Longview Partners (Guernsey) LTD
- SEC CIK
- 0001426092
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 23
- −2 vs. Q1 2026
- Portfolio value
- $6.16B
- −$900.6M (−12.8%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WSTWest Pharmaceutical Services Inc | COM | 1,033,826 | $371.1M | 6.0% | −281,577−21.4% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 842,497 | $350.2M | 5.7% | −279,164−24.9% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 706,120 | $337.2M | 5.5% | −143,620−16.9% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 1,081,243 | $322.3M | 5.2% | −437,385−28.8% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 827,249 | $295.6M | 4.8% | −220,770−21.1% | Reduced | History |
| IQVIQVIA Holdings Inc. | Stock | 1,500,760 | $290.0M | 4.7% | −396,714−20.9% | Reduced | History |
| AXPAmerican Express Co | Stock | 849,396 | $287.3M | 4.7% | −226,142−21.0% | Reduced | History |
| COOCooper Companies, Inc. | COM | 3,940,007 | $282.5M | 4.6% | +116,945+3.1% | Added | History |
| VVisa Inc. | Stock | 817,595 | $280.5M | 4.6% | −219,211−21.1% | Reduced | History |
| PGRProgressive Corp | Stock | 1,219,355 | $266.4M | 4.3% | +1,219,355 | New | History |
| TMOThermo Fisher Scientific Inc. | Stock | 529,776 | $265.6M | 4.3% | −133,052−20.1% | Reduced | History |
| CDWCDW Corp | COM | 1,867,736 | $262.7M | 4.3% | −434,750−18.9% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 1,473,080 | $262.6M | 4.3% | −387,670−20.8% | ReducedConverted for a 25-for-1 split | History |
| MSCIMSCI Inc. | Stock | 463,710 | $259.7M | 4.2% | −123,554−21.0% | Reduced | History |
| SYYSysco Corp | Stock | 3,085,419 | $257.9M | 4.2% | −828,805−21.2% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 1,690,093 | $255.8M | 4.2% | −249,143−12.8% | Reduced | History |
| AONAon plc | CL A | 768,975 | $255.1M | 4.1% | −207,288−21.2% | Reduced | History |
| MCOMoodys Corp | Stock | 558,785 | $253.1M | 4.1% | −150,849−21.3% | Reduced | History |
| FISFidelity National Information Services, Inc. | Stock | 6,284,287 | $244.3M | 4.0% | +687,109+12.3% | Added | History |
| MSFTMicrosoft Corp | Stock | 645,228 | $240.7M | 3.9% | −173,658−21.2% | Reduced | History |
| CMECME Group Inc. | COM | 1,001,686 | $221.2M | 3.6% | −15,264−1.5% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 1,192,726 | $186.9M | 3.0% | −320,691−21.2% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 267,319 | $108.9M | 1.8% | −71,099−21.0% | Reduced | History |
Sold out since Q1 2026 (3)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| NKENIKE, Inc. | Stock | 5,067,578 | $267.7M | 3.8% | History |
| FISVFiserv Inc | Stock | 2,902,523 | $162.0M | 2.3% | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 810,308 | $140.5M | 2.0% | History |