Longview Partners (Guernsey) LTD
Longview Partners (Guernsey) LTD's Longview Partners (Guernsey) LTD holds 25 U.S.-equity positions worth $7.1B (SEC 13F, Q1 2026). Top positions: West Pharmaceutical Services, Inc. 4.7%, Thermo Fisher Scientific, Inc. 4.6%, American Express Company 4.6%. 13F-replication return is +19% over 3 years (-60 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| WST West Pharmaceutical Services, Inc. | 4.7% | 1.3M | $330M | ▲ 16% (+184K) | $268.28 | $368.76 (+37%) | 2026-03-31 |
| TMO Thermo Fisher Scientific, Inc. | 4.6% | 663K | $326M | ▼ 22% (−187K) | $529.71 | $670.23 (+27%) | 2026-03-31 |
| AXP American Express Company | 4.6% | 1.1M | $325M | ▼ 18% (−229K) | $164.90 | $302.93 (+84%) | 2026-03-31 |
| IQV IQVIA Holdings Inc. | 4.6% | 1.9M | $324M | ▼ 15% (−323K) | $194.70 | $266.86 (+37%) | 2026-03-31 |
| MSCI MSCI, Inc. | 4.5% | 587K | $317M | ▼ 19% (−137K) | $567.82 | $541.65 (−5%) | 2026-03-31 |
| AON Aon plc Class A | 4.5% | 976K | $315M | ▼ 12% (−130K) | $315.59 | $276.78 (−12%) | 2026-03-31 |
| BKNG Booking Holdings Inc. Common Stock | 4.4% | 74K | $313M | ▼ 18% (−17K) | $106.10 | $161.51 (+52%) | 2026-03-31 |
| V VISA Inc. | 4.4% | 1.0M | $313M | ▼ 18% (−228K) | $225.96 | $361.52 (+60%) | 2026-03-31 |
| MCO Moody's Corporation | 4.4% | 710K | $310M | ▼ 27% (−257K) | $306.05 | $456.59 (+49%) | 2026-03-31 |
| BDX Becton, Dickinson and Co. | 4.3% | 1.9M | $305M | ▼ 10% (−221K) | $235.59 | $179.23 (−24%) | 2026-03-31 |
| UNH UNITEDHEALTH GROUP INCORPORATED (Delaware) | 4.3% | 1.1M | $304M | ▼ 11% (−133K) | $429.87 | $369.91 (−14%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 4.3% | 819K | $303M | ▼ 17% (−170K) | $288.30 | $519.35 (+80%) | 2026-03-31 |
| GOOGL Alphabet Inc. Class A Common Stock | 4.3% | 1.0M | $301M | ▼ 35% (−561K) | $103.73 | $344.90 (+232%) | 2026-03-31 |
| CME CME Group Inc. | 4.3% | 1.0M | $300M | ▼ 27% (−370K) | $273.08 | $266.09 (−3%) | 2026-03-31 |
| TXN Texas Instruments Incorporated | 4.2% | 1.5M | $295M | NEW (+1.5M) | $194.14 | $280.60 (+45%) | 2026-03-31 |
| TSM Taiwan Semiconductor Manufac | 4.1% | 850K | $287M | NEW (+850K) | $337.95 | $456.19 (+35%) | 2026-03-31 |
| CRM Salesforce, Inc. | 4.0% | 1.5M | $283M | ▼ 10% (−171K) | $267.19 | $236.47 (−11%) | 2026-03-31 |
| SYY Sysco Corporation | 4.0% | 3.9M | $279M | ▼ 20% (−994K) | $76.91 | $77.48 (+1%) | 2026-03-31 |
| CDW CDW Corporation | 4.0% | 2.3M | $279M | ▼ 10% (−258K) | $190.00 | $131.83 (−31%) | 2026-03-31 |
| COO The Cooper Companies, Inc. Common Stock | 3.9% | 3.8M | $273M | NEW (+3.8M) | $71.50 | $56.50 (−21%) | 2026-03-31 |
| NKE Nike, Inc. | 3.8% | 5.1M | $268M | ▼ 9.9% (−557K) | $89.29 | $35.82 (−60%) | 2026-03-31 |
| FIS Fidelity National Information Services, Inc. | 3.7% | 5.6M | $263M | ▼ 10% (−623K) | $55.27 | $33.58 (−39%) | 2026-03-31 |
| FISV Fiserv, Inc. Common Stock | 2.3% | 2.9M | $162M | ▼ 11% (−343K) | $113.03 | $45.88 (−59%) | 2026-03-31 |
| SPGI S&P Global Inc. | 2.0% | 338K | $144M | ▼ 59% (−491K) | $345.85 | $397.18 (+15%) | 2026-03-31 |
| MRSH Marsh | 2.0% | 810K | $141M | ▼ 60% (−1.2M) | $173.45 | $170.74 (−2%) | 2026-03-31 |
FAQ ▾
What are Longview Partners (Guernsey) LTD's largest holdings?
As of the latest 13F: West Pharmaceutical Services, Inc. 4.7%, Thermo Fisher Scientific, Inc. 4.6%, American Express Company 4.6%, IQVIA Holdings Inc. 4.6%, MSCI, Inc. 4.5%.
How big is Longview Partners (Guernsey) LTD's 13F portfolio?
$7.1B across 25 disclosed U.S.-equity positions.
What is Longview Partners (Guernsey) LTD's 3-year performance?
+19% (13F-replication, price return), -60 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.