Longview Partners (Guernsey) LTD
CIK 1426092
13F filing for Q2 2026・No. 784
- Holdings
- US$6.16B
- Quarter change
- −US$900.62M
- Entries
- 23
- Net bought (estimate)
- −US$1.58B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 3
- Cut 20
- Added 2
- Corporate actions 0
- Unchanged 0
Largest holdings
23 stocks worth US$6.16B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| WSTWEST PHARMACEUTICAL SVSC INCCOM | Cut | 1,033,826 | US$371.14M | 6.03% |
| UNHUNITEDHEALTH GROUP INCCOM | Cut | 842,497 | US$350.17M | 5.69% |
| TSMTSMC ADRSPONSORED ADS | Cut | 706,120 | US$337.22M | 5.48% |
| TXNTEXAS INSTRS INCCOM | Cut | 1,081,243 | US$322.29M | 5.23% |
| GOOGLAlphabetCAP STK CL A | Cut | 827,249 | US$295.63M | 4.80% |
| IQVIQVIA HLDGS INCCOM | Cut | 1,500,760 | US$289.98M | 4.71% |
| AXPAMERICAN EXPRESS COCOM | Cut | 849,396 | US$287.31M | 4.67% |
| COOCOOPER COS INCCOM | Added | 3,940,007 | US$282.54M | 4.59% |
| VVISA INCCOM CL A | Cut | 817,595 | US$280.51M | 4.56% |
| PGRPROGRESSIVE CORPCOM | New | 1,219,355 | US$266.37M | 4.33% |
Sign in (free) to see its 23 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.