Longview Partners (Guernsey) LTD — 13F Holdings & Portfolio
CIK 1426092 · latest 13F-HR filed 2026-08-13
Longview Partners (Guernsey) LTD manages $6.16B in 13F-reported U.S. long-equity assets across 23 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are WST (6.03%), UNH (5.69%), TSM (5.48%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position and exited 3; 4 existing positions rose in reported value and 16 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Loading holdings…
AUM
$6.16B
Long-equity book
Holdings
23
Distinct positions
Period
2026-06-30
Filed 2026-08-13
Q/Q Activity
+1 / −3 / ↑4 / ↓16
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26WST6.0% · -21%UNH5.7% · -25%TSM5.5% · -17%TXN5.2% · -29%GOOGL4.8% · -21%IQV4.7% · -21%AXP4.7% · -21%COO4.6% · +3%V4.6% · -21%PGR4.3% · newTMO4.3% · -20%CDW4.3% · -19%BKNG4.3% · +1879%MSCI4.2% · -21%SYY4.2% · -21%BDX4.2% · -13%AON4.1% · -21%MCO4.1% · -21%FIS4.0% · +12%MSFT3.9% · -21%CME3.6% · -2%CRM3.0% · -21%SPGI1.8% · -21%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 50.1%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Aug 25, 2026.
Assets Under Management
$11.51B
Discretionary
$11.51B
Employees
7
Accounts
21
Address
MILL COURT
LA CHARROTERIE
ST. PETER PORT GY1 6JG
Guernsey
LA CHARROTERIE
ST. PETER PORT GY1 6JG
Guernsey
Phone
44-1481-712414
Website
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| CORNELL, PETER, CHARLES EDWARD Control | DIRECTOR since Sep 2023 | Less than 5% | Individual |
| Campbell, Elizabeth, Mary Kate Control | MANAGING DIRECTOR since Sep 2017 | Less than 5% | Individual |
| HENTON, ANDREW, MICHAEL Control | DIRECTOR since Jun 2016 | Less than 5% | Individual |
| NORTHILL LONGVIEW HOLDINGS (GUERNSEY) LIMITED Control | OWNER since Jun 2014 | 75% or more | Foreign Entity |
| PAPAGEORGIOU, PANAYIOTIS, CHRISTAKIS Control | DIRECTOR since Jan 2018 | Less than 5% | Individual |
| peacegood, joanne Control | DIRECTOR since Apr 2020 | Less than 5% | Individual |
| Kearsley, Ranjani | DIRECTOR since Sep 2022 | Less than 5% | Individual |
| Le Page, Scott | COMPLIANCE OFFICER since Aug 2026 | Less than 5% | Individual |
| B-FLEXION AM HOLDINGS LIMITED Control Indirect owner via NORTHILL CAPITAL (JERSEY) L.P. | GENERAL PARTNER since Jun 2012 | General partner, trustee or manager | Foreign Entity |
| B-FLEXION AM HOLDINGS LIMITED Control Indirect owner via NORTHILL JERSEY HOLDINGS, L.P. | GENERAL PARTNER since Jun 2012 | General partner, trustee or manager | Foreign Entity |
| B-FLEXION GP LIMITED Control Indirect owner via NORTHILL INVEST LP | GENERAL PARTNER since Nov 2015 | General partner, trustee or manager | Foreign Entity |
| B-FLEXION GROUP HOLDINGS SA Control Indirect owner via B-FLEXION HOLDINGS SA | OWNER since Jun 2024 | 75% or more | Foreign Entity |
| B-FLEXION HOLDINGS (SWITZERLAND) SA Control Indirect owner via B-FLEXION AM HOLDINGS LIMITED | OWNER since Jun 2020 | 75% or more | Foreign Entity |
| B-FLEXION HOLDINGS (SWITZERLAND) SA Control Indirect owner via B-FLEXION GP LIMITED | OWNER since Jun 2020 | 75% or more | Foreign Entity |
| B-FLEXION HOLDINGS SA Control Indirect owner via B-FLEXION HOLDINGS (SWITZERLAND) SA | OWNER since Jun 2024 | 75% or more | Foreign Entity |
| BERTARELLI PARTNERS LIMITED Control Indirect owner via LM (GP) LIMITED | OWNER since Jan 2011 | 75% or more | Foreign Entity |
| BERTARELLI, ERNESTO, SILVIO MAURIZIO Control Indirect owner via LANDMARK LP | LIMITED PARTNER since Jan 2011 | 50–75% | Individual |
| BERTARELLI, ERNESTO, SILVIO MAURIZIO Control Indirect owner via BERTARELLI PARTNERS LIMITED | OWNER since Aug 2023 | 75% or more | Individual |
| BERTARELLI, ERNESTO, SILVIO MAURIZIO Control Indirect owner via B-FLEXION GROUP HOLDINGS SA | OWNER since Aug 2023 | 75% or more | Individual |
| GUICHARD-BERTARELLI, DONATA Control Indirect owner via LANDMARK LP | LIMITED PARTNER since Jan 2011 | 25–50% | Individual |
| LANDMARK LP Control Indirect owner via NORTHILL INVEST LP | LIMITED PARTNER since Nov 2015 | 75% or more | Foreign Entity |
| LM (GP) LIMITED Control Indirect owner via LANDMARK LP | GENERAL PARTNER since Nov 2008 | General partner, trustee or manager | Foreign Entity |
| NORTHILL CAPITAL (JERSEY) L.P. Control Indirect owner via NORTHILL JERSEY HOLDINGS, L.P. | LIMITED PARTNER since Jan 2011 | 25–50% | Foreign Entity |
| NORTHILL INVEST LP Control Indirect owner via NORTHILL CAPITAL JERSEY LP | LIMITED PARTNER since Nov 2015 | 75% or more | Foreign Entity |
| NORTHILL JERSEY HOLDINGS, L.P. Control Indirect owner via NORTHILL LONGVIEW HOLDINGS (GUERNSEY) LIMITED | OWNER since Mar 2014 | 75% or more | Foreign Entity |
Ownership & leadership changes · 28 filings with changes since Mar 30, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Aug 25, 2026 filing
- No longer listedFARRELLY, DAVID · COMPLIANCE OFFICER · Less than 5% · control person · listed since Nov 2025
- AddedLe Page, Scott · COMPLIANCE OFFICER · Less than 5%
Mar 18, 2026 filing
- No longer listedGUICHARD-BERTARELLI, DONATA · OWNER · 25–50% · indirect via BERTARELLI PARTNERS LIMITED · control person · listed since Jan 2011
- ChangedNORTHILL CAPITAL (JERSEY) L.P. · indirect via NORTHILL JERSEY HOLDINGS, L.P.: ownership 75% or more → 25–50%
Nov 24, 2025 filing
- No longer listedTOSTEVIN, STUART, JAMES · COMPLIANCE OFFICER · Less than 5% · control person · listed since Oct 2014
- AddedFARRELLY, DAVID · COMPLIANCE OFFICER · Less than 5% · control person
Mar 24, 2025 filing
- No longer listedB-FLEXION GROUP HOLDINGS SA · OWNER · 75% or more · indirect via B-FLEXION HOLDINGS (SWITZERLAND) SA · control person · listed since Jun 2020
- AddedB-FLEXION GROUP HOLDINGS SA · OWNER · 75% or more · indirect via B-FLEXION HOLDINGS SA · control person
- AddedB-FLEXION HOLDINGS SA · OWNER · 75% or more · indirect via B-FLEXION HOLDINGS (SWITZERLAND) SA · control person
Mar 15, 2024 filing
- No longer listedGUERNSEY, EVELYN, VICTORIA EXLEY · DIRECTOR · Less than 5% · control person · listed since Mar 2023
Sep 22, 2023 filing
- No longer listedCAPSTAN LIMITED · TRUSTEE · General partner, trustee or manager · indirect via CAPSTAN TRUST · control person · listed since Jun 2020
- No longer listedCAPSTAN TRUST · OWNER · 75% or more · indirect via B-FLEXION GROUP HOLDINGS SA · control person · listed since Jun 2020
- No longer listedCAPSTAN TRUST · OWNER · 75% or more · indirect via BERTARELLI PARTNERS LIMITED · control person · listed since Jan 2011
- No longer listedCrowder, Richard, John · DIRECTOR · Less than 5% · control person · listed since Dec 2016
- AddedBERTARELLI, ERNESTO, SILVIO MAURIZIO · OWNER · 75% or more · indirect via B-FLEXION GROUP HOLDINGS SA · control person
- AddedCORNELL, PETER, CHARLES EDWARD · DIRECTOR · Less than 5% · control person
- AddedGUERNSEY, EVELYN, VICTORIA EXLEY · DIRECTOR · Less than 5% · control person
- Listed againBERTARELLI, ERNESTO, SILVIO MAURIZIO · OWNER · 75% or more · indirect via BERTARELLI PARTNERS LIMITED · control person
Feb 17, 2023 filing
- AddedKearsley, Ranjani · DIRECTOR · Less than 5%
Sep 1, 2022 filing
- No longer listedBERTARELLI, ERNESTO, SILVIO MAURIZIO · OWNER · 50–75% · indirect via BERTARELLI PARTNERS LIMITED · control person · listed since Jan 2011
- No longer listedCAPSTAN TRUST · OWNER · 75% or more · indirect via WAYPOINT GROUP HOLDINGS SA · control person · listed since Jun 2020
- No longer listedNORTHILL CAPITAL HOLDINGS LIMITED · GENERAL PARTNER · General partner, trustee or manager · indirect via NORTHILL CAPITAL (JERSEY) LP · control person · listed since Jun 2012
- No longer listedNORTHILL CAPITAL HOLDINGS LIMITED · GENERAL PARTNER · General partner, trustee or manager · indirect via NORTHILL JERSEY HOLDINGS LP · control person · listed since Jun 2012
- No longer listedWAYPOINT GP LIMITED · GENERAL PARTNER · General partner, trustee or manager · indirect via NORTHILL INVEST LP · control person · listed since Nov 2015
- No longer listedWAYPOINT GROUP HOLDINGS SA · OWNER · 75% or more · indirect via WAYPOINT HOLDINGS (SWITZERLAND) SA · control person · listed since Jun 2020
- No longer listedWAYPOINT HOLDINGS (SWITZERLAND) SA · OWNER · 75% or more · indirect via NORTHILL CAPITAL HOLDINGS LIMITED · control person · listed since Jun 2020
- No longer listedWAYPOINT HOLDINGS (SWITZERLAND) SA · OWNER · 75% or more · indirect via WAYPOINT GP LIMITED · control person · listed since Jun 2020
- No longer listedjilla, cyrus, david · DIRECTOR · Less than 5% · control person · listed since Oct 2020
- AddedB-FLEXION AM HOLDINGS LIMITED · GENERAL PARTNER · General partner, trustee or manager · indirect via NORTHILL CAPITAL (JERSEY) L.P. · control person
- AddedB-FLEXION AM HOLDINGS LIMITED · GENERAL PARTNER · General partner, trustee or manager · indirect via NORTHILL JERSEY HOLDINGS, L.P. · control person
- AddedB-FLEXION GP LIMITED · GENERAL PARTNER · General partner, trustee or manager · indirect via NORTHILL INVEST LP · control person
- AddedB-FLEXION GROUP HOLDINGS SA · OWNER · 75% or more · indirect via B-FLEXION HOLDINGS (SWITZERLAND) SA · control person
- AddedB-FLEXION HOLDINGS (SWITZERLAND) SA · OWNER · 75% or more · indirect via B-FLEXION GP LIMITED · control person
- AddedB-FLEXION HOLDINGS (SWITZERLAND) SA · OWNER · 75% or more · indirect via B-FLEXION AM HOLDINGS LIMITED · control person
- AddedCAPSTAN TRUST · OWNER · 75% or more · indirect via B-FLEXION GROUP HOLDINGS SA · control person
- AddedCAPSTAN TRUST · OWNER · 75% or more · indirect via BERTARELLI PARTNERS LIMITED · control person
Feb 11, 2022 filing
- No longer listedHUNT, MICHAEL, JOSEPH · MANAGING DIRECTOR · Less than 5% · control person · listed since May 2016
- ChangedCampbell, Elizabeth, Mary Kate · title DIRECTOR → MANAGING DIRECTOR
Feb 10, 2021 filing
- No longer listedBuchanan, James, Edward Denniston · DIRECTOR · Less than 5% · control person · listed since Oct 2015
- No longer listedERNESTO BERTARELLI NORTHILL DISCRETIONARY TRUST (ACTING THROUGH ITS TRUSTEE NC T LIMITED) · OWNER · 75% or more · indirect via NORTHILL CAPITAL HOLDINGS LIMITED · control person · listed since May 2011
- No longer listedNC PT LIMITED · TRUSTEE · General partner, trustee or manager · indirect via NORTHILL PURPOSE TRUST · control person · listed since May 2011
- No longer listedNC T LIMITED · TRUSTEE · General partner, trustee or manager · indirect via ERNESTO BERTARELLI NORTHILL DISCRETIONARY TRUST · control person · listed since May 2011
- No longer listedNORTHILL PURPOSE TRUST · OWNER · 75% or more · indirect via NC T LIMITED · control person · listed since May 2011
- No longer listedRISHANI, RAMZI, YOUSSEF · OWNER · 5–10% · listed since Oct 2001
- AddedBERTARELLI PARTNERS LIMITED · OWNER · 75% or more · indirect via LM (GP) LIMITED · control person
- AddedBERTARELLI, ERNESTO, SILVIO MAURIZIO · OWNER · 50–75% · indirect via BERTARELLI PARTNERS LIMITED · control person
- AddedCAPSTAN LIMITED · TRUSTEE · General partner, trustee or manager · indirect via CAPSTAN TRUST · control person
- AddedCAPSTAN TRUST · OWNER · 75% or more · indirect via WAYPOINT GROUP HOLDINGS SA · control person
- AddedGUICHARD-BERTARELLI, DONATA · OWNER · 25–50% · indirect via BERTARELLI PARTNERS LIMITED · control person
- AddedWAYPOINT GROUP HOLDINGS SA · OWNER · 75% or more · indirect via WAYPOINT HOLDINGS (SWITZERLAND) SA · control person
- AddedWAYPOINT HOLDINGS (SWITZERLAND) SA · OWNER · 75% or more · indirect via NORTHILL CAPITAL HOLDINGS LIMITED · control person
- AddedWAYPOINT HOLDINGS (SWITZERLAND) SA · OWNER · 75% or more · indirect via WAYPOINT GP LIMITED · control person
- Addedjilla, cyrus, david · DIRECTOR · Less than 5% · control person
- Addedpeacegood, joanne · DIRECTOR · Less than 5% · control person
Older changes (19 more filings)
Mar 17, 2020 filing
- No longer listedDONATA BERTARELLI NORTHILL DISCRETIONARY TRUST (ACTING THROUGH ITS TRUSTEE, NC T LIMITED) · OWNER · 25–50% · indirect via NORTHILL CAPITAL HOLDINGS LIMITED · control person · listed since May 2011
- No longer listedNC T LIMITED · TRUSTEE · General partner, trustee or manager · indirect via DONATA BERTARELLI NORTHILL DISCRETIONARY TRUST · control person · listed since May 2011
- ChangedERNESTO BERTARELLI NORTHILL DISCRETIONARY TRUST (ACTING THROUGH ITS TRUSTEE NC T LIMITED) · indirect via NORTHILL CAPITAL HOLDINGS LIMITED: ownership 50–75% → 75% or more
- ChangedNORTHILL LONGVIEW HOLDINGS (GUERNSEY) LIMITED · ownership 50–75% → 75% or more
- ChangedRISHANI, RAMZI, YOUSSEF · ownership 10–25% → 5–10%
Apr 27, 2018 filing
- ChangedRISHANI, RAMZI, YOUSSEF · ownership 25–50% → 10–25%; no longer a control person
Mar 30, 2018 filing
- No longer listedHAZZARD, DAVID, JOHN MICHAEL · DIRECTOR · Less than 5% · control person · listed since Jun 2014
- Listed againPAPAGEORGIOU, PANAYIOTIS, CHRISTAKIS · DIRECTOR · Less than 5% · control person
Sep 26, 2017 filing
- ChangedCampbell, Elizabeth, Mary Kate · title FINANCE DIRECTOR → DIRECTOR
- ChangedTOSTEVIN, STUART, JAMES · title DIRECTOR & COMPLIANCE OFFICER → COMPLIANCE OFFICER
Mar 30, 2017 filing
- No longer listedLANDMARK LP · LIMITED PARTNER · 75% or more · indirect via NH ASSET MANAGEMENT LP · control person · listed since Jan 2011
- No longer listedNH ASSET MANAGEMENT LP · LIMITED PARTNER · 75% or more · indirect via NORTHILL CAPITAL JERSEY LP · control person · listed since Nov 2015
- No longer listedWAYPOINT GP LIMITED · GENERAL PARTNER · General partner, trustee or manager · indirect via NH ASSET MANAGEMENT LP · control person · listed since Nov 2015
- AddedCampbell, Elizabeth, Mary Kate · FINANCE DIRECTOR · Less than 5% · control person
- AddedLANDMARK LP · LIMITED PARTNER · 75% or more · indirect via NORTHILL INVEST LP · control person
- AddedNORTHILL INVEST LP · LIMITED PARTNER · 75% or more · indirect via NORTHILL CAPITAL JERSEY LP · control person
- AddedWAYPOINT GP LIMITED · GENERAL PARTNER · General partner, trustee or manager · indirect via NORTHILL INVEST LP · control person
Jan 5, 2017 filing
- No longer listedANTAR TRUST · OWNER · 25–50% · control person · listed since Oct 2001
- No longer listedCROOK, PETER, GERARD · DIRECTOR · Less than 5% · control person · listed since Nov 2001
- No longer listedINTERTRUST FIDUCIARY COMPANY LIMITED · TRUSTEE TO ANTAR TRUST · 25–50% · control person · listed since Oct 2001
- AddedCrowder, Richard, John · DIRECTOR · Less than 5% · control person
- ChangedRISHANI, RAMZI, YOUSSEF · ownership 5–10% → 25–50%
Jun 30, 2016 filing
- No longer listedPAPAGEORGIOU, PANAYIOTIS, CHRISTAKIS · DIRECTOR · Less than 5% · control person · listed since Jun 2014
- AddedHENTON, ANDREW, MICHAEL · DIRECTOR · Less than 5% · control person
May 24, 2016 filing
- No longer listedSANDERSON, BARBARA · MANAGING DIRECTOR DESIGNATE · Less than 5% · control person · listed since Dec 2015
- AddedHUNT, MICHAEL, JOSEPH · MANAGING DIRECTOR · Less than 5% · control person
Mar 30, 2016 filing
- No longer listedLANDMARK LP · LIMITED PARTNER · 75% or more · indirect via NORTHILL CAPITAL JERSEY LP · control person · listed since Jan 2011
- AddedLANDMARK LP · LIMITED PARTNER · 75% or more · indirect via NH ASSET MANAGEMENT LP · control person
- AddedNH ASSET MANAGEMENT LP · LIMITED PARTNER · 75% or more · indirect via NORTHILL CAPITAL JERSEY LP · control person
- AddedWAYPOINT GP LIMITED · GENERAL PARTNER · General partner, trustee or manager · indirect via NH ASSET MANAGEMENT LP · control person
Jan 29, 2016 filing
- No longer listedCORBET, PHILIP, REX · DIRECTOR · Less than 5% · control person · listed since Sep 2009
- AddedSANDERSON, BARBARA · MANAGING DIRECTOR DESIGNATE · Less than 5% · control person
- ChangedTOSTEVIN, STUART, JAMES · title COMPLIANCE OFFICER → DIRECTOR & COMPLIANCE OFFICER
Oct 19, 2015 filing
- No longer listedMOON, FRANK, MICHAEL SHANE · DIRECTOR · Less than 5% · control person · listed since Jul 2015
- AddedBuchanan, James, Edward Denniston · DIRECTOR · Less than 5% · control person
Jul 31, 2015 filing
- AddedMOON, FRANK, MICHAEL SHANE · DIRECTOR · Less than 5% · control person
Jul 24, 2015 filing
- No longer listedHUTCHINSON, DARYN · DIRECTOR · Less than 5% · control person · listed since Apr 2003
Mar 31, 2015 filing
- No longer listedLE TISSIER, ANTHONY · DIRECTOR · Less than 5% · control person · listed since Sep 2002
Nov 13, 2014 filing
- No longer listedNORTHILL JERSEY HOLDINGS, L.P. · OWNER · 75% or more · indirect via NORTHILL PALLAS HOLDINGS (GUERNSEY) LIMITED · control person · listed since Mar 2014
- No longer listedNORTHILL PALLAS HOLDINGS (GUERNSEY) LIMITED · OWNER · 50–75% · control person · listed since Jun 2014
- AddedNORTHILL JERSEY HOLDINGS, L.P. · OWNER · 75% or more · indirect via NORTHILL LONGVIEW HOLDINGS (GUERNSEY) LIMITED · control person
- AddedNORTHILL LONGVIEW HOLDINGS (GUERNSEY) LIMITED · OWNER · 50–75% · control person
- AddedTOSTEVIN, STUART, JAMES · COMPLIANCE OFFICER · Less than 5% · control person
- ChangedLE TISSIER, ANTHONY · title DIRECTOR & COMPLIANCE OFFICER → DIRECTOR
Jun 30, 2014 filing
- No longer listedJACQUES AUGUSTE TRUST · OWNER - CLASS O SHARES · 25–50% · control person · listed since Sep 2011
- No longer listedMCDERMOTT, KEITH, ELLISTER · OWNER - CLASS O SHARES · 5–10% · control person · listed since Oct 2001
- AddedBERTARELLI, ERNESTO, SILVIO MAURIZIO · LIMITED PARTNER · 50–75% · indirect via LANDMARK LP · control person
- AddedDONATA BERTARELLI NORTHILL DISCRETIONARY TRUST (ACTING THROUGH ITS TRUSTEE, NC T LIMITED) · OWNER · 25–50% · indirect via NORTHILL CAPITAL HOLDINGS LIMITED · control person
- AddedERNESTO BERTARELLI NORTHILL DISCRETIONARY TRUST (ACTING THROUGH ITS TRUSTEE NC T LIMITED) · OWNER · 50–75% · indirect via NORTHILL CAPITAL HOLDINGS LIMITED · control person
- AddedGUICHARD-BERTARELLI, DONATA · LIMITED PARTNER · 25–50% · indirect via LANDMARK LP · control person
- AddedHAZZARD, DAVID, JOHN MICHAEL · DIRECTOR · Less than 5% · control person
- AddedLANDMARK LP · LIMITED PARTNER · 75% or more · indirect via NORTHILL CAPITAL JERSEY LP · control person
- AddedLM (GP) LIMITED · GENERAL PARTNER · General partner, trustee or manager · indirect via LANDMARK LP · control person
- AddedNC PT LIMITED · TRUSTEE · General partner, trustee or manager · indirect via NORTHILL PURPOSE TRUST · control person
- AddedNC T LIMITED · TRUSTEE · General partner, trustee or manager · indirect via ERNESTO BERTARELLI NORTHILL DISCRETIONARY TRUST · control person
- AddedNC T LIMITED · TRUSTEE · General partner, trustee or manager · indirect via DONATA BERTARELLI NORTHILL DISCRETIONARY TRUST · control person
- AddedNORTHILL CAPITAL (JERSEY) L.P. · LIMITED PARTNER · 75% or more · indirect via NORTHILL JERSEY HOLDINGS, L.P. · control person
- AddedNORTHILL CAPITAL HOLDINGS LIMITED · GENERAL PARTNER · General partner, trustee or manager · indirect via NORTHILL CAPITAL (JERSEY) LP · control person
- AddedNORTHILL CAPITAL HOLDINGS LIMITED · GENERAL PARTNER · General partner, trustee or manager · indirect via NORTHILL JERSEY HOLDINGS LP · control person
- AddedNORTHILL JERSEY HOLDINGS, L.P. · OWNER · 75% or more · indirect via NORTHILL PALLAS HOLDINGS (GUERNSEY) LIMITED · control person
- AddedNORTHILL PALLAS HOLDINGS (GUERNSEY) LIMITED · OWNER · 50–75% · control person
- AddedNORTHILL PURPOSE TRUST · OWNER · 75% or more · indirect via NC T LIMITED · control person
- AddedPAPAGEORGIOU, PANAYIOTIS, CHRISTAKIS · DIRECTOR · Less than 5% · control person
- ChangedANTAR TRUST · title OWNER - CLASS O SHARES → OWNER
- ChangedINTERTRUST FIDUCIARY COMPANY LIMITED · title TRUSTEE FOR ANTAR TRUST / TRUSTEE FOR JACQUES AUGUSTE TRUST → TRUSTEE TO ANTAR TRUST
- ChangedRISHANI, RAMZI, YOUSSEF · title OWNER - CLASS O SHARES → OWNER
Mar 31, 2014 filing
- No longer listedATC TRUSTEES (GUERNSEY) LIMITED · TRUSTEE FOR ANTAR TRUST / TRUSTEE FOR JACQUES AUGUSTE TRUST · 25–50% · control person · listed since Oct 2001
- AddedINTERTRUST FIDUCIARY COMPANY LIMITED · TRUSTEE FOR ANTAR TRUST / TRUSTEE FOR JACQUES AUGUSTE TRUST · 25–50% · control person
- ChangedANTAR TRUST · title OWNER - CLASS F SHARES → OWNER - CLASS O SHARES
- ChangedJACQUES AUGUSTE TRUST · title OWNER - CLASS F SHARES → OWNER - CLASS O SHARES
- ChangedMCDERMOTT, KEITH, ELLISTER · title OWNER - CLASS F SHARES → OWNER - CLASS O SHARES
- ChangedRISHANI, RAMZI, YOUSSEF · title OWNER - CLASS F SHARES → OWNER - CLASS O SHARES
Jul 9, 2012 filing
- ChangedJACQUES AUGUSTE TRUST · ownership 10–25% → 25–50%
- ChangedMCDERMOTT, KEITH, ELLISTER · ownership Less than 5% → 5–10%
- ChangedRISHANI, RAMZI, YOUSSEF · ownership Less than 5% → 5–10%
Mar 30, 2012 filing (earliest on record)
- ListedANTAR TRUST · OWNER - CLASS F SHARES · 25–50% · control person
- ListedATC TRUSTEES (GUERNSEY) LIMITED · TRUSTEE FOR ANTAR TRUST / TRUSTEE FOR JACQUES AUGUSTE TRUST · 25–50% · control person
- ListedCORBET, PHILIP, REX · DIRECTOR · Less than 5% · control person
- ListedCROOK, PETER, GERARD · DIRECTOR · Less than 5% · control person
- ListedHUTCHINSON, DARYN · DIRECTOR · Less than 5% · control person
- ListedJACQUES AUGUSTE TRUST · OWNER - CLASS F SHARES · 10–25% · control person
- ListedLE TISSIER, ANTHONY · DIRECTOR & COMPLIANCE OFFICER · Less than 5% · control person
- ListedMCDERMOTT, KEITH, ELLISTER · OWNER - CLASS F SHARES · Less than 5% · control person
- ListedRISHANI, RAMZI, YOUSSEF · OWNER - CLASS F SHARES · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- TAIWAN SEMICONDUCTOR MANUFAC$50.1M +17.4%
- UNITEDHEALTH GROUP INC$46.7M +15.4%
- WEST PHARMACEUTICAL SVSC INC$41.5M +12.6%
- TEXAS INSTRS INC$27.5M +9.3%
Top Trims
- SALESFORCE INC-$95.7M -33.9%
- CME GROUP INC-$79.2M -26.4%
- MICROSOFT CORP-$62.4M -20.6%
- THERMO FISHER SCIENTIFIC INC-$60.2M -18.5%
- AON PLC-$60.1M -19.1%
Longview Partners (Guernsey) LTD Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | WEST PHARMACEUTICAL SVSC INC | WST | 955306105 | $371.1M | 6.03% | 1,033,826 | SH |
| 2 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $350.2M | 5.69% | 842,497 | SH |
| 3 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $337.2M | 5.48% | 706,120 | SH |
| 4 | TEXAS INSTRS INC | TXN | 882508104 | $322.3M | 5.23% | 1,081,243 | SH |
| 5 | ALPHABET INC | GOOGL | 02079K305 | $295.6M | 4.80% | 827,249 | SH |
| 6 | IQVIA HLDGS INC | IQV | 46266C105 | $290.0M | 4.71% | 1,500,760 | SH |
| 7 | AMERICAN EXPRESS CO | AXP | 025816109 | $287.3M | 4.67% | 849,396 | SH |
| 8 | COOPER COS INC | COO | 216648501 | $282.5M | 4.59% | 3,940,007 | SH |
| 9 | VISA INC | V | 92826C839 | $280.5M | 4.56% | 817,595 | SH |
| 10 | PROGRESSIVE CORP | PGR | 743315103 | $266.4M | 4.33% | 1,219,355 | SH |
| 11 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $265.6M | 4.31% | 529,776 | SH |
| 12 | CDW CORP | CDW | 12514G108 | $262.7M | 4.27% | 1,867,736 | SH |
| 13 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $262.6M | 4.26% | 1,473,080 | SH |
| 14 | MSCI INC | MSCI | 55354G100 | $259.7M | 4.22% | 463,710 | SH |
| 15 | SYSCO CORP | SYY | 871829107 | $257.9M | 4.19% | 3,085,419 | SH |
| 16 | BECTON DICKINSON & CO | BDX | 075887109 | $255.8M | 4.15% | 1,690,093 | SH |
| 17 | AON PLC | AON | G0403H108 | $255.1M | 4.14% | 768,975 | SH |
| 18 | MOODYS CORP | MCO | 615369105 | $253.1M | 4.11% | 558,785 | SH |
| 19 | FIDELITY NATL INFORMATION SV | FIS | 31620M106 | $244.3M | 3.97% | 6,284,287 | SH |
| 20 | MICROSOFT CORP | MSFT | 594918104 | $240.7M | 3.91% | 645,228 | SH |
| 21 | CME GROUP INC | CME | 12572Q105 | $221.2M | 3.59% | 1,001,686 | SH |
| 22 | SALESFORCE INC | CRM | 79466L302 | $186.9M | 3.03% | 1,192,726 | SH |
| 23 | S&P GLOBAL INC | SPGI | 78409V104 | $108.9M | 1.77% | 267,319 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $6.16B | 23 | 0001426092-26-000003 |
| 2026-03-31 | 2026-05-15 | $7.06B | 25 | 0001426092-26-000002 |
| 2025-12-31 | 2026-02-17 | $9.58B | 23 | 0001426092-26-000001 |
| 2025-09-30 | 2025-11-13 | $9.57B | 23 | 0001426092-25-000002 |
Filer Information
Address
MILL COURTLA CHARROTERIE
ST PETER PORT, Y7 GY1 6JG
Phone
00441481712414
Filing Manager
Longview Partners (Guernsey) LTD
ST PETER PORT, Y7
Signatory
David Farrelly
Compliance Officer