Longview Partners 13F, Q1 2025
Longview Partners · quarter ending 31 March 2025 · filed 14 May 2025 · SEC CIK 1426092
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2025
Weights are against the whole filed book. Changes are in shares held, against the Q4 2024 filing.
| Company | Ticker | Value | % of book | vs Q4 2024 |
|---|---|---|---|---|
| FISERV INC | FISV | $621.68M | 5.0% | -23% shares |
| MOODYS CORP | MCO | $616.54M | 5.0% | -6% shares |
| BOOKING HOLDINGS INC | BKNG | $614.93M | 5.0% | -13% shares |
| TJX COS INC NEW | TJX | $610.20M | 4.9% | -10% shares |
| VISA INC | V | $609.49M | 4.9% | -13% shares |
| MARSH & MCLENNAN COS INC | MRSH | $587.04M | 4.7% | -6% shares |
| HCA HEALTHCARE INC | HCA | $573.09M | 4.6% | -6% shares |
| S&P GLOBAL INC | SPGI | $570.95M | 4.6% | -6% shares |
| ORACLE CORP | ORCL | $551.74M | 4.4% | -6% shares |
| AON PLC | $551.28M | 4.4% | -6% shares | |
| FIDELITY NATL INFORMATION SV | FIS | $540.48M | 4.3% | -6% shares |
| MICROSOFT CORP | MSFT | $511.38M | 4.1% | -6% shares |
| ALPHABET INC | GOOGL | $499.48M | 4.0% | -6% shares |
| UNITEDHEALTH GROUP INC | UNH | $491.14M | 4.0% | -6% shares |
| AMERICAN EXPRESS CO | AXP | $484.31M | 3.9% | -28% shares |
| SALESFORCE INC | CRM | $467.94M | 3.8% | new |
| MEDTRONIC PLC | $467.05M | 3.8% | -6% shares | |
| THERMO FISHER SCIENTIFIC INC | TMO | $454.90M | 3.7% | -6% shares |
| SYSCO CORP | SYY | $445.02M | 3.6% | -6% shares |
| BECTON DICKINSON & CO | BDX | $426.81M | 3.4% | -6% shares |
| ADOBE INC | ADBE | $412.10M | 3.3% | -6% shares |
| CDW CORP | CDW | $386.11M | 3.1% | -6% shares |
| IQVIA HLDGS INC | IQV | $357.59M | 2.9% | -6% shares |
| NIKE INC | NKE | $290.75M | 2.3% | -6% shares |
| DOLLAR GEN CORP NEW | DG | $286.20M | 2.3% | -6% shares |
What changed since Q4 2024
Against the Q4 2024 filing, Longview Partners opened 1 new position, 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 0001085146-25-003163, 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.