Filed: 2/17/2026ACC: 0001426092-26-000001
📋 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 $9.58B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$9.58B
Total AUM (reported)
45.32M
Total Shares
Allocation by class
COM$7.88B82.3%
CAP STK CL A$503.54M5.3%
COM CL A$443.70M4.6%
SHS CL A$390.21M4.1%
CL B$358.34M3.7%
Portfolio Concentration
Top 3$1.50B15.6%
4–10$3.26B34.1%
11–25$4.81B50.3%
Top 3 weight
15.6%
Top 10 weight
49.7%
Voting Authority Distribution
Total shares with voting rights: 45.32M
Sole
Full voting authority
28.05M
shares
% of voting shares61.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
17.27M
shares
% of voting shares38.1%
Investment Discretion (by position count)
Sole0
Shared0
Other23
Dominant voting typeSole · 61.9% of voting shares
Institutional Holdings23
Rows:
ALPHABET INC
DFNDShares1.61M
TypeSH
Market value$503.54M
5.26%
Sole
998.09K
Shared
0.00
None
610.65K
IQVIA HLDGS INC
DFNDShares2.22M
TypeSH
Market value$500.51M
5.23%
Sole
1.37M
Shared
0.00
None
845.46K
MOODYS CORP
DFNDShares966.47K
TypeSH
Market value$493.72M
5.16%
Sole
599.58K
Shared
0.00
None
366.89K
THERMO FISHER SCIENTIFIC INC
DFNDShares850.28K
TypeSH
Market value$492.69M
5.15%
Sole
527.66K
Shared
0.00
None
322.62K
BOOKING HOLDINGS INC
DFNDShares91.07K
TypeSH
Market value$487.70M
5.09%
Sole
55.98K
Shared
0.00
None
35.09K
AMERICAN EXPRESS CO
DFNDShares1.30M
TypeSH
Market value$482.66M
5.04%
Sole
811.99K
Shared
0.00
None
492.67K
MICROSOFT CORP
DFNDShares988.55K
TypeSH
Market value$478.08M
4.99%
Sole
618.31K
Shared
0.00
None
370.24K
SALESFORCE INC
DFNDShares1.68M
TypeSH
Market value$446.12M
4.66%
Sole
1.05M
Shared
0.00
None
632.14K
VISA INC
DFNDShares1.27M
TypeSH
Market value$443.70M
4.63%
Sole
783.46K
Shared
0.00
None
481.70K
S&P GLOBAL INC
DFNDShares829.28K
TypeSH
Market value$433.37M
4.53%
Sole
514.85K
Shared
0.00
None
314.43K
BECTON DICKINSON & CO
DFNDShares2.16M
TypeSH
Market value$419.31M
4.38%
Sole
1.34M
Shared
0.00
None
822.83K
MSCI INC
DFNDShares723.81K
TypeSH
Market value$415.27M
4.34%
Sole
451.03K
Shared
0.00
None
272.78K
UNITEDHEALTH GROUP INC
DFNDShares1.25M
TypeSH
Market value$414.21M
4.33%
Sole
776.69K
Shared
0.00
None
478.06K
FIDELITY NATL INFORMATION SV
DFNDShares6.22M
TypeSH
Market value$413.36M
4.32%
Sole
3.85M
Shared
0.00
None
2.37M
ADOBE INC
DFNDShares1.17M
TypeSH
Market value$410.52M
4.29%
Sole
714.07K
Shared
0.00
None
458.88K
AON PLC
DFNDShares1.11M
TypeSH
Market value$390.21M
4.07%
Sole
686.49K
Shared
0.00
None
419.29K
CME GROUP INC
DFNDShares1.39M
TypeSH
Market value$378.70M
3.95%
Sole
859.50K
Shared
0.00
None
527.27K
MARSH & MCLENNAN COS INC
DFNDShares2.02M
TypeSH
Market value$374.23M
3.91%
Sole
1.26M
Shared
0.00
None
762.07K
SYSCO CORP
DFNDShares4.91M
TypeSH
Market value$361.72M
3.78%
Sole
3M
Shared
0.00
None
1.91M
NIKE INC
DFNDShares5.62M
TypeSH
Market value$358.34M
3.74%
Sole
3.50M
Shared
0.00
None
2.12M
CDW CORP
DFNDShares2.56M
TypeSH
Market value$348.79M
3.64%
Sole
1.57M
Shared
0.00
None
989.63K
WEST PHARMACEUTICAL SVSC INC
DFNDShares1.13M
TypeSH
Market value$311.19M
3.25%
Sole
702.66K
Shared
0.00
None
428.37K
FISERV INC
DFNDShares3.25M
TypeSH
Market value$218.02M
2.28%
Sole
2.01M
Shared
0.00
None
1.24M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCDFND | CAP STK CL A | 1.61M | SH | $503.54M 5.26% | 998.09K | 0.00 | 610.65K |
IQVIA HLDGS INCDFND | COM | 2.22M | SH | $500.51M 5.23% | 1.37M | 0.00 | 845.46K |
MOODYS CORPDFND | COM | 966.47K | SH | $493.72M 5.16% | 599.58K | 0.00 | 366.89K |
THERMO FISHER SCIENTIFIC INCDFND | COM | 850.28K | SH | $492.69M 5.15% | 527.66K | 0.00 | 322.62K |
BOOKING HOLDINGS INCDFND | COM | 91.07K | SH | $487.70M 5.09% | 55.98K | 0.00 | 35.09K |
AMERICAN EXPRESS CODFND | COM | 1.30M | SH | $482.66M 5.04% | 811.99K | 0.00 | 492.67K |
MICROSOFT CORPDFND | COM | 988.55K | SH | $478.08M 4.99% | 618.31K | 0.00 | 370.24K |
SALESFORCE INCDFND | COM | 1.68M | SH | $446.12M 4.66% | 1.05M | 0.00 | 632.14K |
VISA INCDFND | COM CL A | 1.27M | SH | $443.70M 4.63% | 783.46K | 0.00 | 481.70K |
S&P GLOBAL INCDFND | COM | 829.28K | SH | $433.37M 4.53% | 514.85K | 0.00 | 314.43K |
BECTON DICKINSON & CODFND | COM | 2.16M | SH | $419.31M 4.38% | 1.34M | 0.00 | 822.83K |
MSCI INCDFND | COM | 723.81K | SH | $415.27M 4.34% | 451.03K | 0.00 | 272.78K |
UNITEDHEALTH GROUP INCDFND | COM | 1.25M | SH | $414.21M 4.33% | 776.69K | 0.00 | 478.06K |
FIDELITY NATL INFORMATION SVDFND | COM | 6.22M | SH | $413.36M 4.32% | 3.85M | 0.00 | 2.37M |
ADOBE INCDFND | COM | 1.17M | SH | $410.52M 4.29% | 714.07K | 0.00 | 458.88K |
AON PLCDFND | SHS CL A | 1.11M | SH | $390.21M 4.07% | 686.49K | 0.00 | 419.29K |
CME GROUP INCDFND | COM | 1.39M | SH | $378.70M 3.95% | 859.50K | 0.00 | 527.27K |
MARSH & MCLENNAN COS INCDFND | COM | 2.02M | SH | $374.23M 3.91% | 1.26M | 0.00 | 762.07K |
SYSCO CORPDFND | COM | 4.91M | SH | $361.72M 3.78% | 3M | 0.00 | 1.91M |
NIKE INCDFND | CL B | 5.62M | SH | $358.34M 3.74% | 3.50M | 0.00 | 2.12M |
CDW CORPDFND | COM | 2.56M | SH | $348.79M 3.64% | 1.57M | 0.00 | 989.63K |
WEST PHARMACEUTICAL SVSC INCDFND | COM | 1.13M | SH | $311.19M 3.25% | 702.66K | 0.00 | 428.37K |
FISERV INCDFND | COM | 3.25M | SH | $218.02M 2.28% | 2.01M | 0.00 | 1.24M |