Longview Partners (Guernsey)
Clone performance
| Window | Clone CAGR | Note |
|---|---|---|
| Full window (2016-11-07 → 2026-10-02, 40 filings) | +11.88% | Cumulative +203.8% vs SPY +322.8% |
| Trailing 10Y | — | |
| Trailing 5Y | +6.23% | |
| Trailing 3Y | +9.62% | |
| Trailing 1Y | -3.06% |
Top holdings — 2026 Q2 filing
| Ticker | Company | Weight | Reported value |
|---|---|---|---|
| WST | West Pharmaceutical Svsc Inc | 6.03% | $371M |
| UNH | Unitedhealth Group Inc | 5.69% | $350M |
| TSM | Taiwan Semiconductor Manufac | 5.48% | $337M |
| TXN | Texas Instrs Inc | 5.23% | $322M |
| GOOGL | Alphabet Inc | 4.80% | $296M |
| IQV | Iqvia Hldgs Inc | 4.71% | $290M |
| AXP | American Express Co | 4.67% | $287M |
| COO | Cooper Cos Inc | 4.59% | $283M |
| V | Visa Inc | 4.56% | $281M |
| PGR | Progressive Corp | 4.33% | $266M |
As reported on the 2026-06-30 Form 13F (filed 2026-08-13). Full holdings and quarter changes: holdings page.
Filing history in this profile
Every clone input traces to one of these SEC filings. 95.9% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.
Background (founded / HQ / style) source: https://storage.googleapis.com/advisorfinder/brochures/143875/20251210_071834.pdf — Form ADV brochure states the firm was founded in 2001, Longview Partners (Guernsey) Limited has its principal place of business in St. Peter Port, Guernsey and commenced operations in 2001, while investment activities are managed from its London office; Marina Lund is CEO, Alex Philipps is CIO; majority owned by Northill Capital.