Filed: 2/13/2025ACC: 0001085146-25-001334
📋 What this filing means
LONGVIEW PARTNERS (GUERNSEY) LTD filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $13.39B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$13.39B
Total AUM (reported)
68.98M
Total Shares
Allocation by class
COM$10.77B80.4%
CAP STK CL A$650.27M4.9%
COM CL A$632.07M4.7%
SHS CL A$527.29M3.9%
SHS$441.40M3.3%
CL B$367.91M2.7%
Portfolio Concentration
Top 3$2.26B16.9%
4–10$4.55B34.0%
11–25$6.58B49.1%
Top 3 weight
16.9%
Top 10 weight
50.9%
Voting Authority Distribution
Total shares with voting rights: 68.98M
Sole
Full voting authority
36M
shares
% of voting shares52.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
32.98M
shares
% of voting shares47.8%
Investment Discretion (by position count)
Sole0
Shared0
Other24
Dominant voting typeSole · 52.2% of voting shares
Institutional Holdings24
Rows:
BOOKING HOLDINGS INC
DFNDShares153.88K
TypeSH
Market value$764.56M
5.71%
Sole
80.57K
Shared
0.00
None
73.31K
FISERV INC
DFNDShares3.67M
TypeSH
Market value$754.09M
5.63%
Sole
1.91M
Shared
0.00
None
1.76M
AMERICAN EXPRESS CO
DFNDShares2.49M
TypeSH
Market value$740.16M
5.53%
Sole
1.30M
Shared
0.00
None
1.19M
ORACLE CORP
DFNDShares4.19M
TypeSH
Market value$698.68M
5.22%
Sole
2.18M
Shared
0.00
None
2.01M
TJX COS INC NEW
DFNDShares5.57M
TypeSH
Market value$673.10M
5.03%
Sole
2.91M
Shared
0.00
None
2.66M
MOODYS CORP
DFNDShares1.41M
TypeSH
Market value$666.93M
4.98%
Sole
738.33K
Shared
0.00
None
670.58K
ALPHABET INC
DFNDShares3.44M
TypeSH
Market value$650.27M
4.86%
Sole
1.80M
Shared
0.00
None
1.63M
VISA INC
DFNDShares2M
TypeSH
Market value$632.07M
4.72%
Sole
1.03M
Shared
0.00
None
973.51K
FIDELITY NATL INFORMATION SV
DFNDShares7.69M
TypeSH
Market value$620.72M
4.64%
Sole
4.03M
Shared
0.00
None
3.66M
MICROSOFT CORP
DFNDShares1.45M
TypeSH
Market value$610.17M
4.56%
Sole
759.02K
Shared
0.00
None
688.59K
S&P GLOBAL INC
DFNDShares1.19M
TypeSH
Market value$593.98M
4.44%
Sole
619.89K
Shared
0.00
None
572.76K
MARSH & MCLENNAN COS INC
DFNDShares2.56M
TypeSH
Market value$544.01M
4.06%
Sole
1.34M
Shared
0.00
None
1.22M
HCA HEALTHCARE INC
DFNDShares1.76M
TypeSH
Market value$528.43M
3.95%
Sole
926.17K
Shared
0.00
None
834.37K
AON PLC
DFNDShares1.47M
TypeSH
Market value$527.29M
3.94%
Sole
769.38K
Shared
0.00
None
698.75K
ADOBE INC
DFNDShares1.14M
TypeSH
Market value$507.68M
3.79%
Sole
600.30K
Shared
0.00
None
541.38K
THERMO FISHER SCIENTIFIC INC
DFNDShares970.80K
TypeSH
Market value$505.04M
3.77%
Sole
504.21K
Shared
0.00
None
466.60K
UNITEDHEALTH GROUP INC
DFNDShares995.86K
TypeSH
Market value$503.77M
3.76%
Sole
518.25K
Shared
0.00
None
477.61K
SYSCO CORP
DFNDShares6.29M
TypeSH
Market value$481.28M
3.59%
Sole
3.27M
Shared
0.00
None
3.02M
BECTON DICKINSON & CO
DFNDShares1.98M
TypeSH
Market value$449.19M
3.35%
Sole
1.03M
Shared
0.00
None
954.76K
CDW CORP
DFNDShares2.56M
TypeSH
Market value$445.17M
3.32%
Sole
1.34M
Shared
0.00
None
1.21M
MEDTRONIC PLC
DFNDShares5.53M
TypeSH
Market value$441.40M
3.30%
Sole
2.90M
Shared
0.00
None
2.62M
IQVIA HLDGS INC
DFNDShares2.15M
TypeSH
Market value$422.98M
3.16%
Sole
1.12M
Shared
0.00
None
1.03M
NIKE INC
DFNDShares4.86M
TypeSH
Market value$367.91M
2.75%
Sole
2.52M
Shared
0.00
None
2.34M
DOLLAR GEN CORP NEW
DFNDShares3.46M
TypeSH
Market value$261.98M
1.96%
Sole
1.80M
Shared
0.00
None
1.65M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BOOKING HOLDINGS INCDFND | COM | 153.88K | SH | $764.56M 5.71% | 80.57K | 0.00 | 73.31K |
FISERV INCDFND | COM | 3.67M | SH | $754.09M 5.63% | 1.91M | 0.00 | 1.76M |
AMERICAN EXPRESS CODFND | COM | 2.49M | SH | $740.16M 5.53% | 1.30M | 0.00 | 1.19M |
ORACLE CORPDFND | COM | 4.19M | SH | $698.68M 5.22% | 2.18M | 0.00 | 2.01M |
TJX COS INC NEWDFND | COM | 5.57M | SH | $673.10M 5.03% | 2.91M | 0.00 | 2.66M |
MOODYS CORPDFND | COM | 1.41M | SH | $666.93M 4.98% | 738.33K | 0.00 | 670.58K |
ALPHABET INCDFND | CAP STK CL A | 3.44M | SH | $650.27M 4.86% | 1.80M | 0.00 | 1.63M |
VISA INCDFND | COM CL A | 2M | SH | $632.07M 4.72% | 1.03M | 0.00 | 973.51K |
FIDELITY NATL INFORMATION SVDFND | COM | 7.69M | SH | $620.72M 4.64% | 4.03M | 0.00 | 3.66M |
MICROSOFT CORPDFND | COM | 1.45M | SH | $610.17M 4.56% | 759.02K | 0.00 | 688.59K |
S&P GLOBAL INCDFND | COM | 1.19M | SH | $593.98M 4.44% | 619.89K | 0.00 | 572.76K |
MARSH & MCLENNAN COS INCDFND | COM | 2.56M | SH | $544.01M 4.06% | 1.34M | 0.00 | 1.22M |
HCA HEALTHCARE INCDFND | COM | 1.76M | SH | $528.43M 3.95% | 926.17K | 0.00 | 834.37K |
AON PLCDFND | SHS CL A | 1.47M | SH | $527.29M 3.94% | 769.38K | 0.00 | 698.75K |
ADOBE INCDFND | COM | 1.14M | SH | $507.68M 3.79% | 600.30K | 0.00 | 541.38K |
THERMO FISHER SCIENTIFIC INCDFND | COM | 970.80K | SH | $505.04M 3.77% | 504.21K | 0.00 | 466.60K |
UNITEDHEALTH GROUP INCDFND | COM | 995.86K | SH | $503.77M 3.76% | 518.25K | 0.00 | 477.61K |
SYSCO CORPDFND | COM | 6.29M | SH | $481.28M 3.59% | 3.27M | 0.00 | 3.02M |
BECTON DICKINSON & CODFND | COM | 1.98M | SH | $449.19M 3.35% | 1.03M | 0.00 | 954.76K |
CDW CORPDFND | COM | 2.56M | SH | $445.17M 3.32% | 1.34M | 0.00 | 1.21M |
MEDTRONIC PLCDFND | SHS | 5.53M | SH | $441.40M 3.30% | 2.90M | 0.00 | 2.62M |
IQVIA HLDGS INCDFND | COM | 2.15M | SH | $422.98M 3.16% | 1.12M | 0.00 | 1.03M |
NIKE INCDFND | CL B | 4.86M | SH | $367.91M 2.75% | 2.52M | 0.00 | 2.34M |
DOLLAR GEN CORP NEWDFND | COM | 3.46M | SH | $261.98M 1.96% | 1.80M | 0.00 | 1.65M |