Longview Partners 13F, Q4 2024
Longview Partners · quarter ending 31 December 2024 · filed 13 February 2025 · SEC CIK 1426092
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q4 2024
Weights are against the whole filed book. Changes are in shares held, against the Q3 2024 filing.
| Company | Ticker | Value | % of book | vs Q3 2024 |
|---|---|---|---|---|
| BOOKING HOLDINGS INC | BKNG | $764.56M | 5.7% | -7% shares |
| FISERV INC | FISV | $754.09M | 5.6% | -10% shares |
| AMERICAN EXPRESS CO | AXP | $740.16M | 5.5% | -4% shares |
| ORACLE CORP | ORCL | $698.68M | 5.2% | -9% shares |
| TJX COS INC NEW | TJX | $673.10M | 5.0% | -5% shares |
| MOODYS CORP | MCO | $666.93M | 5.0% | -4% shares |
| ALPHABET INC | GOOGL | $650.27M | 4.9% | -4% shares |
| VISA INC | V | $632.07M | 4.7% | -4% shares |
| FIDELITY NATL INFORMATION SV | FIS | $620.72M | 4.6% | -4% shares |
| MICROSOFT CORP | MSFT | $610.17M | 4.6% | -4% shares |
| S&P GLOBAL INC | SPGI | $593.98M | 4.4% | -4% shares |
| MARSH & MCLENNAN COS INC | MRSH | $544.01M | 4.1% | -4% shares |
| HCA HEALTHCARE INC | HCA | $528.43M | 4.0% | -4% shares |
| AON PLC | $527.29M | 3.9% | -4% shares | |
| ADOBE INC | ADBE | $507.68M | 3.8% | -4% shares |
| THERMO FISHER SCIENTIFIC INC | TMO | $505.04M | 3.8% | -4% shares |
| UNITEDHEALTH GROUP INC | UNH | $503.77M | 3.8% | -4% shares |
| SYSCO CORP | SYY | $481.28M | 3.6% | -4% shares |
| BECTON DICKINSON & CO | BDX | $449.19M | 3.4% | -4% shares |
| CDW CORP | CDW | $445.17M | 3.3% | -4% shares |
| MEDTRONIC PLC | $441.40M | 3.3% | -5% shares | |
| IQVIA HLDGS INC | IQV | $422.98M | 3.2% | -4% shares |
| NIKE INC | NKE | $367.91M | 2.8% | -4% shares |
| DOLLAR GEN CORP NEW | DG | $261.98M | 2.0% | -3% shares |
What changed since Q3 2024
Against the Q3 2024 filing, Longview Partners opened 0 new positions, added to 0, trimmed 24, left 0 unchanged and exited 0. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001085146-25-001334, filed by Longview Partners (Guernsey) LTD. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.