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Free — 5 of 24

Data as of Q4 2025

All position changes for Longview Partners (Guernsey) LTD. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	GOOGL Alphabet Inc	Decreased	1.6M	-30.3%	$503.5M	5.3%	0
2025-Q4	IQV IQVIA Holdings Inc	Decreased	2.2M	-5.4%	$500.5M	5.2%	0
2025-Q4	MCO Moody's Corp	Decreased	966,467	-5.1%	$493.7M	5.2%	0
2025-Q4	TMO Thermo Fisher Scientific Inc	Decreased	850,276	-5.9%	$492.7M	5.1%	0
2025-Q4	BKNG Booking Holdings Inc	Decreased	91,069	-9.2%	$487.7M	5.1%	0
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