Q4 2025 · 13F-HR
Longview Partners (Guernsey) LTDholdings as filed
Filed 2026-02-17 · accession 0001426092-26-000001
$9.58B
Reported value
23
Positions
2025-12-31
Period end
The Brief · Longview Partners (Guernsey) LTD · Q4 2025
AI · grounded in 13F
Longview Partners (Guernsey) LTD established a new position in CME valued at $378.7M. The fund also increased its stake in WST by 221.19%. Conversely, it closed its entire position in HCA, resulting in a decrease of $117M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 02079K305 | GOOGL | ALPHABET INC | $503.5M | 5.26% | 1,608,744 | Common | SOLE |
| 46266C105 | IQV | IQVIA HLDGS INC | $500.5M | 5.23% | 2,220,424 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $493.7M | 5.16% | 966,467 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $492.7M | 5.15% | 850,276 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $487.7M | 5.09% | 91,069 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $482.7M | 5.04% | 1,304,665 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $478.1M | 4.99% | 988,547 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $446.1M | 4.66% | 1,684,059 | Common | SOLE |
| 92826C839 | V | VISA INC | $443.7M | 4.63% | 1,265,151 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $433.4M | 4.53% | 829,280 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $419.3M | 4.38% | 2,160,601 | Common | SOLE |
| 55354G100 | MSCI | MSCI INC | $415.3M | 4.34% | 723,812 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $414.2M | 4.33% | 1,254,749 | Common | SOLE |
| 31620M106 | FIS | FIDELITY NATL INFORMATION SV | $413.4M | 4.32% | 6,219,699 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $410.5M | 4.29% | 1,172,945 | Common | SOLE |
| G0403H108 | AON | AON PLC | $390.2M | 4.07% | 1,105,784 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $378.7M | 3.95% | 1,386,768 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $374.2M | 3.91% | 2,017,195 | Common | SOLE |
| 871829107 | SYY | SYSCO CORP | $361.7M | 3.78% | 4,908,607 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $358.3M | 3.74% | 5,624,595 | Common | SOLE |
| 12514G108 | CDW | CDW CORP | $348.8M | 3.64% | 2,560,865 | Common | SOLE |
| 955306105 | WST | WEST PHARMACEUTICAL SVSC INC | $311.2M | 3.25% | 1,131,026 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $218.0M | 2.28% | 3,245,810 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.