Longview Partners (Ramzi Rishani) latest 13F portfolio: 23 holdings worth $6.2B as of Q2 2026.
Backtested since 2020: mirroring Longview Partners's reported 13F equity holdings each quarter would have returned +116.4% versus +190.9%for the S&P 500 (+12.9% annualized). See the Performance tab for the full equity curve.
Investor: Ramzi Rishani
Number of Assets: 23
Reporting Period: Q2 - 2026
Holdings at Report: $6,157,423,346
Return $ Since Report: +$234,603,410
Return % Since Report: +3.81%
Company | Position | Activity | Shares | Port. % | Rep. Price | Curr. Price | Rep. Value | Curr. Value | Return Value | Return % |
|---|---|---|---|---|---|---|---|---|---|---|
| MSCI Inc. (MSCI) | Equity | -21.04% | 463,710 | 4.22% | $560.04 | $552.87 | $259,696,148 | $256,371,348 | -$3,324,800 | -1.28% |
| S&P Global Inc. (SPGI) | Equity | -21.01% | 267,319 | 1.77% | $407.26 | $405.32 | $108,868,336 | $108,349,737 | -$518,599 | -0.48% |
| Visa Inc. (V) | Equity | -21.14% | 817,595 | 4.56% | $343.09 | $368.29 | $280,508,669 | $301,112,063 | +$20,603,394 | +7.35% |
| Alphabet Inc. (GOOGL) | Equity | -21.07% | 827,249 | 4.80% | $357.37 | $349.54 | $295,633,975 | $289,156,615 | -$6,477,360 | -2.19% |
| American Express Company (AXP) | Equity | -21.03% | 849,396 | 4.67% | $338.25 | $311.56 | $287,308,197 | $264,637,818 | -$22,670,379 | -7.89% |
| Becton Dickinson And Company (BDX) | Equity | -12.85% | 1,690,093 | 4.15% | $151.33 | $180.94 | $255,761,774 | $305,805,427 | +$50,043,653 | +19.57% |
| Cdw Corp. (CDW) | Equity | -18.88% | 1,867,736 | 4.27% | $140.64 | $146.19 | $262,678,391 | $273,044,326 | +$10,365,935 | +3.95% |
| The Cooper Companies Inc. (COO) | Equity | +3.06% | 3,940,007 | 4.59% | $71.71 | $55.29 | $282,537,902 | $217,842,987 | -$64,694,915 | -22.90% |
| Iqvia Holdings Inc. (IQV) | Equity | -20.91% | 1,500,760 | 4.71% | $193.22 | $266.42 | $289,976,847 | $399,832,479 | +$109,855,632 | +37.88% |
| Sysco Corp. (SYY) | Equity | -21.17% | 3,085,419 | 4.19% | $83.58 | $79.05 | $257,879,320 | $243,902,372 | -$13,976,948 | -5.42% |
| Texas Instruments Inc. (TXN) | Equity | -28.80% | 1,081,243 | 5.23% | $298.07 | $266.64 | $322,286,101 | $288,302,634 | -$33,983,467 | -10.54% |
| Moody's Corp. (MCO) | Equity | -21.26% | 558,785 | 4.11% | $452.92 | $468.59 | $253,084,902 | $261,841,063 | +$8,756,161 | +3.46% |
| The Progressive Corp. (PGR) | Equity | +100% | 1,219,355 | 4.33% | $218.45 | $213.48 | $266,368,100 | $260,307,905 | -$6,060,195 | -2.28% |
| UnitedHealth Group Inc. (UNH) | Equity | -24.89% | 842,497 | 5.69% | $415.63 | $376.90 | $350,167,028 | $317,537,119 | -$32,629,909 | -9.32% |
| West Pharmaceutical Services Inc. (WST) | Equity | -21.41% | 1,033,826 | 6.03% | $359.00 | $362.31 | $371,143,534 | $374,565,498 | +$3,421,964 | +0.92% |
| Aon PLC (AON) | Equity | -21.23% | 768,975 | 4.14% | $331.69 | $295.64 | $255,061,318 | $227,339,769 | -$27,721,549 | -10.87% |
| Booking Holdings Inc. (BKNG) | Equity | +1879.15% | 1,473,080 | 4.26% | $178.24 | $167.90 | $262,561,779 | $247,330,132 | -$15,231,647 | -5.80% |
| CME Group Inc. (CME) | Equity | -1.50% | 1,001,686 | 3.59% | $220.83 | $276.01 | $221,202,319 | $276,475,353 | +$55,273,034 | +24.99% |
| Fidelity National Information Services Inc. (FIS) | Equity | +12.28% | 6,284,287 | 3.97% | $38.88 | $35.62 | $244,333,079 | $223,846,303 | -$20,486,776 | -8.38% |
| Microsoft Corp. (MSFT) | Equity | -21.21% | 645,228 | 3.91% | $373.02 | $493.78 | $240,682,949 | $318,600,682 | +$77,917,733 | +32.37% |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | Equity | -16.90% | 706,120 | 5.48% | $477.57 | $434.67 | $337,221,728 | $306,929,180 | -$30,292,548 | -8.98% |
| Thermo Fisher Scientific Inc. (TMO) | Equity | -20.07% | 529,776 | 4.31% | $501.36 | $651.45 | $265,608,495 | $345,122,575 | +$79,514,080 | +29.94% |
| Salesforce Inc. (CRM) | Equity | -21.19% | 1,192,726 | 3.03% | $156.66 | $237.92 | $186,852,455 | $283,773,370 | +$96,920,915 | +51.87% |