Longview Partners (Guernsey) LTD
Longview Partners (Guernsey) LTD is based out of ST PETER PORT, Y7. Their last reported 13F filing for 2020-12-31 included $20,608,375,000 in managed 13F securities and a top 10 holdings concentration of 55.55%. Longview Partners (Guernsey) LTD's largest holding is HCA HEALTHCARE INC with shares held of 7,265,521 with total value $1,194,888,000. Longview Partners (Guernsey) LTD has met the qualifications for inclusion in our system.
| Quarter | # of Investments | Portofolio Value (Million USD) |
|---|
Current Quarter | 2020-12-31 | 25 | 20,608 | Previous Quarter | 2020-09-30 | 24 | 21,274 |
New Buys
| Ticker | Name | Shares | Value | Total Asset Value % |
|---|
| LHX | L3HARRIS TECHNOLOGIES INC | 4,574,033 | $864,584,000 | 4.20% |
Top Buys
| Ticker | Name | Current Shares | Current Value | Previous Shares | Previous Value | Shares % Change | Value % Change | Portfolio % Change |
|---|
Top Sells
| Ticker | Name | Current Shares | Current Value | Previous Shares | Previous Value | Shares % Change | Value % Change | Portfolio % Change |
|---|
| GWW | GRAINGER W W INC | 2,689,371 | $1,098,178,000 | 3,714,680 | $1,325,286,000 | -27.60% | -17.14% | -0.90% |
| EMR | EMERSON ELEC CO | 13,089,627 | $1,052,013,000 | 16,680,015 | $1,093,709,000 | -21.53% | -3.81% | -0.04% |
| HCA | HCA HEALTHCARE INC | 7,265,521 | $1,194,888,000 | 9,250,070 | $1,153,299,000 | -21.45% | 3.61% | 0.38% |
| CHTR | CHARTER COMMUNICATIONS INC N | 1,592,377 | $1,053,437,000 | 2,003,761 | $1,251,028,000 | -20.53% | -15.79% | -0.77% |
| IQV | IQVIA HLDGS INC | 5,831,747 | $1,044,874,000 | 7,252,690 | $1,143,242,000 | -19.59% | -8.60% | -0.30% |
| AON PLC | 4,412,732 | $932,278,000 | 5,482,911 | $1,131,124,000 | -19.52% | -17.58% | -0.79% |
| SYY | SYSCO CORP | 13,306,421 | $988,135,000 | 16,449,613 | $1,023,495,000 | -19.11% | -3.45% | -0.02% |
| UNH | UNITEDHEALTH GROUP INC | 2,859,746 | $1,002,856,000 | 3,531,811 | $1,101,113,000 | -19.03% | -8.92% | -0.31% |
| MDT | MEDTRONIC PLC | 8,057,140 | $943,813,000 | 9,922,062 | $1,031,101,000 | -18.80% | -8.47% | -0.27% |
| ARW | ARROW ELECTRS INC | 2,906,705 | $282,822,000 | 3,575,880 | $281,279,000 | -18.71% | 0.55% | 0.05% |
2020-12-31 13F Holdings Details
| Stock |
Sector |
Shares Held |
Market Value |
% of Portfolio |
Previous % of Portfolio |
Rank |
Change in Shares |
% Change in Shares |
| HCA | | 7,265,521 | $1,194,888,000 | 5.80% | 5.42% | 1 | -1,984,549 | -21.45% |
| GWW | | 2,689,371 | $1,098,178,000 | 5.33% | 6.23% | 2 | -1,025,309 | -27.60% |
| CHTR | | 1,592,377 | $1,053,437,000 | 5.11% | 5.88% | 3 | -411,384 | -20.53% |
| EMR | | 13,089,627 | $1,052,013,000 | 5.10% | 5.14% | 4 | -3,590,388 | -21.53% |
| IQV | | 5,831,747 | $1,044,874,000 | 5.07% | 5.37% | 5 | -1,420,943 | -19.59% |
| ORCL | | 15,928,686 | $1,030,427,000 | 5.00% | 5.49% | 6 | -3,639,369 | -18.60% |
| STT | | 13,843,976 | $1,007,565,000 | 4.89% | 4.74% | 7 | -3,141,866 | -18.50% |
| UNH | | 2,859,746 | $1,002,856,000 | 4.87% | 5.18% | 8 | -672,065 | -19.03% |
| BK | | 23,469,223 | $996,034,000 | 4.83% | 4.63% | 9 | -5,195,313 | -18.12% |
| SYY | | 13,306,421 | $988,135,000 | 4.79% | 4.81% | 10 | -3,143,192 | -19.11% |
| AXP | | 8,103,840 | $979,835,000 | 4.75% | 4.66% | 11 | -1,784,153 | -18.04% |
| GOOGL | | 556,686 | $975,670,000 | 4.73% | 4.71% | 12 | -126,478 | -18.51% |
| MDT | | 8,057,140 | $943,813,000 | 4.58% | 4.85% | 13 | -1,864,922 | -18.80% |
| FISV | | 8,281,956 | $942,984,000 | 4.58% | 4.93% | 14 | -1,891,848 | -18.60% |
| | 4,412,732 | $932,278,000 | 4.52% | 5.32% | 15 | -1,070,179 | -19.52% |
| WLTW | | 4,325,723 | $911,343,000 | 4.42% | 5.22% | 16 | -992,130 | -18.66% |
| LHX | | 4,574,033 | $864,584,000 | 4.20% | | 17 | 4,574,033 | New |
| FIS | | 6,086,834 | $861,044,000 | 4.18% | 5.17% | 18 | -1,385,310 | -18.54% |
| HSIC | | 11,959,503 | $799,612,000 | 3.88% | 3.70% | 19 | -1,444,782 | -10.78% |
| USFD | | 15,614,825 | $520,130,000 | 2.52% | 1.97% | 20 | -3,204,858 | -17.03% |
| OMC | | 7,798,080 | $486,366,000 | 2.36% | 2.21% | 21 | -1,714,858 | -18.03% |
| ARW | | 2,906,705 | $282,822,000 | 1.37% | 1.32% | 22 | -669,175 | -18.71% |
| TJX | | 4,030,602 | $275,250,000 | 1.34% | 1.29% | 23 | -899,182 | -18.24% |
| ZBH | | 1,477,957 | $227,738,000 | 1.11% | 1.16% | 24 | -339,105 | -18.66% |
| FTDR | | 2,718,558 | $136,499,000 | 0.66% | 0.61% | 25 | -605,866 | -18.22% |
