Longview Partners (Guernsey) LTD
- SEC CIK
- 0001426092
- Latest filing
- Aug 13, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 12, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 25
- −1 vs. Q1 2022
- Portfolio value
- $13.1B
- −$2.19B (−14.4%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| IQVIQVIA Holdings Inc. | Stock | 2,875,975 | $624.1M | 4.8% | −264,638−8.4% | Reduced | History |
| SYYSysco Corp | Stock | 7,225,944 | $612.1M | 4.7% | −666,839−8.4% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 1,191,159 | $611.8M | 4.7% | −518,826−30.3% | Reduced | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 3,918,022 | $608.3M | 4.6% | −423,861−9.8% | Reduced | History |
| AONAon plc | CL A | 2,235,491 | $602.9M | 4.6% | −256,928−10.3% | Reduced | History |
| HSICHenry Schein Inc | COM | 7,669,571 | $588.6M | 4.5% | −879,502−10.3% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 2,372,341 | $584.9M | 4.5% | −416,658−14.9% | Reduced | History |
| GWWW.W. Grainger, Inc. | Stock | 1,281,802 | $582.5M | 4.5% | −244,240−16.0% | Reduced | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 2,381,075 | $575.5M | 4.4% | −538,127−18.4% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 257,434 | $561.0M | 4.3% | −7,550−2.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 2,180,497 | $560.0M | 4.3% | +2,180,497 | New | History |
| ORCLOracle Corp | Stock | 7,944,126 | $555.1M | 4.2% | −15,300−0.2% | Reduced | History |
| CDWCDW Corp | COM | 3,505,447 | $552.3M | 4.2% | −5,300−0.2% | Reduced | History |
| BNYBank of New York Mellon Corp | Stock | 12,971,804 | $541.1M | 4.1% | −152,700−1.2% | Reduced | History |
| AXPAmerican Express Co | Stock | 3,832,917 | $531.3M | 4.1% | −83,980−2.1% | Reduced | History |
| MCOMoodys Corp | Stock | 1,948,580 | $530.0M | 4.1% | +1,796,385+1,180.3% | Added | History |
| STTState Street Corp | COM | 8,287,921 | $510.9M | 3.9% | −2,2000.0% | Reduced | History |
| HCAHCA Healthcare, Inc. | COM | 3,033,039 | $509.7M | 3.9% | −1,4100.0% | Reduced | History |
| FISVFiserv Inc | Stock | 5,660,944 | $503.7M | 3.9% | −4,800−0.1% | Reduced | History |
| TJXTJX Companies Inc | Stock | 8,935,569 | $499.1M | 3.8% | −4,500−0.1% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 997,593 | $467.4M | 3.6% | −660−0.1% | Reduced | History |
| MDTMedtronic plc | Stock | 5,186,692 | $465.5M | 3.6% | −2,2000.0% | Reduced | History |
| FISFidelity National Information Services, Inc. | Stock | 4,364,306 | $400.1M | 3.1% | −2,400−0.1% | Reduced | History |
| USFDUS Foods Holding Corp. | COM | 8,834,940 | $271.1M | 2.1% | −26,700−0.3% | Reduced | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 2,215,607 | $232.8M | 1.8% | −8400.0% | Reduced | History |
Sold out since Q1 2022 (2)
Positions held at the end of Q1 2022 that are gone from this filing.