| CDW | Sell (exit) | 0.00% |
| CACC | Sell (exit) | 0.00% |
| Ticker | Activity | % portfolio |
|---|---|---|
| FLUT | Add 3828% | 3.70% |
| BN | Add 850% | 8.20% |
| FERG | Buy (new) | 2.20% |
| UBER | Add 65% | 2.00% |
| TME | Add 40% | 1.40% |
| ADBE | Add 18% | 1.70% |
| AON | Add 16% | 3.00% |
| CP | Add 9% | 2.10% |
| ADI | Reduce 23% | 3.40% |
| Ticker | Activity | % portfolio |
|---|---|---|
| TME | Buy (new) | 1.30% |
| UBER | Buy (new) | 1.30% |
| FLUT | Buy (new) | 0.10% |
| BLK | Add 7% | 2.90% |
| IQV | Add 7% | 2.80% |
| ADSK | Sell (exit) | 0.00% |
| VRSN | Sell (exit) | 0.00% |
William's sector breakdown
How the top 10 positions are diversified across 3 sectors. Weighted by stated portfolio percentage.
Top holdings
| Ticker | Company | % Portfolio |
|---|---|---|
| BN | BROADCOM INC | 9.1% |
 GOOGL | ALPHABET INC | 7.5% |
 TSM | TAIWAN SEMICONDUCTOR MFG LTD | 4.9% |
 AMAT | APPLIED MATLS INC | 4.3% |
 CBRE | CBRE GROUP INC | 4.1% |
 V | VISA INC Payment network. | 3.9% |
 MSFT | MICROSOFT CORP Core compounder. | 3.5% |
 ADI | ANALOG DEVICES INC | 3.3% |
 BLK | BLACKROCK INC | 3.1% |
 ICE | INTERCONTINENTAL EXCHANGE IN Exchange + data compounder. | 3.1% |
Estimate your withholding on cross-border dividends
Estimates for educational purposes only. Tax rules change; consult a qualified tax professional for your specific situation. Dividend-tax treatment depends on holding period, account type (taxable vs. retirement), investor type (individual vs. pension vs. mutual fund), limitation-on-benefits tests, and other factors not modeled here.
Want William move-alerts?
One email per 13F filing. Summarizes every new position, exit, and trim.
Similar investors
Tracked managers whose top positions overlap with William's portfolio.
What William von Mueffling did, quarter by quarter
Full move-by-move breakdown for each of the last 8 filed quarters.
Data sourced from Cantillon Capital Management 13F filings with the SEC. Approximate snapshot. Not investment advice.