Longview Partners (Guernsey) LTD
- SEC CIK
- 0001426092
- Latest filing
- Aug 13, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 11, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 26
- +1 vs. Q1 2023
- Portfolio value
- $15.3B
- +$1.09B (+7.7%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ORCLOracle Corp | Stock | 6,985,603 | $831.9M | 5.4% | −381,100−5.2% | Reduced | History |
| HCAHCA Healthcare, Inc. | COM | 2,541,230 | $771.2M | 5.1% | −61,602−2.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 2,204,162 | $750.6M | 4.9% | −55,050−2.4% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 272,985 | $737.1M | 4.8% | −6,734−2.4% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 5,967,751 | $714.3M | 4.7% | −148,790−2.4% | Reduced | History |
| TJXTJX Companies Inc | Stock | 7,702,867 | $653.1M | 4.3% | −191,200−2.4% | Reduced | History |
| FISVFiserv Inc | Stock | 5,105,788 | $644.1M | 4.2% | −129,100−2.5% | Reduced | History |
| MCOMoodys Corp | Stock | 1,836,736 | $638.7M | 4.2% | −45,630−2.4% | Reduced | History |
| AONAon plc | CL A | 1,825,402 | $630.1M | 4.1% | −15,820−0.9% | Reduced | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 3,316,120 | $623.7M | 4.1% | −80,690−2.4% | Reduced | History |
| IQVIQVIA Holdings Inc. | Stock | 2,753,819 | $619.0M | 4.1% | +45,909+1.7% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 1,285,067 | $617.7M | 4.0% | +153,840+13.6% | Added | History |
| SPGIS&P Global Inc. | Stock | 1,538,395 | $616.7M | 4.0% | −38,390−2.4% | Reduced | History |
| CDWCDW Corp | COM | 3,352,546 | $615.2M | 4.0% | +203,008+6.4% | Added | History |
| VVisa Inc. | Stock | 2,586,908 | $614.3M | 4.0% | +44,735+1.8% | Added | History |
| MDTMedtronic plc | Stock | 6,906,802 | $608.5M | 4.0% | +12,810+0.2% | Added | History |
| BDXBecton Dickinson & Co | Stock | 2,296,592 | $606.3M | 4.0% | −56,160−2.4% | Reduced | History |
| AXPAmerican Express Co | Stock | 3,466,934 | $603.9M | 4.0% | −82,830−2.3% | Reduced | History |
| SYYSysco Corp | Stock | 8,082,858 | $599.7M | 3.9% | +784,549+10.7% | Added | History |
| STTState Street Corp | COM | 7,819,450 | $572.2M | 3.7% | −92,400−1.2% | Reduced | History |
| BNYBank of New York Mellon Corp | Stock | 12,774,641 | $568.7M | 3.7% | +315,031+2.5% | Added | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 2,391,090 | $468.1M | 3.1% | +317,953+15.3% | Added | History |
| DGDollar General Corp | COM | 2,710,691 | $460.2M | 3.0% | +2,710,691 | New | History |
| USFDUS Foods Holding Corp. | COM | 8,283,079 | $364.5M | 2.4% | −202,900−2.4% | Reduced | History |
| HSICHenry Schein Inc | COM | 3,246,157 | $263.3M | 1.7% | −4,017,513−55.3% | Reduced | History |
| FISFidelity National Information Services, Inc. | Stock | 1,375,994 | $75.3M | 0.5% | +1,375,994 | New | History |
Sold out since Q1 2023 (1)
Positions held at the end of Q1 2023 that are gone from this filing.