Longview Partners 13F, Q1 2026
Longview Partners · quarter ending 31 March 2026 · filed 15 May 2026 · SEC CIK 1426092
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2026
Weights are against the whole filed book. Changes are in shares held, against the Q4 2025 filing.
| Company | Ticker | Value | % of book | vs Q4 2025 |
|---|---|---|---|---|
| WEST PHARMACEUTICAL SVSC INC | WST | $329.69M | 4.7% | +16% shares |
| THERMO FISHER SCIENTIFIC INC | TMO | $325.80M | 4.6% | -22% shares |
| AMERICAN EXPRESS CO | AXP | $325.33M | 4.6% | -18% shares |
| IQVIA HLDGS INC | IQV | $323.60M | 4.6% | -15% shares |
| MSCI INC | MSCI | $316.54M | 4.5% | -19% shares |
| AON PLC | $315.12M | 4.5% | -12% shares | |
| BOOKING HOLDINGS INC | BKNG | $313.37M | 4.4% | -18% shares |
| VISA INC | V | $313.36M | 4.4% | -18% shares |
| MOODYS CORP | MCO | $309.58M | 4.4% | -27% shares |
| BECTON DICKINSON & CO | BDX | $304.91M | 4.3% | -10% shares |
| UNITEDHEALTH GROUP INC | UNH | $303.51M | 4.3% | -11% shares |
| MICROSOFT CORP | MSFT | $303.13M | 4.3% | -17% shares |
| ALPHABET INC | GOOGL | $301.37M | 4.3% | -35% shares |
| CME GROUP INC | CME | $300.36M | 4.3% | -27% shares |
| TEXAS INSTRS INC | TXN | $294.83M | 4.2% | new |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $287.17M | 4.1% | new |
| SALESFORCE INC | CRM | $282.51M | 4.0% | -10% shares |
| SYSCO CORP | SYY | $279.20M | 4.0% | -20% shares |
| CDW CORP | CDW | $278.65M | 4.0% | -10% shares |
| COOPER COS INC | COO | $273.35M | 3.9% | new |
| NIKE INC | NKE | $267.67M | 3.8% | -10% shares |
| FIDELITY NATL INFORMATION SV | FIS | $262.56M | 3.7% | -10% shares |
| FISERV INC | FISV | $161.96M | 2.3% | -11% shares |
| S&P GLOBAL INC | SPGI | $143.94M | 2.0% | -59% shares |
| MARSH & MCLENNAN COS INC | MRSH | $140.55M | 2.0% | -60% shares |
What changed since Q4 2025
Against the Q4 2025 filing, Longview Partners opened 3 new positions, added to 1, trimmed 21, left 0 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 0001426092-26-000002, 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.