LearnGlossaryMarketStocksSuperinvestorsSign in
← All superinvestors

William Von Mueffling Portfolio

Cantillon Capital Management · portfolio as of Q2 2026, filed Jul 29, 2026

Latest 13F filing: Q2 2026 (filed Jul 29, 2026). No newer filing yet.

How cheap is William Von Mueffling's portfolio?

1 of 23 holdings are Undervalued or On Sale by our valuation (3% of the money).

Valued by PaybackPrice; holdings from SEC 13F filings as of Jun 30, 2026. 4 not valued.

This quarter's moves · vs Q1 2026

AVGOBroadcom Inc.293.69DecreasedOverpriced198% above fair value10.6% of portfolio · $70.5M · -95%
GOOGLAlphabet Inc.284.78DecreasedOverpriced19% above fair value9.2% of portfolio · $61.1M · -95%
TSMTaiwan Semiconductor Manufacturing Company Limited375.44DecreasedOverpriced79% above fair value8.2% of portfolio · $54.8M · -95%
IBKRInteractive Brokers Group, Inc.75.82DecreasedNot valued6.8% of portfolio · $45.1M · -95%
AMATApplied Materials, Inc.332.72DecreasedOverpriced133% above fair value5.5% of portfolio · $36.3M · -97%

Full portfolio

AVGOBroadcom Inc.293.69Overpriced198% above fair value10.6% of portfolio · $70.5M
GOOGLAlphabet Inc.284.78Overpriced19% above fair value9.2% of portfolio · $61.1M
TSMTaiwan Semiconductor Manufacturing Company Limited375.44Overpriced79% above fair value8.2% of portfolio · $54.8M
IBKRInteractive Brokers Group, Inc.75.82Not valued6.8% of portfolio · $45.1M
AMATApplied Materials, Inc.332.72Overpriced133% above fair value5.5% of portfolio · $36.3M

Questions about William Von Mueffling's portfolio

What does William Von Mueffling own?

William Von Mueffling's portfolio holds 27 stocks worth $665.1M at the end of Q2 2026. The largest positions are AVGO, GOOGL, TSM, IBKR and AMAT.

What did William Von Mueffling buy last quarter?

We didn't record any new positions or additions in Q2 2026.

What did William Von Mueffling sell?

In Q2 2026, William Von Mueffling sold out of ADBE, AMT, EFX, IQV, LPLA, FWONK, TME, TMO, AON, FLTR.L and ALC and trimmed A, GOOGL, ADI, AMAT, BLK, AVGO, CBRE, CME, CP, ENTG, FAST, FERG, IBKR, ICE, LYV, MSFT, MCO, ORCL, SPGI, SSNC, TSM, TW, TCOM, UBER, V, YUM and SPOT.

Which of William Von Mueffling's stocks are undervalued right now?

ORCL is Undervalued or On Sale by our valuation.

When is the next update?

Latest 13F filing: Q2 2026 (filed Jul 29, 2026). No newer filing yet.

From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →