William Von Mueffling - Cantillon Capital Management Sector Allocation (Q2 2026)

According to the SEC 13F filed on Jul 29, 2026, the Cantillon Capital Management portfolio managed by William Von Mueffling was diversified across 8 sectors as of quarter-end Jun 30, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.

The Technology sector represents the largest share at 42.7% of total portfolio value, followed by Technology and Financial Services and Communication Services. Together, the top three sectors account for 77.9% of the portfolio, reflecting William Von Mueffling's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.