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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

William Von Mueffling – Cantillon Capital Management

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
27
Portfolio value:
$665,115,000
Filed:
Jul 29, 2026
Style:
Quality Value
HistStockActivityShare change% change to portfolio
Q2 2026filed Jul 29, 2627 reduced11 exited
≡TSM – TAIWAN SEMICONDUCTOR MANUFACReduce 95.40%−2,378,7312.65
≡TMO – THERMO FISHER SCIENTIFIC INCSell−769,698−2.51
≡AON – AON PLCSell−1,095,574−2.35
≡AVGO – BROADCOM INCReduce 95.40%−3,869,2422.27
≡EFX – EQUIFAX INCSell−1,791,379−2.14
≡GOOGL – ALPHABET INCReduce 95.40%−3,543,9952.09
≡AMAT – APPLIED MATLS INCReduce 96.70%−1,471,6672.00
≡IQV – IQVIA HLDGS INCSell−1,710,896−1.94
≡AMT – AMERICAN TOWER CORPSell−1,612,473−1.85
≡IBKR – INTERACTIVE BROKERS GROUP INReduce 95.40%−10,728,0481.77
≡ADBE – ADOBE INCSell−1,019,710−1.65
≡ALC – ALCON AGSell−2,507,095−1.26
≡ADI – ANALOG DEVICES INCReduce 95.40%−1,823,4771.22
≡MSFT – MICROSOFT CORPReduce 93.81%−1,043,3641.13
≡ORCL – ORACLE CORPReduce 91.78%−1,177,7281.07
≡ENTG – ENTEGRIS INCReduce 95.40%−2,066,6721.01
≡FLUT – FLUTTER ENTMT PLCSell−1,375,776−0.93
≡V – VISA INCReduce 95.13%−1,634,5150.86
≡TME – TENCENT MUSIC ENTMT GROUPSell−13,382,595−0.83
≡LPLA – LPL FINL HLDGS INCSell−324,927−0.65
≡LYV – LIVE NATION ENTERTAINMENT INReduce 95.40%−2,351,5560.63
≡CME – CME GROUP INCReduce 95.40%−1,322,511−0.60
≡FWONK – LIBERTY MEDIA CORP DELSell−1,035,685−0.59
≡ICE – INTERCONTINENTAL EXCHANGE INReduce 95.40%−2,806,486−0.57
≡A – AGILENT TECHNOLOGIES INCReduce 95.40%−2,619,3920.45
≡CP – CANADIAN PACIFIC KANSAS CITYReduce 95.40%−4,144,5750.33
≡TCOM – TRIP COM GROUP LTDReduce 95.33%−4,375,379−0.24
≡TW – TRADEWEB MKTS INCReduce 95.40%−2,258,052−0.22
≡FAST – FASTENAL COReduce 95.40%−7,790,6200.20
≡FERG – FERGUSON ENTERPRISES INCReduce 95.40%−1,668,7540.16
≡YUM – YUM BRANDS INCReduce 95.40%−1,728,3690.13
≡CBRE – CBRE GROUP INCReduce 95.39%−3,750,8930.13
≡BLK – BLACKROCK INCReduce 95.40%−432,4090.12
≡UBER – UBER TECHNOLOGIES INCReduce 95.40%−4,954,8990.11
≡MCO – MOODYS CORPReduce 95.40%−374,4380.09
≡SSNC – SS&C TECH HLDGSReduce 95.40%−3,580,277−0.07
≡SPOT – SPOTIFY TECHNOLOGY S AReduce 95.40%−419,137−0.02
≡SPGI – S&P GLOBAL INCReduce 95.40%−1,476,054−0.01
Q1 2026filed May 7, 261 new1 added32 reduced
≡FLUT – FLUTTER ENTMT PLCReduce 39.23%−888,249−1.70
≡TSM – TAIWAN SEMICONDUCTOR MANUFACReduce 11.87%−335,7270.95
≡TME – TENCENT MUSIC ENTMT GROUPReduce 28.47%−5,325,907−0.95
≡ADI – ANALOG DEVICES INCReduce 11.86%−257,3010.86
Q4 2025filed Feb 11, 261 new3 added2 exited
≡ZTS – ZOETIS INC COM USD0.01 CL 'A' LLCSell−1,205,716−0.97
≡ECL – ECOLAB INC COM STK USD1 LLCSell−78,513−0.12
Q3 2025filed Feb 17, 261 new4 added2 reduced1 exited
≡ECL – ECOLAB INC COM STK USD1 LLCReduce 92.83%−1,016,637−1.59
≡ICLR – ICON PLC COM LLCSell−465,197−0.39
≡AVGO – BROADCOM INC COM LLCReduce 14.25%−781,041−0.20
Q2 2025filed Feb 17, 261 new8 added2 reduced
≡AVGO – BROADCOM INC COM LLCReduce 13.10%−826,0941.90
≡IQV – IQVIA HLDGS INC COM USD0.01 LLCReduce 24.48%−490,756−0.91
Q1 2025filed Feb 17, 261 new2 added3 reduced
≡AVGO – BROADCOM INC COM LLCReduce 14.44%−1,063,996−3.49
≡TCOM – ADR TRIP COM GRP LTD LLCReduce 24.68%−1,171,953−0.50
≡TME – ADR TENCENT MUSIC ENTMT GROUP ADS LLCReduce 11.91%−2,600,4960.30
Q4 2024filed Feb 5, 257 added2 exited
≡CDW – CDW CORPSell−1,281,644−1.77
≡CACC – CREDIT ACCEP CORP MICHSell−227,057−0.62
Q3 2024filed Nov 7, 241 new8 added1 reduced2 exited
≡FERG1GBX – FERGUSON PLC NEWSell−1,746,910−2.26
≡ADI – ANALOG DEVICES INCReduce 23.26%−696,330−1.34
≡TNET – TRINET GROUP INCSell−763,352−0.51
Q2 2024filed Aug 5, 244 new2 added2 reduced2 exited
≡ADSK – AUTODESK INCSell−1,668,662−2.73
≡VRSN – VERISIGN INCSell−1,715,147−2.04
≡TNET – TRINET GROUP INCReduce 73.95%−2,166,674−1.93
≡SPGI – S&P GLOBAL INCReduce 7.59%−157,193
Q1 2024filed May 8, 242 new4 added2 reduced2 exited
≡BC – BRUNSWICK CORPSell−2,395,715−1.55
≡BDX – BECTON DICKINSON & COSell−867,764−1.41
≡TNET – TRINET GROUP INCReduce 12.43%−415,917−0.22
≡AVGO – BROADCOM INCReduce 12.37%−114,589
Q4 2023filed Feb 7, 247 added3 reduced2 exited
≡WTW – WILLIS TOWERS WATSON PLC LTDSell−1,875,572−2.91
≡BDX – BECTON DICKINSON & COReduce 35.19%−471,191−1.15
≡BC – BRUNSWICK CORPReduce 45.46%−1,996,626−1.03
≡ECL – ECOLAB INCReduce 29.58%−536,183−0.59
Q3 2023filed Nov 6, 231 new2 reduced
≡ENTG – ENTEGRIS INCReduce 14.93%−461,093−0.56
≡AVGO – BROADCOM INCReduce 9.44%−98,954−0.51
≡AMAT – APPLIED MATLS INCReduce 48.82%−1,451,818−0.68
≡SPGI – S&P GLOBAL INCReduce 11.87%−208,321−0.59
≡IBKR – INTERACTIVE BROKERS GROUP INReduce 11.87%−1,514,0230.57
≡ENTG – ENTEGRIS INCReduce 11.90%−292,7250.57
≡MSFT – MICROSOFT CORPReduce 11.87%−149,754−0.56
≡ADBE – ADOBE INCReduce 11.88%−137,527−0.54
≡FAST – FASTENAL COReduce 11.87%−1,100,2240.51
≡IQV – IQVIA HLDGS INCReduce 11.86%−230,248−0.43
≡CME – CME GROUP INCReduce 11.87%−186,6710.40
≡LYV – LIVE NATION ENTERTAINMENT INReduce 11.87%−332,1460.34
≡CBRE – CBRE GROUP INCReduce 11.85%−528,610−0.34
≡SSNC – SS&C TECH HLDGSReduce 11.87%−505,400−0.33
≡FWONK – LIBERTY MEDIA CORP DELReduce 39.32%−671,214−0.32
≡FERG – FERGUSON ENTERPRISES INCReduce 11.87%−235,5520.32
≡TW – TRADEWEB MKTS INCReduce 11.95%−321,2040.29
≡AVGO – BROADCOM INCReduce 11.91%−548,299−0.28
≡V – VISA INCReduce 11.87%−231,330−0.25
≡TMO – THERMO FISHER SCIENTIFIC INCReduce 11.87%−103,624−0.22
≡A – AGILENT TECHNOLOGIES INCReduce 11.87%−369,809−0.21
≡YUM – YUM BRANDS INCReduce 11.87%−244,0870.19
≡ICE – INTERCONTINENTAL EXCHANGE INReduce 11.86%−396,0280.15
≡AMT – AMERICAN TOWER CORPReduce 11.91%−218,0520.11
≡MCO – MOODYS CORPReduce 11.87%−52,887−0.09
≡BLK – BLACKROCK INCReduce 11.86%−60,970−0.08
≡LPLA – LPL FINL HLDGS INCReduce 11.96%−44,141−0.06
≡ALC – ALCON AGReduce 11.88%−338,0260.04
≡GOOGL – ALPHABET INCReduce 11.87%−500,173−0.04
≡AON – AON PLCReduce 11.86%−147,444−0.02
0.17
−0.14
≡HAYWARD HLDGS INCSell−5,500,345−0.58