Longview Partners (Guernsey) LTD
Institutional investor · Portfolio as of Q3 2021
Top Holdings24 positions
AON PLC | 3M | $844.1M | 5.3% | $184.23 | +49.98% | 6 qtrssince 2020-Q2 | Decreased 0 |
IQVIA HLDGS INC | 3.5M | $839.2M | 5.3% | $109.71 | +118.35% | 7 qtrssince 2020-Q1 | Decreased 0 |
HCA HEALTHCARE INC | 3.4M | $821.4M | 5.2% | $122.60 | +89.86% | 11 qtrssince 2019-Q1 | Decreased 0 |
BANK OF NY MELLON CORP | 15.5M | $801.3M | 5.1% | $38.47 | +17.06% | 11 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 9.1M | $795.6M | 5.0% | $48.41 | +67.63% | 11 qtrssince 2019-Q1 | Decreased 0 |
CHARTER COMMUNICATIONS INC | 1.1M | $795.4M | 5.0% | $352.59 | +106.35% | 11 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN EXPRESS | 4.7M | $781.6M | 4.9% | $82.05 | +91.54% | 8 qtrssince 2019-Q4 | Decreased 0 |
ALPHABET - CLASS A | 292,051 | $780.8M | 4.9% | $70.23 | +88.53% | 6 qtrssince 2020-Q2 | Decreased 0 |
STATE STR CORP | 9.1M | $773.1M | 4.9% | $50.19 | +44.27% | 11 qtrssince 2019-Q1 | Decreased 0 |
BECTON DICKINSON | 3.1M | $752.3M | 4.7% | $169.39 | +1.75% | 3 qtrssince 2021-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.9M | $740.9M | 4.7% | $216.86 | +64.61% | 11 qtrssince 2019-Q1 | Decreased 0 |
L3HARRIS TECHNOLOGIES INC | 3.3M | $728.9M | 4.6% | $168.64 | +18.21% | 4 qtrssince 2020-Q4 | Decreased 0 |
MARSH & MCLENNAN COS INC | 4.8M | $721.7M | 4.6% | $134.78 | +3.32% | 2 qtrssince 2021-Q2 | Increased 95 |
SCHEIN HENRY INC | 9.4M | $717.8M | 4.5% | $62.36 | +22.13% | 11 qtrssince 2019-Q1 | Decreased 0 |
MEDTRONIC | 5.7M | $711.5M | 4.5% | $75.31 | +41.85% | 11 qtrssince 2019-Q1 | Decreased 0 |
WW GRAINGER INC | 1.8M | $693.2M | 4.4% | $269.02 | +39.05% | 11 qtrssince 2019-Q1 | Decreased 0 |
SYSCO CORP | 8.7M | $680.8M | 4.3% | $52.09 | +31.84% | 9 qtrssince 2019-Q3 | Decreased 0 |
FISERV INC | 6.2M | $675.1M | 4.3% | $95.07 | +14.13% | 11 qtrssince 2019-Q1 | Decreased 0 |
TJX COMPANIES | 9.8M | $646.4M | 4.1% | $57.06 | +7.56% | 11 qtrssince 2019-Q1 | Increased 83 |
FIDELITY NATL INFORMATION SV | 4.8M | $582M | 3.7% | $99.01 | +7.49% | 11 qtrssince 2019-Q1 | Decreased 0 |
Longview Partners (Guernsey) LTD manages $15.9B across 24 positions as of Q3 2021. Top holdings: AON (5.3%), IQV (5.3%), HCA (5.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4.5/5.0.
Exited 1, increased 3, trimmed 21. Top move: MRSH (INCREASED, conviction 95). Portfolio: $15.9B across 24 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR