Longview Partners (Guernsey) LTD
- SEC CIK
- 0001426092
- Latest filing
- Aug 13, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 23
- −1 vs. Q2 2025
- Portfolio value
- $9.57B
- −$2.04B (−17.6%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 2,306,834 | $560.8M | 5.9% | −730,820−24.1% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 100,343 | $541.8M | 5.7% | −23,822−19.2% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,042,072 | $539.7M | 5.6% | −239,287−18.7% | Reduced | History |
| MCOMoodys Corp | Stock | 1,018,194 | $485.1M | 5.1% | −229,474−18.4% | Reduced | History |
| AXPAmerican Express Co | Stock | 1,379,190 | $458.1M | 4.8% | −314,768−18.6% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 1,321,875 | $456.4M | 4.8% | +105,793+8.7% | Added | History |
| VVisa Inc. | Stock | 1,334,592 | $455.6M | 4.8% | −304,134−18.6% | Reduced | History |
| IQVIQVIA Holdings Inc. | Stock | 2,346,605 | $445.7M | 4.7% | +57,891+2.5% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 903,566 | $438.2M | 4.6% | +34,981+4.0% | Added | History |
| FISFidelity National Information Services, Inc. | Stock | 6,552,749 | $432.1M | 4.5% | −264,475−3.9% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 2,271,483 | $425.2M | 4.4% | +243,754+12.0% | Added | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 2,088,995 | $421.0M | 4.4% | −180,221−7.9% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 862,635 | $419.9M | 4.4% | −197,170−18.6% | Reduced | History |
| ADBEAdobe Inc. | Stock | 1,186,585 | $418.6M | 4.4% | +166,250+16.3% | Added | History |
| FISVFiserv Inc | Stock | 3,236,820 | $417.3M | 4.4% | +581,502+21.9% | Added | History |
| AONAon plc | CL A | 1,156,754 | $412.5M | 4.3% | −151,207−11.6% | Reduced | History |
| CDWCDW Corp | COM | 2,587,357 | $412.1M | 4.3% | +320,208+14.1% | Added | History |
| SYYSysco Corp | Stock | 4,993,237 | $411.1M | 4.3% | −608,147−10.9% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 1,706,319 | $404.4M | 4.2% | +63,602+3.9% | Added | History |
| MSCIMSCI Inc. | Stock | 710,493 | $403.1M | 4.2% | +687,766+3,026.2% | Added | History |
| NKENIKE, Inc. | Stock | 5,736,975 | $400.0M | 4.2% | +28,253+0.5% | Added | History |
| HCAHCA Healthcare, Inc. | COM | 274,609 | $117.0M | 1.2% | −1,287,869−82.4% | Reduced | History |
| WSTWest Pharmaceutical Services Inc | COM | 352,139 | $92.4M | 1.0% | +352,139 | New | History |
Sold out since Q2 2025 (2)
Positions held at the end of Q2 2025 that are gone from this filing.