Q2 2026 13F · SEC CIK 1426092
Longview Partners (Guernsey) LTD
Hedge fundFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $6.2B
- Reported positions
- 23
- Top holdings a year, 3 yrs
- +7.1%
- Assets under management
- $11.5B
Longview Partners (Guernsey) LTD is a hedge fund that reported 23 positions worth $6.2B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were West Pharmaceutical Svsc Inc (WST, 6.0%), Unitedhealth Group Inc (UNH, 5.7%), Taiwan Semiconductor Manufac (TSM, 5.5%). A portfolio copying its top holdings returned 7.1% a year over the last 3 years, against 20.4% for the S&P 500.
Longview Partners (Guernsey) LTD holdings all 23 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| WSTWest Pharmaceutical Svsc Inc | 6.0% | -21.4% | $371.1M |
| UNHUnitedhealth Group Inc | 5.7% | -24.9% | $350.2M |
| TSMTaiwan Semiconductor Manufac | 5.5% | -16.9% | $337.2M |
| TXNTexas Instrs Inc | 5.2% | -28.8% | $322.3M |
| GOOGLAlphabet Inc | 4.8% | -21.1% | $295.6M |
| IQVIqvia Hldgs Inc | 4.7% | -20.9% | $290.0M |
| AXPAmerican Express Co | 4.7% | -21.0% | $287.3M |
| COOCooper Cos Inc | 4.6% | +3.1% | $282.5M |
| VVisa Inc | 4.6% | -21.1% | $280.5M |
| PGRProgressive Corp | 4.3% | — | $266.4M |
| TMOThermo Fisher Scientific Inc | 4.3% | -20.1% | $265.6M |
| CDWCdw Corp/de | 4.3% | -18.9% | $262.7M |
| BKNGBooking Holdings Inc | 4.3% | +1879.1% | $262.6M |
| MSCIMsci Inc | 4.2% | -21.0% | $259.7M |
| SYYSysco Corp | 4.2% | -21.2% | $257.9M |
| BDXBecton Dickinson & Co | 4.2% | -12.8% | $255.8M |
| AONAon PLC | 4.1% | -21.2% | $255.1M |
| MCOMoodys Corp | 4.1% | -21.3% | $253.1M |
| FISFidelity Natl Information Sv | 4.0% | +12.3% | $244.3M |
| MSFTMicrosoft Corp | 3.9% | -21.2% | $240.7M |
| CMECme Group Inc | 3.6% | -1.5% | $221.2M |
| CRMSalesforce Inc | 3.0% | -21.2% | $186.9M |
| SPGIS&p Global Inc | 1.8% | -21.0% | $108.9M |
What Longview Partners (Guernsey) LTD bought and sold in Q2 2026, against Q1 2026.
New positions
- PGR Progressive Corp4.3% of 13F
Added to
- BKNG Booking Holdings Inc+1879.1% shares
- FIS Fidelity Natl Information Sv+12.3% shares
Reduced
- TXN Texas Instrs Inc-28.8% shares
- UNH Unitedhealth Group Inc-24.9% shares
- WST West Pharmaceutical Svsc Inc-21.4% shares
- MCO Moodys Corp-21.3% shares
- AON Aon PLC-21.2% shares
- MSFT Microsoft Corp-21.2% shares
- CRM Salesforce Inc-21.2% shares
- SYY Sysco Corp-21.2% shares
Sold out
- NKE Nike Incwas 3.8%
- FISV Fiserv Incwas 2.3%
- MRSH Marsh & Mclennan Coswas 2.0%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -1.4% /yr
- S&P 500 +20.1%
- 3 years
- +7.1% /yr
- S&P 500 +20.4%
- 5 years
- +5.4% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $6.2B | 23 |
| Q1 2026 | $7.1B | 25 |
| Q4 2025 | $9.6B | 23 |
| Q3 2025 | $9.6B | 23 |
| Q2 2025 | $11.6B | 24 |
| Q1 2025 | $12.4B | 25 |
| Q4 2024 | $13.4B | 24 |
| Q3 2024 | $14.6B | 24 |
| Q2 2024 | $13.5B | 24 |
| Q1 2024 | $15.5B | 24 |
| Q4 2023 | $15.0B | 25 |
| Q3 2023 | $14.1B | 25 |
Questions about Longview Partners (Guernsey) LTD's portfolio
What stocks does Longview Partners (Guernsey) LTD own?
Longview Partners (Guernsey) LTD's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 23 positions worth $6.2B. The largest are West Pharmaceutical Svsc Inc (WST) at 6.0%, Unitedhealth Group Inc (UNH) at 5.7%, Taiwan Semiconductor Manufac (TSM) at 5.5%, Texas Instrs Inc (TXN) at 5.2% and Alphabet Inc (GOOGL) at 4.8%.
What did Longview Partners (Guernsey) LTD buy last quarter?
In Q2 2026, Longview Partners (Guernsey) LTD added a new position in Progressive Corp (PGR), Booking Holdings Inc (BKNG) (+1879.1% shares) and Fidelity Natl Information Sv (FIS) (+12.3% shares), compared with its Q1 2026 filing.
What did Longview Partners (Guernsey) LTD sell last quarter?
In Q2 2026, Longview Partners (Guernsey) LTD sold all of Nike Inc (NKE), sold all of Fiserv Inc (FISV), sold all of Marsh & Mclennan Cos (MRSH), Texas Instrs Inc (TXN) (-28.8% shares), Unitedhealth Group Inc (UNH) (-24.9% shares) and West Pharmaceutical Svsc Inc (WST) (-21.4% shares), compared with its Q1 2026 filing.
How has Longview Partners (Guernsey) LTD's portfolio performed?
A portfolio copying Longview Partners (Guernsey) LTD's 20 largest 13F holdings each quarter, from the day each filing was public, returned +7.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -1.4% against +20.1%. Over 5 years: +5.4% a year against +11.6%.
When is Longview Partners (Guernsey) LTD's next 13F filing due?
13F filings are due 45 days after each quarter ends. Longview Partners (Guernsey) LTD's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Longview Partners (Guernsey) LTD manage?
Longview Partners (Guernsey) LTD reported $11.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $6.2B.