Longview Partners (Guernsey)
Longview Partners (Guernsey) reported 23 stocks worth $6.2B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are WST (6.0%), UNH (5.7%) and TSM (5.5%). Compared with Q1 2026, the fund opened new positions in PGR, added to COO, BKNG and FIS, trimmed WST, UNH and TSM and sold out of NKE, FISV and MRSH.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  WST West Pharmaceutical Svsc Inc | $371M | 6.0% | 1M | −282K (−21%) | 4 of 8 | |
| 2 |  UNH Unitedhealth Group Inc | $350M | 5.7% | 842K | −279K (−25%) | 8 of 8 | |
| 3 |  TSM Taiwan Semiconductor Mfg Ltd | $337M | 5.5% | 706K | −144K (−17%) | 2 of 8 | |
| 4 |  TXN Texas Instrs Inc | $322M | 5.2% | 1.1M | −437K (−29%) | 2 of 8 | |
| 5 |  GOOGL Alphabet Inc | $296M | 4.8% | 827K | −221K (−21%) | 8 of 8 | |
| 6 |  IQV Iqvia Holdings | $290M | 4.7% | 1.5M | −397K (−21%) | 8 of 8 | |
| 7 |  AXP American Express Co | $287M | 4.7% | 849K | −226K (−21%) | 8 of 8 | |
| 8 |  COO Cooper Cos Inc | $283M | 4.6% | 3.9M | +117K (+3%) | 2 of 8 | |
| 9 |  V Visa Inc | $281M | 4.6% | 818K | −219K (−21%) | 8 of 8 | |
| 10 |  PGR Progressive Corp | $266M | 4.3% | 1.2M | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Longview Partners (Guernsey) 13F FAQ
What does Longview Partners (Guernsey) own?
Longview Partners (Guernsey) reported 23 stocks worth $6.2B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are WST (6.0%), UNH (5.7%) and TSM (5.5%). The table above lists every position in the filing (the top 10 without an account).
What did Longview Partners (Guernsey) buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 3 added to, 19 trimmed and 3 sold out. New positions include PGR. It sold all of NKE, FISV and MRSH.
When will Longview Partners (Guernsey) file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Longview Partners (Guernsey)'s portfolio worth?
The Q2 2026 filing reports $6.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.