William Von Mueffling Portfolio Update: March 2026 Holdings Analysis

William Von Mueffling, managing director at Cantillon Capital Management, reported a portfolio value of $15.05 billion as of March 31, 2026.

Top holdings show a consistent decrease in shares across most positions. Broadcom (AVGO) saw a reduction of 11.91%, Interactive Brokers Group (IBKR) and S&P Global (SPGI) both decreased by 11.87%, and CBRE Group (CBRE) by 11.85%. Analog Devices (ADI) experienced a slightly lower decrease at 11.86%, while Visa (V) and ICE decreased by 11.87%. Technology sector holdings like TSM and AMAT also decreased significantly, with TSM down 11.87% and Applied Materials (AMAT) experiencing a much larger 48.82% reduction in shares. Financial Services holdings from Interactive Brokers, Visa, and ICE all decreased by approximately 11.87%. Communication Services holding Alphabet (GOOGL) decreased by 11.87%. Real Estate holding CBRE decreased by 11.85%. The largest position, Broadcom, saw a reduction of 11.91% in shares.