Longview Partners 13F, Q4 2025
Longview Partners · quarter ending 31 December 2025 · filed 17 February 2026 · SEC CIK 1426092
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q4 2025
Weights are against the whole filed book. Changes are in shares held, against the Q3 2025 filing.
| Company | Ticker | Value | % of book | vs Q3 2025 |
|---|---|---|---|---|
| ALPHABET INC | GOOGL | $503.54M | 5.3% | -30% shares |
| IQVIA HLDGS INC | IQV | $500.51M | 5.2% | -5% shares |
| MOODYS CORP | MCO | $493.72M | 5.2% | -5% shares |
| THERMO FISHER SCIENTIFIC INC | TMO | $492.69M | 5.2% | -6% shares |
| BOOKING HOLDINGS INC | BKNG | $487.70M | 5.1% | -9% shares |
| AMERICAN EXPRESS CO | AXP | $482.66M | 5.0% | -5% shares |
| MICROSOFT CORP | MSFT | $478.08M | 5.0% | -5% shares |
| SALESFORCE INC | CRM | $446.12M | 4.7% | unchanged |
| VISA INC | V | $443.70M | 4.6% | -5% shares |
| S&P GLOBAL INC | SPGI | $433.37M | 4.5% | -4% shares |
| BECTON DICKINSON & CO | BDX | $419.31M | 4.4% | -5% shares |
| MSCI INC | MSCI | $415.27M | 4.3% | unchanged |
| UNITEDHEALTH GROUP INC | UNH | $414.21M | 4.3% | -5% shares |
| FIDELITY NATL INFORMATION SV | FIS | $413.36M | 4.3% | -5% shares |
| ADOBE INC | ADBE | $410.52M | 4.3% | unchanged |
| AON PLC | $390.21M | 4.1% | -4% shares | |
| CME GROUP INC | CME | $378.70M | 4.0% | new |
| MARSH & MCLENNAN COS INC | MRSH | $374.23M | 3.9% | -3% shares |
| SYSCO CORP | SYY | $361.72M | 3.8% | unchanged |
| NIKE INC | NKE | $358.34M | 3.7% | unchanged |
| CDW CORP | CDW | $348.79M | 3.6% | unchanged |
| WEST PHARMACEUTICAL SVSC INC | WST | $311.19M | 3.3% | +221% shares |
| FISERV INC | FISV | $218.02M | 2.3% | unchanged |
What changed since Q3 2025
Against the Q3 2025 filing, Longview Partners opened 1 new position, added to 1, trimmed 14, left 7 unchanged and exited 1. 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 0001426092-26-000001, 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.