William Von Mueffling Reduces Holdings Across Portfolio in Q1 2026
Cantillon Capital Management's portfolio saw a significant reduction in holdings across all major sectors during the first quarter of 2026.
As of March 31, 2026, Cantillon Capital Management, helmed by William Von Mueffling, saw a notable reduction in its portfolio holdings compared to the previous quarter. The data indicates a widespread decrease in shares across all listed positions, reflecting a consistent reduction in most of the investor's current holdings.
Among the changes observed, Analog Devices Inc (ADI) experienced the most significant reduction in percentage terms, with a -48.82% change in shares. Applied Materials Inc (AMAT) followed closely with a substantial -48.82% decrease in shares, though this was the largest absolute decrease in shares (-1,451,818 shares). Other significant reductions included reductions of approximately 11.85-12% in holdings of Broadcom Inc (AVGO), Alphabet Inc (GOOGL), Taiwan Semiconductor Manufacturing Co. (TSM), Interactive Brokers Group Inc (IBKR), S&P Global Inc (SPGI), CBRE Group Inc (CBRE), Visa Inc (V), and Intercontinental Exchange Inc (ICE).
For detailed information on William Von Mueffling's investment activities, visit Cantillon Capital Management's profile. To explore the specific companies held, such as Analog Devices Inc (ADI), Applied Materials Inc (AMAT), and Broadcom Inc (AVGO), please refer to the respective company profiles.
No purchases of new positions or exits from existing positions were disclosed in this filing for William Von Mueffling's portfolio as of the reporting date.