Filed: 8/13/2026ACC: 0001426092-26-000003
📋 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 $6.16B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$6.16B
Total AUM (reported)
32.65M
Total Shares
Allocation by class
COM$4.99B81.0%
SPONSORED ADS$337.22M5.5%
CAP STK CL A$295.63M4.8%
COM CL A$280.51M4.6%
SHS CL A$255.06M4.1%
Portfolio Concentration
Top 3$1.06B17.2%
4–10$2.02B32.9%
11–25$3.07B49.9%
Top 3 weight
17.2%
Top 10 weight
50.1%
Voting Authority Distribution
Total shares with voting rights: 32.65M
Sole
Full voting authority
18.87M
shares
% of voting shares57.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
13.78M
shares
% of voting shares42.2%
Investment Discretion (by position count)
Sole0
Shared0
Other23
Dominant voting typeSole · 57.8% of voting shares
Institutional Holdings23
Rows:
WEST PHARMACEUTICAL SVSC INC
DFNDShares1.03M
TypeSH
Market value$371.14M
6.03%
Sole
595.17K
Shared
0.00
None
438.65K
UNITEDHEALTH GROUP INC
DFNDShares842.50K
TypeSH
Market value$350.17M
5.69%
Sole
486.38K
Shared
0.00
None
356.12K
TAIWAN SEMICONDUCTOR MANUFAC
DFNDShares706.12K
TypeSH
Market value$337.22M
5.48%
Sole
408.20K
Shared
0.00
None
297.92K
TEXAS INSTRS INC
DFNDShares1.08M
TypeSH
Market value$322.29M
5.23%
Sole
623.95K
Shared
0.00
None
457.29K
ALPHABET INC
DFNDShares827.25K
TypeSH
Market value$295.63M
4.80%
Sole
477.93K
Shared
0.00
None
349.32K
IQVIA HLDGS INC
DFNDShares1.50M
TypeSH
Market value$289.98M
4.71%
Sole
860.90K
Shared
0.00
None
639.86K
AMERICAN EXPRESS CO
DFNDShares849.40K
TypeSH
Market value$287.31M
4.67%
Sole
490.81K
Shared
0.00
None
358.58K
COOPER COS INC
DFNDShares3.94M
TypeSH
Market value$282.54M
4.59%
Sole
2.25M
Shared
0.00
None
1.69M
VISA INC
DFNDShares817.60K
TypeSH
Market value$280.51M
4.56%
Sole
471.16K
Shared
0.00
None
346.44K
PROGRESSIVE CORP
DFNDShares1.22M
TypeSH
Market value$266.37M
4.33%
Sole
705.19K
Shared
0.00
None
514.16K
THERMO FISHER SCIENTIFIC INC
DFNDShares529.78K
TypeSH
Market value$265.61M
4.31%
Sole
305.95K
Shared
0.00
None
223.83K
CDW CORP
DFNDShares1.87M
TypeSH
Market value$262.68M
4.27%
Sole
1.07M
Shared
0.00
None
794.30K
BOOKING HOLDINGS INC
DFNDShares1.47M
TypeSH
Market value$262.56M
4.26%
Sole
841.71K
Shared
0.00
None
631.38K
MSCI INC
DFNDShares463.71K
TypeSH
Market value$259.70M
4.22%
Sole
267.07K
Shared
0.00
None
196.64K
SYSCO CORP
DFNDShares3.09M
TypeSH
Market value$257.88M
4.19%
Sole
1.80M
Shared
0.00
None
1.29M
BECTON DICKINSON & CO
DFNDShares1.69M
TypeSH
Market value$255.76M
4.15%
Sole
992.55K
Shared
0.00
None
697.54K
AON PLC
DFNDShares768.98K
TypeSH
Market value$255.06M
4.14%
Sole
445.69K
Shared
0.00
None
323.29K
MOODYS CORP
DFNDShares558.78K
TypeSH
Market value$253.08M
4.11%
Sole
324.65K
Shared
0.00
None
234.14K
FIDELITY NATL INFORMATION SV
DFNDShares6.28M
TypeSH
Market value$244.33M
3.97%
Sole
3.64M
Shared
0.00
None
2.65M
MICROSOFT CORP
DFNDShares645.23K
TypeSH
Market value$240.68M
3.91%
Sole
373.33K
Shared
0.00
None
271.90K
CME GROUP INC
DFNDShares1M
TypeSH
Market value$221.20M
3.59%
Sole
587.88K
Shared
0.00
None
413.80K
SALESFORCE INC
DFNDShares1.19M
TypeSH
Market value$186.85M
3.03%
Sole
697.77K
Shared
0.00
None
494.96K
S&P GLOBAL INC
DFNDShares267.32K
TypeSH
Market value$108.87M
1.77%
Sole
154.44K
Shared
0.00
None
112.88K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WEST PHARMACEUTICAL SVSC INCDFND | COM | 1.03M | SH | $371.14M 6.03% | 595.17K | 0.00 | 438.65K |
UNITEDHEALTH GROUP INCDFND | COM | 842.50K | SH | $350.17M 5.69% | 486.38K | 0.00 | 356.12K |
TAIWAN SEMICONDUCTOR MANUFACDFND | SPONSORED ADS | 706.12K | SH | $337.22M 5.48% | 408.20K | 0.00 | 297.92K |
TEXAS INSTRS INCDFND | COM | 1.08M | SH | $322.29M 5.23% | 623.95K | 0.00 | 457.29K |
ALPHABET INCDFND | CAP STK CL A | 827.25K | SH | $295.63M 4.80% | 477.93K | 0.00 | 349.32K |
IQVIA HLDGS INCDFND | COM | 1.50M | SH | $289.98M 4.71% | 860.90K | 0.00 | 639.86K |
AMERICAN EXPRESS CODFND | COM | 849.40K | SH | $287.31M 4.67% | 490.81K | 0.00 | 358.58K |
COOPER COS INCDFND | COM | 3.94M | SH | $282.54M 4.59% | 2.25M | 0.00 | 1.69M |
VISA INCDFND | COM CL A | 817.60K | SH | $280.51M 4.56% | 471.16K | 0.00 | 346.44K |
PROGRESSIVE CORPDFND | COM | 1.22M | SH | $266.37M 4.33% | 705.19K | 0.00 | 514.16K |
THERMO FISHER SCIENTIFIC INCDFND | COM | 529.78K | SH | $265.61M 4.31% | 305.95K | 0.00 | 223.83K |
CDW CORPDFND | COM | 1.87M | SH | $262.68M 4.27% | 1.07M | 0.00 | 794.30K |
BOOKING HOLDINGS INCDFND | COM | 1.47M | SH | $262.56M 4.26% | 841.71K | 0.00 | 631.38K |
MSCI INCDFND | COM | 463.71K | SH | $259.70M 4.22% | 267.07K | 0.00 | 196.64K |
SYSCO CORPDFND | COM | 3.09M | SH | $257.88M 4.19% | 1.80M | 0.00 | 1.29M |
BECTON DICKINSON & CODFND | COM | 1.69M | SH | $255.76M 4.15% | 992.55K | 0.00 | 697.54K |
AON PLCDFND | SHS CL A | 768.98K | SH | $255.06M 4.14% | 445.69K | 0.00 | 323.29K |
MOODYS CORPDFND | COM | 558.78K | SH | $253.08M 4.11% | 324.65K | 0.00 | 234.14K |
FIDELITY NATL INFORMATION SVDFND | COM | 6.28M | SH | $244.33M 3.97% | 3.64M | 0.00 | 2.65M |
MICROSOFT CORPDFND | COM | 645.23K | SH | $240.68M 3.91% | 373.33K | 0.00 | 271.90K |
CME GROUP INCDFND | COM | 1M | SH | $221.20M 3.59% | 587.88K | 0.00 | 413.80K |
SALESFORCE INCDFND | COM | 1.19M | SH | $186.85M 3.03% | 697.77K | 0.00 | 494.96K |
S&P GLOBAL INCDFND | COM | 267.32K | SH | $108.87M 1.77% | 154.44K | 0.00 | 112.88K |