William Von Mueffling - Cantillon Capital Management – Largest Position Reductions (2026 Q1)
This report summarizes the most meaningful reductions and sell-offs made by William Von Mueffling - Cantillon Capital Management in 2026 Q1. The analysis highlights which positions were trimmed or exited, providing insight into how the investor adjusted risk exposure and portfolio strategy.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| ADBE | 1,019,710 | $243.08 | Reduced | -11.88% | 1.64% | $247.87M | 2026 Q1 |
| TCOM | 4,589,621 | $49.79 | Reduced | -1.72% | 1.51% | $228.52M | 2026 Q1 |
| ALC | 2,507,095 | $75.35 | Reduced | -11.88% | 1.25% | $188.91M | 2026 Q1 |
| MCO | 392,513 | $436.25 | Reduced | -11.87% | 1.13% | $171.23M | 2026 Q1 |
| FLUT | 1,375,776 | $101.95 | Reduced | -39.23% | 0.93% | $140.26M | 2026 Q1 |
| TME | 13,382,595 | $9.28 | Reduced | -28.47% | 0.82% | $124.19M | 2026 Q1 |
| LPLA | 324,927 | $300.83 | Reduced | -11.96% | 0.65% | $97.75M | 2026 Q1 |
| FWONK | 1,035,685 | $85.02 | Reduced | -39.32% | 0.58% | $88.05M | 2026 Q1 |