Longview Partners (Guernsey) LTD
- SEC CIK
- 0001426092
- Latest filing
- Aug 13, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 13, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 24
- 0 vs. Q2 2024
- Portfolio value
- $14.6B
- +$1.10B (+8.2%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ORCLOracle Corp | Stock | 4,596,152 | $783.2M | 5.4% | −17,160−0.4% | Reduced | History |
| HCAHCA Healthcare, Inc. | COM | 1,835,333 | $745.9M | 5.1% | +2,731+0.1% | Added | History |
| FISVFiserv Inc | Stock | 4,087,895 | $734.4M | 5.0% | +7,230+0.2% | Added | History |
| AXPAmerican Express Co | Stock | 2,604,686 | $706.4M | 4.8% | +1120.0% | Added | History |
| MCOMoodys Corp | Stock | 1,469,867 | $697.6M | 4.8% | +2570.0% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 164,997 | $695.0M | 4.8% | −826−0.5% | Reduced | History |
| TJXTJX Companies Inc | Stock | 5,874,224 | $690.5M | 4.7% | −6,970−0.1% | Reduced | History |
| FISFidelity National Information Services, Inc. | Stock | 8,012,879 | $671.1M | 4.6% | +21,401+0.3% | Added | History |
| MSFTMicrosoft Corp | Stock | 1,510,194 | $649.8M | 4.5% | −8,165−0.5% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 1,243,020 | $642.2M | 4.4% | +7,386+0.6% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 1,012,067 | $626.0M | 4.3% | +8,338+0.8% | Added | History |
| ADBEAdobe Inc. | Stock | 1,190,917 | $616.6M | 4.2% | −3,858−0.3% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 1,038,198 | $607.0M | 4.2% | +7,220+0.7% | Added | History |
| CDWCDW Corp | COM | 2,668,070 | $603.8M | 4.1% | +10,334+0.4% | Added | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 2,668,863 | $595.4M | 4.1% | +14,206+0.5% | Added | History |
| GOOGLAlphabet Inc. | Stock | 3,584,170 | $594.4M | 4.1% | −19,760−0.5% | Reduced | History |
| VVisa Inc. | Stock | 2,087,476 | $574.0M | 3.9% | +11,762+0.6% | Added | History |
| IQVIQVIA Holdings Inc. | Stock | 2,244,340 | $531.8M | 3.6% | +16,935+0.8% | Added | History |
| AONAon plc | CL A | 1,528,714 | $528.9M | 3.6% | +8,120+0.5% | Added | History |
| MDTMedtronic plc | Stock | 5,821,654 | $524.1M | 3.6% | −58,700−1.0% | Reduced | History |
| SYYSysco Corp | Stock | 6,559,819 | $512.1M | 3.5% | +61,142+0.9% | Added | History |
| BDXBecton Dickinson & Co | Stock | 2,063,208 | $497.4M | 3.4% | +16,535+0.8% | Added | History |
| NKENIKE, Inc. | Stock | 5,068,173 | $448.0M | 3.1% | +64,382+1.3% | Added | History |
| DGDollar General Corp | COM | 3,574,865 | $302.3M | 2.1% | +5,608+0.2% | Added | History |