$18.6 Billion is the total value of Longview Partners (Guernsey) LTD's 25 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| STT | Sell | STATE STR CORP | $1,018,146,000 | -33.4% | 19,112,938 | -1.2% | 5.48% | -14.5% |
| ORCL | Sell | ORACLE CORP | $1,015,144,000 | -15.2% | 21,004,427 | -7.1% | 5.46% | +8.9% |
| GWW | Sell | GRAINGER W W INC | $1,014,669,000 | -27.0% | 4,083,176 | -0.6% | 5.46% | -6.2% |
| AON | Sell | AON PLC | $951,799,000 | -29.8% | 5,767,082 | -11.5% | 5.12% | -9.8% |
| WLTW | Sell | WILLIS TOWERS WATSON PLC LTD | $936,663,000 | -30.4% | 5,514,647 | -17.2% | 5.04% | -10.5% |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $932,882,000 | -30.2% | 7,669,206 | -20.2% | 5.02% | -10.3% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $928,742,000 | -16.0% | 3,724,204 | -1.0% | 5.00% | +7.9% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $906,444,000 | -39.5% | 2,077,523 | -32.7% | 4.88% | -22.2% |
| AGN | Sell | ALLERGAN PLC | $887,436,000 | -32.8% | 5,010,929 | -27.5% | 4.78% | -13.7% |
| HSIC | Sell | HENRY SCHEIN INC | $737,082,000 | -25.9% | 14,589,902 | -2.1% | 3.97% | -4.8% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ORACLE CORP | 42 | Q3 2023 | 6.1% |
| BANK NEW YORK MELLON CORP | 42 | Q3 2023 | 6.1% |
| FISERV INC | 42 | Q3 2023 | 5.9% |
| HCA HOLDINGS INC | 41 | Q3 2023 | 7.2% |
| FIDELITY NATL INFORMATION SV | 40 | Q3 2023 | 6.2% |
| UNITEDHEALTH GROUP INC | 39 | Q3 2023 | 6.8% |
| ARROW ELECTRS INC | 36 | Q1 2022 | 1.5% |
| WELLS FARGO CO NEW | 29 | Q2 2020 | 6.1% |
| GRAINGER W W INC | 29 | Q4 2022 | 6.4% |
| ZIMMER HLDGS INC | 29 | Q1 2023 | 5.3% |
View Longview Partners (Guernsey) LTD's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| ADT Corp | February 16, 2016 | 10,351,123 | 6.3% |
| DUN & BRADSTREET CORP/NW | February 14, 2014 | 2,750,389 | 7.2% |
View Longview Partners (Guernsey) LTD's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-13 |
| SC 13G/A | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| SC 13G/A | 2023-02-08 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
View Longview Partners (Guernsey) LTD's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.