Longview Partners (Guernsey) LTD
- SEC CIK
- 0001426092
- Latest filing
- Aug 13, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 11, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 25
- +1 vs. Q3 2021
- Portfolio value
- $15.7B
- −$190.0M (−1.2%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| IQVIQVIA Holdings Inc. | Stock | 3,233,592 | $912.3M | 5.8% | −269,902−7.7% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 1,773,802 | $890.7M | 5.7% | −122,362−6.5% | Reduced | History |
| GWWW.W. Grainger, Inc. | Stock | 1,644,839 | $852.4M | 5.4% | −118,690−6.7% | Reduced | History |
| BNYBank of New York Mellon Corp | Stock | 14,459,252 | $839.8M | 5.4% | −998,615−6.5% | Reduced | History |
| HCAHCA Healthcare, Inc. | COM | 3,154,192 | $810.4M | 5.2% | −229,781−6.8% | Reduced | History |
| AONAon plc | CL A | 2,660,310 | $799.6M | 5.1% | −293,577−9.9% | Reduced | History |
| STTState Street Corp | COM | 8,572,199 | $797.2M | 5.1% | −553,661−6.1% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 273,786 | $793.2M | 5.1% | −18,265−6.3% | Reduced | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 4,471,256 | $777.2M | 5.0% | −294,371−6.2% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 2,873,958 | $722.7M | 4.6% | −186,280−6.1% | Reduced | History |
| ORCLOracle Corp | Stock | 8,197,540 | $714.9M | 4.6% | −933,658−10.2% | Reduced | History |
| AXPAmerican Express Co | Stock | 4,361,406 | $713.5M | 4.6% | −303,964−6.5% | Reduced | History |
| TJXTJX Companies Inc | Stock | 9,191,885 | $697.8M | 4.5% | −604,979−6.2% | Reduced | History |
| HSICHenry Schein Inc | COM | 8,844,692 | $685.7M | 4.4% | −580,791−6.2% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 1,026,230 | $669.1M | 4.3% | −67,062−6.1% | Reduced | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 3,095,617 | $660.1M | 4.2% | −213,904−6.5% | Reduced | History |
| SYYSysco Corp | Stock | 8,130,434 | $638.6M | 4.1% | −541,825−6.2% | Reduced | History |
| FISVFiserv Inc | Stock | 5,829,809 | $605.1M | 3.9% | −392,019−6.3% | Reduced | History |
| MDTMedtronic plc | Stock | 5,322,186 | $550.6M | 3.5% | −354,300−6.2% | Reduced | History |
| FISFidelity National Information Services, Inc. | Stock | 4,497,367 | $490.9M | 3.1% | −285,814−6.0% | Reduced | History |
| USFDUS Foods Holding Corp. | COM | 9,128,646 | $318.0M | 2.0% | −606,714−6.2% | Reduced | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 2,277,035 | $289.3M | 1.8% | −149,313−6.2% | Reduced | History |
| ARWArrow Electronics, Inc. | COM | 1,721,307 | $231.1M | 1.5% | −112,090−6.1% | Reduced | History |
| CDWCDW Corp | COM | 702,521 | $143.9M | 0.9% | +702,521 | New | History |
| FTDRFrontdoor, Inc. | COM | 1,714,575 | $62.8M | 0.4% | −83,768−4.7% | Reduced | History |