Longview Partners (Guernsey) LTD
- SEC CIK
- 0001426092
- Latest filing
- Aug 13, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 13, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 26
- −1 vs. Q3 2022
- Portfolio value
- $12.6B
- +$924.4M (+7.9%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TJXTJX Companies Inc | Stock | 7,636,707 | $607.9M | 4.8% | −87,700−1.1% | Reduced | History |
| HCAHCA Healthcare, Inc. | COM | 2,526,163 | $606.2M | 4.8% | −30,690−1.2% | Reduced | History |
| STTState Street Corp | COM | 7,675,724 | $595.4M | 4.7% | −81,600−1.1% | Reduced | History |
| ORCLOracle Corp | Stock | 7,141,196 | $583.7M | 4.6% | −83,000−1.1% | Reduced | History |
| HSICHenry Schein Inc | COM | 7,015,011 | $560.3M | 4.5% | −80,400−1.1% | Reduced | History |
| BNYBank of New York Mellon Corp | Stock | 12,052,225 | $548.6M | 4.4% | −128,600−1.1% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 272,115 | $548.4M | 4.4% | −3,050−1.1% | Reduced | History |
| CDWCDW Corp | COM | 3,048,864 | $544.5M | 4.3% | −34,540−1.1% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 2,104,188 | $535.1M | 4.3% | −20,880−1.0% | Reduced | History |
| AONAon plc | CL A | 1,736,189 | $521.1M | 4.1% | −20,600−1.2% | Reduced | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 3,128,249 | $517.7M | 4.1% | −38,140−1.2% | Reduced | History |
| MDTMedtronic plc | Stock | 6,647,342 | $516.6M | 4.1% | +1,772,017+36.3% | Added | History |
| GOOGLAlphabet Inc. | Stock | 5,845,581 | $515.8M | 4.1% | +1,047,750+21.8% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 966,972 | $512.7M | 4.1% | +16,190+1.7% | Added | History |
| FISVFiserv Inc | Stock | 5,063,954 | $511.8M | 4.1% | +3,090+0.1% | Added | History |
| SPGIS&P Global Inc. | Stock | 1,518,956 | $508.8M | 4.0% | −17,080−1.1% | Reduced | History |
| AXPAmerican Express Co | Stock | 3,433,884 | $507.4M | 4.0% | −39,890−1.1% | Reduced | History |
| IQVIQVIA Holdings Inc. | Stock | 2,475,038 | $507.1M | 4.0% | +37,686+1.5% | Added | History |
| MCOMoodys Corp | Stock | 1,816,066 | $506.0M | 4.0% | −16,400−0.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 2,093,663 | $502.1M | 4.0% | +47,840+2.3% | Added | History |
| SYYSysco Corp | Stock | 6,452,109 | $493.3M | 3.9% | +209,979+3.4% | Added | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,747,557 | $363.9M | 2.9% | −441,874−20.2% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 930,960 | $315.7M | 2.5% | −5,640−0.6% | Reduced | History |
| USFDUS Foods Holding Corp. | COM | 8,220,629 | $279.7M | 2.2% | −87,100−1.0% | Reduced | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 2,061,491 | $262.8M | 2.1% | −23,040−1.1% | Reduced | History |
| GWWW.W. Grainger, Inc. | Stock | 206,590 | $114.9M | 0.9% | −770,209−78.9% | Reduced | History |
Sold out since Q3 2022 (1)
Positions held at the end of Q3 2022 that are gone from this filing.