# Longview Partners (Guernsey) LTD

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1426092. Source: https://holderbook.com/funds/1426092-longview-partners-guernsey-ltd/

- Reported value: $6.2B
- Positions: 23
- Weight of the ten largest: 50.1%
- Filed: 2026-08-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| WEST PHARMACEUTICAL SVSC INC | [WST](https://holderbook.com/stocks/WST/) | $371.1M | 1,033,826 | 6.0% | 4 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $350.2M | 842,497 | 5.7% | 31 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $337.2M | 706,120 | 5.5% | 2 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $322.3M | 1,081,243 | 5.2% | 2 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $295.6M | 827,249 | 4.8% | 25 |
| IQVIA HLDGS INC | [IQV](https://holderbook.com/stocks/IQV/) | $290.0M | 1,500,760 | 4.7% | 26 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $287.3M | 849,396 | 4.7% | 27 |
| COOPER COS INC | [COO](https://holderbook.com/stocks/COO/) | $282.5M | 3,940,007 | 4.6% | 2 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $280.5M | 817,595 | 4.6% | 14 |
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $266.4M | 1,219,355 | 4.3% | 1 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $265.6M | 529,776 | 4.3% | 11 |
| CDW CORP | [CDW](https://holderbook.com/stocks/CDW/) | $262.7M | 1,867,736 | 4.3% | 19 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $262.6M | 1,473,080 | 4.3% | 16 |
| MSCI INC | [MSCI](https://holderbook.com/stocks/MSCI/) | $259.7M | 463,710 | 4.2% | 5 |
| SYSCO CORP | [SYY](https://holderbook.com/stocks/SYY/) | $257.9M | 3,085,419 | 4.2% | 28 |
| BECTON DICKINSON & CO | [BDX](https://holderbook.com/stocks/BDX/) | $255.8M | 1,690,093 | 4.2% | 22 |
| AON PLC | [AON](https://holderbook.com/stocks/AON/) | $255.1M | 768,975 | 4.1% | 25 |
| MOODYS CORP | [MCO](https://holderbook.com/stocks/MCO/) | $253.1M | 558,785 | 4.1% | 18 |
| FIDELITY NATL INFORMATION SV | [FIS](https://holderbook.com/stocks/FIS/) | $244.3M | 6,284,287 | 4.0% | 13 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $240.7M | 645,228 | 3.9% | 17 |
| CME GROUP INC | [CME](https://holderbook.com/stocks/CME/) | $221.2M | 1,001,686 | 3.6% | 3 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $186.9M | 1,192,726 | 3.0% | 6 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $108.9M | 267,319 | 1.8% | 16 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.4% | +14.8% | -5.4% | 100% |
| Q1 2026 | -15.8% | -4.6% | -11.2% | 100% |
| Q4 2025 | +1.1% | +2.4% | -1.2% | 100% |
| Q3 2025 | +2.8% | +7.8% | -5.0% | 100% |
| Q2 2025 | +3.8% | +10.5% | -6.6% | 100% |
| Q1 2025 | -1.8% | -4.6% | +2.8% | 100% |
| Q4 2024 | -3.4% | +2.1% | -5.5% | 100% |
| Q3 2024 | +8.0% | +5.4% | +2.5% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $6.2B | 23 |
| Q1 2026 | $7.1B | 25 |
| Q4 2025 | $9.6B | 23 |
| Q3 2025 | $9.6B | 23 |
| Q2 2025 | $11.6B | 24 |
| Q1 2025 | $12.4B | 25 |
| Q4 2024 | $13.4B | 24 |
| Q3 2024 | $14.6B | 24 |
| Q2 2024 | $13.5B | 24 |
| Q1 2024 | $15.5B | 24 |
| Q4 2023 | $15.0B | 25 |
| Q3 2023 | $14.1B | 25 |