Filed: 5/14/2025ACC: 0001085146-25-003163
📋 What this filing means
LONGVIEW PARTNERS (GUERNSEY) LTD filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $12.43B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$12.43B
Total AUM (reported)
65.10M
Total Shares
Allocation by class
COM$10.01B80.5%
COM CL A$609.49M4.9%
SHS CL A$551.28M4.4%
CAP STK CL A$499.48M4.0%
SHS$467.05M3.8%
CL B$290.75M2.3%
Portfolio Concentration
Top 3$1.85B14.9%
4–10$4.05B32.6%
11–25$6.52B52.5%
Top 3 weight
14.9%
Top 10 weight
47.5%
Voting Authority Distribution
Total shares with voting rights: 65.10M
Sole
Full voting authority
34.90M
shares
% of voting shares53.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
30.20M
shares
% of voting shares46.4%
Investment Discretion (by position count)
Sole0
Shared0
Other25
Dominant voting typeSole · 53.6% of voting shares
Institutional Holdings25
Rows:
FISERV INC
DFNDShares2.82M
TypeSH
Market value$621.68M
5.00%
Sole
1.52M
Shared
0.00
None
1.30M
MOODYS CORP
DFNDShares1.32M
TypeSH
Market value$616.54M
4.96%
Sole
711.34K
Shared
0.00
None
612.58K
BOOKING HOLDINGS INC
DFNDShares133.48K
TypeSH
Market value$614.93M
4.95%
Sole
70.58K
Shared
0.00
None
62.90K
TJX COS INC NEW
DFNDShares5.01M
TypeSH
Market value$610.20M
4.91%
Sole
2.67M
Shared
0.00
None
2.34M
VISA INC
DFNDShares1.74M
TypeSH
Market value$609.49M
4.90%
Sole
934.29K
Shared
0.00
None
804.84K
MARSH & MCLENNAN COS INC
DFNDShares2.41M
TypeSH
Market value$587.04M
4.72%
Sole
1.30M
Shared
0.00
None
1.11M
HCA HEALTHCARE INC
DFNDShares1.66M
TypeSH
Market value$573.09M
4.61%
Sole
896.31K
Shared
0.00
None
762.17K
S&P GLOBAL INC
DFNDShares1.12M
TypeSH
Market value$570.95M
4.59%
Sole
599.44K
Shared
0.00
None
524.26K
ORACLE CORP
DFNDShares3.95M
TypeSH
Market value$551.74M
4.44%
Sole
2.11M
Shared
0.00
None
1.84M
AON PLC
DFNDShares1.38M
TypeSH
Market value$551.28M
4.44%
Sole
740.89K
Shared
0.00
None
640.45K
FIDELITY NATL INFORMATION SV
DFNDShares7.24M
TypeSH
Market value$540.48M
4.35%
Sole
3.89M
Shared
0.00
None
3.34M
MICROSOFT CORP
DFNDShares1.36M
TypeSH
Market value$511.38M
4.11%
Sole
734.17K
Shared
0.00
None
628.09K
ALPHABET INC
DFNDShares3.23M
TypeSH
Market value$499.48M
4.02%
Sole
1.74M
Shared
0.00
None
1.49M
UNITEDHEALTH GROUP INC
DFNDShares937.73K
TypeSH
Market value$491.14M
3.95%
Sole
500.92K
Shared
0.00
None
436.81K
AMERICAN EXPRESS CO
DFNDShares1.80M
TypeSH
Market value$484.31M
3.90%
Sole
967.64K
Shared
0.00
None
832.42K
SALESFORCE INC
DFNDShares1.74M
TypeSH
Market value$467.94M
3.77%
Sole
934.18K
Shared
0.00
None
809.54K
MEDTRONIC PLC
DFNDShares5.20M
TypeSH
Market value$467.05M
3.76%
Sole
2.80M
Shared
0.00
None
2.39M
THERMO FISHER SCIENTIFIC INC
DFNDShares914.18K
TypeSH
Market value$454.90M
3.66%
Sole
487.29K
Shared
0.00
None
426.90K
SYSCO CORP
DFNDShares5.93M
TypeSH
Market value$445.02M
3.58%
Sole
3.16M
Shared
0.00
None
2.77M
BECTON DICKINSON & CO
DFNDShares1.86M
TypeSH
Market value$426.81M
3.43%
Sole
989.27K
Shared
0.00
None
874.06K
ADOBE INC
DFNDShares1.07M
TypeSH
Market value$412.10M
3.32%
Sole
580.40K
Shared
0.00
None
494.08K
CDW CORP
DFNDShares2.41M
TypeSH
Market value$386.11M
3.11%
Sole
1.30M
Shared
0.00
None
1.11M
IQVIA HLDGS INC
DFNDShares2.03M
TypeSH
Market value$357.59M
2.88%
Sole
1.08M
Shared
0.00
None
945.62K
NIKE INC
DFNDShares4.58M
TypeSH
Market value$290.75M
2.34%
Sole
2.44M
Shared
0.00
None
2.14M
DOLLAR GEN CORP NEW
DFNDShares3.25M
TypeSH
Market value$286.20M
2.30%
Sole
1.74M
Shared
0.00
None
1.51M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FISERV INCDFND | COM | 2.82M | SH | $621.68M 5.00% | 1.52M | 0.00 | 1.30M |
MOODYS CORPDFND | COM | 1.32M | SH | $616.54M 4.96% | 711.34K | 0.00 | 612.58K |
BOOKING HOLDINGS INCDFND | COM | 133.48K | SH | $614.93M 4.95% | 70.58K | 0.00 | 62.90K |
TJX COS INC NEWDFND | COM | 5.01M | SH | $610.20M 4.91% | 2.67M | 0.00 | 2.34M |
VISA INCDFND | COM CL A | 1.74M | SH | $609.49M 4.90% | 934.29K | 0.00 | 804.84K |
MARSH & MCLENNAN COS INCDFND | COM | 2.41M | SH | $587.04M 4.72% | 1.30M | 0.00 | 1.11M |
HCA HEALTHCARE INCDFND | COM | 1.66M | SH | $573.09M 4.61% | 896.31K | 0.00 | 762.17K |
S&P GLOBAL INCDFND | COM | 1.12M | SH | $570.95M 4.59% | 599.44K | 0.00 | 524.26K |
ORACLE CORPDFND | COM | 3.95M | SH | $551.74M 4.44% | 2.11M | 0.00 | 1.84M |
AON PLCDFND | SHS CL A | 1.38M | SH | $551.28M 4.44% | 740.89K | 0.00 | 640.45K |
FIDELITY NATL INFORMATION SVDFND | COM | 7.24M | SH | $540.48M 4.35% | 3.89M | 0.00 | 3.34M |
MICROSOFT CORPDFND | COM | 1.36M | SH | $511.38M 4.11% | 734.17K | 0.00 | 628.09K |
ALPHABET INCDFND | CAP STK CL A | 3.23M | SH | $499.48M 4.02% | 1.74M | 0.00 | 1.49M |
UNITEDHEALTH GROUP INCDFND | COM | 937.73K | SH | $491.14M 3.95% | 500.92K | 0.00 | 436.81K |
AMERICAN EXPRESS CODFND | COM | 1.80M | SH | $484.31M 3.90% | 967.64K | 0.00 | 832.42K |
SALESFORCE INCDFND | COM | 1.74M | SH | $467.94M 3.77% | 934.18K | 0.00 | 809.54K |
MEDTRONIC PLCDFND | SHS | 5.20M | SH | $467.05M 3.76% | 2.80M | 0.00 | 2.39M |
THERMO FISHER SCIENTIFIC INCDFND | COM | 914.18K | SH | $454.90M 3.66% | 487.29K | 0.00 | 426.90K |
SYSCO CORPDFND | COM | 5.93M | SH | $445.02M 3.58% | 3.16M | 0.00 | 2.77M |
BECTON DICKINSON & CODFND | COM | 1.86M | SH | $426.81M 3.43% | 989.27K | 0.00 | 874.06K |
ADOBE INCDFND | COM | 1.07M | SH | $412.10M 3.32% | 580.40K | 0.00 | 494.08K |
CDW CORPDFND | COM | 2.41M | SH | $386.11M 3.11% | 1.30M | 0.00 | 1.11M |
IQVIA HLDGS INCDFND | COM | 2.03M | SH | $357.59M 2.88% | 1.08M | 0.00 | 945.62K |
NIKE INCDFND | CL B | 4.58M | SH | $290.75M 2.34% | 2.44M | 0.00 | 2.14M |
DOLLAR GEN CORP NEWDFND | COM | 3.25M | SH | $286.20M 2.30% | 1.74M | 0.00 | 1.51M |