Longview Partners (Guernsey) LTD
Annual return '25
+0.4%
SPY '25
+17.7%
Alpha
-17.3ptsvs SPY
Invested
$7.1B
Holdings
25
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 88%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$WST
WEST PHARMACEUTICAL SVSC INC
Q3 2025: New position (352.1k shares)
4.7%
02
$TMO
THERMO FISHER SCIENTIFIC INC
Q3 2025: Increased +4.0% (868.6k → 903.6k shares)
4.6%
03
$AXP
AMERICAN EXPRESS CO
Q3 2025: Sold 18.6% (1.69M → 1.38M shares)
4.6%
04
$IQV
IQVIA HLDGS INC
Q3 2025: Increased +2.5% (2.29M → 2.35M shares)
4.6%
05
$MSCI
MSCI INC
Q3 2025: Increased +3026.2% (22.7k → 710.5k shares)
4.5%
06
$AON
AON PLC
Q3 2025: Sold 11.6% (1.31M → 1.16M shares)
4.5%
07
$BKNG
BOOKING HOLDINGS INC
Q3 2025: Sold 19.2% (124.2k → 100.3k shares)
4.4%
08
$V
VISA INC
Q3 2025: Sold 18.6% (1.64M → 1.33M shares)
4.4%
09
$MCO
MOODYS CORP
Q3 2025: Sold 18.4% (1.25M → 1.02M shares)
4.4%
10
$BDX
BECTON DICKINSON & CO
Q3 2025: Increased +12.0% (2.03M → 2.27M shares)
4.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:53 UTC.