William Von Mueffling's Portfolio Shows Widespread Quarterly Decline in Holdings

As of March 31, 2026, William Von Mueffling's portfolio at Cantillon Capital Management showed notable changes in his top holdings. The total portfolio value stands at approximately $15.05 billion.

Across most of his significant positions, Mr. Von Mueffling reduced his holdings during the quarter:

• Broadcom Inc. (AVGO): Shares decreased by 11.91%

• Alphabet Inc. (GOOGL): Shares decreased by 11.87%

• Taiwan Semiconductor Manufacturing Co. (TSM): Shares decreased by 11.87%

• Interactive Brokers Group Inc. (IBKR): Shares decreased by 11.87%

• S&P Global Inc. (SPGI): Shares decreased by 11.87%

• Analog Devices Inc. (ADI): Shares decreased by 11.86%

• CBRE Group Inc. (CBRE): Shares decreased by 11.85%

• Visa Inc. (V): Shares decreased by 11.87%

• Intercontinental Exchange Inc. (ICE): Shares decreased by 11.86%

The most significant reduction was observed in Applied Materials Inc. (AMAT), where shares decreased by 48.82%, representing a substantial change.

For detailed insights into William Von Mueffling's investment strategy and performance, visit his profile at https://www.insiderset.com/investor/william-von-mueffling-cantillon-capital-management. You can also explore individual stock positions like Broadcom Inc. (https://www.insiderset.com/investors/stocks/avgo) or Alphabet Inc. (https://www.insiderset.com/investors/stocks/googl).