William Von Mueffling - Cantillon Capital Management Portfolio Performance Analysis (Q2 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to June 2026 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+0.66B
+9,999%+
Winning Positions
+69.33%
52 wins / 75 positions
Average Gain (Winners)
$106.79M
+9,999%+ avg per position
Active Positions
27
20 losing positions
Portfolio Value Over Time
Total Positions Tracked
75
All holdings over time
Win/Loss Ratio
2.60
52 gains / 20 losses
Active vs. Exited
27 / 48
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| ADSK | Autodesk, Inc. | Technology | Dec 2019 | EXITED | $236.44K | $434.55M | $434.32M | +9,999%+ |
| WTW | Willis Towers Watson | N/A | Mar 2016 | EXITED | $360.58K | $391.92M | $391.56M | +9,999%+ |
| TMO | Thermo Fisher Scientific Inc | Healthcare | Sep 2018 | EXITED | $130.79K | $378.33M | $378.20M | +9,999%+ |
| AON | Aon Plc | Financial Services | Jun 2020 | EXITED | $271.88K | $353.63M | $353.36M | +9,999%+ |
| VRSN | VeriSign, Inc. | Technology | Sep 2017 | EXITED | $141.73K | $325.04M | $324.90M | +9,999%+ |
| EFX | Equifax, Inc. | Industrials | Dec 2016 | EXITED | $59.70K | $322.57M | $322.51M | +9,999%+ |
| IQV | IQVIA Holdings, Inc. | Healthcare | Mar 2021 | EXITED | $184.18K | $291.78M | $291.59M | +9,999%+ |
| FIS | Fidelity National Information S | Technology | Jun 2013 | EXITED | $199.90K | $279.25M | $279.05M | +9,999%+ |
| AMT | American Tower Corporation (REI | Real Estate | Mar 2016 | EXITED | $77.38K | $278.28M | $278.20M | +9,999%+ |
| ADBE | Adobe Inc. | Technology | Jun 2022 | EXITED | $141.14K | $247.87M | $247.73M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.