Longview Partners 13F, Q2 2026
Longview Partners · quarter ending 30 June 2026 · filed 13 August 2026 · SEC CIK 1426092
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2026
Weights are against the whole filed book. Changes are in shares held, against the Q1 2026 filing.
| Company | Ticker | Value | % of book | vs Q1 2026 |
|---|---|---|---|---|
| WEST PHARMACEUTICAL SVSC INC | WST | $371.14M | 6.0% | -21% shares |
| UNITEDHEALTH GROUP INC | UNH | $350.17M | 5.7% | -25% shares |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $337.22M | 5.5% | -17% shares |
| TEXAS INSTRS INC | TXN | $322.29M | 5.2% | -29% shares |
| ALPHABET INC | GOOGL | $295.63M | 4.8% | -21% shares |
| IQVIA HLDGS INC | IQV | $289.98M | 4.7% | -21% shares |
| AMERICAN EXPRESS CO | AXP | $287.31M | 4.7% | -21% shares |
| COOPER COS INC | COO | $282.54M | 4.6% | +3% shares |
| VISA INC | V | $280.51M | 4.6% | -21% shares |
| PROGRESSIVE CORP | PGR | $266.37M | 4.3% | new |
| THERMO FISHER SCIENTIFIC INC | TMO | $265.61M | 4.3% | -20% shares |
| CDW CORP | CDW | $262.68M | 4.3% | -19% shares |
| BOOKING HOLDINGS INC | BKNG | $262.56M | 4.3% | +1879% shares |
| MSCI INC | MSCI | $259.70M | 4.2% | -21% shares |
| SYSCO CORP | SYY | $257.88M | 4.2% | -21% shares |
| BECTON DICKINSON & CO | BDX | $255.76M | 4.2% | -13% shares |
| AON PLC | $255.06M | 4.1% | -21% shares | |
| MOODYS CORP | MCO | $253.08M | 4.1% | -21% shares |
| FIDELITY NATL INFORMATION SV | FIS | $244.33M | 4.0% | +12% shares |
| MICROSOFT CORP | MSFT | $240.68M | 3.9% | -21% shares |
| CME GROUP INC | CME | $221.20M | 3.6% | unchanged |
| SALESFORCE INC | CRM | $186.85M | 3.0% | -21% shares |
| S&P GLOBAL INC | SPGI | $108.87M | 1.8% | -21% shares |
What changed since Q1 2026
Against the Q1 2026 filing, Longview Partners opened 1 new position, added to 3, trimmed 18, left 1 unchanged and exited 3. 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 0001426092-26-000003, 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.