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William von Mueffling

Cantillon Capital Management · 13F-HR for Q2 2026 (quarter ending 2026-06-30), filed 2026-07-29 13F data can be up to 45 days old · filing ↗
Quarter: Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
Portfolio
$665.1M
▼ 96% over 8 quarters
Stocks
27
0 option positions not counted
Bought
+$0
0 new · 0 added
Sold
−$16.3B
11 sold out · 27 cut
Largest holdings
% of portfolio · = Q1 2026nowchange, pts
AVGOBroadcom Inc 10.6% +2.3
GOOGLAlphabet Inc 9.2% +2.1
TSMTaiwan Semiconductor Mfg Ltd 8.2% +2.6
IBKRInteractive Brokers Group In 6.8% +1.8
AMATApplied Matls Inc 5.5% +2.0
ADIAnalog Devices Inc 5.3% +1.2
SPGIS&P Global Inc 4.4% −0.0
VVisa Inc 4.3% +0.9
MSFTMicrosoft Corp 3.9% +1.1
CBRECbre Group Inc 3.7% +0.1
What they did in Q2 2026 · dollars at the quarter-end price
SoldBought -$1.5BAVGO -$1.3BGOOGL -$1.1BTSM -$1.1BAMAT -$933.8MIBKR -$724.2MADI -$601.1MSPGI -$560.8MV

The 8 largest each way of 38 sells and 0 buys; all of them are in the table below.

How the portfolio's mix changed · % of the money, last 8 quarters
0%50%100% AVGO: 10.6% nowGOOGL: 9.2% nowTSM: 8.2% nowIBKR: 6.8% nowAMAT: 5.5% nowADI: 5.3% nowOther: 54.5% now AVGO 11%GOOGL 9%TSM 8%IBKR 7%AMAT 5%ADI 5%Other 54% Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026 0%50%100% AVGO: 10.6% nowGOOGL: 9.2% nowTSM: 8.2% nowIBKR: 6.8% nowAMAT: 5.5% nowADI: 5.3% nowOther: 54.5% now AVGO 11%GOOGL 9%TSM 8%IBKR 7%AMAT 5%ADI 5%Other 54% Q4 2024Q2 2025Q4 2025Q2 2026

Every holding in Q2 2026

Stock% of portfolioSharesValuePriceActivity
AVGO Broadcom Inc 10.61% 187K$70.5M377.75 Reduced -95.4%
GOOGL Alphabet Inc · CAP STK CL A 9.19% 171K$61.1M357.37 Reduced -95.4%
TSM Taiwan Semiconductor Manufac · SPONSORED ADS 8.24% 115K$54.8M477.57 Reduced -95.4%
IBKR Interactive Brokers Group In · COM CL A 6.78% 518K$45.1M87.04 Reduced -95.4%
AMAT Applied Matls Inc 5.45% 50K$36.3M723.00 Reduced -96.7%
ADI Analog Devices Inc 5.26% 88K$35.0M397.17 Reduced -95.4%
SPGI S&p Global Inc 4.36% 71K$29.0M407.26 Reduced -95.4%
V Visa Inc · COM CL A 4.31% 84K$28.7M343.09 Reduced -95.1%
MSFT Microsoft Corp 3.86% 69K$25.7M373.02 Reduced -93.8%
CBRE Cbre Group Inc · CL A 3.67% 181K$24.4M134.69 Reduced -95.4%
LYV Live Nation Entertainment In 3.12% 114K$20.8M183.11 Reduced -95.4%
BLK Blackrock Inc 3.02% 21K$20.1M961.56 Reduced -95.4%
FERG Ferguson Enterprises Inc · COMMON STOCK NEW 2.87% 81K$19.1M237.33 Reduced -95.4%
FAST Fastenal Co 2.72% 376K$18.1M48.03 Reduced -95.4%
ENTG Entegris Inc 2.70% 100K$17.9M179.86 Reduced -95.4%
CP Canadian Pacific Kansas City 2.60% 200K$17.3M86.65 Reduced -95.4%
UBER Uber Technologies Inc 2.59% 239K$17.2M72.16 Reduced -95.4%
A Agilent Technologies Inc 2.53% 126K$16.8M132.83 Reduced -95.4%
ICE Intercontinental Exchange In 2.51% 135K$16.7M123.11 Reduced -95.4%
ORCL Oracle Corp 2.32% 105K$15.5M146.55 Reduced -91.8%
CME Cme Group Inc 2.12% 64K$14.1M220.83 Reduced -95.4%
YUM Yum Brands Inc 2.01% 83K$13.3M159.86 Reduced -95.4%
TW Tradeweb Mkts Inc · CL A 1.63% 109K$10.9M99.66 Reduced -95.4%
SSNC Ss&c Tech Hldgs 1.61% 173K$10.7M62.05 Reduced -95.4%
SPOT Spotify Technology S A · SHS 1.40% 20K$9.3M459.13 Reduced -95.4%
TCOM Trip Com Group Ltd · ADS 1.28% 214K$8.5M39.84 Reduced -95.3%
MCO Moodys Corp 1.23% 18K$8.2M452.92 Reduced -95.4%

Sold out this quarter

StockShares the quarter before% of portfolio then
TMO Thermo Fisher Scientific Inc 770K2.51%
AON Aon Plc 1.10M2.35%
EFX Equifax Inc 1.79M2.14%
IQV Iqvia Hldgs Inc 1.71M1.94%
AMT American Tower Corp 1.61M1.85%
ADBE Adobe Inc 1.02M1.65%
ALC Alcon Ag 2.51M1.26%
FLUT Flutter Entmt Plc 1.38M0.93%
TME Tencent Music Entmt Group 13.38M0.83%
LPLA Lpl Finl Hldgs Inc 325K0.65%
FWONK Liberty Media Corp Del 1.04M0.59%

From the information table of the 13F-HR (and any amendment for the same quarter), lines added up by CUSIP. Values are as reported by the manager. Changes compare share counts with the previous quarter on file; a share split between the two is detected and adjusted for.