Longview Partners (Guernsey) LTD holds a diversified book of 25 stocks worth $7.1B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Texas Instruments Inc and trimmed Thermo Fisher Scientific Inc. Their largest long position is West Pharmaceutical Services at 5% of the equity book.
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Use Arkolith to show Longview Partners (Guernsey) LTD's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | West Pharmaceutical SVSC Inc COM | $329.7M | 1.32M | 4.7% | ▲+16% Added · +184K sh | |
| 2 | Thermo Fisher Scientific Inc COM | $325.8M | 662.8K | 4.6% | ▼−22% Reduced · −187K sh | |
| 3 | American Express Co COM | $325.3M | 1.08M | 4.6% | ▼−18% Reduced · −229K sh | |
| 4 | Iqvia Hldgs Inc COM | $323.6M | 1.90M | 4.6% | ▼−15% Reduced · −323K sh | |
| 5 | Msci Inc COM | $316.5M | 587.3K | 4.5% | ▼−19% Reduced · −137K sh | |
| 6 | Aon PLC SHS CL A | $315.1M | 976.3K | 4.5% | ▼−12% Reduced · −130K sh | |
| 7 | Booking Holdings Inc COM | $313.4M | 74.4K | 4.4% | ▼−18% Reduced · −17K sh | |
| 8 | Visa Inc COM CL A | $313.4M | 1.04M | 4.4% | ▼−18% Reduced · −228K sh | |
| 9 | Moodys Corp COM | $309.6M | 709.6K | 4.4% | ▼−27% Reduced · −257K sh | |
| 10 | Becton Dickinson & Co COM | $304.9M | 1.94M | 4.3% | ▼−10% Reduced · −221K sh | |
| 11 | Unitedhealth Group Inc COM | $303.5M | 1.12M | 4.3% | ▼−11% Reduced · −133K sh | |
| 12 | Microsoft Corp COM | $303.1M | 818.9K | 4.3% | ▼−17% Reduced · −170K sh | |
| 13 | Alphabet Inc CAP STK CL A | $301.4M | 1.05M | 4.3% | ▼−35% Reduced · −561K sh | |
| 14 | Cme Group Inc COM | $300.4M | 1.02M | 4.3% | ▼−27% Reduced · −370K sh | |
| 15 | Texas Instrs Inc COM | $294.8M | 1.52M | 4.2% | ▲New New position | |
| 16 | Taiwan Semiconductor Manufac SPONSORED ADS | $287.2M | 849.7K | 4.1% | ▲New New position | |
| 17 | Salesforce Inc COM | $282.5M | 1.51M | 4.0% | ▼−10% Reduced · −171K sh | |
| 18 | Sysco Corp COM | $279.2M | 3.91M | 4.0% | ▼−20% Reduced · −994K sh | |
| 19 | CDW Corp COM | $278.6M | 2.30M | 3.9% | ▼−10% Reduced · −258K sh | |
| 20 | Cooper Cos Inc COM | $273.3M | 3.82M | 3.9% | ▲New New position | |
| 21 | Nike Inc CL B | $267.7M | 5.07M | 3.8% | ▼−9.9% Reduced · −557K sh | |
| 22 | Fidelity Natl Information SV COM | $262.6M | 5.60M | 3.7% | ▼−10% Reduced · −623K sh | |
| 23 | Fiserv Inc COM | $162.0M | 2.90M | 2.3% | ▼−11% Reduced · −343K sh | |
| 24 | S&P Global Inc COM | $143.9M | 338.4K | 2.0% | ▼−59% Reduced · −491K sh | |
| 25 | Marsh & McLennan Cos Inc COM | $140.5M | 810.3K | 2.0% | ▼−60% Reduced · −1.2M sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 25 | $7.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 23 | $9.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 23 | $9.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 24 | $11.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 25 | $12.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 24 | $13.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 24 | $14.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 24 | $13.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 24 | $15.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 25 | $15.0B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 25 | $14.1B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 26 | $15.3B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 25 | $14.2B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 26 | $12.6B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 27 | $11.7B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 25 | $13.1B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 26 | $15.3B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 25 | $15.7B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 24 | $15.9B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 25 | $18.2B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 26 | $18.8B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 25 | $20.6B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 24 | $21.3B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 26 | $21.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.