Asset Manager · CIK 0001426092
Longview Partners
Guernsey
Longview Partners runs Guernsey, an asset manager overseeing $9.58B in disclosed equity holdings (SEC CIK 0001426092). The latest 13F filing (2025Q4) discloses 23 positions across 6 sectors, with the largest positions in GOOGL, IQV and MCO. On a mark-to-market basis the tracked portfolio has declined 9.9% over the past year. OpenStocks tracks 40 consecutive 13F filings for this manager — every position change, new entry, and exit is logged below.
Portfolio
$9.58B
Positions
23
Quarter
2025Q4
Filings tracked
40
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$90M
Lifetime buys
$8.71B
Lifetime sells
$16.86B
Quarter activity
What changed in 2025Q4 — net new, added, trimmed, exited.
New positions1 name
- CMECME GROUP INC+1,386,768$378.7M
Added to3 names
Trimmed19 names
- GOOGLALPHABET INC−698,090$218.5M
- BKNGBOOKING HOLDINGS INC−9,274$49.7M
- TMOTHERMO FISHER SCIENTIFIC INC−53,290$30.9M
- IQVIQVIA HLDGS INC−126,181$28.4M
- AXPAMERICAN EXPRESS CO−74,525$27.6M
- MCOMOODYS CORP−51,727$26.4M
- MSFTMICROSOFT CORP−53,525$25.9M
- VVISA INC−69,441$24.4M
- UNHUNITEDHEALTH GROUP INC−67,126$22.2M
- FISFIDELITY NATL INFORMATION SV−333,050$22.1M
- BDXBECTON DICKINSON & CO−110,882$21.5M
- G0403HAON PLC−50,970$18.0M
- + 7 more…
Exited1 name
- HCAHCA HEALTHCARE INC−274,609$117.0M
Recent transactions
Last 20 moves
TRIM
ADOBE SYSTEMS INCORPORATED
−13,640
~$349.99 · 2025Q4
2026-02-17
TRIM
BECTON DICKINSON & CO
−110,882
~$194.07 · 2025Q4
2026-02-17
TRIM
FIDELITY NATL INFORMATION SV
−333,050
~$66.46 · 2025Q4
2026-02-17
TRIM
MARSH & MCLENNAN COS INC
−71,800
~$185.52 · 2025Q4
2026-02-17
TRIM
THERMO FISHER SCIENTIFIC INC
−53,290
~$579.45 · 2025Q4
2026-02-17