StockDriftsStockDriftsTop 23 Longview Partners (guernsey) LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WST | WEST PHARMACEUTICAL SVSC INC | 6.03% | 1.03M | $371.1M | -21.41%(-281.58K) | $260.37(+34.20%) | 2026-06-30 | |
| UNH | UNITEDHEALTH GROUP INC | 5.69% | 842.5K | $350.2M | -24.89%(-279.16K) | $233.96(+69.47%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 5.48% | 706.1K | $337.2M | -16.90%(-143.62K) | $320.92(+33.02%) | 2026-06-30 | |
| TXN | TEXAS INSTRS INC | 5.23% | 1.08M | $322.3M | -28.80%(-437.38K) | $183.82(+54.29%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.8% | 827.2K | $295.6M | -21.07%(-220.77K) | $70.29(+390.43%) | 2026-06-30 | |
| IQV | IQVIA HLDGS INC | 4.71% | 1.50M | $290.0M | -20.91%(-396.71K) | $121.51(+94.77%) | 2026-06-30 | |
| AXP | AMERICAN EXPRESS CO | 4.67% | 849.4K | $287.3M | -21.03%(-226.14K) | $107.67(+215.58%) | 2026-06-30 | |
| COO | COOPER COS INC | 4.59% | 3.94M | $282.5M | +3.06%(+116.94K) | $76.55(-0.49%) | 2026-06-30 | |
| V | VISA INC | 4.56% | 817.6K | $280.5M | -21.14%(-219.21K) | $217.19(+66.65%) | 2026-06-30 | |
| PGR | PROGRESSIVE CORP | 4.33% | 1.22M | $266.4M | new | $209.92(-0.70%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +6.32% | +20.17% | +6.43% | +36.56% |
| Top 20 Holdings Unweighted | +5.89% | +18.72% | +6.16% | +34.82% |
Longview Partners (guernsey) LTD reports $6.16B in US-listed equity holdings across 23 positions in its most recent 13F filing. Its largest disclosed positions are WST (6.0%), UNH (5.7%) and TSM (5.5%). The top 20 holdings account for 91.62% of reported assets. Its disclosed equity book has returned +20.17% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Longview Partners (guernsey) LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1426092). View Longview Partners (guernsey) LTD’s 13F filings on SEC