Longview Partners (Guernsey) LTD 13F Holdings · Q2 2026
Longview Partners (Guernsey) LTD reported 23 securities worth $6.16B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: WST (6.03%), UNH (5.69%), TSM (5.48%). Among its top 25 positions this quarter: 1 new, 3 added, 19 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WST | WEST PHARMACEUTICAL SVSC INC | $371.1M | 6.03% | 1.0M | Trimmed |
| 2 | UNH | UNITEDHEALTH GROUP INC | $350.2M | 5.69% | 842,497 | Trimmed |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $337.2M | 5.48% | 706,120 | Trimmed |
| 4 | TXN | TEXAS INSTRS INC | $322.3M | 5.23% | 1.1M | Trimmed |
| 5 | GOOGL | ALPHABET INC | $295.6M | 4.80% | 827,249 | Trimmed |
| 6 | IQV | IQVIA HLDGS INC | $290.0M | 4.71% | 1.5M | Trimmed |
| 7 | AXP | AMERICAN EXPRESS CO | $287.3M | 4.67% | 849,396 | Trimmed |
| 8 | COO | COOPER COS INC | $282.5M | 4.59% | 3.9M | Added |
| 9 | V | VISA INC | $280.5M | 4.56% | 817,595 | Trimmed |
| 10 | PGR | PROGRESSIVE CORP | $266.4M | 4.33% | 1.2M | New |
| 11 | TMO | THERMO FISHER SCIENTIFIC INC | $265.6M | 4.31% | 529,776 | Trimmed |
| 12 | CDW | CDW CORP | $262.7M | 4.27% | 1.9M | Trimmed |
| 13 | BKNG | BOOKING HOLDINGS INC | $262.6M | 4.26% | 1.5M | Added |
| 14 | MSCI | MSCI INC | $259.7M | 4.22% | 463,710 | Trimmed |
| 15 | SYY | SYSCO CORP | $257.9M | 4.19% | 3.1M | Trimmed |
| 16 | BDX | BECTON DICKINSON & CO | $255.8M | 4.15% | 1.7M | Trimmed |
| 17 | AON | AON PLC | $255.1M | 4.14% | 768,975 | Trimmed |
| 18 | MCO | MOODYS CORP | $253.1M | 4.11% | 558,785 | Trimmed |
| 19 | FIS | FIDELITY NATL INFORMATION SV | $244.3M | 3.97% | 6.3M | Added |
| 20 | MSFT | MICROSOFT CORP | $240.7M | 3.91% | 645,228 | Trimmed |
| 21 | CME | CME GROUP INC | $221.2M | 3.59% | 1.0M | Trimmed |
| 22 | CRM | SALESFORCE INC | $186.9M | 3.03% | 1.2M | Trimmed |
| 23 | SPGI | S&P GLOBAL INC | $108.9M | 1.77% | 267,319 | Trimmed |
| 24 | FISV | FISERV INC | $0 | 0.00% | 0 | Exited |
| 25 | MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR