Longview Partners (Guernsey) LTD
- SEC CIK
- 0001426092
- Latest filing
- Aug 13, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 13, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 25
- 0 vs. Q3 2023
- Portfolio value
- $15.0B
- +$883.1M (+6.3%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BKNGBooking Holdings Inc. | Stock | 217,796 | $772.6M | 5.2% | −16,564−7.1% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 5,073,784 | $708.8M | 4.7% | −493,030−8.9% | Reduced | History |
| CDWCDW Corp | COM | 3,108,761 | $706.7M | 4.7% | −252,036−7.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,783,829 | $670.8M | 4.5% | −132,680−6.9% | Reduced | History |
| TJXTJX Companies Inc | Stock | 7,138,274 | $669.6M | 4.5% | −587,860−7.6% | Reduced | History |
| MCOMoodys Corp | Stock | 1,712,560 | $668.9M | 4.5% | −124,981−6.8% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 1,439,354 | $634.1M | 4.2% | −103,360−6.7% | Reduced | History |
| FISVFiserv Inc | Stock | 4,764,765 | $633.0M | 4.2% | −349,570−6.8% | Reduced | History |
| VVisa Inc. | Stock | 2,426,254 | $631.7M | 4.2% | −170,030−6.5% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 1,191,608 | $627.3M | 4.2% | −96,730−7.5% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 1,171,709 | $621.9M | 4.1% | +1,171,709 | New | History |
| AXPAmerican Express Co | Stock | 3,249,349 | $608.7M | 4.1% | −228,797−6.6% | Reduced | History |
| IQVIQVIA Holdings Inc. | Stock | 2,593,785 | $600.1M | 4.0% | −168,802−6.1% | Reduced | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 3,093,157 | $586.1M | 3.9% | −234,852−7.1% | Reduced | History |
| HCAHCA Healthcare, Inc. | COM | 2,155,052 | $583.3M | 3.9% | −153,650−6.7% | Reduced | History |
| BNYBank of New York Mellon Corp | Stock | 11,108,458 | $578.2M | 3.9% | −1,485,219−11.8% | Reduced | History |
| ORCLOracle Corp | Stock | 5,369,862 | $566.1M | 3.8% | −410,000−7.1% | Reduced | History |
| FISFidelity National Information Services, Inc. | Stock | 9,384,668 | $563.7M | 3.8% | −621,910−6.2% | Reduced | History |
| DGDollar General Corp | COM | 4,145,210 | $563.5M | 3.8% | +551,024+15.3% | Added | History |
| SYYSysco Corp | Stock | 7,568,030 | $553.5M | 3.7% | −539,159−6.7% | Reduced | History |
| STTState Street Corp | COM | 7,019,068 | $543.7M | 3.6% | −689,744−8.9% | Reduced | History |
| MDTMedtronic plc | Stock | 6,487,317 | $534.4M | 3.6% | −442,900−6.4% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 2,150,935 | $524.5M | 3.5% | −151,785−6.6% | Reduced | History |
| AONAon plc | CL A | 1,708,604 | $497.2M | 3.3% | −122,399−6.7% | Reduced | History |
| USFDUS Foods Holding Corp. | COM | 7,517,953 | $341.4M | 2.3% | −569,084−7.0% | Reduced | History |
Sold out since Q3 2023 (1)
Positions held at the end of Q3 2023 that are gone from this filing.