Longview Partners LTD

Long Only Manager • Value

Longview Partners LTD is a Value-focused institution led by Elizabeth Mary Kate Campbell, reporting $16.2B in AUM as of Q3 2025 with 32% Financial Services concentration and 50% concentrated in top 10 holdings.

Managing PartnerElizabeth Mary Kate Campbell

Portfolio Value: $9.6B
Positions: 23
Top Holding: GOOGL at 5.86%
Last Reported: Q3 2025

AddressMill Court, La Charroterie, St. Peter Port, GY1 6JG, Guernsey

Top Holdings

Largest long holdings in Longview Partners LTD's portfolio (50.3% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$560.8M	5.86%	-$177.7M Sold	0.02% 2.3M shares	Q2 2020 Held for 5y 5m
2 Booking Holdings Inc. BKNG	Travel Services Consumer Cyclical	$541.8M	5.66%	-$128.6M Sold	0.31% 100.3K shares	Q3 2022 Held for 3y 2m
3 Microsoft MSFT	Software - Infrastructure Technology	$539.7M	5.64%	-$123.9M Sold	0.01% 1.0M shares	Q2 2022 Held for 3y 5m
4 Moody's MCO	Financial - Data & Stock Exchanges Financial Services	$485.1M	5.07%	-$109.3M Sold	0.57% 1.0M shares	Q1 2022 Held for 3y 8m
5 American Express AXP	Financial - Credit Services Financial Services	$458.1M	4.79%	-$104.6M Sold	0.20% 1.4M shares	Q4 2019 Held for 5y 11m
6 UnitedHealth Group UNH	Medical - Healthcare Plans Healthcare	$456.4M	4.77%	+$36.5M Bought	0.15% 1.3M shares	Q1 2014 Held for 11y 8m
7 Visa V	Financial - Credit Services Financial Services	$455.6M	4.76%	-$103.8M Sold	0.07% 1.3M shares	Q1 2023 Held for 2y 8m
8 IQVIA IQV	Medical - Diagnostics & Research Healthcare	$445.7M	4.66%	+$11.0M Bought	1.38% 2.3M shares	Q1 2020 Held for 5y 8m
9 Thermo Fisher Scientific TMO	Medical - Diagnostics & Research Healthcare	$438.2M	4.58%	+$17.0M Bought	0.24% 903.6K shares	Q4 2023 Held for 1y 11m
10 Fidelity National Information Services FIS	Information Technology Services Technology	$432.1M	4.52%	-$17.4M Sold	1.25% 6.6M shares	Q2 2023 Held for 2y 5m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Longview Partners LTD's latest filing

See all changes

GthenC

Market Value

$9.6B

Prior: $11.6B

Q/Q Change

-17.56%

-$2.0B

Net Flows % of MV

-27.07%

Turnover Ratio

23.24%

New Purchases

1 stocks

$92.4M

Added To

9 stocks

+$627.1M

Sold Out Of

3 stocks

$1.8B

Reduced Holdings

12 stocks

-$1.6B

Increased Positions

Position	Shares Δ	Change
1 West Pharmaceutical Services WST	New	0 → 352.1K +$92.4M
2 MSCI MSCI	+3,026.21%	22.7K → 710.5K +$390.2M
3 Adobe ADBE	+16.29%	1.0M → 1.2M +$58.6M
4 CDW CDW	+14.12%	2.3M → 2.6M +$51.0M
5 Becton, Dickinson and Company BDX	+12.02%	2.0M → 2.3M +$45.6M

Decreased Positions

Position	Shares Δ	Change
1 Oracle ORCL	Sold	3.3M → 0 −$721.2M
2 TJX Companies TJX	Sold	4.7M → 0 −$580.4M
3 Fiserv FI	Sold	2.7M → 0 −$457.8M
4 HCA Healthcare HCA	-82.42%	1.6M → 274.6K −$548.9M
5 Alphabet Inc. GOOGL	-24.06%	3.0M → 2.3M −$177.7M