Filed: 11/13/2025ACC: 0001426092-25-000002
📋 What this filing means
LONGVIEW PARTNERS (GUERNSEY) LTD filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $9.57B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$9.57B
Total AUM (reported)
45.47M
Total Shares
Allocation by class
COM$7.74B80.9%
CAP STK CL A$560.79M5.9%
COM CL A$455.60M4.8%
SHS CL A$412.48M4.3%
CL B$400.04M4.2%
Portfolio Concentration
Top 3$1.64B17.2%
4–10$3.17B33.1%
11–25$4.75B49.7%
Top 3 weight
17.2%
Top 10 weight
50.3%
Voting Authority Distribution
Total shares with voting rights: 45.47M
Sole
Full voting authority
29.01M
shares
% of voting shares63.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
16.46M
shares
% of voting shares36.2%
Investment Discretion (by position count)
Sole0
Shared0
Other23
Dominant voting typeSole · 63.8% of voting shares
Institutional Holdings23
Rows:
ALPHABET INC
DFNDShares2.31M
TypeSH
Market value$560.79M
5.86%
Sole
1.47M
Shared
0.00
None
832.45K
BOOKING HOLDINGS INC
DFNDShares100.34K
TypeSH
Market value$541.78M
5.66%
Sole
63.93K
Shared
0.00
None
36.41K
MICROSOFT CORP
DFNDShares1.04M
TypeSH
Market value$539.74M
5.64%
Sole
671.83K
Shared
0.00
None
370.24K
MOODYS CORP
DFNDShares1.02M
TypeSH
Market value$485.15M
5.07%
Sole
651.30K
Shared
0.00
None
366.89K
AMERICAN EXPRESS CO
DFNDShares1.38M
TypeSH
Market value$458.11M
4.79%
Sole
886.52K
Shared
0.00
None
492.67K
UNITEDHEALTH GROUP INC
DFNDShares1.32M
TypeSH
Market value$456.44M
4.77%
Sole
843.81K
Shared
0.00
None
478.06K
VISA INC
DFNDShares1.33M
TypeSH
Market value$455.60M
4.76%
Sole
852.90K
Shared
0.00
None
481.70K
IQVIA HLDGS INC
DFNDShares2.35M
TypeSH
Market value$445.71M
4.66%
Sole
1.50M
Shared
0.00
None
845.46K
THERMO FISHER SCIENTIFIC INC
DFNDShares903.57K
TypeSH
Market value$438.25M
4.58%
Sole
576.85K
Shared
0.00
None
326.72K
FIDELITY NATL INFORMATION SV
DFNDShares6.55M
TypeSH
Market value$432.09M
4.52%
Sole
4.18M
Shared
0.00
None
2.37M
BECTON DICKINSON & CO
DFNDShares2.27M
TypeSH
Market value$425.15M
4.44%
Sole
1.45M
Shared
0.00
None
822.83K
MARSH & MCLENNAN COS INC
DFNDShares2.09M
TypeSH
Market value$421.00M
4.40%
Sole
1.34M
Shared
0.00
None
750.99K
S&P GLOBAL INC
DFNDShares862.63K
TypeSH
Market value$419.85M
4.39%
Sole
548.57K
Shared
0.00
None
314.06K
ADOBE INC
DFNDShares1.19M
TypeSH
Market value$418.57M
4.37%
Sole
761.92K
Shared
0.00
None
424.67K
FISERV INC
DFNDShares3.24M
TypeSH
Market value$417.32M
4.36%
Sole
2.06M
Shared
0.00
None
1.18M
AON PLC
DFNDShares1.16M
TypeSH
Market value$412.48M
4.31%
Sole
737.46K
Shared
0.00
None
419.29K
CDW CORP
DFNDShares2.59M
TypeSH
Market value$412.11M
4.31%
Sole
1.66M
Shared
0.00
None
929.31K
SYSCO CORP
DFNDShares4.99M
TypeSH
Market value$411.14M
4.30%
Sole
3.16M
Shared
0.00
None
1.83M
SALESFORCE INC
DFNDShares1.71M
TypeSH
Market value$404.40M
4.23%
Sole
1.08M
Shared
0.00
None
626.29K
MSCI INC
DFNDShares710.49K
TypeSH
Market value$403.14M
4.21%
Sole
454.01K
Shared
0.00
None
256.48K
NIKE INC
DFNDShares5.74M
TypeSH
Market value$400.04M
4.18%
Sole
3.66M
Shared
0.00
None
2.07M
HCA HEALTHCARE INC
DFNDShares274.61K
TypeSH
Market value$117.04M
1.22%
Sole
175.47K
Shared
0.00
None
99.13K
WEST PHARMACEUTICAL SVSC INC
DFNDShares352.14K
TypeSH
Market value$92.38M
0.97%
Sole
225.78K
Shared
0.00
None
126.36K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCDFND | CAP STK CL A | 2.31M | SH | $560.79M 5.86% | 1.47M | 0.00 | 832.45K |
BOOKING HOLDINGS INCDFND | COM | 100.34K | SH | $541.78M 5.66% | 63.93K | 0.00 | 36.41K |
MICROSOFT CORPDFND | COM | 1.04M | SH | $539.74M 5.64% | 671.83K | 0.00 | 370.24K |
MOODYS CORPDFND | COM | 1.02M | SH | $485.15M 5.07% | 651.30K | 0.00 | 366.89K |
AMERICAN EXPRESS CODFND | COM | 1.38M | SH | $458.11M 4.79% | 886.52K | 0.00 | 492.67K |
UNITEDHEALTH GROUP INCDFND | COM | 1.32M | SH | $456.44M 4.77% | 843.81K | 0.00 | 478.06K |
VISA INCDFND | COM CL A | 1.33M | SH | $455.60M 4.76% | 852.90K | 0.00 | 481.70K |
IQVIA HLDGS INCDFND | COM | 2.35M | SH | $445.71M 4.66% | 1.50M | 0.00 | 845.46K |
THERMO FISHER SCIENTIFIC INCDFND | COM | 903.57K | SH | $438.25M 4.58% | 576.85K | 0.00 | 326.72K |
FIDELITY NATL INFORMATION SVDFND | COM | 6.55M | SH | $432.09M 4.52% | 4.18M | 0.00 | 2.37M |
BECTON DICKINSON & CODFND | COM | 2.27M | SH | $425.15M 4.44% | 1.45M | 0.00 | 822.83K |
MARSH & MCLENNAN COS INCDFND | COM | 2.09M | SH | $421.00M 4.40% | 1.34M | 0.00 | 750.99K |
S&P GLOBAL INCDFND | COM | 862.63K | SH | $419.85M 4.39% | 548.57K | 0.00 | 314.06K |
ADOBE INCDFND | COM | 1.19M | SH | $418.57M 4.37% | 761.92K | 0.00 | 424.67K |
FISERV INCDFND | COM | 3.24M | SH | $417.32M 4.36% | 2.06M | 0.00 | 1.18M |
AON PLCDFND | SHS CL A | 1.16M | SH | $412.48M 4.31% | 737.46K | 0.00 | 419.29K |
CDW CORPDFND | COM | 2.59M | SH | $412.11M 4.31% | 1.66M | 0.00 | 929.31K |
SYSCO CORPDFND | COM | 4.99M | SH | $411.14M 4.30% | 3.16M | 0.00 | 1.83M |
SALESFORCE INCDFND | COM | 1.71M | SH | $404.40M 4.23% | 1.08M | 0.00 | 626.29K |
MSCI INCDFND | COM | 710.49K | SH | $403.14M 4.21% | 454.01K | 0.00 | 256.48K |
NIKE INCDFND | CL B | 5.74M | SH | $400.04M 4.18% | 3.66M | 0.00 | 2.07M |
HCA HEALTHCARE INCDFND | COM | 274.61K | SH | $117.04M 1.22% | 175.47K | 0.00 | 99.13K |
WEST PHARMACEUTICAL SVSC INCDFND | COM | 352.14K | SH | $92.38M 0.97% | 225.78K | 0.00 | 126.36K |